Butensky & Cohen Financial Security Inc Q2 2026: Technology Buys, Energy Focus, and Major Cisco Sale

Investor Activity Overview

The investment strategy of Butensky & Cohen Financial Security Inc, as revealed in its latest filing dated Butensky & Cohen Financial Security Inc's reporting period ending June 30, 2026 (Q2 2026), shows a dynamic portfolio focused on Technology and Consumer Defensive sectors.

Significant Purchases This Quarter

This quarter has seen notable buying activity by the investor. The most significant purchase was in KLA Corporation (KLAC), evidenced by a 600.73% increase in shares held, adding 27,057 new shares to reach a total of 31,561 shares and boosting its portfolio allocation percentage from an unknown prior level.

Additionally, the investor made substantial additions to other positions. OneOK Inc. (OKE) was newly added with a 100% increase in shares, representing a significant new investment of $5.78 million.

The investor also significantly increased its stake in Cisco Systems (CSCO), raising the position by approximately 27%, adding around -23,267 shares (likely due to share class changes or reporting discrepancies), increasing the portfolio allocation slightly.

Furthermore, a major new investment was made in Mosaic Co. (MOS), adding 151,721 shares valued at $3.21 million during Q2.

Major Sales and Reductions

The investor's portfolio also experienced significant reductions this quarter. The largest sale was in Cisco Systems (CSCO), which saw its position decrease by 27% (-23,267 shares) and its portfolio allocation percentage drop from an unknown prior level to 1.83%, representing a value of $7.38 million.

Another major reduction occurred in Molson Coors Beverage Co. (TAP), where the position was cut by approximately 23% (-19,243 shares), reducing its portfolio allocation from an unknown prior level to 0.6%, valued at $2.45 million.

Additionally, the investor sold a portion of KLA Corporation (KLAC), although not as drastic as some other changes, reducing its position by 10% (-3,156 shares) and decreasing allocation slightly.

Other Notable Changes

Beyond the major buys and sells, several other holdings saw significant adjustments. The investor increased its stake in British American Tobacco PLC Sponsored ADR (BTI) by 8% (+3,156 shares), raising allocation from an unknown prior level to 1.74%, valued at $7.03 million.

The position in Micron Technology Inc (MU) was reduced by nearly half (-49%) due to a decrease of -7,505 shares, lowering its portfolio allocation from an unknown prior level to 2.21%, valued at $8.94 million.

The investor also sold shares in Mosaic Co (MOS), reducing the position by about -13% (-22,344 shares) and decreasing allocation from an unknown prior level to 0.8%, valued at $3.21 million.

Portfolio Insights

The overall portfolio turnover appears high based on these changes alone. The investor has shown a preference for Technology stocks, holding significant positions in KLAC, MU (despite reduction), and GOOGL/AAPL/CRM before adding other sectors like Energy.