MondegarAI
ARTHUR M. COHEN & ASSOCIATES, LLC

Q3 2024 · 13F-HR

ARTHUR M. COHEN & ASSOCIATES, LLCholdings as filed

Filed 2024-10-30 · accession 0001692252-24-000005

$553.5M
Reported value
140
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
235851102DHRDANAHER CORP DEL$58.8M10.6%214,262CommonSOLE
67066G104NVDANVIDIA CORP$43.4M7.84%370,880CommonSOLE
037833100AAPLAPPLE$42.1M7.60%185,877CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$34.9M6.30%76,227CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$28.6M5.16%50,227CommonSOLE
594918104MSFTMICROSOFT CORP$26.1M4.72%62,060CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$25.9M4.69%130,986CommonSOLE
023135106AMZNAMAZON COM INC$25.3M4.58%136,893CommonSOLE
02079K107GOOGALPHABET INC$22.8M4.12%135,507CommonSOLE
532457108LLYLILLY ELI & CO$22.5M4.07%25,473CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$14.5M2.61%16,480CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$12.3M2.23%18CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$11.6M2.09%90,641CommonSOLE
09247X101BLKCHFBLACKROCK INC$10.7M1.93%11,490CommonSOLE
64110L106NFLXNETFLIX INC$8.9M1.61%12,648CommonSOLE
743315103PGRPROGRESSIVE CO OHIO$8.7M1.58%34,314CommonSOLE
437076102HDHOME DEPOT INC$7.0M1.26%17,115CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.3M1.14%10,328CommonSOLE
30303M102METAMETA PLATFORMS$5.8M1.05%10,097CommonSOLE
92338C103VLTOVERALTO CORP$5.6M1.01%50,635CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.1M0.92%9,699CommonSOLE
46090E103QQQINVESCO QQQ TRUST$5.0M0.89%10,292CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.8M0.86%9,818CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS$4.6M0.83%16,627CommonSOLE
75513E101RTXRTX CORP$4.3M0.77%34,410CommonSOLE
922475108VEEVVEEVA SYS INC$3.8M0.69%18,293CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$3.6M0.65%31,855CommonSOLE
82509L107SHOPSHOPIFY INC$3.5M0.63%44,520CommonSOLE
169656104CHIPOTLE MEX GRILL$3.4M0.61%59,290CommonSOLE
79466L302CRMSALESFORCE COM INC$3.4M0.61%12,498CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3.4M0.61%11,714CommonSOLE
031162100AMGNAMGEN INC$2.5M0.46%7,911CommonSOLE
33733B100FIWFIRST TR EXCHANGE TRADED FD$2.5M0.46%23,314CommonSOLE
92826C839VVISA INC$2.5M0.45%9,023CommonSOLE
57636Q104MAMASTERCARD INC$2.4M0.44%4,886CommonSOLE
573874104MRVLMARVELL TECHNOLOGY GROUP LTD$2.4M0.44%34,490CommonSOLE
580135101MCDMCDONALDS CORP$2.1M0.39%7,045CommonSOLE
29444U700EQIXEQUINIX INC COM$2.1M0.38%2,398CommonSOLE
68287N100OSPNONESPAN INC$2.1M0.38%134,474CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.0M0.36%6,056CommonSOLE
74348A467NOBLPROSHARES TR$1.8M0.33%17,065CommonSOLE
G29183103ETNEATON CORP$1.8M0.32%5,463CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.30%10,220CommonSOLE
00287Y109ABBVABBVIE INC$1.6M0.30%8,362CommonSOLE
02079K305GOOGLALPHABET INC$1.6M0.30%9,856CommonSOLE
91324P102UNHUNITED HEALTH GROUP INC$1.6M0.29%2,730CommonSOLE
874039100TSMTAIWAN SEMI CONDUCTOR MFG$1.6M0.28%9,107CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$1.6M0.28%7,400CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$1.5M0.27%19,000CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$1.5M0.27%34,815CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.5M0.26%14,000CommonSOLE
931142103WMTWAL MART STORES INC$1.4M0.25%17,213CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.4M0.24%20,753CommonSOLE
88160R101TSLATESLA INC$1.3M0.24%5,204CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.3M0.23%12,662CommonSOLE
G0403H108AONAON PLC$1.3M0.23%3,670CommonSOLE
464287655IWMISHARES TR$1.3M0.23%5,845CommonSOLE
464287200IVVISHARES TR$1.3M0.23%2,227CommonSOLE
81762P102NOWSERVICENOW INC$1.3M0.23%1,458CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.22%7,445CommonSOLE
427866108HSYHERSHEY CO$1.2M0.22%6,292CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.22%2,341CommonSOLE
98980G102ZSZSCZLER INC$1.1M0.21%6,851CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.0M0.19%1,824CommonSOLE
98978V103ZTSZOETIS INC$951,6860.17%4,895CommonSOLE
78464A805SPTMSPDR SER TR$890,6960.16%12,825CommonSOLE
46137V241SPHQINVESCO EXCH TRADED FD TR$874,0190.16%13,090CommonSOLE
771049103RBLXROBLOX CORP$872,9900.16%20,054CommonSOLE
589400100MCYMERCURY GEN CORP$868,3060.16%13,700CommonSOLE
