Cooper Capital Advisors LLC

All 13F Filings

Location
Encinitas, CA
Most recent 13F
Q2 2026
Holdings value ($000)
230,592
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 41 230,592 13F-HR Cooper Capital Advisors LLC
Q1 2026 5/11/2026 35 142,918 13F-HR Cooper Capital Advisors LLC
Q4 2025 2/12/2026 42 158,850 13F-HR Cooper Capital Advisors LLC
Q3 2025 10/27/2025 43 154,796 13F-HR Cooper Capital Advisors LLC
Q2 2025 8/8/2025 34 103,613 13F-HR Cooper Capital Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 72.15 K 31.3% 9.366 K 0 9.366 K
ETFs 158.5 K 68.7% 78.31 K 0 78.31 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
230,592
Holdings
41
QoQ value change ($000)
87,674 (61.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.