Cooper Financial Group Incresed Positions in Q4 2025

Cooper Financial Group

  • $907 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
879
+ 16.49%
$151.86 - $169.92 $133K - $149K
6.21K $989K
KO
Coca Cola CO

Consumer Defensive
678
+ 3.34%
$66.1 - $71.61 $44.8K - $48.6K
21K $1.48M
EWBC
East West Bancorp Inc

Financial Services
1.4K
+ 67.55%
$94.31 - $107.45 $132K - $150K
3.47K $356K
ABBV
Abb Vie Inc.

Healthcare
470
+ 5.39%
$211.96 - $244.38 $99.6K - $115K
9.19K $2.15M
GS
Goldman Sachs Group Inc

Financial Services
244
+ 8.56%
$744.6 - $838.97 $182K - $205K
3.1K $2.4M
GILD
Gilead Sciences, Inc.

Healthcare
607
+ 14.73%
$110.56 - $125.2 $67.1K - $76K
4.73K $586K
AMAT
Applied Materials Inc

Technology
216
+ 7.43%
$209.95 - $240.89 $45.3K - $52K
3.12K $714K
FISV
Fiserv Inc

Technology
956
+ 11.84%
N/A
9.03K $1.13M
BAC
Bank Of America Corp

Financial Services
2.34K
+ 6.89%
$48.65 - $54.11 $114K - $127K
36.4K $1.87M
MRK
Merck & Co., Inc.

Healthcare
649
+ 11.02%
$82.49 - $92.93 $53.5K - $60.3K
6.54K $607K
TJX
Tjx Companies Inc

Consumer Cyclical
702
+ 28.88%
$138.56 - $147.63 $97.3K - $104K
3.13K $457K
APH
Amphenol Corp

Technology
160
+ 2.08%
$121.7 - $143.85 $19.5K - $23K
7.87K $1.05M
AXP
American Express CO

Financial Services
183
+ 6.1%
$316.26 - $372.77 $57.9K - $68.2K
3.18K $1.09M
ROST
Ross Stores, Inc.

Consumer Cyclical
461
+ 34.07%
$147.71 - $162.85 $68.1K - $75.1K
1.81K $291K
HOOD
Robinhood Markets, Inc.

Technology
1.18K
+ 37.17%
$121.53 - $152.46 $143K - $180K
4.36K $533K
PH
Parker Hannifin Corp

Industrials
19
+ 2.33%
$716.66 - $857.93 $13.6K - $16.3K
836 $695K
GLD
Spdr Gold Trust

ETFs
63
+ 2.46%
$354.79 - $403.15 $22.4K - $25.4K
2.62K $985K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
701
+ 29.62%
$99.87 - $101.27 $70K - $71K
3.07K $306K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
179
+ 2.69%
$280.66 - $305.09 $50.2K - $54.6K
6.83K $1.93M
INTC
Intel Corp

Technology
1.25K
+ 5.75%
$34.71 - $41.53 $43.2K - $51.7K
22.9K $795K
PLD
Prologis, Inc.

Real Estate
27
+ 0.39%
$111.23 - $127.18 $3K - $3.43K
6.97K $860K
PEP
Pepsico Inc

Consumer Defensive
274
+ 7.95%
$138.84 - $153.71 $38K - $42.1K
3.72K $550K
BMY
Bristol Myers Squibb CO

Healthcare
915
+ 7.7%
$42.6 - $49.08 $39K - $44.9K
12.8K $599K
MSFT
Microsoft Corp

Technology
1.36K
+ 2.26%
$496.82 - $542.07 $678K - $739K
61.8K $31.4M
ACN
Accenture PLC

Technology
288
+ 14.82%
$234.02 - $253.35 $67.4K - $73K
2.23K $538K
FSK
Fs Kkr Capital Corp

Financial Services
2.62K
+ 11.9%
$14.16 - $15.65 $37K - $40.9K
24.6K $383K
QCOM
Qualcomm Inc

Technology
311
+ 4.95%
$153.59 - $187.68 $47.8K - $58.4K
6.59K $1.1M
UNP
Union Pacific Corp

Industrials
310
+ 32.73%
$216.37 - $237.41 $67.1K - $73.6K
1.26K $277K
DASH
Door Dash, Inc.

Communication Services
1.65K
+ 36.97%
$195.21 - $281.74 $323K - $466K
6.13K $1.27M
BP
Bp PLC

Energy
566
+ 3.84%
$32.78 - $37.35 $18.6K - $21.1K
15.3K $558K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.82K
+ 3.27%
$29.21 - $29.73 $112K - $114K
121K $3.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
539
+ 8.77%
$114.27 - $121.15 $61.6K - $65.3K
6.68K $780K
WFC
Wells Fargo & Company

Financial Services
614
+ 9.57%
$77.62 - $87.3 $47.7K - $53.6K
7.03K $586K
FTLS
First Tr Long/Short Equity ETF

ETFs
392
+ 1.99%
$67.94 - $71.96 $26.6K - $28.2K
20.1K $1.43M
SOFI
So Fi Technologies, Inc.

Financial Services
860
+ 6.15%
$25.24 - $32.21 $21.7K - $27.7K
14.8K $413K
A
Agilent Technologies, Inc.

Healthcare
18
+ 0.8%
$136.62 - $151.52 $2.46K - $2.73K
2.27K $333K
DE
Deere & CO

Industrials
46
+ 4.29%
$439.11 - $480.78 $20.2K - $22.1K
1.12K $532K
SHEL
Shell PLC

Energy
317
+ 8.45%
$71.37 - $77.01 $22.6K - $24.4K
4.07K $308K
WELL
Welltower Inc.

Real Estate
107
+ 8.53%
$165.94 - $193.82 $17.8K - $20.7K
1.36K $263K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.34K
+ 3.28%
$11.51 - $12.18 $15.4K - $16.3K
42.2K $507K
AGNC
Agnc Investment Corp.

Real Estate
745
+ 0.86%
$9.88 - $10.34 $7.36K - $7.7K
87.7K $889K
HWM
Howmet Aerospace Inc.

Industrials
105
+ 4.65%
$184.09 - $209.74 $19.3K - $22K
2.37K $480K
BA
Boeing CO

Industrials
387
+ 22.28%
$191.81 - $225.32 $74.2K - $87.2K
2.12K $407K
IXUS
Ishares Tr

ETFs
308
+ 9.05%
$81.21 - $85.27 $25K - $26.3K
3.71K $312K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6.79K
+ 9.01%
$11.81 - $12.5 $80.2K - $84.9K
82.2K $970K
SPGI
S&P Global Inc.

Financial Services
54
+ 6.85%
$472.05 - $502.96 $25.5K - $27.2K
842 $411K
PWR
Quanta Services, Inc.

Industrials
22
+ 1.75%
$412.21 - $453.83 $9.07K - $9.98K
1.28K $550K
F
Ford Motor CO

Consumer Cyclical
528
+ 3.19%
$11.41 - $13.84 $6.02K - $7.31K
17.1K $225K
MCO
Moodys Corp

Financial Services
49
+ 8.93%
$468.56 - $495.08 $23K - $24.3K
598 $286K
Activity Summary
Buys All Purchases 197 New Holdings 26 Increased Positions 171 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cooper Financial Group Portfolio

Follow Cooper Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email