Cohen Investment Advisors LLC has disclosed its latest 13F-HR filing, which outlines its holdings as of September 30, 2026. The report indicates that the firm manages a total of $233 million in assets. This update is crucial as it provides insight into the firm’s investment strategies and positions in various companies.
The filing is significant for the asset management industry, as it reflects current investment trends and portfolio allocations among firms in this sector.
Background
Cohen Investment Advisors LLC is an investment management firm based in Bedford, New Hampshire. The company is categorized under the SEC's other entity type and has been active in filing various reports, including the recent 13F-HR submissions. The firm’s recent filings include:
- October 20, 2026 - 13F-HR
- July 27, 2026 - 13F-HR
- April 28, 2026 - 13F-HR
What the Filing Says
The latest filing reveals that Cohen Investment Advisors holds a total of $233,004,546 in assets. The report includes 120 entries, indicating a diverse portfolio. Notably, the firm has investments in major companies including Alphabet Inc., Amazon.com Inc., and Blackstone Inc.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. The disclosure of holdings provides transparency and can influence investment decisions by other firms and individual investors.
What's Next
The filing does not specify what happens next for Cohen Investment Advisors. However, stakeholders may anticipate further updates in future filings as the firm continues to adjust its investment strategies.