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Portfolio (Quarterly) Guide ↗

Cohen Investment Advisors LLC

· CIK 0001845081
13F Portfolio $223M AUM 120 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 39 Added 27 Reduced 4 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRP TC ENERGY CORP Energy 8,880.0 $588K 0.26% -510.0 -5.4% $66.21 -5.0%
22 RIO RIO TINTO PLC Basic Materials 5,971.0 $567K 0.25% -1K -17.6% $94.93 +8.3%
23 NVS NOVARTIS AG Healthcare 3,555.0 $557K 0.25% -99.0 -2.7% $156.72 +4.1%
24 WMB WILLIAMS COS INC Energy 7,327.0 $545K 0.24% -214.0 -2.8% $74.34 -0.4%
25 TOTALENERGIES SE 6,974.0 $542K 0.24% -559.0 -7.4% $77.77
26 BNS BANK NOVA SCOTIA B C Financial Services 6,111.0 $531K 0.24% -844.0 -12.1% $86.84 +9.3%
27 F FORD MTR CO Consumer Cyclical 28,821.0 $401K 0.18% -4K -11.7% $13.90 +3.7%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.6%
Financial Services 18.8%
Healthcare 15.7%
Communication Services 11.5%
Consumer Cyclical 9.6%
Energy 7.2%
Industrials 6.3%
Consumer Defensive 4.6%
Basic Materials 2.7%
Utilities 2.3%