Portfolio (Quarterly) Guide ↗

BUTENSKY & COHEN FINANCIAL SECURITY, INC

· CIK 0001632802

13F Portfolio $404M AUM 135 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 46 Added 41 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMI	KINDER MORGAN INC DEL COM	Energy	205,666	$6.9M	1.81%	SOLD
2	DD	DUPONT DE NEMOURS INC COM	Basic Materials	69,722	$3.2M	0.84%	SOLD
3	ADBE	ADOBE INC COM	Technology	7,865	$1.9M	0.50%	SOLD
4	TGT	TARGET CORP COM	Consumer Defensive	6,942	$841K	0.22%	SOLD

Sector Allocation

Technology 20.2%

Industrials 13.7%

Financial Services 12.6%

Healthcare 11.9%

Consumer Defensive 10.1%

Consumer Cyclical 7.8%

Energy 6.8%

Communication Services 5.7%

Basic Materials 5.6%

Utilities 4.0%