“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-08-21 · later PTRs: 1 2 3 4 5 6 7
Estimated total: $7.5M–$19.6M across 92 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Steve Cohen holds an estimated 92 positions worth $7.5M–$19.6M in total. The largest estimated holding is Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/202 ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/202 | Bond | $1M–$5M | High | Report |
| TN 401k ⇒ Tennessee Stable Value Fund | Fund/ETF | $500K–$1M | High | Report |
| US Treasury Bills, due 8/20/2026 | Stock | $500K–$1M | Medium | Later trade |
| US Treas Bills MAT 11/19/26 | Stock | $500K–$1M | Medium | Later trade |
| BRK.B Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New (BR | Stock | $350K–$750K | High | Report |
| IBM Stephens Advantage Account ⇒ International Business Machines | Stock | $300K–$600K | High | Report |
| GOSXX Stephens Advantage Account ⇒ Federated Hermes Government Obl | Fund/ETF | $250K–$500K | High | Report |
| Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026 | Bond | $250K–$500K | High | Report |
| MSFT Stephens SEP IRA ⇒ Microsoft Corporation (MSFT) | Stock | $250K–$500K | High | Report |
| TN 457 ⇒ Tennessee Stable Value Fund | Fund/ETF | $250K–$500K | High | Report |
| United States Treasury Bill Mat 5/21/26 | Stock | $250K–$500K | Medium | Later trade |
| US Treas Bills Int Rate 0.000% MAT 2/18/2027 | Stock | $250K–$500K | Medium | Later trade |
| US Treas Bills Int Rate 0.000% MAT 8/5/2027 | Stock | $250K–$500K | Medium | Later trade |
| AMGN Stephens Advantage Account ⇒ Amgen Inc. (AMGN) | Stock | $100K–$250K | High | Report |
| AZO Stephens Advantage Account ⇒ AutoZone, Inc. (AZO) | Stock | $100K–$250K | High | Report |
| CGMU Stephens Advantage Account ⇒ Capital Group Municipal Income | Fund/ETF | $100K–$250K | High | Report |
| FDX Stephens Advantage Account ⇒ FedEx Corporation (FDX) | Stock | $100K–$250K | High | Report |
| Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND | Fund/ETF | $100K–$250K | High | Report |
| Stephens Advantage Account ⇒ Invesco Variable Rate Preferred | Fund/ETF | $100K–$250K | High | Report |
| MAR Stephens Advantage Account ⇒ Marriott International - Class | Stock | $100K–$250K | High | Report |
| NOC Stephens Advantage Account ⇒ Northrop Grumman Corporation (N | Stock | $100K–$250K | High | Report |
| VTES Stephens Advantage Account ⇒ Vanguard Wellington Fund Vangua | Fund/ETF | $100K–$250K | High | Report |
| XOM Stephens SEP IRA ⇒ Exxon Mobil Corporation (XOM) | Stock | $100K–$250K | High | Report |
| JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/ | Stock | $100K–$250K | Medium | Later trade |
| U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 | Stock | $100K–$250K | Medium | Later trade |
| FHN Stephens Roth IRA ⇒ First Horizon Corporation Common Stock ( | Stock | $100K–$200K | High | Report |
| LLY Stephens Advantage Account ⇒ Eli Lilly and Company Common St | Stock | $65K–$150K | High | Report |
| ABX Stephens Advantage Account ⇒ Barrick Gold Corporation (ABX) | Stock | $50K–$100K | High | Report |
| MAA Stephens Advantage Account ⇒ Mid-America Apartment Communiti | Stock | $50K–$100K | High | Report |
| Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend | Fund/ETF | $50K–$100K | High | Report |
| PFXF Stephens Advantage Account ⇒ VanEck Preferred Securities ex | Fund/ETF | $50K–$100K | High | Report |
| Stephens SEP IRA ⇒ BLACKROCK LOW DURATION BOND PORTFOLIO FUN | Fund/ETF | $50K–$100K | High | Report |
| CVX Stephens SEP IRA ⇒ Chevron Corporation (CVX) | Stock | $50K–$100K | High | Report |
| Stephens SEP IRA ⇒ FEDERATED HERMES ULTRASHORT BOND FUND CLA | Fund/ETF | $50K–$100K | High | Report |
| Stephens SEP IRA ⇒ LORD ABBETT SHORT DURATION INCOME FUND CL | Fund/ETF | $50K–$100K | High | Report |
| Stephens SEP IRA ⇒ PGIM SHORT-TERM CORPORATE BOND FUND CLASS | Fund/ETF | $50K–$100K | High | Report |
| RTX Stephens SEP IRA ⇒ RTX Corporation Common Stock (RTX) | Stock | $50K–$100K | High | Report |
