StockDriftsStockDriftsTop 50 Cooper Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 6.27% | 2.36M | $78.6M | +3.69%(+83.92K) | $25.65(+32.53%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.8% | 81.4K | $60.2M | +2.58%(+2.04K) | $436.02(+64.76%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.56% | 250.6K | $57.2M | +5.20%(+12.39K) | $92.22(+135.41%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.14% | 155.9K | $51.9M | -4.18%(-6.81K) | $121.72(+181.74%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 3.23% | 465.4K | $40.5M | +7.47%(+32.35K) | $92.48(-5.28%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.65% | 64.7K | $33.2M | +9.08%(+5.39K) | $268.66(+98.59%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.5% | 125.7K | $31.3M | +10.27%(+11.71K) | $145.77(+80.05%) | 2026-09-30 | |
| PAVE | GLOBAL X FDS | 2.48% | 591.8K | $31.1M | +2.67%(+15.40K) | $36.62(+44.11%) | 2026-09-30 | |
| STOX | HORIZON FDS | 2.31% | 904.4K | $28.9M | +2.90%(+25.49K) | $28.01(+15.08%) | 2026-09-30 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 2.18% | 287.4K | $27.4M | +13.57%(+34.33K) | $88.27(+6.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.47% | +62.09% | +7.93% | +46.48% |
| Top 20 Holdings Unweighted | +20.04% | +72.97% | +10.34% | +63.57% |
Cooper Financial Group reports $1.26B in US-listed equity holdings across 447 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (6.3%), QQQ (4.8%) and NVDA (4.6%). The top 20 holdings account for 51.43% of reported assets. Its disclosed equity book has returned +62.09% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cooper Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1751581). View Cooper Financial Group’s 13F filings on SEC