452327109ILMNILLUMINA INC$863,5210.16%6,695CommonSOLE
742718109PGPROCTER AND GAMBLE CO$855,5100.15%4,944CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$813,9580.15%3,931CommonSOLE
369604301GEGE AEROSPACE$699,5570.13%3,755CommonSOLE
11135F101AVGOBROADCOM INC$689,9760.12%4,120CommonSOLE
88579Y101MMM3M CO$685,3000.12%5,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$674,3220.12%1,113CommonSOLE
464287168DVYISHARES TR$662,5620.12%4,922CommonSOLE
N07059210ASMLASML HOLDING N V$645,5450.12%785CommonSOLE
002824100ABTABBOT LABS$622,6490.11%5,483CommonSOLE
88339J105TTDTHE TRADE DESK INC$592,0560.11%5,435CommonSOLE
94106L109WMWASTE MGMT INC DEL$584,2830.11%2,810CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$562,4280.10%9,190CommonSOLE
09260D107BXBLACKSTONE INC$553,4930.10%3,645CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$548,2810.10%2,784CommonSOLE
713448108PEPPEPSICO INC$542,9320.10%3,168CommonSOLE
855244109SBUXSTARBUCKS CORP$533,4290.10%5,475CommonSOLE
00724F101ADBEADOBE SYS INC$528,4430.10%1,051CommonSOLE
03076C106AMPAMERIPRISE FINL INC$522,8200.09%1,105CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES$495,4480.09%1,360CommonSOLE
922908736VUGVANGUARD INDEX FDS$460,8020.08%1,217CommonSOLE
922908769VTIVANGUARD INDEX FDS$451,9990.08%1,611CommonSOLE
464287499IWRISHARES TR$437,8870.08%5,000CommonSOLE
92204A504VHTVANGUARD WORLD FDS$427,2690.08%1,524CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$403,9940.07%860CommonSOLE
922908751VBVANGUARD INDEX FDS$400,2050.07%1,705CommonSOLE
12514G108CDWCDW CORP$398,1570.07%1,828CommonSOLE
58933Y105MRKMERCK & CO INC$395,2790.07%3,445CommonSOLE
922908629VOVANGUARD INDEX FDS$380,9760.07%1,452CommonSOLE
92204A108VCRVANGUARD WORLD FDS$380,6160.07%1,124CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$378,0390.07%993CommonSOLE
40412C101HCAHCA HEALTHCARE INC$376,2580.07%928CommonSOLE
060505104BACBANK AMER CORP$371,5250.07%9,363CommonSOLE
92204A702VGTVANGUARD WORLD FDS$369,9420.07%647CommonSOLE
45167R104IEXIDEX CORP$361,3010.07%1,700CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$360,9420.07%1,530CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$356,2990.06%9,315CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$348,9350.06%777CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$345,2740.06%725CommonSOLE
422806109HEIHEICO CORP$319,9820.06%1,220CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$315,8870.06%9,159CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$296,8850.05%1,060CommonSOLE
17275R102CSCOCISCO SYS INC$296,3990.05%5,620CommonSOLE
252131107DXCMDEXCOM INC$294,2280.05%4,458CommonSOLE
084423102WRBBERKLEY W R CORP$287,7320.05%5,025CommonSOLE
46434V621DGROISHARES TR$281,2500.05%4,500CommonSOLE
032654105ADIANALOG DEVICES$267,5090.05%1,196CommonSOLE
191216100KOCOCA COLA CO$267,1200.05%3,725CommonSOLE
747525103QCOMQUALCOMM INC$260,2750.05%1,570CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$256,7900.05%480CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$250,7090.05%2,450CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$250,6420.05%3,078CommonSOLE
422806208HEI/AHEICO CORP NEW$248,8680.04%1,220CommonSOLE
56585A102MPCMARATHON PETE CORP$248,7300.04%1,500CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$246,0000.04%2,000CommonSOLE
464287101OEFISHARES TR$238,8150.04%873CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$233,8440.04%780CommonSOLE
872540109TJXTJX COS INC NEW$231,5300.04%1,985CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$230,3200.04%220CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$229,8560.04%2,200CommonSOLE
494368103KMBKIMBERLY CLARK CORP$226,4320.04%1,590CommonSOLE
42704L104HRIHERC HOLDINGS INC$223,7480.04%1,400CommonSOLE
59156R108METMETLIFE INC$217,4530.04%2,659CommonSOLE
78468R853SPSMSPDR SER TR$215,1670.04%4,792CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$212,1290.04%4,010CommonSOLE
36828A101GEVGE VERNOVA INC$211,3810.04%824CommonSOLE
375558103GILDGILEAD SCIENCES INC$210,6890.04%2,510CommonSOLE
166764100CVXCHEVRON CORP NEW$210,3290.04%1,405CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES$208,0910.04%2,270CommonSOLE
009496100AIRSAIRSCULPT TECHNOLOGIES$65,2370.01%13,734CommonSOLE
29415J106ENVVENO MEDICAL CORP$44,8000.01%14,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.