Arkolith/Funds/Cooper Capital Advisors LLC

Cooper Capital Advisors LLC

CIK 1957878
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Cooper Capital Advisors LLC holds a focused book of 41 reported positions worth $230.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened First Trust Alerian US Nextg and trimmed Nvidia Corp. Their largest long position is Pgim Aaa Clo ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +42% (+27.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
8
bought for the first time
+5 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+41.6%
+27.7%/yr · since Apr '25
Their reported book
+29.9%
held from quarter-end
S&P 500
+45.1%
same window
$10K$11K$12K$13K$15KApr '25Jul '25Oct '25Feb '26May '26Sep '26
Cooper Capital Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 11.7 points over this window.

Growth of $10,000 cloning Cooper Capital Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
65%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

18% mapped to company sectors

ETFs / funds
77%
Information Technology
8%
Financials
5%
No sector on file yet
5%
Consumer Discretionary
3%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Cooper Capital Advisors LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.4 / 41$4.4B
Swiss Re Ltd15 / 41$1.0B
9823 Capital, L.P.4 / 41$122.4M
Hoffman, Alan N Investment Management7 / 41$136.9M
H&H International Investment, LLC6 / 41$14.4B
Prospect Hill Management, LLC6 / 41$193.1M
Draper Asset Management, LLC8 / 41$146.5M
United American Securities Inc. (d/b/a UAS Asset Management)7 / 41$343.4M

Ranked by the share of each fund's own book sitting in the names it shares with Cooper Capital Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

41 positions
#SecurityValueShares% PortLast moveHistory
1Pgim ETF TR
AAA CLO ETF
$26.3M512.5K
11.4%
14×
Added · +475K sh
2Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$16.8M55.5K
7.3%
+1.9%
Added · +1K sh
3Vanguard Index FDS
VALUE ETF
$16.1M73.7K
7.0%
+3.5%
Added · +3K sh
4First TR Exchng Traded FD VI
FT LADD BUFF ETF
$15.5M425.3K
6.7%
+1.2%
Added · +5K sh
5First TR Exchange-Traded FD
FT VEST RIS
$14.3M486.7K
6.2%
+4.0%
Added · +19K sh
6First TR Exchange-Traded FD
ALERIAN US NXTGN
$13.9M154.9K
6.0%
New
New position
7Vaneck ETF Trust
SEMICONDUCTR ETF
$13.2M20.2K
5.7%
+2.2%
Added · +437 sh
8Thornburg ETF TR
INTL EQUITY ETF
$11.0M319.3K
4.8%
+1.7%
Added · +5K sh
9Select Sector SPDR TR
ST STR TECHN ETF
$10.9M57.4K
4.7%
New
New position
10JPMorgan Chase & Co
COM
$10.7M32.7K
4.6%
+5.1%
Added · +2K sh
11SPDR Series Trust
ST STR P500ETF
$10.5M119.7K
4.6%
+4.2%
Added · +5K sh
12Tema ETF Trust
US MANUFACTURING
$10.4M165.9K
4.5%
+2.0%
Added · +3K sh
13Alphabet Inc
CAP STK CL C
$9.5M26.8K
4.1%
+1.4%
Added · +379 sh
14Select Sector SPDR TR
ST STR ENERG ETF
$7.7M144.4K
3.3%
34×
Added · +140K sh
15Listed FDS TR
ROUN MA SEVE ETF
$7.7M119.1K
3.3%
New
New position
16Amazon Com Inc
COM
$7.0M29.4K
3.0%
+2.0%
Added · +584 sh
17SPDR Series Trust
ST STR CONV ETF
$6.7M62.5K
2.9%
New
New position
18Nvidia Corporation
COM
$3.3M16.5K
1.4%
~0%
Reduced · −1 sh
19First TR Exchng Traded FD VI
FT VEST US EQUTY
$3.2M103.6K
1.4%
Held
20Snowflake Inc
COM SHS
$2.2M8.7K
1.0%
−2.8%
Reduced · −250 sh
21Apple Inc
COM
$1.9M6.6K
0.8%
Held
22American Centy ETF TR
DIVERSIFIED MU
$1.7M34.4K
0.8%
+13%
Added · +4K sh
23Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.2K
0.7%
−0.5%
Reduced · −17 sh
24American Centy ETF TR
CALIF MUN BD ETF
$1.6M32.1K
0.7%
+25%
Added · +6K sh
25Alphabet Inc
CAP STK CL A
$928K2.6K
0.4%
~0%
Added · +1 sh
26Everpure Inc
CL A
$739K9.4K
0.3%
Held
27State STR SPDR S&P 500 ETF T
TR UNIT
$532K712
0.2%
−0.7%
Reduced · −5 sh
28Vanguard Index FDS
GROWTH ETF
$530K6.2K
0.2%
+625%
Added · +5K sh
29Palantir Technologies Inc
CL A
$429K3.7K
0.2%
−3.2%
Reduced · −122 sh
30Axon Enterprise Inc
COM
$392K700
0.2%
Held
31Elbit Sys Ltd
ORD
$384K506
0.2%
−0.8%
Reduced · −4 sh
32Merck & Co Inc
COM
$367K2.9K
0.2%
New
New position
33McDonalds Corp
COM
$367K1.4K
0.2%
New
New position
34Invesco QQQ TR
UNIT SER 1
$338K459
0.1%
New
New position
35Pgim ETF TR
PGIM ULTRA SH BD
$318K6.4K
0.1%
−5.8%
Reduced · −398 sh
36Bank Of NY Mellon Corp
COM
$300K2.1K
0.1%
+0.1%
Added · +2 sh
37Eli Lilly & Co
COM
$297K248
0.1%
Held
38Ishares TR
CORE S&P500 ETF
$246K329
0.1%
Held
39Tema ETF Trust
SPACE INNOV ETF
$210K6.9K
0.1%
New
New position
40Space Exploration Techn Corp
CLASS A COM STK
$206K1.2K
0.1%
Listed
Newly reportable
41Innoviz Technologies Ltd
SHS
$8K10.0K
<0.1%
Held
Showing all 41 positions
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Filing history

As-of date vs the date the SEC received each filing

$230.6M · Q2 2026Q4 2024 · $96.4MQ2 2026 · $230.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d41$230.6M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d35$142.9M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d42$158.9M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202527d43$154.8M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d34$103.6M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202530d30$93.3M13F-HR
Q4 2024Dec 31, 2024Apr 11, 2025101d35$96.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.