§ 13F · FUND PROFILE
BUTENSKY & COHEN FINANCIAL SECURITY, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $336M (13F)Positions · 128Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NEE | NEXTERA ENERGY INC COM | 80K | $7M | 1.9% | −1% |
| 2 | CVX | CHEVRON CORPORATION COM | 34K | $7M | 1.9% | −4% |
| 3 | BP | BP PLC SPONSORED ADR | 150K | $7M | 1.9% | +3% |
| 4 | KMI | KINDER MORGAN INC DEL COM | 206K | $7M | 1.8% | −3% |
| 5 | BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 117K | $7M | 1.8% | −1% |
| 6 | BK | BANK NEW YORK MELLON CORP COM | 57K | $7M | 1.8% | −8% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 27K | $7M | 1.8% | −6% |
| 8 | CSCO | CISCO SYS INC | 86K | $7M | 1.8% | −2% |
| 9 | EOG | EOG RES INC COM | 46K | $7M | 1.7% | +4% |
| 10 | KLAC | KLA CORP COM NEW | 4K | $7M | 1.7% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUTENSKY SIGNAL
AC read
BUTENSKY & COHEN FINANCIAL SECURITY, INC is a Other fund managing $336 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed