Institutional Fund
Cookson Peirce & Co Inc
Pittsburgh, PACIK 11414555 filings on record
Portfolio Value
$2.36B
Q1 2026
Holdings
303
Reported positions
New Buys
52
Opened this quarter
QoQ Change
-2.2%
from $2.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd6.5%
- Corning Inc5.4%
- Alphabet Inc5.2%
- Amphenol Corp New5.0%
- Flex Ltd3.3%
- Eli Lilly & Co2.4%
- Other72.3%
Portfolio Holdings
303 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 452.0K | $152.75M | 6.5% | −6.9K | Reduced |
| 2 | Corning Inc | 939.4K | $127.73M | 5.4% | −14.2K | Reduced |
| 3 | Alphabet Inc | 423.5K | $121.78M | 5.2% | +180.9K | Added |
| 4 | Amphenol Corp New | 926.1K | $117.02M | 5.0% | −25.9K | Reduced |
| 5 | Flex Ltd | 1.19M | $77.58M | 3.3% | −32.5K | Reduced |
| 6 | Eli Lilly & Co | 61.6K | $56.67M | 2.4% | +39.6K | Added |
| 7 | Technipfmc PLC | 720.9K | $49.83M | 2.1% | −10.1K | Reduced |
| 8 | Hsbc Hldgs PLC | 593.9K | $48.99M | 2.1% | −20.1K | Reduced |
| 9 | Cardinal Health Inc | 226.8K | $47.93M | 2.0% | −7.2K | Reduced |
| 10 | Ralph Lauren Corp | 139.3K | $47.92M | 2.0% | −901 | Reduced |
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