| FSBTX Stephens SEP IRA ⇒ Short-Term Bond Fund of America - Class F | Fund/ETF | $50K–$100K | High | Report |
| Stephens SEP IRA ⇒ THORNBURG LIMITED-TERM INCOME FUND CLASS | Fund/ETF | $50K–$100K | High | Report |
| US Treas Bill Mat 10/29/2026 DTD 10/30/2025 | Stock | $50K–$100K | Medium | Later trade |
| TM Stephens Advantage Account ⇒ Toyota Motor Corporation (TM) | Stock | $30K–$100K | High | Report |
| T Stephens Advantage Account ⇒ AT&T Inc. (T) | Stock | $16K–$65K | High | Report |
| Commercial Bank and Trust Company | Cash | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ Ally Financial CD 4.75% | Cash | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ BRADLEY CNTY TENN GO REF BDS 20 | Bond | $15K–$50K | High | Report |
| CMCSA Stephens Advantage Account ⇒ Comcast Corporation - Class A ( | Stock | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ DAIMLER AG REG SHS I SIN | Fund/ETF | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ EASTSIDE UTIL DIST HAMILTON CNT | Bond | $15K–$50K | High | Report |
| GSK Stephens Advantage Account ⇒ GlaxoSmithKline PLC (GSK) | Stock | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ JOHNSON CITY TENN HLTH & EDL FA | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HS | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG | Bond | $15K–$50K | High | Report |
| MRK Stephens Advantage Account ⇒ Merck & Company, Inc. Common St | Stock | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ METROPOLITAN GOVT NASHVILLE & D | Bond | $15K–$50K | High | Report |
| PEP Stephens Advantage Account ⇒ Pepsico, Inc. (PEP) | Stock | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ SHELBY CNTY TN HLTH EDUCTNL & H | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ Synchrony Financial CD 5.15% | Cash | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ Vaneck Morningstar Durable Divi | Fund/ETF | $15K–$50K | High | Report |
| Stephens Roth IRA ⇒ PUTNAM ULTRA SHORT DURATION INCOME FUND | Fund/ETF | $15K–$50K | High | Report |
| OZKAP Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative | Stock | $15K–$50K | High | Report |
| KO Stephens SEP IRA ⇒ Coca-Cola Company (KO) | Stock | $15K–$50K | High | Report |
| RQI Stephens SEP IRA ⇒ Cohen & Steers Quality Income Realty Fund | Stock | $15K–$50K | High | Report |
| Stephens SEP IRA ⇒ FEDERATED HERMES TREASRY OB IS | Fund/ETF | $15K–$50K | High | Report |
| Stephens SEP IRA ⇒ Fidelity Dividend ETF for Rising Rates | Fund/ETF | $15K–$50K | High | Report |
| FTSM Stephens SEP IRA ⇒ First Trust Enhanced Short Maturity ETF ( | Stock | $15K–$50K | High | Report |
| PEAK Stephens SEP IRA ⇒ Healthpeak Properties, Inc. (PEAK) | Stock | $15K–$50K | High | Report |
| Stephens SEP IRA ⇒ PUTNAM ULTRA SHRT DURATION INCOME FUND CL | Fund/ETF | $15K–$50K | High | Report |
| RF Stephens SEP IRA ⇒ Regions Financial Corporation (RF) | Stock | $15K–$50K | High | Report |
| SNE Stephens SEP IRA ⇒ Sony Corporation (SNE) | Stock | $15K–$50K | High | Report |
| DIS Stephens SEP IRA ⇒ Walt Disney Company (DIS) | Stock | $15K–$50K | High | Report |
| Stephens SEP IRA ⇒ WESTERN SHORT TERM BOND FUND CLASS IS | Fund/ETF | $15K–$50K | High | Report |
| Stephens Advantage Account ⇒ STEPHENS INS BANKSWEEP PROGRAM | Cash | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG | Cash | $1K–$15K | High | Report |
| Stephens Roth IRA ⇒ FEDERATED HERMES TREASRY OB IS | Cash | $1K–$15K | High | Report |
| Congressional Federal Credit Union | Cash | $1–$1K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| HLN Stephens Advantage Account ⇒ Haleon plc American Depositary | Stock | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $1K–$15K | High | Report |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING | Bond | $1K–$15K | High | Report |
| WBD Stephens Advantage Account ⇒ Warner Bros. Discovery, Inc. - | Stock | $1K–$15K | High | Report |
| SLB Stephens SEP IRA ⇒ Schlumberger N.V. (SLB) | Stock | $1K–$15K | High | Report |
| SFGYY Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY) | Stock | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.