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Home > Institutional Investor > Coppell Advisory Solutions Llc > Profile

Instuitional Investor - Coppell Advisory Solutions Llc

Fund Profile
Filing Period:
Fund Name: Coppell Advisory Solutions Llc
Portfolio Value $1,210,445,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amplify Etf Tr - BLOCK TECHN ETF
 54 $122,466,980 10.12%
2.
Sofi Technologies Inc.
 SOFI 620 $59,683,286 4.93%
3.
Ishares Trust
 IEF 27 $38,205,031 3.16%
4.
Ishares Trust
 IEF 117 $32,430,423 2.68%
5.
Ishares Trust
 IEF 1,223 $31,513,008 2.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.