Sponsored

The Analysis of BUTENSKY & COHEN FINANCIAL SECURITY, INC's Holdings & P&L

Currently, BUTENSKY & COHEN FINANCIAL SECURITY, INC holds 98 types of securities in its portfolio with a total value $379.9M. In the most recent quarter, they have increased their positions in N/A (+34.0K shares, valued at $3.9M), META (+3.5K shares, valued at $2.0M), WMT (+11.3K shares, valued at $1.4M); decreased their positions in MU (-11.8K shares, valued at $4.0M), CMI (-2.2K shares, valued at $1.2M), KLAC (-748 shares, valued at $1.1M); initiated new positions in N/A (+34.0K shares, valued at $3.9M).

1M P&L

+15.5M+3.60%

3M P&L

+26.2M+6.24%

HY P&L

+72.2M+19.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.1M

16.4%

2Semiconductors15.8M

4.6%

3Oil & Gas Integrated14.2M

4.1%

Top Industries by Stock Count

1N/A30 stocks

34.5%

2Semiconductors3 stocks

3.4%

3Drug Manufacturers - General2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEE NEXTERA ENERGY INC COM79.5K shares-1.42%2026-03-312026-04-09

CVX CHEVRON CORPORATION COM34.3K shares-4.18%2026-03-312026-04-09

BP BP PLC SPONSORED ADR150.5K shares3.12%2026-03-312026-04-09

KMI KINDER MORGAN INC DEL COM205.7K shares-3.27%2026-03-312026-04-09

BTI BRITISH AMERN TOB PLC SPONSORED ADR117.2K shares-0.82%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP COM56.8K shares-7.70%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON COM27.4K shares-5.87%2026-03-312026-04-09

CSCO CISCO SYS INC86.1K shares-2.32%2026-03-312026-04-09

Sponsored

EOG EOG RES INC COM45.9K shares3.82%2026-03-312026-04-09

KLAC KLA CORP COM NEW4.5K shares-14.24%2026-03-312026-04-09

RTX RTX CORPORATION COM33.9K shares-12.07%2026-03-312026-04-09

AAPL APPLE INC25.6K shares-1.05%2026-03-312026-04-09

NVDA NVIDIA CORPORATION COM37.0K shares1.36%2026-03-312026-04-09

MERCK & CO INC COM MERCK & CO INC COM53.5K shares-3.48%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP10.5K shares-3.24%2026-03-312026-04-09

ALPHABET INC CL A ALPHABET INC CL A21.8K shares-14.61%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO COM21.2K shares0.55%2026-03-312026-04-09

PNW PINNACLE WEST CAP CORP COM61.5K shares1.47%2026-03-312026-04-09

MCK MCKESSON CORP COM7.1K shares-8.89%2026-03-312026-04-09

JCI JOHNSON CTLS INTL PLC SHS46.8K shares-8.13%2026-03-312026-04-09

AMGN AMGEN INC COM17.3K shares-1.07%2026-03-312026-04-09

CMI CUMMINS INC COM11.3K shares-16.33%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS120.1K shares2.59%2026-03-312026-04-09

ALL ALLSTATE CORP28.8K shares0.61%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC COM28.3K shares0.81%2026-03-312026-04-09

MCD MCDONALDS CORP COM18.9K shares2.12%2026-03-312026-04-09

BARRICK GOLD CORP F BARRICK GOLD CORP F136.9K shares-14.36%2026-03-312026-04-09

MSM MSC INDL DIRECT INC CL A60.0K shares1.50%2026-03-312026-04-09

CSX CSX CORP133.1K shares1.58%2026-03-312026-04-09

HSY HERSHEY CO COM26.1K shares6.79%2026-03-312026-04-09

V VISA INC17.8K shares3.23%2026-03-312026-04-09

WRB BERKLEY W R CORP COM79.3K shares1.69%2026-03-312026-04-09

Sponsored

LOW LOWES COS INC COM21.9K shares1.23%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC COM15.3K shares-43.72%2026-03-312026-04-09

