IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Arthur M. Cohen & Associates, LLC

Q2 2020 Holdings

Filed 2020-07-28 | 119 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Nike Inc(NKE)CL B654106103$6796,9200.0%
Disney Walt Co(DIS)DISNEY COM254687106$7136,3940.0%
Intuitive Surgical Inc(ISRG)COM NEW46120E602$7281,2770.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$7306,3250.0%
Alphabet Inc(GOOGL)CL A02079K305$7755470.0%
Visa Inc(V)COM92826C839$7894,0840.0%
Starbucks Corp(SBUX)COM855244109$81111,0240.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$85420,1670.0%
Vanguard World FDS(VCR)CONSUM DIS ETF92204A108$8734,3690.0%
Colgate Palmolive Co(CL)COM194162103$87511,9400.0%
Arch Cap Group LTD(ACGL)ORDG0450A105$89331,1570.0%
Ishares TR(IJS)S&P SM CAP 600 ETF464287879$9047,5140.0%
Equinix Inc COM(EQIX)COM29444U700$9131,3010.0%
Prologis Inc(PLD)COM74340W103$9229,8770.0%
Okta Inc(OKTA)COM679295105$9294,6400.0%
Ringcentral Inc(RNG)COM76680R206$9513,3350.0%
Mcdonalds Corp(MCD)COM580135101$9725,2440.0%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$9789,7550.0%
Teladoc Health Inc(TDOC)COM87918A105$9995,2350.0%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$1.0K5,2510.0%
Zscaler Inc(ZS)COM98980G102$1.0K9,3990.0%
Nvidia Corporation(NVDA)COM67066G104$1.0K2,7320.0%
Shopify Inc(SHOP)COM82509L107$1.1K1,1440.0%
Livongo Health Inc(LVGO)COM539183103$1.1K14,1100.0%
Tesla Inc(TSLA)COM88160R101$1.2K1,1050.0%
Otis Worldwide Corp(OTIS)COM68902V107$1.2K21,0820.0%
Pepsico Inc(PEP)COM713448108$1.2K9,2400.0%
Mastercard Inc(MA)COM57636Q104$1.2K4,1550.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$1.2K7,1820.0%
Cboe Global Mkts Inc(CBOE)COM12503M108$1.3K14,4000.0%
Unitedhealth Group Inc(UNH)COM91324P102$1.3K4,5560.0%
Lockheed Martin Corp(LMT)COM539830109$1.4K3,7710.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$1.5K10,8040.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.6K9,2180.0%
Edwards Lifesciences Corp(EW)COM28176E108$1.8K25,9680.0%
Progressive Corp Ohio(PGR)COM743315103$1.8K2,2750.0%
Veeva SYS Inc(VEEV)COM922475108$2.3K9,6600.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2.3K8,2750.0%
Walmart Inc(WMT)COM931142103$2.4K19,8270.0%
Fortive Corp(FTV)COM34959J108$2.4K35,3710.0%
Facebook Inc(META)CL A30303M102$2.4K10,7230.0%
Raytheon Technologies Corp(RTX)COM75513E101$2.6K42,1650.0%
Vanguard World FDS(VGT)INF TECH ETF92204A702$2.6K9,3350.0%
Salesforce COM Inc(CRM)COM79466L302$2.8K14,7370.0%
Clorox Co(CLX)COM189054109$2.9K16,8590.0%
Hershey Co(HSY)COM427866108$3.1K23,7250.0%
Johnson & Johnson(JNJ)COM478160104$3.3K23,5140.0%
Merck & Co Inc New(MRK)COM58933Y105$3.8K48,9780.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$4.3K17,2710.1%
Illumina Inc(ILMN)COM452327109$4.3K11,6800.1%
PreviousPage 2 of 3Next