StockDrifts LogoStockDrifts

Butensky & Cohen Financial Security, Inc

Portfolio Manager
Butensky & Cohen Financial Security, Inc
Performance
+1.02% (2026 Q1)
AUM (13F)
$379.88M
# of Holdings
98
Performance Rank
Allocation (Top 20)
34.71%

Butensky & Cohen Financial Security, Inc Holdings Map

Top 50 Butensky & Cohen Financial Security, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEE
NEXTERA ENERGY INC COM
1.94%79.5K$7.4M
-1.42%(-1.14K)
2025-Q1: 0 shares2025-Q2: 80.2K shares2025-Q3: 81.6K shares2025-Q4: 80.7K shares2026-Q1: 79.5K shares
$69.98(+35.54%)
2026-03-31
CVX
CHEVRON CORPORATION COM
1.87%34.3K$7.1M
-4.18%(-1.50K)
2025-Q1: 31.4K shares2025-Q2: 33.9K shares2025-Q3: 34.4K shares2025-Q4: 35.8K shares2026-Q1: 34.3K shares
$116.71(+59.37%)
2026-03-31
BP
BP PLC SPONSORED ADR
1.86%150.5K$7.1M
+3.12%(+4.55K)
2025-Q1: 131.3K shares2025-Q2: 139.0K shares2025-Q3: 141.6K shares2025-Q4: 145.9K shares2026-Q1: 150.5K shares
$33.35(+32.36%)
2026-03-31
KMI
KINDER MORGAN INC DEL COM
1.82%205.7K$6.9M
-3.27%(-6.96K)
2025-Q1: 215.2K shares2025-Q2: 205.9K shares2025-Q3: 208.4K shares2025-Q4: 212.6K shares2026-Q1: 205.7K shares
$16.41(+99.95%)
2026-03-31
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
1.8%117.2K$6.9M
-0.82%(-965)
2025-Q1: 0 shares2025-Q2: 120.3K shares2025-Q3: 118.6K shares2025-Q4: 118.2K shares2026-Q1: 117.2K shares
$43.92(+48.79%)
2026-03-31
BK
BANK NEW YORK MELLON CORP COM
1.77%56.8K$6.7M
-7.70%(-4.74K)
2025-Q1: 70.3K shares2025-Q2: 69.2K shares2025-Q3: 63.6K shares2025-Q4: 61.5K shares2026-Q1: 56.8K shares
$45.67(+195.56%)
2026-03-31
JNJ
JOHNSON & JOHNSON COM
1.76%27.4K$6.7M
-5.87%(-1.71K)
2025-Q1: 28.0K shares2025-Q2: 28.8K shares2025-Q3: 29.1K shares2025-Q4: 29.1K shares2026-Q1: 27.4K shares
$132.97(+73.28%)
2026-03-31
CSCO
CISCO SYS INC
1.76%86.1K$6.7M
-2.32%(-2.04K)
2025-Q1: 91.8K shares2025-Q2: 90.8K shares2025-Q3: 90.1K shares2025-Q4: 88.1K shares2026-Q1: 86.1K shares
$37.45(+172.01%)
2026-03-31
EOG
EOG RES INC COM
1.75%45.9K$6.6M
+3.82%(+1.69K)
2025-Q1: 39.1K shares2025-Q2: 41.2K shares2025-Q3: 42.3K shares2025-Q4: 44.2K shares2026-Q1: 45.9K shares
$123.98(+8.84%)
2026-03-31
KLAC
KLA CORP COM NEW
1.75%4.5K$6.6M
-14.24%(-748)
2025-Q1: 6.6K shares2025-Q2: 6.7K shares2025-Q3: 6.4K shares2025-Q4: 5.3K shares2026-Q1: 4.5K shares
$204.23(+805.69%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Butensky & Cohen Financial Security, Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all