COOPER/HAIMS ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Victor, NY
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$229,251
Net value change ($000)
-3,160 (-1.4%)
New positions
15
Sold out positions
11
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BNDX 1,484 15.3%
MSFT 1,085 45.5%
XOM 1,075 NEW
AAPL 763 11.9%
XMAG 652 NEW
VTEB 450 6.0%
ESGV 448 NEW
NVDA 384 14.9%
SGOV 302 NEW
COP 273 NEW
Top Reduces (Value $000, Stocks/ETFs)
JCPB -3,256 -21.5%
PAYX -3,031 -50.0%
GLW -915 -43.6%
XOM -899 -100.0%
REET -755 -4.6%
CAT -544 -31.0%
SCHE -465 -1.3%
TSM -265 -100.0%
WWD -255 -100.0%
LRCX -240 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type