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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cohen Klingenstein LLC

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001453620-25-000014

Total Value
$3.19B
Positions
204
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (204)

#IssuerTicker / CUSIPSharesValue% of Filing
1Standard Poors DRSPY1,137,063$757.5M23.73%
2Vanguard Small-Cap Growth ETF922908595670,420$199.5M6.25%
3Invesco QQQ TrustIVZ321,875$193.2M6.05%
4iShares Russell 2000G464287648526,042$168.4M5.27%
5Microsoft CorpMSFT285,500$147.9M4.63%
6AmazoncomAMZN548,575$120.5M3.77%
7Apple IncAAPL466,450$118.8M3.72%
8Eli LillyLLY130,223$99.4M3.11%
9Nvidia CorpNVDA464,050$86.6M2.71%
10Walt Disney Co254687106553,075$63.3M1.98%
11American ExpressAXP186,162$61.8M1.94%
12Alphabet Class AGOOG253,300$61.6M1.93%
13Alphabet Class CGOOG241,220$58.7M1.84%
14Broadcom IncAVGO177,555$58.6M1.84%
15Meta Platforms IncMETA79,498$58.4M1.83%
16Berkshire Hathaway BBRK-A105,934$53.3M1.67%
17PepsiCo IncPEP297,080$41.7M1.31%
18Union Pacific CorpUNP123,943$29.3M0.92%
19Procter Gamble742718109174,580$26.8M0.84%
20RTX CorpRTX154,527$25.9M0.81%
21Johnson JohnsonJNJ128,350$23.8M0.75%
22JPMorgan ChaseVYLD72,700$22.9M0.72%
23Chevron CorpCVX141,933$22.0M0.69%
24Yum! Brands IncYUM144,870$22.0M0.69%
25Tesla IncTSLA46,545$20.7M0.65%
26Oracle CorpORCL-PD72,700$20.4M0.64%
27Ameriprise Financial03076C10637,723$18.5M0.58%
28Comcast Corp Cl ACCZ573,188$18.0M0.56%
29Hartford Insurance Group IncHIG-PG108,133$14.4M0.45%
30Bank of Amer Corp060505104278,043$14.3M0.45%
31Illinois Tool Works45230810954,601$14.2M0.45%
32Colgate-PalmoliveCL168,149$13.4M0.42%
33Visa IncV36,000$12.3M0.39%
34American Tower03027X10060,914$11.7M0.37%
35Shell PLC ADRRYDAF157,098$11.2M0.35%
36Exxon Mobil CorpXOM99,400$11.2M0.35%
37Palo Alto NetworksPANW53,400$10.9M0.34%
38Norfolk Southern Corp65584410835,500$10.7M0.33%
39Merck CoMRK124,194$10.4M0.33%
40GE Aerospace36960430132,589$9.8M0.31%
41Mastercard IncMA16,800$9.6M0.30%
42Thermo Fisher ScienTMO19,590$9.5M0.30%
43Freeport-McMoRanFCX238,176$9.3M0.29%
44Globe Life IncGL-PD63,089$9.0M0.28%
45Amgen IncAMGN31,270$8.8M0.28%
46Intl Bus MachinesINTR31,167$8.8M0.28%
47Cisco Systems IncCSCO126,280$8.6M0.27%
48Honeywell Intl43851610640,631$8.6M0.27%
49Canadian Pacific Kansas CityCP112,193$8.4M0.26%
50SAP AG ADRSAPGF30,179$8.1M0.25%
51Wells Fargo Co94974610190,900$7.6M0.24%
52FedEx CorpFDX31,446$7.4M0.23%
53Labcorp HoldingingsLH24,710$7.1M0.22%
54Philip Morris Intl71817210943,679$7.1M0.22%
55Vanguard Growth ETF92290873614,733$7.1M0.22%
56TE Connectivity PLCTEL31,400$6.9M0.22%
57Vulcan Materials Co92916010921,768$6.7M0.21%
58Abbott LabsABLZF49,435$6.6M0.21%
59Qualcomm IncQCOM39,400$6.6M0.21%
60Home Depot IncHD16,000$6.5M0.20%
61Salesforce IncCRM27,020$6.4M0.20%
