MondegarAI
ARTHUR M. COHEN & ASSOCIATES, LLC

Q4 2024 · 13F-HR

ARTHUR M. COHEN & ASSOCIATES, LLCholdings as filed

Filed 2025-01-15 · accession 0001692252-25-000001

$564.4M
Reported value
135
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$50.4M8.93%375,248CommonSOLE
235851102DHRDANAHER CORP DEL$48.8M8.65%212,639CommonSOLE
037833100AAPLAPPLE$44.6M7.90%178,032CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$34.3M6.08%75,730CommonSOLE
023135106AMZNAMAZON COM INC$29.9M5.30%136,260CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$29.5M5.22%50,288CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$28.6M5.07%135,865CommonSOLE
02079K107GOOGALPHABET INC$25.5M4.52%133,994CommonSOLE
594918104MSFTMICROSOFT CORP$25.1M4.44%59,442CommonSOLE
532457108LLYLILLY ELI & CO$18.7M3.31%24,182CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.0M2.66%16,384CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$12.3M2.17%18CommonSOLE
09247X101BLKCHFBLACKROCK INC$11.5M2.04%11,213CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$11.4M2.02%89,234CommonSOLE
64110L106NFLXNETFLIX INC$11.3M2.00%12,662CommonSOLE
743315103PGRPROGRESSIVE CO OHIO$8.1M1.43%33,738CommonSOLE
437076102HDHOME DEPOT INC$6.4M1.14%16,499CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS$6.3M1.12%18,438CommonSOLE
30303M102METAMETA PLATFORMS$6.1M1.08%130CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.4M0.96%10,340CommonSOLE
46090E103QQQINVESCO QQQ TRUST$5.3M0.94%10,394CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.2M0.93%9,705CommonSOLE
92338C103VLTOVERALTO CORP$5.1M0.91%50,542CommonSOLE
82509L107SHOPSHOPIFY INC$4.8M0.85%45,074CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.7M0.84%9,084CommonSOLE
79466L302CRMSALESFORCE COM INC$4.2M0.74%12,498CommonSOLE
75513E101RTXRTX CORP$4.0M0.71%34,710CommonSOLE
573874104MRVLMARVELL TECHNOLOGY GROUP LTD$3.9M0.69%35,193CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$3.6M0.64%59,753CommonSOLE
922475108VEEVVEEVA SYS INC$3.5M0.62%16,617CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3.5M0.61%12,193CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$3.0M0.53%32,128CommonSOLE
92826C839VVISA INC$2.9M0.51%9,098CommonSOLE
29444U700EQIXEQUINIX INC COM$2.7M0.48%2,857CommonSOLE
57636Q104MAMASTERCARD INC$2.6M0.45%4,870CommonSOLE
33733B100FIWFIRST TR EXCHANGE TRADED FD$2.3M0.41%22,904CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.40%12,532CommonSOLE
580135101MCDMCDONALDS CORP$2.1M0.38%7,320CommonSOLE
031162100AMGNAMGEN INC$2.0M0.35%7,566CommonSOLE
G29183103ETNEATON CORP$1.9M0.34%5,859CommonSOLE
02079K305GOOGLALPHABET INC$1.9M0.33%9,856CommonSOLE
874039100TSMTAIWAN SEMI CONDUCTOR MFG$1.8M0.32%9,152CommonSOLE
74348A467NOBLPROSHARES TR$1.8M0.32%18,147CommonSOLE
68287N100OSPNONESPAN INC$1.7M0.30%91,474CommonSOLE
88160R101TSLATESLA INC$1.7M0.30%4,156CommonSOLE
81762P102NOWSERVICENOW INC$1.6M0.29%1,524CommonSOLE
931142103WMTWAL MART STORES INC$1.6M0.28%17,213CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.26%8,915CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$1.4M0.26%7,400CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$1.4M0.26%34,815CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.4M0.26%19,458CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.25%7,993CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.4M0.25%50,648CommonSOLE
91324P102UNHUNITED HEALTH GROUP INC$1.4M0.24%2,680CommonSOLE
G0403H108AONAON PLC$1.3M0.23%3,670CommonSOLE
464287200IVVISHARES TR$1.3M0.23%2,233CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$1.3M0.23%19,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.3M0.23%14,000CommonSOLE
464287655IWMISHARES TR$1.3M0.23%5,858CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.21%8,113CommonSOLE
771049103RBLXROBLOX CORP$1.2M0.21%20,054CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.20%4,721CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.19%13,908CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.0M0.18%1,825CommonSOLE
05464C101AXONAXON ENTERPRISE INC$983,0050.17%1,654CommonSOLE
11135F101AVGOBROADCOM INC$955,1810.17%4,120CommonSOLE
