Latest BUTENSKY & COHEN FINANCIAL SECURITY, INC Stock Portfolio

BUTENSKY & COHEN FINANCIAL SECURITY, INC Performance:

2026 Q1: 2.25%YTD: 2.25%2025: 18.24%

Performance for 2026 Q1 is 2.25%, and YTD is 2.25%, and 2025 is 18.24%.

About BUTENSKY & COHEN FINANCIAL SECURITY, INC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, BUTENSKY & COHEN FINANCIAL SECURITY, INC reported an equity portfolio of $379.9 Millions as of 31 Mar, 2026.

The top stock holdings of BUTENSKY & COHEN FINANCIAL SECURITY, INC are NEE, CVX, BP. The fund has invested 2% of it's portfolio in NEXTERA ENERGY INC COM and 1.9% of portfolio in CHEVRON CORPORATION COM.

They significantly reduced their stock positions in TARGET CORP COM (TGT), MICRON TECHNOLOGY INC COM (MU) and CUMMINS INC COM (CMI). BUTENSKY & COHEN FINANCIAL SECURITY, INC opened new stock positions in QNITY ELECTRONICS INC COMMON STOCK. The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC CL A (META), WALMART INC COM (WMT) and ISHARES GOLD TRUST (IAU).

BUTENSKY & COHEN FINANCIAL SECURITY, INC Annual Return Estimates Vs S&P 500

Our best estimate is that BUTENSKY & COHEN FINANCIAL SECURITY, INC made a return of 2.25% in the last quarter. In trailing 12 months, it's portfolio return was 18.19%.

Performance
S&P 500

New Buys

Ticker	$ Bought
qnity electronics inc common stock	3,926,040

New stocks bought by BUTENSKY & COHEN FINANCIAL SECURITY, INC

Additions

Ticker	% Inc.
meta platforms inc cl a	164
walmart inc com	76.61
ishares gold trust	28.63
united parcel service inc	12.21
comcast corp new cl a	11.96
eastman chemical co	11.96
cvs health corp com	11.86
motorola solutions inc com new	11.19

Additions to existing portfolio by BUTENSKY & COHEN FINANCIAL SECURITY, INC

Reductions

Ticker	% Reduced
target corp com	-54.38
micron technology inc com	-43.72
cummins inc com	-16.33
alphabet inc cl a	-14.61
barrick gold corp f	-14.36
kla corp com new	-14.24
rtx corporation com	-12.07
mckesson corp com	-8.89

BUTENSKY & COHEN FINANCIAL SECURITY, INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by BUTENSKY & COHEN FINANCIAL SECURITY, INC

Sector Distribution

BUTENSKY & COHEN FINANCIAL SECURITY, INC has about 25.7% of it's holdings in Others sector.

Sector	%
Others	25.7
Technology	12.2
Industrials	11.3
Healthcare	10.1
Financial Services	9.2
Consumer Cyclical	6.5
Consumer Defensive	6.4
Energy	5.4
Basic Materials	4.3
Communication Services	4.1
Utilities	3.6
Real Estate	1.3

Market Cap. Distribution

BUTENSKY & COHEN FINANCIAL SECURITY, INC has about 70.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43
MEGA-CAP	27.6
UNALLOCATED	25.7
MID-CAP	3.7

Stocks belong to which Index?

About 73.5% of the stocks held by BUTENSKY & COHEN FINANCIAL SECURITY, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	73.5
Others	26.4

Top 5 Winners (%)		%
EOG	eog res inc com	36.7 %
XLB	energy select sector spdr	36.4 %
CVX	chevron corporation com	35.0 %
BP	bp plc sponsored adr	34.6 %
ADM	archer daniels midland co com	26.4 %

Top 5 Winners ($)		$
CVX	chevron corporation com	1.9 M
BP	bp plc sponsored adr	1.8 M
EOG	eog res inc com	1.8 M
LMT	lockheed martin corp	1.3 M
KMI	kinder morgan inc del com	1.3 M

Top 5 Losers (%)		%
ADBE	adobe inc com	-29.2 %
QCOM	qualcomm inc	-24.4 %
MSFT	microsoft	-23.2 %
CHKP	check point software technologies ltd	-22.4 %
ABT	abbott laboratories com	-17.8 %

Top 5 Losers ($)		$
MSFT	microsoft	-1.5 M
QCOM	qualcomm inc	-1.4 M
CHKP	check point software technologies ltd	-1.1 M
ADBE	adobe inc com	-0.9 M
V	visa inc	-0.8 M

BUTENSKY & COHEN FINANCIAL SECURITY, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BUTENSKY & COHEN FINANCIAL SECURITY, INC

BUTENSKY & COHEN FINANCIAL SECURITY, INC has 98 stocks in it's portfolio. About 18.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for BUTENSKY & COHEN FINANCIAL SECURITY, INC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.71	25,630	6,504,510	reduced	-1.05

ABT	abbott laboratories com	0.93	34,532	3,545,400	added	3.82

ADBE	adobe inc com	0.50	7,865	1,911,820	reduced	-8.6

ADM	archer daniels midland co com	1.32	69,101	5,022,980	added	0.38

ALL	allstate corp	1.57	28,833	5,978,230	added	0.61

AMGN	amgen inc com	1.60	17,297	6,085,950	reduced	-1.07

AMZN	amazon com inc com	1.55	28,277	5,889,340	added	0.81

BIL	state street spdr portfolio s&p 500 etf	0.63	31,376	2,401,350	added	0.81

BIL	state street spdr s&p dividend etf	0.37	9,514	1,388,500	added	0.7

BIL	state street spdr portfolio s&p 400 mid cap etf	0.31	19,633	1,162,620	added	0.2

BIL	state street spdr portfolio s&p 600 small cap etf	0.20	16,071	776,537	added	1.05

BK	bank new york mellon corp com	1.77	56,795	6,737,590	reduced	-7.7

BP	bp plc sponsored adr	1.86	150,500	7,073,500	added	3.12

BSAE	2030 invesco bulletshares corporate bond etf	0.42	94,951	1,587,500	added	6.63

BSAE	2029 invesco bulletshares corporate bond etf	0.41	82,885	1,546,660	added	7.37

BSAE	2031 invesco bulletshares corporate bond etf	0.41	93,385	1,537,110	added	7.49

BSAE	2028 invesco bulletshares corporate bond etf	0.40	74,305	1,517,530	added	6.92

BSAE	2027 invesco bulletshares corporate bond etf	0.39	76,101	1,493,480	added	6.46

BSAE	2026 invesco bulletshares corporate bond etf	0.37	71,635	1,399,030	added	7.43

BTI	british amern tob plc sponsored adr	1.80	117,210	6,853,270	reduced	-0.82