WhatInvestorsBuy

Steve Cohen: Stock Portfolio, Performance and Latest Trades

Steve Cohen

U.S. Representative, TN-9

D Democrat

Trades disclosed133
Bought / sold49 / 84
Est. volume$11.1M
Typical delay22 days

Steve Cohen's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
BRK.BBerkshire Hathaway Inc. New
12.6%$502.65+0.7%$506.25Held at end of 20210
MSFTMicrosoft Corporation
9.38%$480.57+10.2%$529.76Held at end of 20210
GOSXXFederated Hermes Government Obligations Fund Svc Shares
8.51%$1.00+0.0%$1.00Held at end of 20230
IBMInternational Business Machines Corporation
7.75%$290.30−24.0%$220.51Held at end of 20210
XOMExxon Mobil Corporation
5.52%$117.97+39.1%$164.05Held at end of 20210
AMGNAmgen Inc.
5.11%$320.75+28.8%$413.08Held at end of 20210
FDXFedEx Corporation
4.99%$230.05+25.6%$289.04Jun 29, 20230
MARMarriott International - Class A
4.59%$308.41+15.6%$356.50Held at end of 20210
VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF
3.93%$99.60−1.1%$98.55Held at end of 20250
CGMUCapital Group Municipal Income ETF
3.85%$26.70−3.0%$25.90Held at end of 20250
FHNFirst Horizon Corporation
3.34%$23.39−1.7%$22.99Jul 27, 20220
NOCNorthrop Grumman Corporation
3.34%$563.34−16.0%$473.46Held at end of 20210
AZOAutoZone, Inc.
3.33%$3,391.50−16.1%$2,846.27Held at end of 20210
LLYEli Lilly and Company
2.71%$1,069.51+11.1%$1,188.72Held at end of 20210
CVXChevron Corporation
2.35%$148.27+38.4%$205.15Held at end of 20210
PFXFVanEck Preferred Securities ex Financials ETF
1.77%$16.98+4.2%$17.69Held at end of 20230
FSBTXShort-Term Bond Fund of America - Class F-3
1.71%$9.34+0.3%$9.37Held at end of 20230
RTXRTX Corporation
1.69%$181.43−0.6%$180.26Held at end of 20230
ABXBarrick Gold Corporation
1.65%$8.55−3.0%$8.29Held at end of 20210
MAAMid-America Apartment Communities, Inc.
1.45%$134.13−14.9%$114.21Held at end of 20210
TMToyota Motor Corporation
1.26%$214.06−14.6%$182.91Held at end of 20210
MRKMerck & Company, Inc.
1.02%$103.13+38.5%$142.79Held at end of 20210
TAT&T Inc.
0.94%$23.98+2.1%$24.47Held at end of 20210
KOCoca-Cola Company
0.92%$68.58+25.1%$85.82Held at end of 20210
FTSMFirst Trust Enhanced Short Maturity ETF
0.76%$58.13+2.5%$59.58Held at end of 20210
RQICohen & Steers Quality Income Realty Fund Inc Common Shares
0.75%$10.71+2.3%$10.96Held at end of 20210
RFRegions Financial Corporation
0.75%$26.32+1.4%$26.70Held at end of 20210
GSKGlaxoSmithKline PLC
0.73%$47.78−1.6%$47.02Held at end of 20210
OZKAPBank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock
0.69%$15.67−6.1%$14.72Aug 3, 20220
DISWalt Disney Company
0.68%$112.90−7.2%$104.75Held at end of 20210
PEPPepsico, Inc.
0.65%$139.28−11.2%$123.73Held at end of 20210
CMCSAComcast Corporation - Class A
0.57%$27.00−22.5%$20.94Held at end of 20210
SLBSchlumberger N.V.
0.23%$37.76+27.0%$47.96Held at end of 20210
WBDWarner Bros. Discovery, Inc. - Series A
0.19%$28.82+7.4%$30.95Held at end of 20220
HLNHaleon plc American Depositary Shares
0.17%$9.91−9.0%$9.02Held at end of 20220
SFGYYSONY FINL GROUP INC U/ADR
0.16%$5.23−11.4%$4.63Dec 26, 20250

