DOSSIER · 13F-HR · Q3 2026

BUTENSKY & COHEN FINANCIAL SECURITY, INC

$405M in tracked AUM across 134 positions as of Q3 2026.

B&
CIK 0001632802 · last filed Sep 30, 2026
Total AUM
$405M
as of Q3 2026
Holdings
134
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BUTENSKY & COHEN FINANCIAL SECURITY, INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$8M34K1.9%
02
MU
MICRON TECHNOLOGY INC COM
$8M7K1.9%
03
AAPL
APPLE INC
$8M23K1.9%
04
MRK
MERCK & CO INC COM
$7M49K1.8%
05
MSFT
MICROSOFT
$7M14K1.8%
06
AMGN
AMGEN INC COM
$7M17K1.7%
07
GOOGL
ALPHABET INC CL A
$7M20K1.7%
08
AMZN
AMAZON COM INC COM
$7M28K1.7%
09
CVX
CHEVRON CORPORATION COM
$7M34K1.7%
10
JNJ
JOHNSON & JOHNSON COM
$7M26K1.7%

Filing history

2026Q3Sep 30
$405M▲ 0.1%
134 positionsView →
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 positionsLocked
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
Showing 12 of 45