Congress
Steve Cohen
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/2026 [GS] | $1M – $5M |
| TN 401k ⇒ Tennessee Stable Value Fund [MF] | $500K – $1M |
| Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $250K – $500K |
| Stephens Advantage Account ⇒ Federated Hermes Government Obligations Fund Svc Shares (GOSXX) [MF] | $250K – $500K |
| Stephens Advantage Account ⇒ International Business Machines Corporation (IBM) [ST] | $250K – $500K |
| Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026 [GS] | $250K – $500K |
| Stephens SEP IRA ⇒ Microsoft Corporation (MSFT) [ST] | $250K – $500K |
| TN 457 ⇒ Tennessee Stable Value Fund [MF] . | $250K – $500K |
| Stephens Advantage Account ⇒ Amgen Inc. (AMGN) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ AutoZone, Inc. (AZO) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ Capital Group Municipal Income ETF (CGMU) [EF] | $100K – $250K |
| Stephens Advantage Account ⇒ FedEx Corporation (FDX) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND [MF] | $100K – $250K |
| Stephens Advantage Account ⇒ Invesco Variable Rate Preferred [EF] | $100K – $250K |
| Stephens Advantage Account ⇒ Marriott International - Class A (MAR) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ Northrop Grumman Corporation (NOC) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF (VTES) [EF] | $100K – $250K |
| Stephens SEP IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | $100K – $250K |
| Stephens SEP IRA ⇒ Exxon Mobil Corporation (XOM) [ST] | $100K – $250K |
| Stephens Advantage Account ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $50K – $100K |
| Stephens Advantage Account ⇒ Mid-America Apartment Communities, Inc. (MAA) [ST] | $50K – $100K |
| Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend Equity [EF] | $50K – $100K |
| Stephens Advantage Account ⇒ VanEck Preferred Securities ex Financials ETF (PFXF) [EF] | $50K – $100K |
| Stephens Roth IRA ⇒ First Horizon Corporation Common Stock (FHN) [ST] | $50K – $100K |
| Stephens SEP IRA ⇒ BLACKROCK LOW DURATION BOND PORTFOLIO FUND CLASS K [MF] | $50K – $100K |
| Stephens SEP IRA ⇒ Chevron Corporation (CVX) [ST] | $50K – $100K |
| Stephens SEP IRA ⇒ FEDERATED HERMES ULTRASHORT BOND FUND CLASS IS [MF] | $50K – $100K |
| Stephens SEP IRA ⇒ First Horizon National Corporation (FHN) [ST] | $50K – $100K |
| Stephens SEP IRA ⇒ International Business Machines Corporation (IBM) [ST] | $50K – $100K |
| Stephens SEP IRA ⇒ LORD ABBETT SHORT DURATION INCOME FUND CLASS F [MF] | $50K – $100K |
| Stephens SEP IRA ⇒ PGIM SHORT-TERM CORPORATE BOND FUND CLASS R6 [MF] | $50K – $100K |
| Stephens SEP IRA ⇒ RTX Corporation Common Stock (RTX) [ST] | $50K – $100K |
| Stephens SEP IRA ⇒ Short-Term Bond Fund of America - Class F-3 (FSBTX) [MF] | $50K – $100K |
| Stephens SEP IRA ⇒ THORNBURG LIMITED-TERM INCOME FUND CLASS I [MF] | $50K – $100K |
| Commercial Bank and Trust Company [BA] | $15K – $50K |
| Stephens Advantage Account ⇒ Ally Financial CD 4.75% [BA] | $15K – $50K |
| Stephens Advantage Account ⇒ AT&T Inc. (T) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ BRADLEY CNTY TENN GO REF BDS 2019 3.000% 06/01/27 [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ Comcast Corporation - Class A (CMCSA) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ DAIMLER AG REG SHS I SIN [MF] | $15K – $50K |
| Stephens Advantage Account ⇒ EASTSIDE UTIL DIST HAMILTON CNTY TENN WTRWKS REV REV REF BDS 2017A 3.000% 11/01/28 [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ GlaxoSmithKline PLC (GSK) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ JOHNSON CITY TENN HLTH & EDL FACS BRD HOSP REV RFG & IMPT MED CTR [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HS REF-FACS BRD- UNIVERSITY HEALTH [CS] | $15K – $50K |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV REF-COVENANT HLTH [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B/E DTD 02/2 [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ Pepsico, Inc. (PEP) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ SHELBY CNTY TN HLTH EDUCTNL & HSG FACS BRD REV REF-TREZEVANT MANOR [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ Synchrony Financial CD 5.15% [BA] | $15K – $50K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON ACE-ISSUE 4B REV BDS [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN PROG REV NON-AMT NON ADJUSTED CURRENT [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN ISSUE 3 REVENUE BONDS ERP MANDATORY [GS] | $15K – $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- ISSUE 4B REVENUE BONDS ERP OPT/MAND [CS] | $15K – $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS [CS] | $15K – $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REVENUE BONDS ERP MANDATORY [CS] | $15K – $50K |
