Cooper Capital Advisors LLC
Annual return '25
+8.2%
SPY '25
+17.7%
Alpha
-9.6ptsvs SPY
Invested
$142.9M
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 414.6k shares)
9.9%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 64.2k shares)
9.8%
03
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 56.8k shares)
9.1%
04
$RDVI
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 328.0k shares)
8.4%
05
$KORP
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 251.4k shares)
8.3%
06
$TXUE
THORNBURG ETF TR
Q1 2026: Exited (was 309.3k shares)
7.1%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 31.4k shares)
6.4%
08
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 111.0k shares)
6.1%
09
$RSHO
TEMA ETF TRUST
Held since at least Q1 2024
5.7%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 80.6% (26.6k → 5.2k shares)
5.3%
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 10:24 UTC.