Cohen Investment Advisors LLC
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 217,478
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 78 | 217,478 | 13F-HR | Cohen Investment Advisors LLC |
| Q3 2025 | 10/14/2025 | 78 | 206,010 | 13F-HR | Cohen Investment Advisors LLC |
| Q2 2025 | 7/23/2025 | 80 | 191,500 | 13F-HR | Cohen Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 211.7 K | 97.4% | 11.25 K | 0 | 11.25 K |
| ETFs | 5.303 K | 2.4% | 221 | 0 | 221 |
| Other | 448 | 0.2% | 5 | 0 | 5 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
217,478
Holdings
78
QoQ value change ($000)
11,468
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.