StockDrifts LogoStockDrifts

Coppell Advisory Solutions LLC

Portfolio Manager
Coppell Advisory Solutions LLC
Performance
-3.59% (2026 Q1)
AUM (13F)
$169.82M
# of Holdings
39
Performance Rank
Allocation (Top 20)
94.79%

Coppell Advisory Solutions LLC Holdings Map

Top 39 Coppell Advisory Solutions LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRNY
EA SERIES TRUST
49.63%1.79M$84.3M
+8.53%(+140.68K)
2025-Q1: 1.01M shares2025-Q2: 1.29M shares2025-Q3: 1.53M shares2025-Q4: 1.65M shares2026-Q1: 1.79M shares
$43.05(+34.54%)
2026-03-31
AAPL
APPLE INC
9.08%62.6K$15.4M
-3.89%(-2.53K)
2025-Q1: 40.8K shares2025-Q2: 46.3K shares2025-Q3: 69.1K shares2025-Q4: 65.1K shares2026-Q1: 62.6K shares
$207.71(+48.59%)
2026-03-31
AMZN
AMAZON COM INC
6.09%51.5K$10.3M
+0.80%(+411)
2025-Q1: 33.0K shares2025-Q2: 36.9K shares2025-Q3: 44.9K shares2025-Q4: 51.1K shares2026-Q1: 51.5K shares
$200.93(+20.77%)
2026-03-31
GOOGL
ALPHABET INC
5.58%34.6K$9.5M
-40.30%(-23.39K)
2025-Q1: 11.0K shares2025-Q2: 11.3K shares2025-Q3: 55.7K shares2025-Q4: 58.0K shares2026-Q1: 34.6K shares
$198.96(+80.90%)
2026-03-31
ALSN
ALLISON TRANSMISSION HLDGS I
3.03%45.7K$5.1M
-8.64%(-4.32K)
2025-Q1: 21.5K shares2025-Q2: 39.1K shares2025-Q3: 43.2K shares2025-Q4: 50.1K shares2026-Q1: 45.7K shares
$97.05(+19.91%)
2026-03-31
BRES
EA SERIES TRUST
2.66%194.2K$4.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 194.2K shares
$23.22(+16.83%)
2026-03-31
AZN
ASTRAZENECA PLC
2.42%21.2K$4.1M
+23.65%(+4.05K)
2025-Q1: 24.1K shares2025-Q2: 20.4K shares2025-Q3: 19.3K shares2025-Q4: 17.1K shares2026-Q1: 21.2K shares
$171.94(+13.50%)
2026-03-31
ADSK
AUTODESK INC
1.94%14.0K$3.3M
-1.26%(-179)
2025-Q1: 3.5K shares2025-Q2: 9.8K shares2025-Q3: 11.1K shares2025-Q4: 14.2K shares2026-Q1: 14.0K shares
$290.81(-28.66%)
2026-03-31
RWEM
ADVISORS INNER CIRCLE FD III
1.9%107.3K$3.2M
-2.72%(-3.01K)
2025-Q1: 85.8K shares2025-Q2: 96.5K shares2025-Q3: 111.8K shares2025-Q4: 110.3K shares2026-Q1: 107.3K shares
$23.79(+45.10%)
2026-03-31
RWLC
ADVISORS INNER CIRCLE FD III
1.72%94.1K$2.9M
+15.63%(+12.72K)
2025-Q1: 59.8K shares2025-Q2: 68.4K shares2025-Q3: 81.7K shares2025-Q4: 81.3K shares2026-Q1: 94.1K shares
$32.99(+12.36%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Coppell Advisory Solutions LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all