Coppell Advisory Solutions LLC
Top Portfolio Positions
32 positions ·
$65,853,793 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
62,554 | $15,875,579 | 24.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,474 | $10,720,489 | 16.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,648 | $9,963,378 | 15.13% | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
45,736 | $5,353,856 | 8.13% | |
| ADSK |
Autodesk, Inc.
Technology
|
14,008 | $3,353,515 | 5.09% | |
| EFOR |
Everforth Inc
Technology
|
55,729 | $2,157,269 | 3.28% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
36,814 | $1,794,682 | 2.73% | |
| AMAT |
Applied Materials Inc /De
Technology
|
4,928 | $1,684,341 | 2.56% | |
| ABT |
Abbott Laboratories
Healthcare
|
15,814 | $1,623,623 | 2.47% | |
| ASML |
Asml Holding NV
Technology
|
1,209 | $1,596,883 | 2.42% |
Portfolio Trend
14 quarters · across all stocks
Holdings in EFOR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,157,269 | 55,729 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||