Long-term investor
Cooper Financial Group @cooperfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001751581).
Record
- Tracked since 2025-12-31 (257 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHV · 6.6% · long · since 2025-12-31
- 46090E103 · 4.8% · long · since 2025-12-31
- NVDA · 4.0% · long · since 2025-12-31
- AAPL · 3.9% · long · since 2025-12-31
- BOND · 3.3% · long · since 2025-12-31
- PAVE · 2.8% · long · since 2025-12-31
- STOX · 2.3% · long · since 2026-03-31
- AMZN · 2.3% · long · since 2025-12-31
- AVGO · 2.0% · long · since 2025-12-31
- JIVE · 1.9% · long · since 2026-06-30
- CGXU · 1.9% · long · since 2026-06-30
- GOOGL · 1.9% · long · since 2025-12-31