Steve Cohen's buys and sells

Dec 28, 2017 to Aug 21, 2026, 1 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
US Treas Bills Int Rate 0.000% MAT 2/18/2027Bond
Bought$250K–$500KAug 21, 2026Sep 1, 202611 days later
US Treas Bills Int Rate 0.000% MAT 8/5/2027Bond
Bought$250K–$500KAug 21, 2026Sep 1, 202611 days later
U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027Bond
Bought$100K–$250KAug 6, 2026Aug 17, 202611 days later
JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027Bond
Bought$100K–$250KAug 5, 2026Aug 17, 202612 days later
US Treas Bills MAT 11/19/26Bond
Bought$500K–$1MMay 27, 2026Jun 17, 202621 days later
US Treas Bill Mat 10/29/2026 DTD 10/30/2025Bond
Bought$50K–$100KMay 4, 2026May 20, 202616 days later
METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 BBond
Sold$1K–$15KMar 16, 2026Apr 28, 202643 days later
US Treasury Bills, due 8/20/2026Bond
Bought$500K–$1MFeb 23, 2026Mar 26, 202631 days later
United States Treasury Bill Mat 5/21/26Bond
Bought$250K–$500KFeb 20, 2026Mar 5, 202613 days later
FLRFluor Corporation
Sold$15K–$50KDec 29, 2025Jan 26, 202628 days later
NOCNorthrop Grumman Corporation
Sold part$15K–$50KDec 29, 2025Jan 26, 202628 days later
SFGYYSONY FINL GROUP INC U/ADR
Bought$1K–$15KDec 26, 2025May 15, 2026140 days later · late
OZKAPBank OZK 4.625% Series A Non- Cumulative Perpetual Preferre…
Sold part$15K–$50KDec 17, 2025Jan 14, 202628 days later
RFICohen & Steers Total Return Realty Fund, Inc.
Sold$1K–$15KDec 17, 2025Jan 14, 202628 days later
GSGoldman Sachs Group, Inc.
Sold part$15K–$50KDec 17, 2025Jan 14, 202628 days later
GSGoldman Sachs Group, Inc.
Sold part$15K–$50KDec 17, 2025Jan 14, 202628 days later
MSMorgan Stanley
Sold part$50K–$100KDec 17, 2025Jan 14, 202628 days later
US Treas Bill Mat 5/14/2026Bond
Bought$250K–$500KNov 18, 2025Dec 16, 202528 days later
US Treas Bill Maturity 2/19/2026Bond
Bought$1M–$5MAug 21, 2025Sep 12, 202522 days later
United States Treas Bills Maturity 11/13/2025Bond
Bought$250K–$500KMay 19, 2025May 28, 20259 days later
United States Treas Bills Maturity 8/21/2025Bond
Bought$500K–$1MFeb 24, 2025Apr 1, 202536 days later
EBSEmergent BioSolutions Inc.
Sold$1K–$15KDec 11, 2024Jan 10, 202530 days later
HSTHost Hotels & Resorts, Inc.
Sold$15K–$50KDec 11, 2024Jan 10, 202530 days later
Bradley County Tennessee Govt BondsBond
Bought$15K–$50KFeb 3, 2024Feb 28, 202425 days later
Eastside Utility District (Hamilton County, TN)Bond
Bought$15K–$50KFeb 3, 2024Feb 28, 202425 days later
DTRUYDAIMLER TRUCK HLDG S/ADR
Sold$1K–$15KDec 11, 2023Jan 4, 202424 days later
KDKyndryl Holdings, Inc.
Sold$1K–$15KDec 11, 2023Jan 4, 202424 days later
FDXFedEx Corporation
Bought$15K–$50KJun 29, 2023Jul 28, 202329 days later
FHNFirst Horizon Corporation
Bought$15K–$50KMay 26, 2023Jun 26, 202331 days later
FT UNIT 10479 PFD INCOME PORTFOLIO SER 114Other
Bought$15K–$50KFeb 6, 2023Feb 13, 20237 days later
CHARLES SCHWAB BK SSB WESTLAKE TEX CTF DEP ACTBond
Bought$250K–$500KJan 31, 2023Feb 4, 20234 days later
FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CLASS SSBond
Bought$100K–$250KJan 31, 2023Feb 4, 20234 days later
FIRST NATL BK & TR WEATHERFORD TEX CTF DEP ACTBond
Bought$250K–$500KJan 31, 2023Feb 4, 20234 days later
PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS AOther
Sold$100K–$250KJan 31, 2023Feb 4, 20234 days later
WIWWestern Asset Inflation-Linked Opportunities & Income Fund
