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ARTHUR M. COHEN & ASSOCIATES, LLC
RIA/Wealth
ARTHUR M. COHEN & ASSOCIATES, LLC is a RIA/Wealth based in Northbrook, IL led by Arthur Mark Cohen, reporting $1.0B in AUM as of Q3 2025 with 30% Technology concentration and 59% concentrated in top 10 holdings.
PresidentArthur Mark Cohen
- Portfolio Value
- $594.8M
- Positions
- 127
- Top Holding
- NVDA at 10.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ARTHUR M. COHEN & ASSOCIATES, LLC's portfolio (58.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $65.3M | 10.98% | -$2.0M Sold | 0.00% 349.9K shares | |
Consumer Electronics Technology | $43.4M | 7.30% | -$752.4K Sold | 0.00% 170.5K shares | |
ETF ETF | $36.9M | 6.21% | +$465.3K Bought | — 149.4K shares | |
Insurance - Diversified Financial Services | $34.9M | 5.87% | -$841.6K Sold | 0.00% 69.4K shares | |
Internet Content & Information Communication Services | $31.7M | 5.34% | -$85.2K Sold | 0.00% 130.3K shares | |
Medical - Diagnostics & Research Healthcare | $31.5M | 5.30% | -$5.8M Sold | 0.02% 159.0K shares | |
Software - Infrastructure Technology | $29.7M | 4.99% | -$203.0K Sold | 0.00% 57.3K shares | |
ETF ETF | $29.6M | 4.97% | -$1.2M Sold | — 44.4K shares | |
Specialty Retail Consumer Cyclical | $28.7M | 4.82% | -$579.4K Sold | 0.00% 130.6K shares | |
Drug Manufacturers - General Healthcare | $17.4M | 2.93% | +$91.6K Bought | 0.00% 22.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ARTHUR M. COHEN & ASSOCIATES, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+22.96% | |
+14.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-58.41% |
Analytics
Portfolio insights and performance metrics for ARTHUR M. COHEN & ASSOCIATES, LLC
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