Coppell Advisory Solutions LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$169.8M
Holdings
45
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 80%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRNY
EA SERIES TRUST
Q3 2025: Increased +18.0% (1.29M → 1.53M shares)
49.6%
02
$NDQ
INVESCO QQQ TR
Q3 2025: Sold 29.6% (21.8k → 15.3k shares)
16.7%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q3 2025: Sold 60.0% (21.3k → 8.5k shares)
11.6%
04
$MSFT
MICROSOFT CORP
Q3 2025: Sold 39.2% (34.0k → 20.7k shares)
10.8%
05
$AAPL
APPLE INC
Q3 2025: Increased +49.2% (46.3k → 69.1k shares)
9.1%
06
$AMZN
AMAZON COM INC
Q3 2025: Increased +21.5% (36.9k → 44.9k shares)
6.1%
07
$GOOGL
ALPHABET INC
Q3 2025: Increased +390.9% (11.3k → 55.7k shares)
5.6%
08
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2025: Exited (was 79 shares)
5.1%
09
$CSCO
CISCO SYS INC
Q3 2025: Increased +5.7% (9.2k → 9.7k shares)
3.7%
10
$ALSN
ALLISON TRANSMISSION HLDGS I
Q3 2025: Increased +10.5% (39.1k → 43.2k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:34 UTC.