NUE NUCOR CORP COM30.3K shares0.45%2026-03-312026-04-09

MSFT MICROSOFT13.7K shares2.74%2026-03-312026-04-09

MEDTRONIC PLC SHS MEDTRONIC PLC SHS58.3K shares2.31%2026-03-312026-04-09

ADM ARCHER DANIELS MIDLAND CO COM69.1K shares0.38%2026-03-312026-04-09

O REALTY INCOME CORP81.3K shares1.98%2026-03-312026-04-09

MET METLIFE INC COM68.8K shares1.25%2026-03-312026-04-09

Sponsored

PEP PEPSICO INC COM31.0K shares2.68%2026-03-312026-04-09

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW84.0K shares2.24%2026-03-312026-04-09

MOS MOSAIC CO174.1K shares4.38%2026-03-312026-04-09

XLK TECHNOLOGY SELECT SECTOR SPDR32.5K shares1.10%2026-03-312026-04-09

CVS CVS HEALTH CORP COM59.5K shares11.86%2026-03-312026-04-09

GPC GENUINE PARTS CO COM40.3K shares1.51%2026-03-312026-04-09

QCOM QUALCOMM INC32.7K shares2.96%2026-03-312026-04-09

KVUE KENVUE INC COM230.0K shares3.02%2026-03-312026-04-09

Sponsored

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK34.0K sharesnew addition2026-03-312026-04-09

CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD26.7K shares7.72%2026-03-312026-04-09

MSI MOTOROLA SOLUTIONS INC COM NEW8.7K shares11.19%2026-03-312026-04-09

UPS UNITED PARCEL SERVICE INC37.8K shares12.21%2026-03-312026-04-09

EMN EASTMAN CHEMICAL CO48.7K shares11.96%2026-03-312026-04-09

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF80.7K shares-1.38%2026-03-312026-04-09

ABT ABBOTT LABORATORIES COM34.5K shares3.82%2026-03-312026-04-09

TAP MOLSON COORS BEVERAGE CO CL B82.0K shares-0.60%2026-03-312026-04-09

Sponsored

LEN LENNAR CORP CL A39.2K shares8.70%2026-03-312026-04-09

XLI INDUSTRIAL SELECT SECTOR SPDR20.7K shares-1.89%2026-03-312026-04-09

META META PLATFORMS INC CL A5.7K shares164.35%2026-03-312026-04-09

EFX EQUIFAX INC COM18.0K shares5.50%2026-03-312026-04-09

WMT WALMART INC COM26.0K shares76.61%2026-03-312026-04-09

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM69.7K shares7.97%2026-03-312026-04-09

XLP CONSUMER STAPLES SELECT SECTOR SPDR37.8K shares2.13%2026-03-312026-04-09

XLF FINANCIAL SELECT SECTOR SPDR61.5K shares2.94%2026-03-312026-04-09

Sponsored

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD27.8K shares2.29%2026-03-312026-04-09

XLV HEALTH CARE SELECT SECTOR SPDR20.5K shares0.84%2026-03-312026-04-09

XLU UTILITIES SELECT SECTOR SPDR59.9K shares1.36%2026-03-312026-04-09

CMCSA COMCAST CORP NEW CL A94.4K shares11.96%2026-03-312026-04-09

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF22.8K shares1.11%2026-03-312026-04-09

XLE ENERGY SELECT SECTOR SPDR40.0K shares-3.34%2026-03-312026-04-09

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF31.4K shares0.81%2026-03-312026-04-09

