StockDriftsStockDriftsTop 50 Cooper Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 6.58% | 2.28M | $79.2M | +6.58%(+140.50K) | $25.34(+39.73%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.85% | 79.3K | $58.4M | +5.81%(+4.35K) | $428.23(+71.06%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 238.2K | $47.7M | +0.17%(+396) | $85.87(+163.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.91% | 162.8K | $47.1M | +2.16%(+3.44K) | $121.72(+150.88%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.31% | 433.1K | $39.9M | +9.26%(+36.70K) | $92.72(-2.30%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 2.82% | 576.4K | $34.0M | +4.53%(+24.98K) | $36.11(+62.26%) | 2026-06-30 | |
| STOX | HORIZON FDS | 2.26% | 878.9K | $27.3M | +1.03%(+8.98K) | $27.96(+15.83%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.26% | 114.0K | $27.2M | -0.08%(-94) | $135.71(+93.46%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.01% | 64.0K | $24.2M | -0.97%(-628) | $125.10(+214.74%) | 2026-06-30 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 1.93% | 253.1K | $23.3M | new | $87.55(+11.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.63% | +58.65% | +7.49% | +43.48% |
| Top 20 Holdings Unweighted | +18.96% | +68.33% | +9.97% | +60.86% |
Cooper Financial Group reports $1.21B in US-listed equity holdings across 448 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (6.6%), QQQ (4.8%) and NVDA (4.0%). The top 20 holdings account for 50.72% of reported assets. Its disclosed equity book has returned +58.65% on a three-year cumulative basis. Figures reflect the Q2 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