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Home > Institutional Investor > Cooper Capital Advisors Llc > Profile

Instuitional Investor - Cooper Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cooper Capital Advisors Llc
Portfolio Value $103,613,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 387,831 $12,333,026 11.9%
2.
Thornburg Etf Tr - INTL EQUITY ETF
 300,578 $8,882,861 8.57%
3.
Jpmorgan Chase & Co
 JPM 30,522 $8,848,551 8.54%
4.
Berkshire Hathaway Inc
 BRK.A 17,927 $8,708,468 8.4%
5.
Pgim Etf Tr - AAA CLO ETF
 157,730 $8,115,189 7.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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