BUTENSKY & COHEN FINANCIAL SECURITY, INC

CIK 0001632802 · PONTE VEDRA BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 99 positions worth $404.3M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: KLAC (2.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$404.3M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.9%
Est. Net Flow (Q)
2026 Q2
10 / 99 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KLACKLA CORP COM NEWSH$9.5M2.35%31,561
2MUMICRON TECHNOLOGY INC COMSH$8.9M2.21%7,745
3BNYBANK OF NY MELLON CORP COMSH$7.5M1.84%51,572
4CSCOCISCO SYS INCSH$7.4M1.82%62,823
5CMICUMMINS INC COMSH$7.3M1.81%10,279
6AAPLAPPLE INCSH$7.3M1.79%25,069
7GOOGLALPHABET INC CL ASH$7.2M1.79%20,280
8NVDANVIDIA CORPORATION COMSH$7.1M1.76%35,485
9BTIBRITISH AMERN TOB PLC SPONSORED ADRSH$7.0M1.74%113,888
10MSMMSC INDL DIRECT INC CL ASH$7.0M1.72%58,513

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BUTENSKY & COHEN FINANCIAL SECURITY, INC hold as of Q2 2026?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 99 positions worth $404.3M in its Q2 2026 13F filing. Largest positions: KLAC (2.4%), MU (2.2%), BNY (1.8%), CSCO (1.8%) and CMI (1.8%).

What did BUTENSKY & COHEN FINANCIAL SECURITY, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BUTENSKY & COHEN FINANCIAL SECURITY, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.