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Asset Manager ← All Institutions

COOPER/HAIMS ADVISORS, LLC

Q4 2025 · Filed 2026-02-11
Market Value
$220M
+2.8%
Holdings
104
+13
New Purchases
16
Added To
41
Closed
5
Reduced
23
Top 10 Concentration
70.7%
Turnover
20.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 8.81% 8.27% +0.53% $19M
VGK 10.68% 10.17% +0.51% $23M
VOO 1.84% 1.40% +0.45% $4M
ITOT 0.44% 0.00% +0.44% $975K
VB 0.33% 0.00% +0.33% $723K
JCPB 6.97% 6.76% +0.22% $15M
VWO 0.21% 0.00% +0.21% $460K
VTI 0.19% 0.00% +0.19% $411K
GDV 0.19% 0.00% +0.19% $411K
SGOL 0.18% 0.00% +0.18% $397K
VONE 0.18% 0.00% +0.18% $397K
JVAL 0.16% 0.00% +0.16% $358K
GOOG 0.41% 0.27% +0.14% $892K
AMZN 1.12% 1.00% +0.13% $2M
IXUS 0.12% 0.00% +0.12% $266K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHE 17.66% 19.36% -1.70% $39M
KMT 0.00% 1.46% -1.46% $0
PAYX 4.01% 4.65% -0.65% $9M
SBUX 0.00% 0.16% -0.16% $0
MSFT 1.56% 1.67% -0.12% $3M
SCHX 5.27% 5.39% -0.12% $12M
IIPR 0.00% 0.10% -0.10% $0
TSM 0.00% 0.10% -0.10% $0
ORCL 0.18% 0.27% -0.09% $396K
BNL 0.49% 0.58% -0.09% $1M
VTEB 3.81% 3.88% -0.07% $8M
BGS 0.16% 0.21% -0.05% $361K
CVX 0.41% 0.45% -0.05% $897K
NFLX 0.09% 0.14% -0.05% $206K
BABA 0.22% 0.27% -0.04% $494K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 39 $57M 26.1%
Large Cap 42 $139M 63.3%
Mid Cap 15 $22M 9.9%
Small Cap 8 $2M 0.8%

Portfolio Analytics

Avg Market Cap
$485.4B
Median Market Cap
$111.4B
Avg P/E
32.0
Median P/E
28.9
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
54
# ETFs / Funds
50