| Stephens Advantage Account ⇒ Toyota Motor Corporation (TM) [ST] | $15K – $50K |
| Stephens Advantage Account ⇒ Vaneck Morningstar Durable Dividend [EF] | $15K – $50K |
| Stephens Roth IRA ⇒ PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y [MF] | $15K – $50K |
| Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ Coca-Cola Company (KO) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ | $15K – $50K |
| Stephens SEP IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ FEDERATED HERMES TREASRY OB IS [MF] | $15K – $50K |
| Stephens SEP IRA ⇒ Fidelity Dividend ETF for Rising Rates [EF] | $15K – $50K |
| Stephens SEP IRA ⇒ First Trust Enhanced Short Maturity ETF (FTSM) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ Healthpeak Properties, Inc. (PEAK) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ PUTNAM ULTRA SHRT DURATION INCOME FUND CLASS Y [MF] | $15K – $50K |
| Stephens SEP IRA ⇒ Regions Financial Corporation (RF) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ Sony Corporation (SNE) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ Toyota Motor Corporation (TM) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ Walt Disney Company (DIS) [ST] | $15K – $50K |
| Stephens SEP IRA ⇒ WESTERN SHORT TERM BOND FUND CLASS IS [MF] | $15K – $50K |
| Stephens Advantage Account ⇒ Haleon plc American Depositary Shares (HLN) [ST] | $1K – $15K |
| Stephens Advantage Account ⇒ STEPHENS INS BANKSWEEP PROGRAM [BA] | $1K – $15K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON ACE-SER 2B REV BDS [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON-ACE-ISSUE 1B REV BONDS [BA] | $1K – $15K |
| Stephens Advantage Account ⇒ | $1K – $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON ACE-SER B2 REV BONDS MDY UNDLY Aa1 ERP OPT/MAND [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REV BDS ERP OPT/MAND [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REVENUE ERP OPT/MAN [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-SER 2B REV BONDS ERP OPTIONAL [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REV BDS ERP OPT/MAND [GS] | $1K – $15K |
| Stephens Advantage Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | $1K – $15K |
| Stephens Roth IRA ⇒ FEDERATED HERMES TREASRY OB IS [BA] | $1K – $15K |
| Stephens SEP IRA ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Stephens SEP IRA ⇒ Schlumberger N.V. (SLB) [ST] | $1K – $15K |
| Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY) [ST] | $1K – $15K |
| Congressional Federal Credit Union [BA] | $1 – $1K |
| Stephens Advantage Account ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not specified |
| Stephens Advantage Account ⇒ | Not specified |
| Barrick Gold Corporation (ABX) [ST] | Not specified |
| Stephens Advantage Account ⇒ Cohen & Steers Total Return Realty Fund, Inc. (RFI) [ST] | Not specified |
| Stephens Advantage Account ⇒ First National Bank & Trust of Weatherford Texas CD 4.65% [BA] | Not specified |
| Stephens Advantage Account ⇒ First Savings Bank Jeffersonville CD 5.150% [BA] | Not specified |
| Stephens Advantage Account ⇒ Flagstar Bank Natl Assn Hicksville NY CD 5.2% [BA] | Not specified |
| Stephens Advantage Account ⇒ Fluor Corporation (FLR) [ST] | Not specified |
| Stephens Advantage Account ⇒ Goldman Sachs BK USA New York CD 5.250% [BA] | Not specified |
| Stephens Advantage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not specified |
| Stephens Advantage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not specified |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP | Not specified |
| Stephens Advantage Account ⇒ Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Pr (MS$P) [ST] | Not specified |
| Stephens Advantage Account ⇒ Organon & Co. (OGN) [ST] | Not specified |
| Stephens Advantage Account ⇒ Synchrony Bank Retail CD 5.1% [BA] | Not specified |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV ISSUE 3 REVENUE BONDS [GS] | Not specified |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- SER 2B REVENUE BONDS [CS] | Not specified |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS [GS] | Not specified |
| TENNESSEE HSG DEV AGY RSDL FIN REF-ISSUE 4 REVENUE BONDS ERP OPT/MAND [GS] | Not specified |
| Stephens Advantage Account ⇒ United States Treas Bills Maturity 11/13/2025 [GS] | Not specified |
| Stephens Advantage Account ⇒ United States Treas Bills Maturity 8/21/2025 [GS] | Not specified |
| Stephens Advantage Account ⇒ Virtus Real Asset Income [MF] | Not specified |
| Stephens Advantage Account ⇒ iShares Preferred and Income Securities ETF (PFF) [EF] | Not specified |