CIK 1751581
Cooper Financial Group
Institutional 13F holdings & portfolio
Holdings
380
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 998 | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD | 11K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED | 7K | $500K+ | SH |
| EXC | EXELON CORP | 14K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| WTMF | WISDOMTREE TR | 16K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 10K | $500K+ | SH |
| DT | DYNATRACE INC | 14K | $500K+ | SH |
| FISV | FISERV INC | 9K | $500K+ | SH |
| MBB | ISHARES TR | 6K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC | 4K | $500K+ | SH |
| KLAC | KLA CORP | 485 | $500K+ | SH |
| CPT | CAMDEN PPTY TR | 5K | $500K+ | SH |
| SLAB | SILICON LABORATORIES INC | 4K | $500K+ | SH |
| PPL | PPL CORP | 17K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| QAI | NEW YORK LIFE INVESTMENTS | 17K | $500K+ | SH |
| EFG | ISHARES TR | 5K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 106 | $500K+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF | 21K | $500K+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR | 14K | $500K+ | SH |
| SPVM | INVESCO EXCHANGE TRADED FD | 8K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| COWG | PACER FDS TR | 15K | $500K+ | SH |
| CUBE | CUBESMART | 15K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| BP | BP PLC | 15K | $500K+ | SH |
| SNY | SANOFI SA | 11K | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| KR | KROGER CO | 8K | $500K+ | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 42K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 778 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED | 22K | $100K–$500K | SH |