62Netflix IncNFLX5,000$6.0M0.19%
63UnitedHealth GroupUNH17,250$6.0M0.19%
64Costco WholesaleCOST6,400$5.9M0.19%
65Medtronic PLCMDT60,497$5.8M0.18%
66Booking Holdings IncBKNG1,000$5.4M0.17%
67Allstate CorpALL-PJ24,811$5.3M0.17%
68Walmart IncWMT51,000$5.3M0.16%
69GE Vernova IncGEV8,143$5.0M0.16%
703M CoMMM31,833$4.9M0.15%
71PayPal HoldingsPYPL68,709$4.6M0.14%
72Nextera Energy IncNEE-PW59,400$4.5M0.14%
73ATT IncT-PC154,832$4.4M0.14%
74Pfizer IncPFE169,014$4.3M0.13%
75Abbvie IncABBV18,000$4.2M0.13%
76Texas Instruments88250810421,900$4.0M0.13%
77Vanguard Mid-Cap Growth ETF92290853813,565$4.0M0.12%
78VerizonVZ90,641$4.0M0.12%
79Yum China HldgsYUMC91,399$3.9M0.12%
80Intel CorpINTC115,400$3.9M0.12%
81Siemens AG ADR82619750128,600$3.9M0.12%
82Linde PLCLIN8,000$3.8M0.12%
83Intuitive SurgicalISRG8,460$3.8M0.12%
84Morgan StanleyMS-PQ21,800$3.5M0.11%
85Coca-Cola CoKO52,000$3.4M0.11%
86GSK PLC ADRGLAXF79,398$3.4M0.11%
87Capital One Financial14040H10516,064$3.4M0.11%
88TJX Companies Inc87254010923,600$3.4M0.11%
89Altria GroupMO51,203$3.4M0.11%
90Automatic Data ProcADP10,705$3.1M0.10%
91Lowes Cos Inc54866110711,950$3.0M0.09%
92Boston ScientificBSX30,500$3.0M0.09%
93Goldman Sachs GroupGSCE3,600$2.9M0.09%
94Gen Digital IncGENVR98,600$2.8M0.09%
95Metlife IncMET-PF33,745$2.8M0.09%
96Deere and CoDE6,000$2.7M0.09%
97Boeing CompanyBA-PA12,700$2.7M0.09%
98McDonalds CorpMCD9,000$2.7M0.09%
99Carrier GlobalCARR45,668$2.7M0.09%
100Graham Holdings CoGHM2,290$2.7M0.08%
101ConocoPhilipsCOP28,500$2.7M0.08%
102Chubb LtdCB9,120$2.6M0.08%
103Emerson ElectricEMR18,200$2.4M0.07%
104Wisdom Tree IndiaWT53,600$2.4M0.07%
105Stryker CorpSYK6,400$2.4M0.07%
106Vertex PharmaVRTX6,000$2.3M0.07%
107Vanguard Emg Mkts ETF92204285843,329$2.3M0.07%
108Crown Castle IncCCI24,051$2.3M0.07%
109Gilead Sciences IncGILD20,700$2.3M0.07%
110United Parcel ServiceUPS26,741$2.2M0.07%
111Otis Worldwide CorpOTIS23,500$2.1M0.07%
112Bristol-Myers SquibbCELG-RI47,559$2.1M0.07%
113Target CorpTGT23,572$2.1M0.07%
114Southern CoSOMN21,800$2.1M0.06%
115Waste Management Inc94106L1099,300$2.1M0.06%
116Prologis IncPLDGP17,853$2.0M0.06%
117Marsh McLennan57174810210,000$2.0M0.06%
118Aflac IncAFL18,000$2.0M0.06%
119Lam Research CorpLRCX15,000$2.0M0.06%
120Duke Energy CorpDUKB16,200$2.0M0.06%
121PTC IncPTC9,815$2.0M0.06%
122Applied Materials0382221059,600$2.0M0.06%
123Advanced Micro DevAMD12,100$2.0M0.06%
124Mondelez Intl Inc60920710531,097$1.9M0.06%
125Danaher Corp2358511029,600$1.9M0.06%
126Cigna Group1255231006,600$1.9M0.06%
127Intercontinental Exch45866F10411,000$1.9M0.06%
128ServiceNow IncNOW2,000$1.8M0.06%
129Corning IncGLW22,130$1.8M0.06%
130US BancorpUSB-PS37,300$1.8M0.06%
131Electronic ArtsEA8,918$1.8M0.06%
132ABB Ltd ADRABLZF25,000$1.8M0.06%
133Aon PLCAON5,000$1.8M0.06%
134American Intl Group02687410721,788$1.7M0.05%
135General DynamicsGD5,000$1.7M0.05%
