Cooper Financial Group
Top Portfolio Positions
269 positions ·
$478,411,332 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
74,968 | $43,270,030 | 9.04% | |
| NVDA |
Nvidia Corp
Technology
|
237,840 | $41,479,296 | 8.67% | |
| AAPL |
Apple Inc.
Technology
|
159,310 | $40,431,284 | 8.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
114,099 | $23,763,398 | 4.97% | |
| MSFT |
Microsoft Corp
Technology
|
60,432 | $22,370,113 | 4.68% | |
| AVGO |
Broadcom Inc.
Technology
|
64,593 | $19,992,179 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
63,884 | $18,370,483 | 3.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
36,762 | $13,666,273 | 2.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,818 | $9,975,985 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,809 | $9,044,803 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DEI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,793,036 | 614,972 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,755,179 | 614,666 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,570,271 | 614,661 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,244,546 | 614,664 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,832,848 | 614,553 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,406,066 | 614,551 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,797,608 | 614,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,179,593 | 614,545 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,523,683 | 614,541 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $6,798,963 | 468,894 | Shares | Sole | 2024-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||