XLB MATERIALS SELECT SECTOR SPDR46.6K shares-0.39%2026-03-312026-04-09

Sponsored

ADBE ADOBE INC COM7.9K shares-8.60%2026-03-312026-04-09

BSCU 2030 INVESCO BULLETSHARES CORPORATE BOND ETF95.0K shares6.63%2026-03-312026-04-09

ISHARES GOLD TRUST ISHARES GOLD TRUST17.9K shares28.63%2026-03-312026-04-09

BSCT 2029 INVESCO BULLETSHARES CORPORATE BOND ETF82.9K shares7.37%2026-03-312026-04-09

BSCV 2031 INVESCO BULLETSHARES CORPORATE BOND ETF93.4K shares7.49%2026-03-312026-04-09

BSCS 2028 INVESCO BULLETSHARES CORPORATE BOND ETF74.3K shares6.92%2026-03-312026-04-09

BSCW 2032 INVESCO BULLETSHARES CORPORATE BOND ETF72.9K shares8.88%2026-03-312026-04-09

BSCR 2027 INVESCO BULLETSHARES CORPORATE BOND ETF76.1K shares6.46%2026-03-312026-04-09

Sponsored

BSCX 2033 INVESCO BULLETSHARES CORPORATE BOND ETF68.3K shares9.41%2026-03-312026-04-09

BSCY 2034 INVESCO BULLETSHARES CORPORATE BOND ETF68.0K shares9.55%2026-03-312026-04-09

BSCZ 2035 INVESCO BULLETSHARES CORPORATE BOND ETF68.2K shares9.53%2026-03-312026-04-09

BSCQ 2026 INVESCO BULLETSHARES CORPORATE BOND ETF71.6K shares7.43%2026-03-312026-04-09

SDY STATE STREET SPDR S&P DIVIDEND ETF9.5K shares0.70%2026-03-312026-04-09

KO COCA COLA CO COM17.1K shares-2.13%2026-03-312026-04-09

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF19.6K shares0.20%2026-03-312026-04-09

TGT TARGET CORP COM6.9K shares-54.38%2026-03-312026-04-09

Sponsored

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF16.1K shares1.05%2026-03-312026-04-09

SPY SPDR S&P 500 ETF993 shares-5.61%2026-03-312026-04-09

PGX INVESCO PREFERRED ETF46.1K shares-6.78%2026-03-312026-04-09

POWERSHARES QQQ TR POWERSHARES QQQ TR818 shares-2.97%2026-03-312026-04-09

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF618 shares-3.29%2026-03-312026-04-09

SFBS SERVISFIRST BANCSHARES INC COM4.7K shares-6.37%2026-03-312026-04-09

VIG VANGUARD DIVIDEND APPRECIATION ETF1.4K shares-1.24%2026-03-312026-04-09

VEU VANGUARD FTSE ALL-WORLD EX-US3.6K shares-4.01%2026-03-312026-04-09

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW525 shares2.94%2026-03-312026-04-09

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.4K shares0.00%2026-03-312026-04-09

NEE

NEXTERA ENERGY INC COM

-1.42%

Shares79.5K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION COM

-4.18%

Shares34.3K

Event2026-03-31

Filed2026-04-09

BP PLC SPONSORED ADR

3.12%

Shares150.5K

Event2026-03-31

Filed2026-04-09

KMI

KINDER MORGAN INC DEL COM

-3.27%

Shares205.7K

Event2026-03-31

Filed2026-04-09

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

-0.82%

Shares117.2K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP COM

-7.70%

Shares56.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON COM

-5.87%

Shares27.4K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

-2.32%

Shares86.1K

Event2026-03-31

Filed2026-04-09

EOG

EOG RES INC COM

3.82%

Shares45.9K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP COM NEW

-14.24%

Shares4.5K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION COM

-12.07%

Shares33.9K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-1.05%

Shares25.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION COM

1.36%

Shares37.0K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC COM

-3.48%

Shares53.5K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

-3.24%

Shares10.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC CL A

-14.61%

Shares21.8K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO COM

0.55%

Shares21.2K

Event2026-03-31

Filed2026-04-09

PNW

PINNACLE WEST CAP CORP COM

1.47%

Shares61.5K

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP COM

-8.89%

Shares7.1K

Event2026-03-31

Filed2026-04-09

JCI

JOHNSON CTLS INTL PLC SHS

-8.13%

Shares46.8K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC COM

-1.07%

Shares17.3K

Event2026-03-31

Filed2026-04-09

CMI

CUMMINS INC COM

-16.33%

Shares11.3K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS

2.59%

Shares120.1K

Event2026-03-31

Filed2026-04-09

ALL

ALLSTATE CORP

0.61%

Shares28.8K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC COM

0.81%

Shares28.3K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP COM

2.12%

Shares18.9K

Event2026-03-31

Filed2026-04-09

BARRICK GOLD CORP F

-14.36%

Shares136.9K

Event2026-03-31

Filed2026-04-09

MSM

MSC INDL DIRECT INC CL A

1.50%

Shares60.0K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

1.58%

Shares133.1K

Event2026-03-31

Filed2026-04-09

HSY

HERSHEY CO COM

6.79%

Shares26.1K

Event2026-03-31

Filed2026-04-09

VISA INC

3.23%

Shares17.8K

Event2026-03-31

Filed2026-04-09

WRB

BERKLEY W R CORP COM

1.69%

Shares79.3K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC COM

1.23%

Shares21.9K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC COM

-43.72%

Shares15.3K

Event2026-03-31

Filed2026-04-09

NUE

NUCOR CORP COM

0.45%

Shares30.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT

2.74%

Shares13.7K

Event2026-03-31

Filed2026-04-09

MEDTRONIC PLC SHS

2.31%

Shares58.3K

Event2026-03-31

Filed2026-04-09

ADM

ARCHER DANIELS MIDLAND CO COM

0.38%

Shares69.1K

Event2026-03-31

Filed2026-04-09

REALTY INCOME CORP

1.98%

Shares81.3K

Event2026-03-31

Filed2026-04-09

MET

METLIFE INC COM

1.25%

Shares68.8K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC COM

2.68%

Shares31.0K

Event2026-03-31

Filed2026-04-09

UNILEVER PLC SPON ADR NEW

2.24%

Shares84.0K

Event2026-03-31

Filed2026-04-09

MOS

MOSAIC CO

4.38%

Shares174.1K

Event2026-03-31

Filed2026-04-09

XLK

TECHNOLOGY SELECT SECTOR SPDR

1.10%

Shares32.5K

Event2026-03-31

Filed2026-04-09

CVS

CVS HEALTH CORP COM

11.86%

Shares59.5K

Event2026-03-31

Filed2026-04-09

GPC

GENUINE PARTS CO COM

1.51%

Shares40.3K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

2.96%

Shares32.7K

Event2026-03-31

Filed2026-04-09

KVUE

KENVUE INC COM

3.02%

Shares230.0K

Event2026-03-31

Filed2026-04-09

QNITY ELECTRONICS INC COMMON STOCK

New

Shares34.0K

Event2026-03-31

Filed2026-04-09

CHKP

CHECK POINT SOFTWARE TECHNOLOGIES LTD

7.72%

Shares26.7K

Event2026-03-31

Filed2026-04-09

MSI

MOTOROLA SOLUTIONS INC COM NEW

11.19%

Shares8.7K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SERVICE INC

12.21%

Shares37.8K

Event2026-03-31

Filed2026-04-09

EMN

EASTMAN CHEMICAL CO

11.96%

Shares48.7K

Event2026-03-31

Filed2026-04-09

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-1.38%

Shares80.7K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES COM

3.82%

Shares34.5K

Event2026-03-31

Filed2026-04-09

TAP

MOLSON COORS BEVERAGE CO CL B

-0.60%

Shares82.0K

Event2026-03-31

Filed2026-04-09

LEN

LENNAR CORP CL A

8.70%

Shares39.2K

Event2026-03-31

Filed2026-04-09

XLI

INDUSTRIAL SELECT SECTOR SPDR

-1.89%

Shares20.7K

Event2026-03-31

Filed2026-04-09