ARTHUR M. COHEN & ASSOCIATES, LLC — 13F holdings

ARTHUR M. COHEN & ASSOCIATES, LLC reported 139 holdings worth $640M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $68.4M (10.7%)
2. AAPL APPLE INC — $51.1M (8.0%)
3. QQQM INVESCO EXCH TRADED FD TR II — $45.7M (7.1%)
4. GOOG ALPHABET INC — $43.6M (6.8%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $36.8M (5.8%)
6. SPY SPDR S&P 500 ETF TR — $33.8M (5.3%)
7. AMZN AMAZON COM INC — $30.8M (4.8%)
8. LLY ELI LILLY & CO — $26.5M (4.1%)
9. DHR DANAHER CORPORATION — $22.9M (3.6%)
10. MSFT MICROSOFT CORP — $21.6M (3.4%)