DOSSIER · 13F-HR · Q1 2026

Cohen Klingenstein LLC

Cohen Klingenstein's asset manager based in London, UK — $3.1B in tracked AUM across 205 positions as of Q1 2026.

CK

Cohen Klingenstein·London, UK·Asset Manager

CIK 0001453620 · last filed Mar 31, 2026

Total AUM

$3.1B

▲ 18.2%

vs prior

Holdings

205

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Cohen Klingenstein LLC SEC 13F Filing (Q4 2025)

1. Portfolio Overview

Cohen Klingenstein LLC has reported a substantial expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 134.1%, growing from $1.41 billion to $3.29 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows or a major restructuring that unlocked value.

The portfolio currently ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

Standard Poors DR

$722M1.1M23.4%

02

Vanguard Small-Cap Growth ETF

$200M661K6.5%

03

Invesco QQQ Trust

$178M309K5.8%

04

iShares Russell 2000G

$155M493K5.0%

05

Eli Lilly

$119M129K3.8%

06

Apple Inc

$118M466K3.8%

07

Amazoncom

$109M521K3.5%

08

Microsoft Corp

$106M286K3.4%

09

Nvidia Corp

$81M464K2.6%

10

Alphabet Class A

$73M253K2.4%

Filing history

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