Cohen Capital Management, Inc.

All 13F Filings

Location
Corte Madera, CA
Most recent 13F
Q1 2026
Holdings value ($000)
644,396
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/14/2026 154 644,396 13F-HR Cohen Capital Management, Inc.
Q4 2025 1/20/2026 150 663,860 13F-HR Cohen Capital Management, Inc.
Q3 2025 10/22/2025 151 641,615 13F-HR Cohen Capital Management, Inc.
Q2 2025 7/23/2025 152 614,483 13F-HR Cohen Capital Management, Inc.
Q1 2014 5/8/2014 133 371,010 13F-HR Cohen Capital Management, Inc.
Q4 2013 1/29/2014 126 354,662 13F-HR Cohen Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 625.2 K 97.0% 0 19.84 K -19.84 K
ETFs 19.2 K 3.0% 378 0 378
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
644,396
Holdings
154
QoQ value change ($000)
-19,464 (-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.