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Asset Manager ← All Institutions

COOPER/HAIMS ADVISORS, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$203M
+10.1%
Holdings
89
+8
New Purchases
10
Added To
46
Closed
4
Reduced
13
Top 10 Concentration
72.4%
Turnover
15.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 8.43% 7.22% +1.21% $17M
VTEB 3.86% 3.26% +0.61% $8M
JCPB 6.99% 6.49% +0.50% $14M
MSFT 1.69% 1.37% +0.32% $3M
SCHZ 1.62% 1.33% +0.29% $3M
SCHE 18.82% 18.55% +0.27% $38M
NVDA 0.85% 0.63% +0.22% $2M
AVGO 0.18% 0.00% +0.18% $362K
NFLX 0.16% 0.00% +0.16% $325K
TQQQ 0.14% 0.00% +0.14% $286K
LLY 0.13% 0.00% +0.13% $257K
WMT 0.12% 0.00% +0.12% $242K
AMZN 1.07% 0.96% +0.11% $2M
EFA 0.11% 0.00% +0.11% $215K
IIPR 0.10% 0.00% +0.10% $210K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KMT 1.92% 4.04% -2.12% $4M
PAYX 5.25% 6.13% -0.88% $11M
AAPL 2.46% 2.74% -0.28% $5M
REET 6.30% 6.56% -0.27% $13M
BNDX 4.20% 4.44% -0.24% $9M
LHX 0.00% 0.13% -0.13% $0
BGS 0.16% 0.29% -0.13% $330K
EMN 0.00% 0.13% -0.13% $0
MRK 0.00% 0.12% -0.12% $0
CVX 0.43% 0.55% -0.12% $881K
GHM 0.00% 0.11% -0.11% $0
BNL 0.59% 0.69% -0.10% $1M
UNH 0.14% 0.22% -0.08% $283K
DFGR 1.69% 1.76% -0.07% $3M
STZ 0.24% 0.31% -0.06% $490K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 35 $48M 23.8%
Large Cap 36 $131M 64.4%
Mid Cap 11 $23M 11.2%
Small Cap 6 $1M 0.6%
Micro Cap 1 $18K 0.0%

Portfolio Analytics

Avg Market Cap
$518.2B
Median Market Cap
$117.5B
Avg P/E
33.8
Median P/E
29.1
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
53
# ETFs / Funds
36