Top Holdings (104 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHE 17.66% 1,186,145 $39M $32.75 -$3M -55,389 -4.5%
2 VGK 10.68% 280,924 $23M $83.61 $2M +8,106 +3.0%
3 IVV 8.81% 28,292 $19M $684.93 $2M +1,829 +6.9%
4 JCPB 6.97% 324,028 $15M $47.35 $879K +19,844 +6.5%
5 REET 6.38% 562,760 $14M $24.95 $371K +27,926 +5.2%
6 SCHX 5.27% 430,994 $12M $26.91 $66K -6,805 -1.6%
7 BNDX 4.26% 194,110 $9M $48.32 $209K +8,703 +4.7%
8 PAYX 4.01% 78,546 $9M $112.18 -$1M
9 VTEB 3.81% 166,552 $8M $50.29 $66K +589 +0.3%
10 AAPL 2.81% 22,764 $6M $271.86 $356K -144 -0.6%
11 VOO 1.84% 6,462 $4M $627.10 $1M +1,583 +32.5%
12 DFGR 1.76% 146,856 $4M $26.42 $151K +10,322 +7.6%
13 SCHZ 1.56% 147,264 $3M $23.37 $7K +940 +0.6%
14 MSFT 1.56% 7,077 $3M $483.63 -$155K +169 +2.5%
15 SPY 1.38% 4,447 $3M $681.99 $75K +7 +0.2%
16 AMZN 1.12% 10,691 $2M $230.82 $338K +990 +10.2%
17 SCHG 1.10% 74,027 $2M $32.62 $32K -643 -0.9%
18 NVDA 0.98% 11,510 $2M $186.50 $121K +651 +6.0%
19 AVUS 0.71% 14,044 $2M $111.78 $48K +41 +0.3%
20 SCHA 0.63% 48,997 $1M $28.48 $31K +77 +0.2%
21 VIG 0.61% 6,086 $1M $219.78 $24K
22 SCHF 0.57% 52,456 $1M $24.04 $28K -530 -1.0%
23 GOOGL 0.50% 3,506 $1M $312.98 $255K +42 +1.2%
24 JPM 0.49% 3,376 $1M $322.21 $48K +80 +2.4%
25 BNL 0.49% 62,107 $1M $17.37 -$156K -6,993 -10.1%
26 ITOT 0.44% 6,556 $975K $148.69 +6,556 NEW
27 CAT 0.41% 1,579 $904K $572.74 $140K -22 -1.4%
28 CVX 0.41% 5,884 $897K $152.42 -$75K -372 -6.0%
29 GOOG 0.41% 2,842 $892K $313.80 $317K +480 +20.3%
30 IWM 0.41% 3,623 $892K $246.14 $15K +1 +0.0%
31 BRK-B 0.40% 1,741 $875K $502.65 $18K +37 +2.2%
32 META 0.40% 1,320 $872K $660.24 -$30K +93 +7.6%
33 IBM 0.39% 2,877 $852K $296.24 -$2K -150 -5.0%
34 XOM 0.36% 6,593 $793K $120.34 $50K
35 EEM 0.33% 13,286 $727K $54.71 $92K +1,402 +11.8%
36 VB 0.33% 2,804 $723K $257.91 +2,804 NEW
37 SCHM 0.32% 23,387 $703K $30.07 $10K +12 +0.1%
38 V 0.29% 1,847 $648K $350.75 $134K +341 +22.6%
39 GLW 0.29% 7,342 $643K $87.56 $55K +180 +2.5%
40 ABBV 0.28% 2,718 $621K $228.45 -$58K -216 -7.4%
41 QQQ 0.26% 946 $581K $614.47 $27K +23 +2.5%
42 AVDE 0.25% 6,761 $557K $82.33 $29K +77 +1.1%
43 IAU 0.24% 6,548 $532K $81.17 $55K
44 BABA 0.22% 3,371 $494K $146.58 -$79K +165 +5.2%
45 PEP 0.22% 3,393 $487K $143.54 $10K
46 JNJ 0.22% 2,338 $484K $206.99 $50K
47 BAC 0.22% 8,787 $483K $55.00 $13K -321 -3.5%
48 IWF 0.22% 1,008 $477K $473.18 $5K
49 STZ 0.21% 3,335 $460K $137.98 $102K +675 +25.4%
50 VWO 0.21% 8,549 $460K $53.76 +8,549 NEW
51 SCHV 0.20% 14,667 $434K $29.61 $60K +1,821 +14.2%
52 AVGO 0.20% 1,247 $432K $346.10 -$35K -168 -11.9%
53 PG 0.19% 2,966 $425K $143.31 -$28K +19 +0.6%
54 ABT 0.19% 3,366 $422K $125.29 -$63K -250 -6.9%
55 VTI 0.19% 1,227 $411K $335.27 +1,227 NEW
56 GDV 0.19% 14,784 $411K $27.77 +14,784 NEW
57 KO 0.18% 5,781 $404K $69.92 $11K -146 -2.5%
58 SGOL 0.18% 9,669 $397K $41.08 +9,669 NEW
59 VONE 0.18% 1,285 $397K $309.04 +1,285 NEW
60 ORCL 0.18% 2,031 $396K $194.92 -$187K -42 -2.0%
61 BGS 0.16% 83,976 $361K $4.30 -$94K -18,795 -18.3%
62 JVAL 0.16% 7,295 $358K $49.08 +7,295 NEW
63 IYY 0.15% 2,044 $339K $165.80 $7K
64 VOOG 0.15% 748 $332K $444.40 $730 -14 -1.8%
65 LLY 0.15% 300 $322K $1,074.68 $108K +19 +6.8%
66 IBDR 0.14% 12,706 $308K $24.23 -$890
67 VEU 0.14% 4,153 $305K $73.56 $91K +1,153 +38.4%
68 GE 0.13% 951 $293K $308.16 -$37K -146 -13.3%
69 VNQ 0.13% 3,163 $280K $88.48 -$11K -16 -0.5%
70 SYK 0.13% 789 $277K $351.47 -$14K
71 WMT 0.12% 2,396 $267K $111.41 $59K +375 +18.6%
72 IXUS 0.12% 3,148 $266K $84.65 +3,148 NEW
73 IBDX 0.12% 10,407 $266K $25.53 -$936
74 COST 0.12% 303 $261K $862.34 -$49K -32 -9.6%
75 IBDS 0.12% 10,729 $260K $24.28 -$644
76 NOW 0.12% 1,685 $258K $153.19 -$52K +1,348 +400.0%
77 GLD 0.12% 647 $256K $396.31 +647 NEW
78 IBMO 0.12% 10,000 $256K $25.64 -$230
79 MRK 0.11% 2,400 $253K $105.26 $51K
80 DIS 0.11% 2,159 $246K $113.75 -$65K -550 -20.3%
81 MA 0.11% 416 $237K $570.88 $7K +10 +2.5%
82 INTC 0.11% 6,419 $237K $36.90 $33K +356 +5.9%
83 PBI 0.11% 22,406 $237K $10.57 -$19K
84 EFA 0.11% 2,413 $232K $96.03 $7K +2 +0.1%
85 JLL 0.10% 685 $230K $336.47 $26K
86 EVT 0.10% 9,144 $230K $25.18 +9,144 NEW
87 TJX 0.10% 1,452 $223K $153.61 $18K +35 +2.5%
88 UNH 0.10% 658 $217K $329.91 -$61K -146 -18.2%
89 IBDT 0.10% 8,230 $209K $25.46 -$535
90 IJT 0.09% 1,472 $208K $141.16 -$500
91 HON 0.09% 1,061 $207K $195.02 -$16K +1 +0.1%
92 USMV 0.09% 2,194 $207K $94.16 -$2K
93 NFLX 0.09% 2,195 $206K $93.76 -$92K +1,947 +785.1%
94 VUG 0.09% 420 $205K $488.35 +420 NEW
95 IEUR 0.09% 2,834 $201K $70.98 +2,834 NEW
96 LHX 0.09% 684 $201K $293.57 +684 NEW
97 NBXG 0.09% 13,307 $192K $14.44 +13,307 NEW
98 EXG 0.06% 14,746 $141K $9.53 +14,746 NEW
99 TDAY 0.05% 20,828 $107K $5.15 $594 -5,000 -19.4%
100 TSM —% -$207K -742 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $42K Put Value

Top Puts

SymbolSharesValueStatus
IVV 7,500 $42K NEW

New Positions

SymbolValue% Port
ITOT $975K 0.44%
VB $723K 0.33%
VWO $460K 0.21%
VTI $411K 0.19%
GDV $411K 0.19%
SGOL $397K 0.18%
VONE $397K 0.18%
JVAL $358K 0.16%
IXUS $266K 0.12%
GLD $256K 0.12%
EVT $230K 0.10%
VUG $205K 0.09%
IEUR $201K 0.09%
LHX $201K 0.09%
NBXG $192K 0.09%

Sold Out Positions

SymbolValue% Port
IIPR —%
KMT —%
RIG —%
TSM —%
SBUX —%
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