Sold$15K–$50KJan 31, 2023Feb 4, 20234 days later
KEY BK NATL ASSN OHIO CTF DEP ACT/365 INT RATE 3.000% MATURITY 8/31/23Bond
Bought$100K–$250KAug 23, 2022Aug 29, 20226 days later
OZKAPBank OZK 4.625% Series A Non- Cumulative Perpetual Preferre…
Bought$15K–$50KAug 18, 2022Aug 23, 20225 days later
Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Preferred Stock, Series P (MS$P)
Bought$50K–$100KAug 10, 2022Aug 15, 20225 days later
OZKAPBank OZK 4.625% Series A Non- Cumulative Perpetual Preferre…
Bought$15K–$50KAug 3, 2022Aug 8, 20225 days later
DURAVanEck Morningstar Durable Dividend ETF
Bought$15K–$50KAug 3, 2022Aug 8, 20225 days later
GOLDBarrick Gold Corporation
Bought$15K–$50KAug 3, 2022Sep 12, 202240 days later
VRAIVirtus Real Asset Income ETF
Bought$15K–$50KAug 3, 2022Sep 12, 202240 days later
SCHDSchwab US Dividend Equity ETF
Bought$50K–$100KJul 29, 2022Aug 5, 20227 days later
FHNFirst Horizon Corporation
Bought$15K–$50KJul 27, 2022Aug 2, 20226 days later
FIRST HORIZON CORP DEPOSITARY SHS REPSTG 1/400TH NON CUM PERP PFD 6.10% S/A DIVBond
Bought$15K–$50KJul 27, 2022Aug 10, 202214 days later
PFFVglobal X Variable Rate Preferred ETF
Bought$50K–$100KFeb 11, 2022Feb 15, 20224 days later
VRPInvesco Variable Rate Preferred ETF
Bought$50K–$100KFeb 11, 2022Feb 15, 20224 days later
FPEFirst Trust Preferred Securities and Income ETF ETF
Bought$15K–$50KFeb 9, 2022Feb 15, 20226 days later
FPEIFirst Trust Institutional Preferred Securities and Income E…
Bought$50K–$100KNov 18, 2021Dec 7, 202119 days later
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
CVXChevron Corporation
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
KOCoca-Cola Company
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
FHNFirst Horizon National Corporation
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
PEAKHealthpeak Properties, Inc.
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
SLBSchlumberger N.V. (SLb)
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
DISWalt disney Company (dIS)
Sold$1K–$15KMay 11, 2020Jun 18, 202038 days later
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
CVXChevron Corporation
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
KOCoca-Cola Company
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
FHNFirst Horizon National Corporation
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
PEAKHealthpeak Properties, Inc.
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
Schlumberger N.V. (Slb)
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
DISWalt disney Company (dIS)
Sold$1K–$15KMay 7, 2020May 22, 202015 days later
TaT&T Inc.
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
autoZone, Inc. (aZo)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
boeing Company (ba)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
CMCSAComcast Corporation Class a (CMCSa)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
FDXFedEx Corporation (FdX)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
MARMarriott International Class a (MaR)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
Mid-america apartment Communities, Inc. (Maa)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
PEPPepsico, Inc.
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
CVXChevron Corporation
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
KOCoca-Cola Company
