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Disclosed positions
ARTHUR M. COHEN & ASSOCIATES, LLC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- NVIDIA CORPORATION
- Ticker
- NVDA
- Class
- COM
- Reported value
- $68,428,489
- Reported amount
- 341,989
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001692252-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $68,428,489 | 341,989 | SH | None |
| APPLE INC | AAPL | COM | $51,078,394 | 176,522 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $45,720,886 | 150,909 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $43,560,302 | 123,285 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $36,818,196 | 73,579 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $33,759,174 | 45,207 | SH | None |
| AMAZON COM INC | AMZN | COM | $30,846,201 | 129,421 | SH | None |
| ELI LILLY & CO | LLY | COM | $26,471,420 | 22,070 | SH | None |
| DANAHER CORP DEL | DHR | COM | $22,864,160 | 120,034 | SH | None |
| MICROSOFT CORP | MSFT | COM | $21,642,472 | 58,020 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $15,620,370 | 498,844 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $15,312,512 | 16,369 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $15,023,174 | 19,686 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $11,232,750 | 15 | SH | None |
| BLACKROCK INC | BLK | COM | $10,458,333 | 10,876 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $9,706,150 | 32,583 | SH | None |
| NETFLIX INC. | NFLX | COM | $8,667,103 | 121,388 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $7,572,577 | 10,283 | SH | None |
| RTX CORPORATION | RTX | COM | $7,501,734 | 39,539 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $7,250,137 | 33,189 | SH | None |
| META PLATFORMS INC | META | CL A | $6,273,435 | 11,137 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $6,018,697 | 8,763 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $5,401,794 | 11,311 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $5,232,270 | 15,343 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $4,910,083 | 43,003 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $4,862,191 | 2,444 | SH | None |
| HOME DEPOT INC | HD | COM | $4,294,937 | 12,178 | SH | None |
| GE AEROSPACE | GE | COM NEW | $3,789,622 | 10,140 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $3,771,199 | 9,483 | SH | None |
| VERALTO CORP | VLTO | COM SHS | $3,260,232 | 36,764 | SH | None |
| EATON CORP PLC | ETN | SHS | $3,241,495 | 7,607 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $3,158,510 | 6,300 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $3,063,784 | 54,555 | SH | None |
| EQUINIX INC | EQIX | COM | $3,053,434 | 2,929 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,993,331 | 8,376 | SH | None |
| ARCH CAP GROUP LTD | ACGL | ORD | $2,940,724 | 30,298 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $2,909,921 | 8,691 | SH | None |
| VISA INC | V | COM CL A | $2,879,554 | 8,393 | SH | None |
| WALMART INC | WMT | COM | $2,755,503 | 24,329 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,701,228 | 10,636 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $2,683,673 | 11,690 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $2,440,627 | 4,752 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FIW | WTR ETF | $2,438,716 | 22,267 | SH | None |
| VEEVA SYS INC | VEEV | CL A COM | $2,413,769 | 13,601 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $2,337,367 | 20,034 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,131,196 | 1,814 | SH | None |
| BROADCOM INC | AVGO | COM | $2,072,337 | 5,486 | SH | None |
| ABBVIE INC | ABBV | COM | $1,879,751 | 7,470 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,830,059 | 6,508 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $1,773,209 | 3,163 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.