BUTENSKY & COHEN FINANCIAL SECURITY, INC
•CIK: 1632802•Filing: Q4 2025
**BUTENSKY & COHEN FINANCIAL SECURITY, INC** manages $370M across a diversified portfolio of 97 holdings. The fund maintains significant exposure to technology and industrials, with top positions including GOOGL at $8.0M and MU at $7.7M. Notable allocations also include BK, RTX, AAPL, and B, each representing substantial capital deployment. This concentration suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$369.6M
QoQ Performance
+3.0%
Positions
97
Top 10 Concentration
19.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL2.2%
MU2.1%
BK1.9%
RTX1.9%
AAPL1.9%
B1.9%
CMI1.9%
NVDA1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.4%
Technology12.2%
Healthcare8.5%
Consumer6.1%
Industrial5.9%
Financial4.8%
Utilities1.8%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑61 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023