136Accenture PLCACN6,800$1.7M0.05%
137PNC Financial Service6934751058,300$1.7M0.05%
138Lockheed MartinLMT3,300$1.6M0.05%
139ResMed IncRSMDF5,900$1.6M0.05%
140Synchrony FinancialSYF-PB22,335$1.6M0.05%
141Adobe IncADBE4,452$1.6M0.05%
142Equinix IncEQIX2,000$1.6M0.05%
143General Motors37045V10025,000$1.5M0.05%
144StarbucksSBUX18,000$1.5M0.05%
145CSX CorpCSX40,500$1.4M0.05%
146NIKE Inc Cl BNKE19,800$1.4M0.04%
147Eaton Vance Tax MngdETN145,960$1.3M0.04%
148Sherwin-Williams CoSHW3,795$1.3M0.04%
149EOG Resources IncEOG11,600$1.3M0.04%
150Air LeaseAIIR20,160$1.3M0.04%
151Citigroup IncC-PR11,800$1.2M0.04%
152Dominion EnergyD18,700$1.1M0.04%
153DuPont de NemoursDD14,378$1.1M0.04%
154Air Products ChemicalsAIIR4,000$1.1M0.03%
155Sealed Air CorpSE30,836$1.1M0.03%
156Ecolab IncECL3,925$1.1M0.03%
157Weyerhaeuser CoWY41,315$1.0M0.03%
158Corteva IncCTVA14,378$972,3840.03%
159Royal Caribbean CruV7780T1033,000$970,7400.03%
160CVS Health CorpCVS11,700$882,0630.03%
161Kimberly-Clark CorpKMB7,000$870,3800.03%
162Sempra EnergySREA9,600$863,8080.03%
163Fox CorpFOX13,638$860,0120.03%
164iShares MSCI Japan46428684810,500$842,2050.03%
165eBay IncEBAY9,200$836,7400.03%
166Becton DickinsonBDX4,400$823,5480.03%
167GE Healthcare TechnologiesGEHC10,859$815,5110.03%
168Ingredion IncINGR6,302$769,5370.02%
169Carnival CorpCUKPF26,513$766,4910.02%
170Charter Communication16119P1082,700$742,7840.02%
171InterDigital IncIDCC2,122$732,5780.02%
172Haleon PLC ADSHLNCF81,613$732,0690.02%
173HP IncHPQ26,200$713,4260.02%
174Consolidated EdisonED6,900$693,5880.02%
175Warner Bros Discovery IncWBD33,756$659,2550.02%
176Xcel Energy IncXELLL8,100$653,2650.02%
177Zoetis Inc CL AZTS4,430$648,1980.02%
178Hewlett Packard EnterHPE-PC26,200$643,4720.02%
179American Elec Power0255371015,500$618,7500.02%
180Simon Property Group8288061093,100$581,7770.02%
181Silicon LaboratoriesSLAB4,359$571,5960.02%
182Biogen IncBIIB4,000$560,3200.02%
183PPG Industries Inc6935061074,815$506,1050.02%
184SP MidCap 400MDY800$476,8240.01%
185Kenvue IncKVUE28,539$463,1880.01%
186Solventum CorpSOLV6,194$452,1620.01%
187News CorpNWSLL13,640$418,8840.01%
188International Paper4601461039,000$417,6000.01%
189iShares MSCI EAFE4642874654,300$401,4910.01%
190SchlumbergerSLB11,000$378,0700.01%
191Exelon CorpEXC8,200$369,0820.01%
192Cable ONECABO2,000$354,1000.01%
193Charles Schwab CorpSCHW-PJ3,660$349,4200.01%
194Veralto CorpVLTO3,200$341,1520.01%
195Dow IncDOW14,378$329,6880.01%
196iShares Core SP SC4642878042,400$285,1920.01%
197Illumina IncILMN3,000$284,9100.01%
198Lamb Weston HldgsLW4,133$240,0450.01%
199Conagra Brands IncCAG12,400$227,0440.01%
200Janus Henderson GrpJHG5,029$223,8410.01%
201Amdocs LimitedDOX2,680$219,8940.01%
202Halliburton CoHAL8,500$209,1000.01%
203Viatris IncVTRS18,354$181,7050.01%
204Fortrea Hldgs IncFTRE15,271$128,5820.00%