SEC 13F Intelligence

Managers / Q1 2023 · view latest →

ARTHUR M. COHEN & ASSOCIATES, LLC

CIK 0001692252 · 1033 SKOKIE BOULEVARD, SUITE 200, NORTHBROOK, IL, 60062 · 847-480-2990

Reported Value
$373M
Q1 2023
Positions
130
Filings on Record
31
2019–present window
Filed
Apr 24, 2023
original filing

Summary

Arthur M. Cohen & Associates, Llc reported $373M in U.S.-listed holdings across 130 positions for Q1 2023.

Its largest position, DHR, represents 14.9% of the portfolio.

Compared with Q4 2022, the fund opened 13 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $314MQ4 ’18Q1 ’19: $280MQ2 ’19: $292MQ3 ’19: $355MQ4 ’19: $325MQ4 ’19Q1 ’20: $252MQ2 ’20: $332MQ3 ’20: $385MQ4 ’20: $426MQ4 ’20Q1 ’21: $433MQ2 ’21: $516MQ3 ’21: $493MQ4 ’21: $538MQ4 ’21Q1 ’22: $474MQ2 ’22: $402MQ3 ’22: $364MQ4 ’22: $366.4BQ4 ’22Q1 ’23: $373MQ2 ’23: $403MQ3 ’23: $390MQ4 ’23: $425MQ4 ’23Q1 ’24: $473MQ2 ’24: $545MQ3 ’24: $554MQ4 ’24: $564MQ4 ’24Q1 ’25: $522MQ2 ’25: $566MQ3 ’25: $595MQ4 ’25: $612MQ4 ’25Q1 ’26: $563Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$563M127May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$612M129Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$595M127Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$566M125Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$522M125Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$564M135Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$554M140Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$545M140Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$473M134Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$425M138Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$390M128Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$403M137Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$373M130Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$366.4B129Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$364M127Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$402M131Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$474M140May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$538M145Jan 24, 202213F-HRchanges · EDGAR ↗
Q3 2021$493M137Oct 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$516M142Jul 27, 202113F-HRchanges · EDGAR ↗
Q1 2021$433M139Apr 22, 202113F-HRchanges · EDGAR ↗
Q4 2020$426M142Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$385M135Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$332M119Jul 28, 202013F-HRchanges · EDGAR ↗
Q1 2020$252M109Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$325M124Jan 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$355M126Nov 4, 201913F-HRchanges · EDGAR ↗
Q2 2019$292M117Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$280M113May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$314M113Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.