BUTENSKY & COHEN FINANCIAL SECURITY, INC
SEC Form 13F institutional filer · CIK 0001632802
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.33B
Top-10 concentration
21.8%
BUTENSKY & COHEN FINANCIAL SECURITY, INC — $332M AUM allocation strategy
BUTENSKY & COHEN FINANCIAL SECURITY, INC files SEC Form 13F and reports $332M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 7.9%, followed by Health Care 7.6% and Financials 7.2%.
The top 10 holdings account for 22% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BUTENSKY & COHEN FINANCIAL SECURITY, INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$332M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
22% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +35.1K sh · +$571K+$WMT +11.3K sh · +$1.59M+$CMCSA +10.1K sh · +$190K
Biggest trims (shares)
−$MU −11.8K sh · −$2.58M−$TGT −8.28K sh · −$646K−$KMI −6.96K sh · +$1.05M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks5.4%—
- Multi-Utilities4.1%—
- Pharmaceuticals3.9%—
- Aerospace & Defense3.9%—
- Integrated Oil & Gas2.2%—
- Oil & Gas Storage & Transportation2.1%—
- Communications Equipment2.0%—
- Oil & Gas Exploration & Production2.0%—
- Other holdings74.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 612K | $11.1M | +35.1K | 3.3% |
| $NEE | NextEra Energy Inc | 79.5K | $7.39M | -1.14K | 2.2% |
| $CVX | Chevron Corporation | 34.3K | $7.1M | -1.5K | 2.1% |
| $KMI | Kinder Morgan Inc | 206K | $6.9M | -6.96K | 2.1% |
| $BNY | The Bank of New York Mellon Corporation | 56.8K | $6.74M | -4.74K | 2.0% |
| $JNJ | Johnson & Johnson | 27.4K | $6.7M | -1.71K | 2.0% |
| $CSCO | Cisco Systems Inc | 86.1K | $6.68M | -2.04K | 2.0% |
| $EOG | EOG Resources Inc | 45.9K | $6.64M | +1.69K | 2.0% |
| $KLAC | KLA Corporation | 4.5K | $6.63M | -748 | 2.0% |
| $RTX | RTX Corporation | 33.9K | $6.53M | -4.65K | 2.0% |
…and 64 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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