Cooper Financial Group
Top Portfolio Positions
269 positions ·
$479,628,240 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 | 9.02% | |
| NVDA |
Nvidia Corp
Technology
|
237,840 | $41,479,296 | 8.65% | |
| AAPL |
Apple Inc.
Technology
|
159,310 | $40,431,284 | 8.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
114,099 | $23,763,398 | 4.95% | |
| MSFT |
Microsoft Corp
Technology
|
60,432 | $22,370,113 | 4.66% | |
| AVGO |
Broadcom Inc.
Technology
|
64,593 | $19,992,179 | 4.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
63,884 | $18,370,483 | 3.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
36,762 | $13,666,273 | 2.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,818 | $9,975,985 | 2.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,809 | $9,044,803 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TRON
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,400 | 20,000 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $24,800 | 20,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $38,600 | 20,000 | Shares | Sole | 2025-10-07 | |
| No 13F history on record for this holder in this stock. | ||||||