Filed: 4/9/2026ACC: 0001214659-26-004505
📋 What this filing means
BUTENSKY & COHEN FINANCIAL SECURITY, INC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $379.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$379.88M
Total AUM (reported)
4.75M
Total Shares
Allocation by class
STOCK$297.69M78.4%
ETF$58.51M15.4%
ADR$18.71M4.9%
REIT$4.97M1.3%
Portfolio Concentration
Top 3$21.56M5.7%
4–10$47.14M12.4%
11–25$93.26M24.6%
Rest$217.92M57.4%
Top 3 weight
5.7%
Top 10 weight
18.1%
Voting Authority Distribution
Total shares with voting rights: 4.75M
Sole
Full voting authority
4.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:
NEXTERA ENERGY INC COM
SOLEShares79.53K
TypeSH
Market value$7.39M
1.94%
Sole
79.53K
Shared
0.00
None
0.00
CHEVRON CORPORATION COM
SOLEShares34.31K
TypeSH
Market value$7.10M
1.87%
Sole
34.31K
Shared
0.00
None
0.00
BP PLC SPONSORED ADR
SOLEShares150.50K
TypeSH
Market value$7.07M
1.86%
Sole
150.50K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL COM
SOLEShares205.67K
TypeSH
Market value$6.90M
1.82%
Sole
205.67K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC SPONSORED ADR
SOLEShares117.21K
TypeSH
Market value$6.85M
1.80%
Sole
117.21K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP COM
SOLEShares56.80K
TypeSH
Market value$6.74M
1.77%
Sole
56.80K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares27.42K
TypeSH
Market value$6.70M
1.76%
Sole
27.42K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares86.09K
TypeSH
Market value$6.68M
1.76%
Sole
86.09K
Shared
0.00
None
0.00
EOG RES INC COM
SOLEShares45.92K
TypeSH
Market value$6.64M
1.75%
Sole
45.92K
Shared
0.00
None
0.00
KLA CORP COM NEW
SOLEShares4.50K
TypeSH
Market value$6.63M
1.75%
Sole
4.50K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares33.86K
TypeSH
Market value$6.53M
1.72%
Sole
33.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares25.63K
TypeSH
Market value$6.50M
1.71%
Sole
25.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares37.01K
TypeSH
Market value$6.45M
1.70%
Sole
37.01K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares53.45K
TypeSH
Market value$6.43M
1.69%
Sole
53.45K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares10.50K
TypeSH
Market value$6.34M
1.67%
Sole
10.50K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares21.76K
TypeSH
Market value$6.26M
1.65%
Sole
21.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares21.21K
TypeSH
Market value$6.24M
1.64%
Sole
21.21K
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP COM
SOLEShares61.51K
TypeSH
Market value$6.20M
1.63%
Sole
61.51K
Shared
0.00
None
0.00
MCKESSON CORP COM
SOLEShares7.08K
TypeSH
Market value$6.13M
1.61%
Sole
7.08K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC SHS
SOLEShares46.78K
TypeSH
Market value$6.13M
1.61%
Sole
46.78K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares17.30K
TypeSH
Market value$6.09M
1.60%
Sole
17.30K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares11.28K
TypeSH
Market value$6.07M
1.60%
Sole
11.28K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS
SOLEShares120.08K
TypeSH
Market value$6.03M
1.59%
Sole
120.08K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares28.83K
TypeSH
Market value$5.98M
1.57%
Sole
28.83K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares28.28K
TypeSH
Market value$5.89M
1.55%
Sole
28.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEXTERA ENERGY INC COMSOLE | Stock | 79.53K | SH | $7.39M 1.94% | 79.53K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 34.31K | SH | $7.10M 1.87% | 34.31K | 0.00 | 0.00 |
BP PLC SPONSORED ADRSOLE | ADR | 150.50K | SH | $7.07M 1.86% | 150.50K | 0.00 | 0.00 |
KINDER MORGAN INC DEL COMSOLE | Stock | 205.67K | SH | $6.90M 1.82% | 205.67K | 0.00 | 0.00 |
BRITISH AMERN TOB PLC SPONSORED ADRSOLE | ADR | 117.21K | SH | $6.85M 1.80% | 117.21K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORP COMSOLE | Stock | 56.80K | SH | $6.74M 1.77% | 56.80K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 27.42K | SH | $6.70M 1.76% | 27.42K | 0.00 | 0.00 |
CISCO SYS INCSOLE | Stock | 86.09K | SH | $6.68M 1.76% | 86.09K | 0.00 | 0.00 |
EOG RES INC COMSOLE | Stock | 45.92K | SH | $6.64M 1.75% | 45.92K | 0.00 | 0.00 |
KLA CORP COM NEWSOLE | Stock | 4.50K | SH | $6.63M 1.75% | 4.50K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 33.86K | SH | $6.53M 1.72% | 33.86K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 25.63K | SH | $6.50M 1.71% | 25.63K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 37.01K | SH | $6.45M 1.70% | 37.01K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 53.45K | SH | $6.43M 1.69% | 53.45K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | Stock | 10.50K | SH | $6.34M 1.67% | 10.50K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | Stock | 21.76K | SH | $6.26M 1.65% | 21.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 21.21K | SH | $6.24M 1.64% | 21.21K | 0.00 | 0.00 |
PINNACLE WEST CAP CORP COMSOLE | Stock | 61.51K | SH | $6.20M 1.63% | 61.51K | 0.00 | 0.00 |
MCKESSON CORP COMSOLE | Stock | 7.08K | SH | $6.13M 1.61% | 7.08K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLC SHSSOLE | Stock | 46.78K | SH | $6.13M 1.61% | 46.78K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 17.30K | SH | $6.09M 1.60% | 17.30K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | Stock | 11.28K | SH | $6.07M 1.60% | 11.28K | 0.00 | 0.00 |
VERIZON COMMUNICATIONSSOLE | Stock | 120.08K | SH | $6.03M 1.59% | 120.08K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | Stock | 28.83K | SH | $5.98M 1.57% | 28.83K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 28.28K | SH | $5.89M 1.55% | 28.28K | 0.00 | 0.00 |
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