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
RQICohen & Steers Quality Income Realty Fund Inc Common Shares
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
XOMExxon Mobil Corporation
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
FHNFirst Horizon National Corporation
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
SNESony Corporation
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
DISWalt disney Company (dIS)
Sold$1K–$15KApr 17, 2020May 22, 202035 days later
TAT&T Inc.
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Sold$15K–$50KMar 26, 2020Apr 22, 202027 days later
CVXChevron Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
KOCoca-Cola Company
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
RQICohen & Steers Quality Income Realty Fund Inc Common Shares
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
Eli lilly and Company (llY)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
EBSEmergent biosolutions, Inc. (EbS)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
XOMExxon Mobil Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
FDRRFidelity dividend ETF for Rising Rates (FdRR)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
FHNFirst Horizon National Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
PEAKHealthpeak Properties, Inc.
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
HSTHost Hotels & Resorts, Inc.
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
IBMInternational business Machines Corporation (IbM)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
MSFTMicrosoft Corporation
Sold$15K–$50KMar 26, 2020Apr 22, 202027 days later
RTNRaytheon Company
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
RFRegions Financial Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
Schlumberger N.V. (Slb)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
SNESony Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
TMToyota Motor Corporation
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
DISWalt disney Company (dIS)
Sold$1K–$15KMar 26, 2020Apr 22, 202027 days later
TAT&T Inc.
Sold$1K–$15KAug 29, 2019Sep 12, 201914 days later
Eli lilly and Company (llY)
Sold$1K–$15KAug 29, 2019Sep 12, 201914 days later
EBSEmergent biosolutions, Inc. (EbS)
Sold$15K–$50KAug 29, 2019Sep 12, 201914 days later
GEgeneral Electric Company (gE)
Sold$1K–$15KAug 29, 2019Sep 12, 201914 days later
IBMInternational business Machines Corporation (IbM)
Sold$15K–$50KAug 29, 2019Sep 12, 201914 days later
MSFTMicrosoft Corporation
Sold$15K–$50KAug 29, 2019Sep 12, 201914 days later
WYWeyerhaeuser Company
Sold$15K–$50KAug 29, 2019Sep 12, 201914 days later
AALAmerican Airlines group, Inc. (AAl)
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
APVOAptevo Therapeutics Inc.
Sold$471Jun 24, 2019Jul 3, 20199 days later
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Sold$15K–$50KJun 24, 2019Jul 3, 20199 days later
CCLCarnival Corporation (CCl)
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
CHTRCharter Communications, Inc. Class A
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
duke Energy Corporation (duK)
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
ENBEnbridge Inc (ENb)
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
HCPHCP, Inc.
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
IBMInternational business Machines Corporation (IbM)
