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COOKSON PEIRCE & CO INC 13F portfolio summary

COOKSON PEIRCE & CO INC of COOKSON PEIRCE & CO INC has 317 current stock holdings with a reported portfolio value of $3.04B. The portfolio 1 year return is +48.44%. Top holdings include GLW (7.40%), TSM (7.09%), APH (5.41%), GOOGL (5.00%), FLEX (4.67%).

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COOKSON PEIRCE & CO INC

COOKSON PEIRCE & CO INC
Latest filing: 2026-06-30

COOKSON PEIRCE & CO INC runs COOKSON PEIRCE & CO INC and currently holds 317 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.04B. Their top holdings are GLW, TSM, APH, GOOGL, FLEX. The top five represent 29.6% of reported portfolio weight. COOKSON PEIRCE & CO INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COOKSON PEIRCE & CO INC initiated 3 new positions. They added to 70 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
GLW7.4%
TSM7.1%
APH5.4%
GOOGL5.0%
FLEX4.7%
Top 5: 29.6%
Portfolio Returns
1 Year
+48.44%
#0/1000
3 Year
+119.78%
#0/1000
5 Year
+155.51%
#0/1000

Portfolio Value

$3.04B

Alpha Score

110.7

#0 of 1000

Holdings

317

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317 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GLW
CORNING INC
7.40%$46.78$149.82+220.27%
Trimmed
-6.42%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
7.09%$170.55$418.87+145.60%
Trimmed
-0.28%
APH
AMPHENOL CORP
5.41%$40.65$157.00+286.22%
Added
+0.60%
GOOGL
ALPHABET INC
5.00%$277.87$344.82+24.09%
Added
+0.21%
FLEX
FLEX LTD
4.67%$23.92$110.45+361.75%
Trimmed
-26.20%
MU
MICRON TECHNOLOGY INC
2.49%$318.61$966.78+203.44%
Added
+1.43%
STRL
STERLING INFRASTRUCTURE INC
2.37%$252.51$516.81+104.67%
Added
+3.55%
HSBC
HSBC HLDGS PLC
1.86%$36.63$104.15+184.33%
Added
+0.04%
RL
RALPH LAUREN CORP
1.85%$185.00$372.56+101.38%
Added
+0.20%
CAH
CARDINAL HEALTH INC
1.78%$138.19$229.51+66.08%
Added
+0.42%

Showing 1-10 of 317