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Asset Manager ← All Institutions

COOPER/HAIMS ADVISORS, LLC

Q3 2025 · Filed 2025-11-04
Market Value
$214M
+5.4%
Holdings
91
+2
New Purchases
6
Added To
29
Closed
3
Reduced
35
Top 10 Concentration
71.9%
Turnover
9.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHE 19.36% 18.82% +0.54% $41M
AAPL 2.73% 2.46% +0.26% $6M
IAU 0.22% 0.00% +0.22% $476K
XOM 0.35% 0.13% +0.21% $743K
GOOGL 0.39% 0.30% +0.10% $842K
IJT 0.10% 0.00% +0.10% $208K
TSM 0.10% 0.00% +0.10% $207K
GLW 0.27% 0.18% +0.10% $587K
JLL 0.10% 0.00% +0.10% $204K
INTC 0.10% 0.00% +0.10% $203K
NVDA 0.95% 0.85% +0.09% $2M
MRK 0.09% 0.00% +0.09% $201K
REET 6.39% 6.30% +0.09% $14M
BABA 0.27% 0.19% +0.08% $573K
BNDX 4.28% 4.20% +0.08% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PAYX 4.65% 5.25% -0.60% $10M
VGK 10.17% 10.63% -0.46% $22M
KMT 1.46% 1.92% -0.46% $3M
JCPB 6.76% 6.99% -0.24% $14M
IVV 8.27% 8.43% -0.16% $18M
TQQQ 0.00% 0.14% -0.14% $0
APD 0.00% 0.10% -0.10% $0
AMZN 1.00% 1.07% -0.08% $2M
STZ 0.17% 0.24% -0.07% $358K
NOW 0.14% 0.19% -0.04% $310K
KO 0.18% 0.22% -0.04% $393K
V 0.24% 0.28% -0.04% $514K
PG 0.21% 0.25% -0.03% $453K
PBI 0.12% 0.15% -0.03% $256K
LLY 0.10% 0.13% -0.03% $214K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 37 $53M 24.7%
Large Cap 37 $137M 63.8%
Mid Cap 11 $23M 10.9%
Small Cap 5 $1M 0.6%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$536.7B
Median Market Cap
$118.6B
Avg P/E
32.8
Median P/E
28.9
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
53
# ETFs / Funds
38