Sold$1K–$15KJun 24, 2019Jul 3, 20199 days later
RAbrookfield Real assets Income Fund Inc. (Ra)
Sold$15K–$50KDec 27, 2018Jan 8, 201912 days later
CVSCVS Health Corporation
Sold$15K–$50KDec 27, 2018Jan 8, 201912 days later
GEgeneral Electric Company (gE)
Sold$1K–$15KDec 27, 2018Jan 8, 201912 days later
TENNESSEE HSg DEV agY RSDL FINg PRog REV NoN aCE-SER b2 REV boNDS MDY UNDLY aa1 ERP oPT/MaNDBond
Bought$15K–$50KNov 7, 2018Nov 29, 201822 days later
TENNESSEE HSg DEV agY RSDL FIN REF-ISSUE 4 REVENUE boNDS ERP oPT/MaNDBond
Bought$1K–$15KNov 1, 2018Nov 29, 201828 days later
KNoX CNTY TN HLTH EDUCTNL & HSg FaCS BRD HoSP REV RFDg-CoVENaNT HLTH SER a oPT ERPBond
Bought$15K–$50KOct 22, 2018Nov 5, 201814 days later
TENNESSEE HSg DEV agY RSDL FIN NoN-aMT NoN aDJUSTED CURRENT E REVENUE boNDS ERP oPTIoNaLBond
Bought$15K–$50KOct 5, 2018Oct 18, 201813 days later
FDRRFidelity Dividend ETF for Rising Rates
Bought$15K–$50KAug 29, 2018Sep 11, 201813 days later
TENNESSEE HSg DEV agY RSDL FINg PRog REV NoN-aMT NoN aCE-ISSUE 4b REVENUE ERP oPT/MaNDBond
Bought$1K–$15KAug 16, 2018Aug 27, 201811 days later
TENNESSEE HSg DEV agY RSDL FIN ISSUE 3 REVENUE boNDS ERP MaNDaToRYBond
Bought$15K–$50KAug 13, 2018Aug 22, 20189 days later
RAbrookfield Real assets Income Fund Inc. (Ra)
Bought$15K–$50KAug 9, 2018Aug 17, 20188 days later
TENNESSEE HSg DEV agY RSDL FINg PRog REV NoN-aMT NoN aCE-SER 2b REV boNDS ERP oPTIoNaLBond
Bought$15K–$50KJul 30, 2018Aug 8, 20189 days later
TENNESSEE HSg DEV agY RSDL FINg PRogRaM REV ISSUE 3 REV bDS ERP oPT/MaNDBond
Bought$1K–$15KMay 31, 2018Jun 13, 201813 days later
TENN HSg DEV agY RSDL FINg PRog REV NoN aCE-SER 2b REV bDS
Bought$15K–$50KFeb 28, 2018Mar 12, 201812 days later
TENN HSg DEV agY RSDL FINg PRog REV NoN-aMT NoN aCE- ISSUE 4b REV bDS
Bought$15K–$50KFeb 13, 2018Feb 27, 201814 days later
TENN HSg DEV agY RSDL FINg PRog REV ISSUE 3 REVENUE boNDS
Bought$1K–$15KJan 22, 2018Jan 31, 20189 days later
DDRDDR Corp.
Sold$1K–$15KDec 28, 2017Jan 10, 201813 days later
WUWestern Union Company
Sold$1K–$15KDec 28, 2017Jan 10, 201813 days later
SONYSony Group Corporation American Depositary Shares
Bought$1K–$15K–Feb 9, 2026

Steve Cohen's portfolio by sector

Share of the estimated stock portfolio.

16%Technology
SectorShareValueHoldings
Other33%~$1.5M10
Technology16%~$755.2K2
Energy13%~$600.6K4
Industrials9.5%~$441.5K3
Health Care9.1%~$421.8K4
Consumer Discretionary8.7%~$404.7K3
Financials5.4%~$253.1K3
Communication Services2.3%~$105.3K4
Consumer Staples1.7%~$76.8K3
Real Estate1.4%~$63.9K1

Portfolio performance: Steve Cohen vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 12, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+44%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+43.6%+7.5%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Steve Cohen's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
FHNFirst Horizon Corporation
24
BRK.Bberkshire Hathaway Inc. New (bRK.b)
04
KOCoca-Cola Company
04
DISWalt disney Company (dIS)
04
CVXChevron Corporation
04
IBMInternational business Machines Corporation (IbM)
03
EBSEmergent BioSolutions Inc.
03
PEAKHealthpeak Properties, Inc.
03
TaT&T Inc.
03
OZKAPBank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock
21
RAbrookfield Real assets Income Fund Inc. (Ra)
11
HSTHost Hotels & Resorts, Inc.
02

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.