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 251–300 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CION | CION INVT CORP | 46K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD | 16K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 842 | $100K–$500K | SH |
| GRW | TCW ETF TRUST | 14K | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 7K | $100K–$500K | SH |
| MTUM | ISHARES TR | 2K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP | 3K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 5K | $100K–$500K | SH |
| FUL | FULLER H B CO | 7K | $100K–$500K | SH |
| CVNA | CARVANA CO | 948 | $100K–$500K | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 12K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| INSM | INSMED INC | 2K | $100K–$500K | SH |
| EWBC | EAST WEST BANCORP INC | 3K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 15K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| PFFA | ETFIS SER TR I | 17K | $100K–$500K | SH |
| RSPH | INVESCO EXCHANGE TRADED FD | 11K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 25K | $100K–$500K | SH |
| FLXR | TCW ETF TRUST | 9K | $100K–$500K | SH |
| AYI | ACUITY INC | 996 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 473 | $100K–$500K | SH |
| IQLT | ISHARES TR | 8K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK EXCHANGE | 5K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| PTF | INVESCO EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| COR | CENCORA INC | 983 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING | 1K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| LIN | LINDE PLC | 742 | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| WAFD | WAFD INC | 10K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 933 | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| MCO | MOODYS CORP | 598 | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 6K | $100K–$500K | SH |