COOPER/HAIMS ADVISORS, LLC
Top Portfolio Positions
60 positions ·
$47,293,861 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PAYX |
Paychex Inc
Technology
|
78,596 | $7,240,263 | 15.31% | |
| AAPL |
Apple Inc.
Technology
|
22,974 | $5,830,571 | 12.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,345 | $2,825,727 | 5.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,806 | $2,458,835 | 5.20% | |
| MSFT |
Microsoft Corp
Technology
|
6,552 | $2,425,353 | 5.13% | |
| NVDA |
Nvidia Corp
Technology
|
11,432 | $1,993,740 | 4.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,314 | $1,269,006 | 2.68% | |
| CVX |
Chevron Corp
Energy
|
5,723 | $1,184,088 | 2.50% | |
| CAT |
Caterpillar Inc
Industrials
|
1,627 | $1,152,664 | 2.44% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
62,395 | $1,139,956 | 2.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KIO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,366 | 13,306 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||