DOSSIER · 13F-HR · Q2 2026

BUTENSKY & COHEN FINANCIAL SECURITY, INC

$404M in tracked AUM across 135 positions as of Q2 2026.

B&
CIK 0001632802 · last filed Jun 30, 2026
Total AUM
$404M
as of Q2 2026
Holdings
135
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BUTENSKY & COHEN FINANCIAL SECURITY, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KLAC
KLA CORP COM NEW
$10M32K2.4%
02
MU
MICRON TECHNOLOGY INC COM
$9M8K2.2%
03
BK
BANK OF NY MELLON CORP COM
$7M52K1.8%
04
CSCO
CISCO SYS INC
$7M63K1.8%
05
CMI
CUMMINS INC COM
$7M10K1.8%
06
AAPL
APPLE INC
$7M25K1.8%
07
GOOGL
ALPHABET INC CL A
$7M20K1.8%
08
NVDA
NVIDIA CORPORATION COM
$7M35K1.8%
09
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
$7M114K1.7%
10
MSM
MSC INDL DIRECT INC CL A
$7M59K1.7%

Filing history

2026Q2Jun 30
$404M 6.4%
135 positionsView →
2026Q1Mar 31
$380M 2.8%
132 positionsView →
2025Q4Dec 31
$370M 3.0%
131 positionsView →
2025Q3Sep 30
$359M 6.8%
129 positionsView →
2025Q2Jun 30
$336M 2.9%
128 positionsLocked
2025Q1Mar 31
$327M 2.7%
135 positionsLocked
2024Q4Dec 31
$318M 5.7%
127 positionsLocked
2024Q3Sep 30
$337M 7.2%
96 positionsLocked
2024Q2Jun 30
$314M 2.1%
95 positionsLocked
2024Q1Mar 31
$321M 6.7%
102 positionsLocked
2023Q4Dec 31
$301M 9.3%
96 positionsLocked
2023Q3Sep 30
$275M 1.0%
94 positionsLocked
Showing 12 of 44