COOPER/HAIMS ADVISORS, LLC

CIK

1654033

Location

VICTOR, NY

Portfolio Value

Micro $47,293,861

Diversification

Diversified

Filing Date

Global Rank

#6,937 / 8,624 ▲ 81 · as of Mar 2026

Top Industry

Software - Application 17.2%

3Y Alpha vs SPY

-4.2%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.1%

SPY

+67.7%

Annualised alpha

-2.6%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

60 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.3%

−2.9 pts

Top 5

43.9%

−5.6 pts

Top 10

58.2%

−4.4 pts

HHI

565

Diversified−125

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.8%	$20,262,970	9
Unclassified	11.1%	$5,250,071	6
Financial Services	9.0%	$4,277,755	10
Consumer Cyclical	6.7%	$3,165,470	3
Consumer Defensive	6.3%	$2,969,329	7
Industrials	5.4%	$2,570,001	7
Energy	5.4%	$2,534,746	3
Healthcare	5.1%	$2,389,734	6
Communication Services	3.9%	$1,850,603	3
Real Estate	3.3%	$1,560,240	3
Basic Materials	1.0%	$462,942	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	+7,333	17,002	$758,629
WMT	Walmart Inc.	+1,425	3,821	$474,873
AMZN	Amazon Com Inc	+1,115	11,806	$2,458,835
JPM	Jpmorgan Chase & Co	+938	4,314	$1,269,006
INTC	Intel Corp	+537	6,956	$306,968
TJX	Tjx Companies Inc /De/	+473	1,925	$307,422
BAC	Bank Of America Corp /De/	+353	9,140	$445,575
BNL	Broadstone Net Lease, Inc.	+288	62,395	$1,139,956
AVGO	Broadcom Inc.	+279	1,526	$472,312
DIS	Walt Disney Co	+263	2,422	$233,432
AAPL	Apple Inc.	+210	22,974	$5,830,571
PG	PROCTER & GAMBLE Co	+165	3,131	$452,241
KO	Coca Cola Co	+121	5,902	$448,847
XOM	ExxonMobil Holdings Corp	+64	6,657	$1,129,426
JNJ	Johnson & Johnson	+60	2,398	$586,167
MRK	Merck & Co., Inc.	+50	2,450	$294,710
PAYX	Paychex Inc	+50	78,596	$7,240,263
CAT	Caterpillar Inc	+48	1,627	$1,152,664
ABBV	AbbVie Inc.	+43	2,761	$600,489
LLY	ELI LILLY & Co	+30	330	$303,524
GLW	Corning Inc /Ny	+20	7,362	$1,001,011
GLD	Spdr Gold Trust	+15	662	$284,851
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
PBI	Pitney Bowes Inc /De/	−3,000	19,406	$214,436
STZ	Constellation Brands, Inc.	−814	2,521	$378,150
MSFT	Microsoft Corp	−525	6,552	$2,425,353
GOOGL	Alphabet Inc.	−222	3,284	$944,347
BABA	Alibaba Group Holding Ltd	−189	3,182	$399,213
CVX	Chevron Corp	−161	5,723	$1,184,088
META	Meta Platforms, Inc.	−144	1,176	$672,824
SPY	Spdr S&P 500 ETF Trust	−102	4,345	$2,825,727
PEP	Pepsico Inc	−100	3,293	$511,369
NVDA	Nvidia Corp	−78	11,432	$1,993,740
BRK-B	Berkshire Hathaway Inc	−50	1,691	$810,327
LHX	L3harris Technologies, Inc. /De/	−50	634	$218,825
QQQ	Invesco Qqq Trust, Series 1	−23	923	$532,737
ORCL	Oracle Corp	−23	2,008	$295,396
GE	General Electric Co	−14	937	$265,892
MA	Mastercard Inc	−10	406	$202,861
COST	Costco Wholesale Corp /New	−2	301	$299,925
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MTB	M&T Bank Corp	1,403	$290,028
SLV	iShares Silver Trust	3,975	$270,856
GEV	GE Vernova Inc.	302	$263,615
COP	Conocophillips	1,676	$221,232
APD	Air Products & Chemicals, Inc.	743	$215,834
WWD	Woodward, Inc.	600	$214,752
IIPR	Innovative Industrial Properties Inc	4,223	$211,825
TMP	Tompkins Financial Corp	2,577	$203,170
EMN	Eastman Chemical Co	2,658	$202,858
KIO	KKR Income Opportunities Fund	13,306	$146,366
TRX	TRX GOLD Corp	29,500	$44,250
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
GDV	Gabelli Dividend & Income Trust	14,784	$410,551
NOW	ServiceNow, Inc.	1,685	$258,125
UNH	Unitedhealth Group Inc	658	$217,212
NFLX	Netflix Inc	2,195	$205,803
NBXG	Neuberger Next Generation Connectivity Fund Inc.	13,307	$192,153
TDAY	USA TODAY Co., Inc.	20,828	$107,264
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $47,293,861 total · filing declares 103 positions · $212,495,344 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PAYX	Paychex Inc Technology	Added	78,596	+50	$7,240,263	−17.8%	15.31%
