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Filers›Pension Fund›Cooper Financial Group
DOSSIER · 13F-HR · Q1 2026

Cooper Financial Group

Cooper Financial's pension fund based in Chicago, IL — $989M in tracked AUM across 425 positions as of Q1 2026.

CF
Cooper Financial·Chicago, IL·Pension Fund
CIK 0001751581 · last filed Mar 31, 2026
Total AUM
$989M
▼ 8.5%
vs prior
Holdings
425
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cooper Financial Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$65M2.1M6.6%
02
QQQ
INVESCO QQQ TR
$43M75K4.4%
03
NVDA
NVIDIA CORPORATION
$41M238K4.2%
04
AAPL
APPLE INC
$40M159K4.1%
05
BOND
PIMCO ETF TR
$37M396K3.7%
06
PAVE
GLOBAL X FDS
$28M551K2.8%
07
AMZN
AMAZON COM INC
$24M114K2.4%
08
STOX
HORIZON FDS
$24M870K2.4%
09
MSFT
MICROSOFT CORP
$22M60K2.3%
10
AVGO
BROADCOM INC
$20M65K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Cooper
haiku-4-5 · 425 positions indexed
Sector mix
  • Tech5%
  • Financials7%
  • Health Care40%
  • Communications8%
  • Energy23%
  • Other17%
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