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Portfolio (Quarterly) Guide ↗

Coppell Advisory Solutions LLC

· CIK 0001848433
13F Portfolio $170M AUM 41 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 17 Added 12 Reduced 363 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 3,580.0 $1.1M 0.64% -759.0 -17.5% $303.08 +26.8%
22 BWXT BWX TECHNOLOGIES INC Industrials 4,267.0 $818K 0.48% +27.0 +0.6% $191.59 +5.7%
23 RAYJ ADVISORS INNER CIRCLE FD III 23,227.0 $799K 0.47% -347.0 -1.5% $34.41 +13.7%
24 ABBV ABBVIE INC Healthcare 3,520.0 $750K 0.44% +247.0 +7.5% $213.12 +0.7%
25 AER AERCAP HOLDINGS NV Industrials 4,375.0 $577K 0.34% NEW $131.98 +5.8%
26 ADMA ADMA BIOLOGICS INC Healthcare 1,109.0 $548K 0.32% +576.0 +108.1% $494.00 -98.3%
27 GOLD GOLD COM INC Financial Services 4,391.0 $519K 0.30% NEW $118.10 -64.6%
28 APH AMPHENOL CORP Technology 4,132.0 $492K 0.29% +320.0 +8.4% $119.15 +4.8%
29 MO ALTRIA GROUP INC Consumer Defensive 7,255.0 $486K 0.29% -1K -13.3% $67.02 +10.0%
30 T AT&T INC Communication Services 15,454.0 $445K 0.26% +949.0 +6.5% $28.78 -13.4%
31 LIN LINDE PLC Basic Materials 725.0 $362K 0.21% +9.0 +1.3% $499.26 +3.1%
32 ACN ACCENTURE PLC IRELAND Technology 1,428.0 $282K 0.17% -4K -73.7% $197.55 -10.0%
33 BP BP PLC Energy 5,365.0 $254K 0.15% NEW $47.35 -5.2%
34 BK BANK NEW YORK MELLON CORP Financial Services 2,097.0 $242K 0.14% NEW $115.18 +20.7%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 663.0 $240K 0.14% NEW $362.43 +107.2%
36 APP APPLOVIN CORP Technology 628.0 $234K 0.14% +52.0 +9.0% $372.08 +30.6%
37 JCI JOHNSON CONTROLS INTERNATION Industrials 1,837.0 $233K 0.14% NEW $126.58 +7.0%
38 AXP AMERICAN EXPRESS CO Financial Services 724.0 $215K 0.13% +154.0 +27.0% $297.50 +4.1%
39 AAT AMERICAN ASSETS TR INC Real Estate 7,462.0 $215K 0.13% -847.0 -10.2% $28.78 -23.0%
Page 2 of 2  ·  39 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 41.7%
Consumer Cyclical 22.1%
Communication Services 18.0%
Financial Services 7.8%
Healthcare 6.2%
Industrials 2.3%
Consumer Defensive 0.7%
Basic Materials 0.5%
Energy 0.4%
Real Estate 0.3%