AAPL	Apple Inc. Technology	Added	22,974	+210	$5,830,571	−5.8%	12.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,345	-102	$2,825,727	−6.8%	5.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,806	+1,115	$2,458,835	−0.4%	5.20%
MSFT	Microsoft Corp Technology	Reduced	6,552	-525	$2,425,353	−29.1%	5.13%
NVDA	Nvidia Corp Technology	Reduced	11,432	-78	$1,993,740	−7.1%	4.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,314	+938	$1,269,006	+16.7%	2.68%
CVX	Chevron Corp Energy	Reduced	5,723	-161	$1,184,088	+32.0%	2.50%
CAT	Caterpillar Inc Industrials	Added	1,627	+48	$1,152,664	+27.4%	2.44%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	62,395	+288	$1,139,956	+5.7%	2.41%
XOM	ExxonMobil Holdings Corp Energy	Added	6,657	+64	$1,129,426	+42.4%	2.39%
GLW	Corning Inc /Ny Technology	Added	7,362	+20	$1,001,011	+55.7%	2.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,284	-222	$944,347	−13.9%	2.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,691	-50	$810,327	−7.4%	1.71%
SGOL	abrdn Gold ETF Trust	Added	17,002	+7,333	$758,629	+91.0%	1.60%
IBM	International Business Machines Corp Technology	Held	2,877	0	$697,356	−18.2%	1.47%
META	Meta Platforms, Inc. Communication Services	Reduced	1,176	-144	$672,824	−22.8%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	2,761	+43	$600,489	−3.3%	1.27%
JNJ	Johnson & Johnson Healthcare	Added	2,398	+60	$586,167	+21.1%	1.24%
IAU	Ishares Gold Trust	Held	6,548	0	$577,271	+8.6%	1.22%
V	Visa Inc. Financial Services	Held	1,847	0	$558,237	−13.8%	1.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	923	-23	$532,737	−8.3%	1.13%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,293	-100	$511,369	+5.0%	1.08%
WMT	Walmart Inc. Consumer Defensive	Added	3,821	+1,425	$474,873	+77.9%	1.00%
AVGO	Broadcom Inc. Technology	Added	1,526	+279	$472,312	+9.4%	1.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,131	+165	$452,241	+6.4%	0.96%
KO	Coca Cola Co Consumer Defensive	Added	5,902	+121	$448,847	+11.1%	0.95%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,140	+353	$445,575	−7.8%	0.94%
BGS	B&G Foods, Inc. Consumer Defensive	Held	83,976	0	$403,924	+11.9%	0.85%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	3,182	-189	$399,213	−19.2%	0.84%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	2,521	-814	$378,150	−17.8%	0.80%
ABT	Abbott Laboratories Healthcare	Held	3,366	0	$345,587	−18.1%	0.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,925	+473	$307,422	+37.8%	0.65%
INTC	Intel Corp Technology	Added	6,956	+537	$306,968	+29.6%	0.65%
LLY	ELI LILLY & Co Healthcare	Added	330	+30	$303,524	−5.9%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	301	-2	$299,925	+14.8%	0.63%
ORCL	Oracle Corp Technology	Reduced	2,008	-23	$295,396	−25.4%	0.62%
MRK	Merck & Co., Inc. Healthcare	Added	2,450	+50	$294,710	+16.7%	0.62%
MTB	M&T Bank Corp Financial Services	NEW	1,403	NEW	$290,028	NEW	0.61%
GLD	Spdr Gold Trust	Added	662	+15	$284,851	+11.1%	0.60%
SLV	iShares Silver Trust	NEW	3,975	NEW	$270,856	NEW	0.57%
GE	General Electric Co Industrials	Reduced	937	-14	$265,892	−9.2%	0.56%
GEV	GE Vernova Inc. Industrials	NEW	302	NEW	$263,615	NEW	0.56%
SYK	Stryker Corp Healthcare	Held	789	0	$259,257	−6.5%	0.55%
HON	Honeywell International Inc Industrials	Held	1,061	0	$239,817	+15.9%	0.51%
DIS	Walt Disney Co Communication Services	Added	2,422	+263	$233,432	−5.0%	0.49%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	Held	9,144	0	$224,485	−2.5%	0.47%
COP	Conocophillips Energy	NEW	1,676	NEW	$221,232	NEW	0.47%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	634	-50	$218,825	+9.0%	0.46%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	743	NEW	$215,834	NEW	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.