Top Holdings (89 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHE 18.82% 1,267,630 $38M $30.14 $4M +26,312 +2.1%
2 VGK 10.63% 278,540 $22M $77.50 $2M +711 +0.3%
3 IVV 8.43% 27,568 $17M $620.91 $4M +3,871 +16.3%
4 JCPB 6.99% 301,687 $14M $47.06 $2M +47,072 +18.5%
5 REET 6.30% 517,646 $13M $24.70 $675K +18,455 +3.7%
6 SCHX 5.40% 448,281 $11M $24.44 $1M +5,665 +1.3%
7 PAYX 5.25% 73,303 $11M $145.46 -$647K
8 BNDX 4.20% 172,401 $9M $49.51 $338K +4,488 +2.7%
9 VTEB 3.86% 160,025 $8M $49.03 $2M +38,860 +32.1%
10 AAPL 2.46% 24,350 $5M $205.17 -$61K +1,583 +7.0%
11 KMT 1.92% 169,802 $4M $22.96 -$4M -180,126 -51.5%
12 MSFT 1.69% 6,889 $3M $497.39 $903K +166 +2.5%
13 DFGR 1.69% 127,560 $3M $26.83 $179K +4,048 +3.3%
14 SCHZ 1.62% 141,445 $3M $23.24 $830K +35,343 +33.3%
15 VOO 1.38% 4,948 $3M $568.06 $358K +175 +3.7%
16 SPY 1.38% 4,529 $3M $617.83 $303K +68 +1.5%
17 SCHG 1.07% 74,665 $2M $29.21 $306K -199 -0.3%
18 AMZN 1.07% 9,916 $2M $219.39 $408K +625 +6.7%
19 NVDA 0.85% 10,947 $2M $157.99 $558K +140 +1.3%
20 AVUS 0.69% 13,967 $1M $100.82 $122K +43 +0.3%
21 SCHA 0.63% 50,352 $1M $25.30 $94K -16 -0.0%
22 VIG 0.61% 6,086 $1M $204.67 $65K
23 BNL 0.59% 74,649 $1M $16.05 -$66K +453 +0.6%
24 SCHF 0.59% 54,115 $1M $22.10 $36K -4,522 -7.7%
25 JPM 0.47% 3,261 $945K $289.93 $198K +213 +7.0%
26 META 0.45% 1,229 $907K $738.22 $231K +56 +4.8%
27 CVX 0.43% 6,154 $881K $143.20 -$140K +47 +0.8%
28 IBM 0.42% 2,879 $849K $294.81 $133K +1 +0.0%
29 BRK-B 0.39% 1,643 $798K $485.77 -$12K +122 +8.0%
30 IWM 0.38% 3,622 $782K $215.77 $59K +1 +0.0%
31 SCHM 0.32% 23,363 $655K $28.05 $48K +200 +0.9%
32 CAT 0.31% 1,601 $622K $388.25 $82K -35 -2.1%
33 GOOGL 0.30% 3,405 $600K $176.25 $79K +34 +1.0%
34 EEM 0.29% 12,158 $587K $48.24 $56K +9 +0.1%
35 V 0.28% 1,596 $567K $355.05 $35K +80 +5.3%
36 ABBV 0.28% 3,020 $560K $185.59 -$54K +86 +2.9%
37 QQQ 0.26% 944 $521K $551.64 $90K +25 +2.7%
38 ORCL 0.25% 2,313 $506K $218.64 $196K +95 +4.3%
39 PG 0.25% 3,123 $498K $159.32 -$5K +176 +6.0%
40 AVDE 0.24% 6,684 $495K $74.01 $59K +112 +1.7%
41 ABT 0.24% 3,616 $492K $136.01 $12K
42 STZ 0.24% 3,010 $490K $162.67 -$75K -65 -2.1%
43 KO 0.22% 6,424 $455K $70.75 -$5K +2 +0.0%
44 PEP 0.22% 3,428 $453K $132.06 -$56K +35 +1.0%
45 GOOG 0.22% 2,482 $440K $177.39 $82K +187 +8.2%
46 BAC 0.21% 9,105 $431K $47.32 $51K +2 +0.0%
47 IWF 0.21% 1,008 $428K $424.47 $64K
48 NOW 0.19% 369 $379K $1,028.08 $111K +32 +9.5%
49 BABA 0.19% 3,321 $377K $113.41 -$53K +74 +2.3%
50 JNJ 0.18% 2,380 $364K $152.78 -$24K +42 +1.8%
51 AVGO 0.18% 1,314 $362K $275.65 +1,314 NEW
52 GLW 0.18% 6,862 $361K $52.59 $28K -400 -5.5%
53 SCHV 0.17% 12,789 $354K $27.67 $17K +100 +0.8%
54 SBUX 0.17% 3,749 $344K $91.63 -$13K +110 +3.0%
55 DIS 0.17% 2,709 $336K $123.99 $64K -44 -1.6%
56 BGS 0.16% 78,104 $330K $4.23 -$206K
57 NFLX 0.16% 243 $325K $1,339.13 +243 NEW
58 IYY 0.16% 2,153 $325K $150.86 $32K
59 SYK 0.15% 789 $312K $395.63 -$8K -70 -8.2%
60 IBDR 0.15% 12,706 $308K $24.25 $509
61 VOOG 0.15% 762 $302K $396.38 $47K
62 PBI 0.15% 27,406 $299K $10.91 $41K -1,079 -3.8%
63 COST 0.14% 295 $292K $989.94 $86K +77 +35.3%
64 TQQQ 0.14% 3,440 $286K $83.00 +3,440 NEW
65 UNH 0.14% 908 $283K $312.07 -$119K +140 +18.2%
66 VNQ 0.14% 3,175 $283K $89.05 -$4K +12 +0.4%
67 XOM 0.13% 2,537 $273K $107.80 -$29K -5 -0.2%
68 IBDX 0.13% 10,407 $263K $25.29 $3K
69 GE 0.13% 1,012 $260K $257.35 $60K +11 +1.1%
70 IBDS 0.13% 10,729 $260K $24.27 $966
71 HON 0.13% 1,118 $260K $232.89 $8K -72 -6.0%
72 LLY 0.13% 330 $257K $779.53 +330 NEW
73 IBMO 0.13% 10,000 $256K $25.62 $630
74 WMT 0.12% 2,471 $242K $97.78 +2,471 NEW
75 MA 0.12% 416 $234K $561.94 $3K -5 -1.2%
76 EFA 0.11% 2,411 $215K $89.38 +2,411 NEW
77 IIPR 0.10% 3,803 $210K $55.22 +3,803 NEW
78 IBDT 0.10% 8,230 $209K $25.42 $1K
79 USMV 0.10% 2,194 $206K $93.87 $461
80 TJX 0.10% 1,657 $205K $123.49 +1,657 NEW
81 APD 0.10% 715 $202K $282.06 -$9K
82 VEU 0.10% 3,000 $202K $67.22 +3,000 NEW
83 TDAY 0.05% 25,828 $92K $3.58 $18K
84 RIG 0.01% 11,000 $28K $2.59 -$6K
85 2HQ.DE 0.01% 42,250 $18K $0.41 +42,250 NEW
86 LHX —% -$245K -1,169 -100.0% SOLD
87 EMN —% -$234K -2,658 -100.0% SOLD
88 GHM —% -$201K -6,984 -100.0% SOLD
89 MRK —% -$223K -2,485 -100.0% SOLD

New Positions

SymbolValue% Port
AVGO $362K 0.18%
NFLX $325K 0.16%
TQQQ $286K 0.14%
LLY $257K 0.13%
WMT $242K 0.12%
EFA $215K 0.11%
IIPR $210K 0.10%
TJX $205K 0.10%
VEU $202K 0.10%
2HQ.DE $18K 0.01%

Sold Out Positions

SymbolValue% Port
EMN —%
LHX —%
GHM —%
MRK —%
View SEC EDGAR Filings for COOPER/HAIMS ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms