$145 Million is the total value of COHEN LAWRENCE B's 71 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC COM | $3,401,000 | -5.7% | 48,000 | 0.0% | 2.35% | -8.5% | |
| CVX | CHEVRON CORP NEW | $883,000 | -4.7% | 7,423 | 0.0% | 0.61% | -7.6% | |
| ZBH | ZIMMER HLDGS INC COM | $700,000 | +1.4% | 7,400 | 0.0% | 0.48% | -1.6% | |
| UTX | UNITED TECHNOLOGIES CORP | $421,000 | +2.7% | 3,600 | 0.0% | 0.29% | -0.3% | |
| AMRI | ALBANY MOLECULAR RESH INC | $403,000 | +84.9% | 21,675 | 0.0% | 0.28% | +79.4% | |
| WFC | WELLS FARGO & CO NEW | $391,000 | +9.5% | 7,859 | 0.0% | 0.27% | +6.3% | |
| KO | COCA COLA CO | $381,000 | -6.4% | 9,850 | 0.0% | 0.26% | -9.3% | |
| HON | HONEYWELL INTL INC | $357,000 | +1.4% | 3,850 | 0.0% | 0.25% | -1.6% | |
| HD | HOME DEPOT INC | $318,000 | -3.9% | 4,025 | 0.0% | 0.22% | -6.8% | |
| ORCL | ORACLE SYS CORP | $287,000 | +7.1% | 7,015 | 0.0% | 0.20% | +3.7% | |
| PFE | PFIZER INC | $263,000 | +5.2% | 8,178 | 0.0% | 0.18% | +2.2% | |
| IWB | ISHARES RUSSELL 1000 INDEX FUNDequity funds - etf | $210,000 | +1.9% | 2,000 | 0.0% | 0.14% | -1.4% | |
| INO | INOVIO PHARMACEUTICALS INC | $33,000 | +13.8% | 10,000 | 0.0% | 0.02% | +9.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 10.4% |
| Microsoft Corporation | 42 | Q3 2023 | 7.9% |
| SPDR S&P 500 ETF TRUST | 42 | Q3 2023 | 8.7% |
| PEPSICO INC COM | 42 | Q3 2023 | 5.1% |
| STRYKER CORP COM | 42 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 4.7% |
| ISHARES MSCI EAFE INDEX FD | 42 | Q3 2023 | 3.5% |
| US BANCORP COM | 42 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.4% |
View COHEN LAWRENCE B's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR/A | 2022-11-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View COHEN LAWRENCE B's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.