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BUTENSKY & COHEN FINANCIAL SECURITY, INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1632802

$404.3M

disclosed book value

99

positions

2.4%

largest position share

Positions, as of 2026-06-30

top 99 of 99 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1KLACKLA CORP COM NEW31,561$9.5M2.4%
2MUMICRON TECHNOLOGY INC COM7,745$8.9M2.2%
3BNYBANK OF NY MELLON CORP COM51,572$7.5M1.8%
4CSCOCISCO SYS INC62,823$7.4M1.8%
5CMICUMMINS INC COM10,279$7.3M1.8%
6AAPLAPPLE INC25,069$7.3M1.8%
7GOOGLALPHABET INC CL A20,280$7.2M1.8%
8NVDANVIDIA CORPORATION COM35,485$7.1M1.8%
9BTIBRITISH AMERN TOB PLC SPONSORED ADR113,888$7.0M1.7%
10MSMMSC INDL DIRECT INC CL A58,513$7.0M1.7%
11JPMJPMORGAN CHASE & CO COM20,934$6.9M1.7%
12ALLALLSTATE CORP28,797$6.9M1.7%
13JNJJOHNSON & JOHNSON COM26,840$6.8M1.7%
14MRKMERCK & CO INC COM52,582$6.8M1.7%
15NEENEXTERA ENERGY INC COM76,159$6.7M1.7%
16AMZNAMAZON COM INC COM27,711$6.6M1.6%
17PNWPINNACLE WEST CAP CORP COM61,086$6.5M1.6%
18RTXRTX CORPORATION COM33,547$6.4M1.6%
19JOHNSON CTLS INTL PLC SHS43,559$6.4M1.6%
20NUENUCOR CORP COM28,206$6.3M1.6%
21AMGNAMGEN INC COM17,255$6.2M1.5%
22CSXCSX CORP130,134$6.2M1.5%
23VVISA INC17,845$6.1M1.5%
24CVSCVS HEALTH CORP COM58,820$6.1M1.5%
25EOGEOG RES INC COM46,162$6.0M1.5%
26QCOMQUALCOMM INC31,731$5.9M1.5%
27METMETLIFE INC COM69,202$5.9M1.4%
28OKEONEOK INC NEW COM66,466$5.8M1.4%
29XLKTECHNOLOGY SELECT SECTOR SPDR30,210$5.8M1.4%
30WRBBERKLEY W R CORP COM80,208$5.7M1.4%
31CVXCHEVRON CORPORATION COM34,105$5.7M1.4%
32QQNITY ELECTRONICS INC COMMON STOCK34,132$5.6M1.4%
33LMTLOCKHEED MARTIN CORP10,740$5.5M1.4%
34MCKMCKESSON CORP COM7,150$5.4M1.3%
35BPBP PLC SPONSORED ADR144,240$5.3M1.3%
36MCDMCDONALDS CORP COM19,429$5.3M1.3%
37OREALTY INCOME CORP84,716$5.2M1.3%
38MSFTMICROSOFT13,991$5.2M1.3%
39ULUNILEVER PLC SPON ADR NEW86,756$5.2M1.3%
40ADMARCHER DANIELS MIDLAND CO COM68,127$5.2M1.3%
41VZVERIZON COMMUNICATIONS122,165$5.2M1.3%
42BBARRICK GOLD CORP F139,673$5.1M1.3%
43LOWLOWES COS INC COM22,747$5.0M1.2%
44GPCGENUINE PARTS CO COM42,166$5.0M1.2%
45HSYHERSHEY CO COM27,128$4.8M1.2%
46KVUEKENVUE INC COM248,588$4.8M1.2%
47MEDTRONIC PLC SHS57,496$4.5M1.1%
48PEPPEPSICO INC COM32,053$4.3M1.1%
49METAMETA PLATFORMS INC CL A7,505$4.2M1%
50MSIMOTOROLA SOLUTIONS INC COM NEW10,020$4.2M1%
51UPSUNITED PARCEL SERVICE INC38,387$4.1M1%
52SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF79,691$4.0M1%
53LENLENNAR CORP CL A43,977$4.0M1%
54ABTABBOTT LABORATORIES COM43,809$4.0M1%
55EMNEASTMAN CHEMICAL CO58,355$3.9M1%
