COOPER/HAIMS ADVISORS, LLC Portfolio Holdings
Q3 2025•88 long positions•$214.0M portfolio value
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Holding91 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $41.4M 19.36% | -$870.8K Sold | — 1.2M shares | 1.3M → 1.2M −$870.8K | -2.06% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.8M 10.17% | -$456.6K Sold | — 272.8K shares | 278.5K → 272.8K −$456.6K | -2.05% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $17.7M 8.27% | -$739.6K Sold | — 26.5K shares | 27.6K → 26.5K −$739.6K | -4.01% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.5M 6.76% | +$118.7K Bought | — 304.2K shares | 301.7K → 304.2K +$118.7K | +0.83% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $13.7M 6.39% | +$439.3K Bought | — 534.8K shares | 517.6K → 534.8K +$439.3K | +3.32% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $11.5M 5.39% | -$276.1K Sold | — 437.8K shares | 448.3K → 437.8K −$276.1K | -2.34% | — — | Q4 2017 Held for 7y 11m | |
Staffing & Employment Services Industrials | $10.0M 4.65% | +$664.6K Bought | 0.022% 78.5K shares | 73.3K → 78.5K +$664.6K | +7.15% | $45.6B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.2M 4.28% | +$643.3K Bought | — 185.4K shares | 172.4K → 185.4K +$643.3K | +7.54% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $8.3M 3.88% | +$297.3K Bought | — 166.0K shares | 160.0K → 166.0K +$297.3K | +3.71% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $5.8M 2.73% | -$367.2K Sold | 0.0% 22.9K shares | 24.4K → 22.9K −$367.2K | -5.92% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.7M 1.74% | +$245.1K Bought | — 136.5K shares | 127.6K → 136.5K +$245.1K | +7.04% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $3.6M 1.67% | +$9.8K Bought | 0.0% 6.9K shares | 6.9K → 6.9K +$9.8K | +0.28% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.4M 1.6% | +$114.5K Bought | — 146.3K shares | 141.4K → 146.3K +$114.5K | +3.45% | — — | Q4 2017 Held for 7y 11m | |
Manufacturing - Tools & Accessories Industrials | $3.1M 1.46% | -$418.6K Sold | 0.197% 149.8K shares | 169.8K → 149.8K −$418.6K | -11.78% | $1.6B Small Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 1.4% | -$42.3K Sold | — 4.9K shares | 4.9K → 4.9K −$42.3K | -1.39% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $3.0M 1.38% | -$59.3K Sold | — 4.4K shares | 4.5K → 4.4K −$59.3K | -1.97% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.4M 1.11% | +$159.6 Bought | — 74.7K shares | 74.7K → 74.7K +$159.6 | +0.01% | — — | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $2.1M 0.995% | -$47.2K Sold | 0.0% 9.7K shares | 9.9K → 9.7K −$47.2K | -2.17% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $2.0M 0.947% | -$16.4K Sold | 0.0% 10.9K shares | 10.9K → 10.9K −$16.4K | -0.8% | $4.54T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.5M 0.711% | +$3.9K Bought | — 14.0K shares | 14.0K → 14.0K +$3.9K | +0.26% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.4M 0.638% | -$40.0K Sold | — 48.9K shares | 50.4K → 48.9K −$40.0K | -2.84% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $1.3M 0.614% | — | — 6.1K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
REIT - Diversified Real Estate | $1.2M 0.577% | -$99.2K Sold | 0.037% 69.1K shares | 74.6K → 69.1K −$99.2K | -7.43% | $3.4B Mid Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.2M 0.576% | -$26.3K Sold | — 53.0K shares | 54.1K → 53.0K −$26.3K | -2.09% | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $1.0M 0.486% | +$11.0K Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$11.0K | +1.07% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $971.5K 0.454% | +$15.8K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$15.8K | +1.66% | $312.88B Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $901.3K 0.421% | -$1.5K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$1.5K | -0.16% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $876.4K 0.409% | — | — 3.6K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Insurance - Diversified Financial Services | $856.7K 0.4% | +$30.7K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$30.7K | +3.71% | $1.08T Mega Cap | Q3 2020 Held for 5y 2m | |
Information Technology Services Technology | $854.2K 0.399% | +$41.8K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$41.8K | +5.14% | $262.84B Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $842.0K 0.393% | +$14.3K Bought | 0.0% 3.5K shares | 3.4K → 3.5K +$14.3K | +1.73% | $2.95T Mega Cap | Q3 2018 Held for 7y 2m | |
Agricultural - Machinery Industrials | $764.1K 0.357% | — | 0.0% 1.6K shares | — | — | $223.53B Mega Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Integrated Energy | $743.4K 0.347% | +$457.3K Bought | 0.0% 6.6K shares | 2.5K → 6.6K +$457.3K | +159.87% | $480.68B Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $692.8K 0.324% | +$355.7 Bought | — 23.4K shares | 23.4K → 23.4K +$355.7 | +0.05% | — — | Q4 2017 Held for 7y 11m | |
Drug Manufacturers - General Healthcare | $679.2K 0.317% | -$19.9K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$19.9K | -2.85% | $409.03B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $634.6K 0.296% | -$14.6K Sold | — 11.9K shares | 12.2K → 11.9K −$14.6K | -2.25% | — — | Q4 2022 Held for 2y 11m | |
Hardware, Equipment & Parts Technology | $587.5K 0.274% | +$24.6K Bought | 0.001% 7.2K shares | 6.9K → 7.2K +$24.6K | +4.37% | $70.3B Large Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $583.1K 0.272% | -$67.5K Sold | 0.0% 2.1K shares | 2.3K → 2.1K −$67.5K | -10.38% | $801.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $575.3K 0.269% | -$29.2K Sold | 0.0% 2.4K shares | 2.5K → 2.4K −$29.2K | -4.83% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $573.0K 0.268% | -$20.6K Sold | — 3.2K shares | 3.3K → 3.2K −$20.6K | -3.46% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $554.2K 0.259% | -$12.6K Sold | — 923.0 shares | 944.0 → 923.0 −$12.6K | -2.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $527.4K 0.246% | — | — 6.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $514.2K 0.24% | -$30.7K Sold | 0.0% 1.5K shares | 1.6K → 1.5K −$30.7K | -5.64% | $662.60B Mega Cap | Q2 2018 Held for 7y 5m | |
Medical - Devices Healthcare | $484.3K 0.226% | — | 0.0% 3.6K shares | — | — | $233.12B Mega Cap | Q2 2018 Held for 7y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $476.6K 0.223% | -$4.9K Sold | 0.0% 3.4K shares | 3.4K → 3.4K −$4.9K | -1.02% | $192.27B Large Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $476.5K 0.223% | +$476.5K New | — 6.5K shares | 0 → 6.5K +$476.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $472.0K 0.221% | — | — 1.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $469.9K 0.22% | +$154.8 Bought | 0.0% 9.1K shares | 9.1K → 9.1K +$154.8 | +0.03% | $382.12B Mega Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $466.8K 0.218% | +$33.3K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$33.3K | +7.69% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $455.3K 0.213% | +$109.3K Bought | 0.128% 102.8K shares | 78.1K → 102.8K +$109.3K | +31.58% | $354.4M Small Cap | Q4 2017 Held for 7y 11m |
