Cohen Investment Advisors LLC
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 233,005
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 81 | 233,005 | 13F-HR | Cohen Investment Advisors LLC |
| Q2 2026 | 7/27/2026 | 81 | 223,151 | 13F-HR | Cohen Investment Advisors LLC |
| Q1 2026 | 4/28/2026 | 79 | 210,448 | 13F-HR | Cohen Investment Advisors LLC |
| 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 | 222.9 K | 95.7% | 10.05 K | 0 | 10.05 K |
| ETFs | 10.02 K | 4.3% | 0 | 210 | -210 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
233,005
Holdings
81
QoQ value change ($000)
9,854
(4.4%)
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.