56XLIINDUSTRIAL SELECT SECTOR SPDR20,869$3.9M1%
57WMTWALMART INC COM33,228$3.8M0.9%
58DDDUPONT DE NEMOURS INC COMMON STOCK25,817$3.5M0.9%
59CHECK POINT SOFTWARE TECHNOLOGIES LTD26,483$3.5M0.9%
60XLFFINANCIAL SELECT SECTOR SPDR64,098$3.4M0.9%
61XLVHEALTH CARE SELECT SECTOR SPDR21,568$3.4M0.8%
62XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD28,785$3.4M0.8%
63XLPCONSUMER STAPLES SELECT SECTOR SPDR39,212$3.3M0.8%
64MOSMOSAIC CO151,721$3.2M0.8%
65EFXEQUIFAX INC COM18,669$3.0M0.7%
66CRMSALESFORCE INC COM18,776$2.9M0.7%
67XLUUTILITIES SELECT SECTOR SPDR60,374$2.7M0.7%
68SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF30,898$2.7M0.7%
69CMCSACOMCAST CORP NEW CL A103,239$2.5M0.6%
70XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF23,576$2.5M0.6%
71TAPMOLSON COORS BEVERAGE CO CL B62,774$2.4M0.6%
72XLBMATERIALS SELECT SECTOR SPDR47,211$2.4M0.6%
73XLEENERGY SELECT SECTOR SPDR39,050$2.1M0.5%
74IAUISHARES GOLD TRUST22,700$1.7M0.4%
75BSCU2030 INVESCO BULLETSHARES CORPORATE BOND ETF99,772$1.7M0.4%
76BSCV2031 INVESCO BULLETSHARES CORPORATE BOND ETF98,384$1.6M0.4%
77BSCW2032 INVESCO BULLETSHARES CORPORATE BOND ETF78,206$1.6M0.4%
78BSCT2029 INVESCO BULLETSHARES CORPORATE BOND ETF86,226$1.6M0.4%
79BSCR2027 INVESCO BULLETSHARES CORPORATE BOND ETF80,861$1.6M0.4%
80BSCS2028 INVESCO BULLETSHARES CORPORATE BOND ETF76,941$1.6M0.4%
81BSCX2033 INVESCO BULLETSHARES CORPORATE BOND ETF73,941$1.6M0.4%
82BSCQ2026 INVESCO BULLETSHARES CORPORATE BOND ETF78,421$1.5M0.4%
83BSCY2034 INVESCO BULLETSHARES CORPORATE BOND ETF73,979$1.5M0.4%
84BSCZ2035 INVESCO BULLETSHARES CORPORATE BOND ETF74,316$1.5M0.4%
85SDYSTATE STREET SPDR S&P DIVIDEND ETF9,686$1.5M0.4%
86KOCOCA COLA CO COM17,098$1.4M0.3%
87SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF19,088$1.3M0.3%
88SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF15,493$893,5100.2%
89PMMFISHARES PRIME MONEY MARKET ETF7,671$769,4670.2%
90SPYSPDR S&P 500 ETF965$720,2600.2%
91QQQPOWERSHARES QQQ TR770$567,3170.1%
92PGXINVESCO PREFERRED ETF41,953$454,7710.1%
93VOOVANGUARD S&P 500 ETF614$421,8540.1%
94VIGVANGUARD DIVIDEND APPRECIATION ETF1,422$336,4740.1%
95SFBSSERVISFIRST BANCSHARES INC COM3,615$313,6010.1%
96VEUVANGUARD FTSE ALL-WORLD EX-US3,585$300,2030.1%
97BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW525$262,7050.1%
98ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1,408$231,2920.1%
99MHOM/I HOMES INC COM1,300$209,0270.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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