COOPER/HAIMS ADVISORS, LLC

CIK

1654033

Location

VICTOR, NY

Portfolio Value

Micro $47,293,861

Diversification

Diversified

Filing Date

Global Rank

#6,924 / 8,605 ▲ 90 · as of Mar 2026

Top Industry

Software - Application 17.2%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.8%

SPY

+76.5%

Annualised alpha

-3.9%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 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	Exxon Mobil 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 positions · $47,293,861 total · 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	Exxon Mobil 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%