Cohen Capital Management, Inc. — 13F holdings

Cohen Capital Management, Inc. reported 155 holdings worth $717M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $49.1M (6.8%)
2. TMO THERMO FISHER SCIENTIFIC INC — $38.7M (5.4%)
3. MSFT MICROSOFT CORP — $38.2M (5.3%)
4. JPM JPMorgan Chase & Co. — $26.9M (3.8%)
5. GOOGL ALPHABET INC — $24.5M (3.4%)
6. SYK STRYKER CORPORATION — $23.8M (3.3%)
7. DE Deere & Co — $22.4M (3.1%)
8. AMZN AMAZON COM INC — $21.5M (3.0%)
9. CSCO CISCO SYS INC — $21.3M (3.0%)
10. SCHW SCHWAB CHARLES CORP — $20.7M (2.9%)