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 301–350 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBTG | ISHARES TR | 13K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 5K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 11K | $100K–$500K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD | 6K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| DHS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| — | BLUEROCK PVT REAL ESTATE FD | 19K | $100K–$500K | SH |
| EMLC | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX | 5K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC | 128 | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| BRBR | BELLRING BRANDS INC | 10K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 863 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 922 | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| AMG | AFFILIATED MANAGERS GROUP | 904 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD | 1K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 667 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 948 | $100K–$500K | SH |
| NTRA | NATERA INC | 1K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 8K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| JETS | ETF SER SOLUTIONS | 9K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 3K | $100K–$500K | SH |
| NI | NISOURCE INC | 6K | $100K–$500K | SH |
| SKYW | SKYWEST INC | 2K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 3K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO | 3K | $100K–$500K | SH |
| HHH | HOWARD HUGHES HOLDINGS INC | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 421 | $100K–$500K | SH |
| IBTH | ISHARES TR | 10K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 580 | $100K–$500K | SH |
| NOBL | PROSHARES TR | 2K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |