Institutions / Cooper Financial Group
Cooper Financial Group
CIK 1751581 · Institution · as of Dec 31, 2025
Portfolio value
$939.84M
Positions
380
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 380 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $61.04M | 6.5% |
| Invesco Qqq Tr | $44.28M | 4.7% |
| NVIDIA Corp | $43.79M | 4.7% |
| Apple Inc. | $41.89M | 4.5% |
| Vanguard Bd Index Fds | $40.86M | 4.3% |
| Microsoft Corp | $29.88M | 3.2% |
| Amazon.com Inc | $26.70M | 2.8% |
| Global X Fds | $25.49M | 2.7% |
| J P Morgan Exchange Traded | $24.89M | 2.6% |
| Broadcom Inc. | $21.60M | 2.3% |
| Putnam ETF Trust | $19.48M | 2.1% |
| J P Morgan Exchange Traded | $19.40M | 2.1% |
| Alphabet Inc. | $19.15M | 2.0% |
| First Tr Exchng Traded Fd | $16.51M | 1.8% |
| Tesla Inc | $15.76M | 1.7% |
| Global X Artificial Intelligence & Technology ETF | $15.40M | 1.6% |
| John Hancock Exchange | $10.94M | 1.2% |
| Meta Platforms Inc | $9.64M | 1.0% |
| Warren E. Buffett | $9.10M | 1.0% |
| Alphabet Inc. | $9.00M | 1.0% |
| Vanguard Admiral Fds Inc | $8.80M | 0.9% |
| Fidelity Merrimack Str Tr | $8.79M | 0.9% |
| Invesco Actively Managed | $8.45M | 0.9% |
| American Centy ETF Tr | $8.17M | 0.9% |
| American Centy ETF Tr | $7.21M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.