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Cohen Capital Management, Inc.

Q1 2025 · 13F-HR

Cohen Capital Management, Inc.holdings as filed

Filed 2025-05-02 · accession 0001508120-25-000002

$583.8M
Reported value
151
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
863667101SYKSTRYKER CORPORATION COM$30.9M5.30%83,114CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$28.7M4.91%57,598CommonSOLE
594918104MSFTMICROSOFT CORP COM$27.5M4.71%73,306CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$26.2M4.48%49,942CommonSOLE
038222105AMATAPPLIED MATLS INC COM$21.3M3.66%147,088CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$21.2M3.63%86,318CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$17.3M2.96%220,460CommonSOLE
244199105DEDEERE & CO COM$15.7M2.68%33,394CommonSOLE
023135106AMZNAMAZON COM INC COM$15.3M2.62%80,442CommonSOLE
17275R102CSCOCISCO SYS INC COM$13.6M2.33%220,477CommonSOLE
713448108PEPPEPSICO INC COM$13.5M2.32%90,223CommonSOLE
92826C839VVISA INC COM CL A$13.1M2.24%37,333CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM$12.6M2.16%368,691CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$12.1M2.07%70,860CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$11.9M2.03%47,741CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$10.9M1.87%70,537CommonSOLE
68389X105ORCLORACLE CORP COM$10.7M1.83%76,533CommonSOLE
126650100CVSCVS HEALTH CORP COM$10.3M1.76%151,595CommonSOLE
737446104POSTPOST HLDGS INC COM$9.6M1.64%82,135CommonSOLE
571903202MARMARRIOTT INTL INC NEW CL A$9.3M1.59%39,049CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$8.8M1.51%78,903CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$8.6M1.48%47,008CommonSOLE
75513E101RTXRTX CORPORATION COM$8.6M1.48%65,046CommonSOLE
126408103CSXCSX CORP COM$8.2M1.40%278,273CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$7.3M1.25%102,885CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$7.1M1.21%42,624CommonSOLE
88579Y101MMM3M CO COM$6.8M1.16%45,987CommonSOLE
79466L302CRMSALESFORCE INC COM$6.7M1.14%24,853CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$6.1M1.05%329,304CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC COM$5.9M1.02%11,952CommonSOLE
22266T109CPNGCOUPANG INC CL A$5.2M0.88%235,209CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$5.1M0.88%5,437CommonSOLE
907818108UNPUNION PAC CORP COM$5.1M0.87%21,564CommonSOLE
090043100BILLBILL HOLDINGS INC COM$5.1M0.87%110,338CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$5.0M0.85%47,996CommonSOLE
237194105DRIDARDEN RESTAURANTS INC COM$4.9M0.83%23,439CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$4.7M0.81%8,165CommonSOLE
92936U109WPCWP CAREY INC COM$4.4M0.76%70,140CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$4.4M0.76%7,897CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$4.3M0.75%9,276CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$4.0M0.69%7,366CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$4.0M0.69%63,634CommonSOLE
49177J102KVUEKENVUE INC COM$4.0M0.69%168,144CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO COM$4.0M0.69%116,364CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC COM$3.8M0.66%33,859CommonSOLE
254687106DISDISNEY WALT CO COM$3.7M0.64%37,781CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$3.7M0.63%30,133CommonSOLE
504922105LHLABCORP HOLDINGS INC COM SHS$3.5M0.59%14,896CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED CLASS A ORD$3.1M0.54%691,917CommonSOLE
693506107PPGPPG INDS INC COM$3.0M0.51%27,070CommonSOLE
166764100CVXCHEVRON CORP NEW COM$2.8M0.48%16,908CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$2.8M0.48%31,102CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$2.7M0.47%18,724CommonSOLE
461202103INTUINTUIT COM$2.6M0.45%4,290CommonSOLE
31428X106FDXFEDEX CORP COM$2.5M0.43%10,369CommonSOLE
037833100AAPLAPPLE INC COM$2.4M0.41%10,905CommonSOLE
57667L107MTCHMATCH GROUP INC NEW COM$2.3M0.40%74,968CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$2.2M0.38%3,947CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE COM NEW$2.2M0.37%73,840CommonSOLE
98978V103ZTSZOETIS INC CL A$2.1M0.36%12,852CommonSOLE
281020107EIXEDISON INTERNATIONAL$2.1M0.36%35,908CommonSOLE
00287Y109ABBVABBVIE INC COM$2.1M0.36%9,898CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$2.0M0.34%12,560CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN$1.9M0.33%95,397CommonSOLE
464287689IWVISHARES RUSSELL 3000 ETF$1.9M0.32%5,887CommonSOLE
92276F100VTRVENTAS INC COM$1.8M0.32%26,795CommonSOLE
780259305SHELSHELL PLC SPON ADS$1.8M0.30%24,200CommonSOLE
842587107SOSOUTHERN CO COM$1.7M0.30%19,000CommonSOLE
717081103PFEPFIZER INC COM$1.7M0.29%67,037CommonSOLE
002824100ABTABBOTT LABS COM$1.7M0.29%12,579CommonSOLE
34965K107FTREFORTREA HLDGS INC COMMON STOCK$1.6M0.28%216,590CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL CL A$1.6M0.27%2CommonSOLE
122017106BURLBURLINGTON STORES INC COM$1.5M0.25%6,182CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.3M0.21%2,355CommonSOLE