78464A805SPTMSPDR SER TR$916,0900.16%12,825CommonSOLE
589400100MCYMERCURY GEN CORP$910,7760.16%13,700CommonSOLE
46137V241SPHQINVESCO EXCH TRADED FD TR$877,4230.16%13,090CommonSOLE
742718109PGPROCTER AND GAMBLE CO$823,8320.15%4,914CommonSOLE
452327109ILMNILLUMINA INC$795,7670.14%5,955CommonSOLE
88339J105TTDTHE TRADE DESK INC$756,3060.13%6,435CommonSOLE
98978V103ZTSZOETIS INC$732,3700.13%4,495CommonSOLE
427866108HSYHERSHEY CO$686,2060.12%4,052CommonSOLE
369604301GEGE AEROSPACE$661,3220.12%3,965CommonSOLE
94106L109WMWASTE MGMT INC DEL$660,8620.12%3,275CommonSOLE
88579Y101MMM3M CO$645,4500.11%5,000CommonSOLE
09260D107BXBLACKSTONE INC$628,4710.11%3,645CommonSOLE
002824100ABTABBOT LABS$620,1820.11%5,483CommonSOLE
03076C106AMPAMERIPRISE FINL INC$606,9700.11%1,140CommonSOLE
464287168DVYISHARES TR$597,2730.11%4,549CommonSOLE
N07059210ASMLASML HOLDING N V$544,0680.10%785CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$540,8510.10%1,113CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$540,2950.10%2,759CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES$525,2590.09%1,360CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$521,2600.09%9,285CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$514,0850.09%4,525CommonSOLE
98980G102ZSZSCZLER INC$505,1480.09%2,900CommonSOLE
855244109SBUXSTARBUCKS CORP$499,5940.09%5,475CommonSOLE
922908736VUGVANGUARD INDEX FDS$499,5650.09%1,217CommonSOLE
922908769VTIVANGUARD INDEX FDS$468,3590.08%1,616CommonSOLE
00724F101ADBEADOBE SYS INC$467,3590.08%1,051CommonSOLE
713448108PEPPEPSICO INC$455,8760.08%2,998CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$451,5990.08%977CommonSOLE
464287499IWRISHARES TR$442,8770.08%5,010CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$425,9320.08%1,253CommonSOLE
060505104BACBANK AMER CORP$413,9170.07%9,418CommonSOLE
922908751VBVANGUARD INDEX FDS$409,5630.07%1,705CommonSOLE
92204A702VGTVANGUARD WORLD FDS$402,3050.07%647CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$395,4290.07%1,530CommonSOLE
78409V104SPGIS&P GLOBAL INC$391,9500.07%787CommonSOLE
92204A504VHTVANGUARD WORLD FDS$386,6240.07%1,524CommonSOLE
922908629VOVANGUARD INDEX FDS$383,4300.07%1,452CommonSOLE
92204A108VCRVANGUARD WORLD FDS$366,2200.06%976CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$359,7240.06%9,670CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$358,4030.06%890CommonSOLE
58933Y105MRKMERCK & CO INC$342,7090.06%3,445CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$337,2190.06%725CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$310,2940.05%1,060CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$309,9000.05%600CommonSOLE
464287101OEFISHARES TR$305,0720.05%1,056CommonSOLE
084423102WRBBERKLEY W R CORP$294,0630.05%5,025CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$291,1580.05%9,159CommonSOLE
40412C101HCAHCA HEALTHCARE INC$278,5390.05%928CommonSOLE
46434V621DGROISHARES TR$276,0300.05%4,500CommonSOLE
36828A101GEVGE VERNOVA INC$271,0380.05%824CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$269,1050.05%2,570CommonSOLE
872540109TJXTJX COS INC NEW$265,7820.05%2,200CommonSOLE
42704L104HRIHERC HOLDINGS INC$265,0620.05%1,400CommonSOLE
747525103QCOMQUALCOMM INC$261,1540.05%1,700CommonSOLE
59156R108METMETLIFE INC$256,2030.05%3,129CommonSOLE
032654105ADIANALOG DEVICES$254,1020.05%1,196CommonSOLE
45167R104IEXIDEX CORP$251,1480.04%1,200CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$240,9120.04%2,650CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$232,9740.04%3,078CommonSOLE
191216100KOCOCA COLA CO$231,9190.04%3,725CommonSOLE
375558103GILDGILEAD SCIENCES INC$231,8490.04%2,510CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$226,8060.04%4,010CommonSOLE
56585A102MPCMARATHON PETE CORP$222,0840.04%1,592CommonSOLE
78468R853SPSMSPDR SER TR$216,6010.04%4,822CommonSOLE
17275R102CSCOCISCO SYS INC$214,3040.04%3,620CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$212,9140.04%650CommonSOLE
494368103KMBKIMBERLY CLARK CORP$208,3540.04%1,590CommonSOLE
464287150ITOTISHARES TR$205,7920.04%1,600CommonSOLE
461202103INTUINTUIT$203,0060.04%323CommonSOLE

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.