Top Holdings (91 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHE 19.36% 1,241,534 $41M $33.37 $3M -26,096 -2.1%
2 VGK 10.17% 272,818 $22M $79.80 $184K -5,722 -2.0%
3 IVV 8.27% 26,463 $18M $669.31 $595K -1,105 -4.0%
4 JCPB 6.76% 304,184 $14M $47.55 $267K +2,497 +0.8%
5 REET 6.39% 534,834 $14M $25.56 $885K +17,188 +3.3%
6 SCHX 5.39% 437,799 $12M $26.34 $576K -10,482 -2.3%
7 PAYX 4.65% 78,546 $10M $126.76 -$706K +5,243 +7.2%
8 BNDX 4.28% 185,407 $9M $49.46 $635K +13,006 +7.5%
9 VTEB 3.88% 165,963 $8M $50.07 $464K +5,938 +3.7%
10 AAPL 2.73% 22,908 $6M $254.63 $837K -1,442 -5.9%
11 DFGR 1.74% 136,534 $4M $27.31 $306K +8,974 +7.0%
12 MSFT 1.67% 6,908 $4M $517.97 $152K +19 +0.3%
13 SCHZ 1.60% 146,324 $3M $23.47 $147K +4,879 +3.5%
14 KMT 1.46% 149,802 $3M $20.93 -$763K -20,000 -11.8%
15 VOO 1.40% 4,879 $3M $612.33 $177K -69 -1.4%
16 SPY 1.38% 4,440 $3M $666.21 $160K -89 -2.0%
17 SCHG 1.11% 74,670 $2M $31.91 $202K +5 +0.0%
18 AMZN 1.00% 9,701 $2M $219.57 -$45K -215 -2.2%
19 NVDA 0.95% 10,859 $2M $186.58 $297K -88 -0.8%
20 AVUS 0.71% 14,003 $2M $108.70 $114K +36 +0.3%
21 SCHA 0.64% 48,920 $1M $27.90 $91K -1,432 -2.8%
22 VIG 0.61% 6,086 $1M $215.79 $68K
23 BNL 0.58% 69,100 $1M $17.87 $37K -5,549 -7.4%
24 SCHF 0.58% 52,986 $1M $23.28 $38K -1,129 -2.1%
25 JPM 0.49% 3,296 $1M $315.39 $94K +35 +1.1%
26 CVX 0.45% 6,256 $972K $155.30 $90K +102 +1.7%
27 META 0.42% 1,227 $901K $734.54 -$6K -2 -0.2%
28 IWM 0.41% 3,622 $876K $241.97 $95K
29 BRK-B 0.40% 1,704 $857K $502.74 $59K +61 +3.7%
30 IBM 0.40% 3,027 $854K $282.19 $5K +148 +5.1%
31 GOOGL 0.39% 3,464 $842K $243.07 $242K +59 +1.7%
32 CAT 0.36% 1,601 $764K $477.28 $143K
33 XOM 0.35% 6,593 $743K $112.75 $470K +4,056 +159.9%
34 SCHM 0.32% 23,375 $693K $29.64 $37K +12 +0.1%
35 ABBV 0.32% 2,934 $679K $231.50 $119K -86 -2.9%
36 EEM 0.30% 11,884 $635K $53.40 $48K -274 -2.2%
37 GLW 0.27% 7,162 $587K $82.03 $227K +300 +4.4%
38 ORCL 0.27% 2,073 $583K $281.26 $77K -240 -10.4%
39 GOOG 0.27% 2,362 $575K $243.55 $135K -120 -4.8%
40 BABA 0.27% 3,206 $573K $178.73 $196K -115 -3.5%
41 QQQ 0.26% 923 $554K $600.42 $33K -21 -2.2%
42 AVDE 0.25% 6,684 $527K $78.90 $33K
43 V 0.24% 1,506 $514K $341.42 -$52K -90 -5.6%
44 ABT 0.23% 3,616 $484K $133.94 -$7K
45 PEP 0.22% 3,393 $477K $140.46 $24K -35 -1.0%
46 IAU 0.22% 6,548 $476K $72.77 +6,548 NEW
47 IWF 0.22% 1,008 $472K $468.29 $44K
48 BAC 0.22% 9,108 $470K $51.59 $39K +3 +0.0%
49 AVGO 0.22% 1,415 $467K $329.91 $105K +101 +7.7%
50 BGS 0.21% 102,771 $455K $4.43 $125K +24,667 +31.6%
51 PG 0.21% 2,947 $453K $153.67 -$45K -176 -5.6%
52 JNJ 0.20% 2,338 $434K $185.46 $70K -42 -1.8%
53 KO 0.18% 5,927 $393K $66.32 -$61K -497 -7.7%
54 SCHV 0.17% 12,846 $374K $29.11 $20K +57 +0.5%
55 STZ 0.17% 2,660 $358K $134.67 -$131K -350 -11.6%
56 SBUX 0.16% 3,954 $335K $84.60 -$9K +205 +5.5%
57 IYY 0.16% 2,044 $332K $162.46 $7K -109 -5.1%
58 VOOG 0.15% 762 $332K $435.28 $30K
59 GE 0.15% 1,097 $330K $300.86 $70K +85 +8.4%
60 DIS 0.14% 2,709 $310K $114.49 -$26K
61 NOW 0.14% 337 $310K $920.28 -$69K -32 -8.7%
62 COST 0.14% 335 $310K $925.63 $18K +40 +13.6%
63 IBDR 0.14% 12,706 $309K $24.30 $635
64 NFLX 0.14% 248 $297K $1,198.92 -$28K +5 +2.1%
65 SYK 0.14% 789 $292K $369.67 -$20K
66 VNQ 0.14% 3,179 $291K $91.42 $8K +4 +0.1%
67 UNH 0.13% 804 $278K $345.49 -$6K -104 -11.4%
68 IBDX 0.12% 10,407 $267K $25.62 $3K
69 IBDS 0.12% 10,729 $261K $24.34 $751
70 IBMO 0.12% 10,000 $257K $25.66 $370
71 PBI 0.12% 22,406 $256K $11.41 -$43K -5,000 -18.2%
72 MA 0.11% 406 $231K $568.81 -$3K -10 -2.4%
73 EFA 0.11% 2,411 $225K $93.36 $10K
74 HON 0.10% 1,060 $223K $210.56 -$37K -58 -5.2%
75 LLY 0.10% 281 $214K $763.00 -$43K -49 -14.8%
76 VEU 0.10% 3,000 $214K $71.37 $12K
77 IIPR 0.10% 3,934 $211K $53.58 $784 +131 +3.4%
78 IBDT 0.10% 8,230 $210K $25.52 $823
79 USMV 0.10% 2,194 $209K $95.14 $3K
80 IJT 0.10% 1,472 $208K $141.50 +1,472 NEW
81 WMT 0.10% 2,021 $208K $103.06 -$33K -450 -18.2%
82 TSM 0.10% 742 $207K $279.29 +742 NEW
83 TJX 0.10% 1,417 $205K $144.54 $190 -240 -14.5%
84 JLL 0.10% 685 $204K $298.28 +685 NEW
85 INTC 0.10% 6,063 $203K $33.55 +6,063 NEW
86 MRK 0.09% 2,400 $201K $83.93 +2,400 NEW
87 TDAY 0.05% 25,828 $107K $4.13 $14K
88 RIG 0.02% 11,500 $36K $3.12 $7K +500 +4.5%
89 APD —% -$202K -715 -100.0% SOLD
90 2HQ.DE —% -$18K -42,250 -100.0% SOLD
91 TQQQ —% -$286K -3,440 -100.0% SOLD

New Positions

SymbolValue% Port
IAU $476K 0.22%
IJT $208K 0.10%
TSM $207K 0.10%
JLL $204K 0.10%
INTC $203K 0.10%
MRK $201K 0.09%

Sold Out Positions

SymbolValue% Port
APD —%
TQQQ —%
2HQ.DE —%
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