369604301GEGE AEROSPACE COM NEW$1.2M0.21%6,131CommonSOLE
988498101YUMYUM BRANDS INC COM$1.2M0.20%7,500CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$1.2M0.20%9,850CommonSOLE
00724F101ADBEADOBE INC COM$1.2M0.20%3,037CommonSOLE
482480100KLACKLA CORP COM NEW$1.1M0.20%1,687CommonSOLE
87612E106TGTTARGET CORP COM$1.1M0.19%10,816CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC SHS$1.0M0.18%89,651CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC COM$1.0M0.18%19,950CommonSOLE
458140100INTCINTEL CORP COM$1.0M0.18%45,292CommonSOLE
291011104EMREMERSON ELEC CO COM$1.0M0.17%9,288CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$1.0M0.17%14,156CommonSOLE
64110L106NFLXNETFLIX INC COM$990,3470.17%1,062CommonSOLE
G54950103LINLINDE PLC SHS$978,7750.17%2,102CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$929,3630.16%17,220CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$875,2070.15%14,350CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$863,7140.15%13,237CommonSOLE
438516106HONHONEYWELL INTL INC COM$862,2460.15%4,072CommonSOLE
83444M101SOLVSOLVENTUM CORP COM SHS$851,2680.15%11,195CommonSOLE
65473P105NINISOURCE INC COM$849,9080.15%21,200CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$801,9750.14%6,065CommonSOLE
12572Q105CMECME GROUP INC COM$774,1160.13%2,918CommonSOLE
056752108BIDUBAIDU INC SPON ADR REP A$757,5910.13%8,232CommonSOLE
902973304USBUS BANCORP DEL COM NEW$747,2940.13%17,700CommonSOLE
09290D101BLKBLACKROCK INC COM$739,2010.13%781CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC COM$727,1250.12%69,250CommonSOLE
517834107LVSLAS VEGAS SANDS CORP COM$699,0480.12%18,096CommonSOLE
031162100AMGNAMGEN INC COM$677,9330.12%2,176CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$670,2830.11%14,810CommonSOLE
816851109SRESEMPRA COM$627,9680.11%8,800CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY COM CL A$620,8460.11%463,318CommonSOLE
872540109TJXTJX COS INC NEW COM$620,6930.11%5,096CommonSOLE
498894104KNFKNIFE RIVER CORP COMMON STOCK$593,5820.10%6,580CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$562,6100.10%6,666CommonSOLE
58933Y105MRKMERCK & CO INC COM$535,5980.09%5,967CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY COM$526,5750.09%7,500CommonSOLE
009066101ABNBAIRBNB INC COM CL A$511,2890.09%4,280CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$504,3170.09%4,585CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$492,9120.08%4,548CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP$476,6730.08%8,210CommonSOLE
36828A101GEVGE VERNOVA INC COM$467,0780.08%1,530CommonSOLE
548661107LOWLOWES COS INC COM$466,4600.08%2,000CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$453,8400.08%3,863CommonSOLE
552690109MDUMDU RES GROUP INC COM$445,1390.08%26,324CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$443,8720.08%4,400CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$436,2050.07%11,821CommonSOLE
670100205NVONOVO-NORDISK A S ADR$431,3610.07%6,212CommonSOLE
11135F101AVGOBROADCOM INC COM$413,5520.07%2,470CommonSOLE
806857108SLBSCHLUMBERGER LTD COM STK$407,1320.07%9,740CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$396,8250.07%2,500CommonSOLE
532457108LLYELI LILLY & CO COM$384,8740.07%466CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC NEW CL A$381,7970.07%1,036CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$370,8890.06%4,069CommonSOLE
464287861IEVISHARES EUROPE ETF$335,0320.06%5,757CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$332,4070.06%1,948CommonSOLE
464287473IWSISHARES RUSSELL MID-CAP VALUE ETF$317,2200.05%2,518CommonSOLE
60770K107MRNAMODERNA INC COM$310,0920.05%10,938CommonSOLE
437076102HDHOME DEPOT INC COM$298,3230.05%814CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$284,5540.05%637CommonSOLE
216648501COOCOOPER COS INC COM$269,9200.05%3,200CommonSOLE
857477103STTSTATE STR CORP COM$268,5900.05%3,000CommonSOLE
983134107WYNNWYNN RESORTS LTD COM$261,1050.04%3,127CommonSOLE
00206R102TAT&T INC COM$254,1240.04%8,986CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$251,0440.04%1,752CommonSOLE
98138H101WDAYWORKDAY INC CL A$247,7750.04%1,061CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$246,4980.04%372CommonSOLE
300426103ECGEVERUS CONSTR GROUP COM$244,0520.04%6,580CommonSOLE
375558103GILDGILEAD SCIENCES INC COM$234,1850.04%2,090CommonSOLE
50155Q100KDKYNDRYL HLDGS INC COMMON STOCK$232,5480.04%7,406CommonSOLE
855244109SBUXSTARBUCKS CORP COM$225,8030.04%2,302CommonSOLE
14149Y108CAHCARDINAL HEALTH INC COM$214,0950.04%1,554CommonSOLE
231021106CMICUMMINS INC COM$211,5720.04%675CommonSOLE
74762E102QUREQUANTA SVCS INC COM$210,2070.04%827CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRANC COM$210,1680.04%2,708CommonSOLE
235851102DHRDANAHER CORPORATION COM$207,4600.04%1,012CommonSOLE
071813109BAXBAXTER INTL INC COM$205,3800.04%6,000CommonSOLE
G33856108GSMFERROGLOBE PLC SHS$179,6090.03%48,412CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD COM CL A$167,1280.03%21,904CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.