Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $907 Million
- Q4 2025
Cooper Financial Group has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $907 Million distributed in 380 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $59.8M, Nvidia Corp with a value of $43.8M, Invesco Qqq Trust, Series 1 with a value of $43.5M, Apple Inc. with a value of $41.2M, and Vanguard Bd Index Fd Inc Inter with a value of $40.9M.
Examining the 13F form we can see an increase of $41.5M in the current position value, from $866M to 907M.
Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$907 Million
ETFs: $438 Million
Technology: $193 Million
Consumer Cyclical: $53.2 Million
Financial Services: $47.1 Million
Communication Services: $44.6 Million
Healthcare: $31.4 Million
Industrials: $28.2 Million
Consumer Defensive: $16.6 Million
Other: $33.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 380
- Current Value $907 Million
- Prior Value $866 Million
- Filing
- Period Q4 2025
- Filing Date January 07, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 26 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks