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Showing Q4 2023 data
COHEN LAWRENCE B's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
COHEN LAWRENCE B
•CIK: 1324022•Filing: Q4 2023
**COHEN LAWRENCE B** manages a $2M AUM with a concentrated portfolio of six holdings. Top positions include MSFT at $0.6M, AAPL at $0.4M, and AMZN at $0.3M, indicating a focus on large-cap technology leaders. The remaining allocation is diversified across GOOGL ($0.3M), AVLV ($0.3M), and SPY ($0.2M). This structure suggests a tactical, growth-oriented approach weighted toward established mega-cap tech names.
Total AUM
$2.1M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2023
Top Holdings Allocation
MSFT
AAPL
AMZN
GOOGL
AVLV
SPY
MSFT28.7%
AAPL17.7%
AMZN16.7%
GOOGL13.0%
AVLV12.5%
SPY11.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology59.4%
Consumer16.7%
Other12.5%
ETF11.4%