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Portfolio (Quarterly) Guide ↗

Cooper Financial Group

· CIK 0001751581
13F Portfolio $1.2B AUM 451 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 177 Added 172 Reduced 37 Exited
Page 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALL ALLSTATE CORP Financial Services 3,354.0 $798K 0.07% -2K -33.9% $237.94 +6.7%
82 JTEK J P MORGAN EXCHANGE TRADED F 7,104.0 $792K 0.07% -497.0 -6.5% $111.55 -10.4%
83 FCX FREEPORT MCMORAN INC Basic Materials 12,445.0 $783K 0.07% -4K -26.2% $62.89 +21.9%
84 DE DEERE & CO Industrials 1,227.0 $778K 0.07% -36.0 -2.9% $634.38 +2.1%
85 COP CONOCOPHILLIPS Energy 7,463.0 $776K 0.06% -3K -28.4% $103.96 +29.7%
86 URI UNITED RENTALS INC Industrials 681.0 $771K 0.06% -197.0 -22.4% $1132.62 -3.0%
87 URA GLOBAL X FDS 16,943.0 $740K 0.06% -1K -7.2% $43.70 +5.4%
88 VLO VALERO ENERGY CORP Energy 2,843.0 $740K 0.06% -782.0 -21.6% $260.42 +34.0%
89 FRDM EA SERIES TRUST 9,916.0 $723K 0.06% -16K -62.0% $72.90 -5.7%
90 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,387.0 $714K 0.06% -4K -25.1% $57.62 +16.3%
91 MDT MEDTRONIC PLC Healthcare 8,918.0 $698K 0.06% -402.0 -4.3% $78.23 +19.3%
92 XLG INVESCO EXCHANGE TRADED FD T 11,373.0 $696K 0.06% -241.0 -2.1% $61.23 +1.4%
93 PLD PROLOGIS INC. Real Estate 5,110.0 $692K 0.06% -2K -26.0% $135.47 +4.7%
94 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,036.0 $673K 0.06% -2K -42.8% $330.51 -1.2%
95 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 12,863.0 $664K 0.06% -1K -9.8% $51.60 +8.9%
96 NOC NORTHROP GRUMMAN CORP Industrials 1,300.0 $662K 0.06% -597.0 -31.5% $509.49 +8.2%
97 LUV SOUTHWEST AIRLS CO Industrials 12,631.0 $649K 0.05% -10K -42.9% $51.42 -21.5%
98 HWM HOWMET AEROSPACE INC Industrials 2,389.0 $642K 0.05% -51.0 -2.1% $268.85 +1.1%
99 OTIS OTIS WORLDWIDE CORP Industrials 8,723.0 $625K 0.05% -1K -10.5% $71.60 -0.2%
100 QCOM QUALCOMM INC Technology 3,348.0 $619K 0.05% -2K -32.3% $184.81 -13.0%
Page 5 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 19.5%
Consumer Cyclical 10.0%
Communication Services 7.1%
Industrials 6.5%
Healthcare 6.1%
Consumer Defensive 3.3%
Real Estate 2.6%
Energy 2.3%
Utilities 1.5%