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Cooper Capital Advisors LLC

SEC CIK
0001957878
Latest filing
Jul 22, 2026

The latest 13F from Cooper Capital Advisors LLC covers Q2 2026 (filed Jul 22, 2026): 41 long positions worth $230.6M. The top 10 holdings make up 64.6% of the portfolio, and the largest is Pgim ETF Tr at 11.4%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$40.8M
Added
18
Est. +$35.9M
Reduced
7
Est. −$113.1K
Sold out
3
Est. −$12.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. Pgim ETF Tr69344A834
    11.4%$26.3M
  2. Invesco Nasdaq 100 ETF46138G649
    7.3%$16.8M
  3. Vanguard Morningstar Value ETF922908744
    7.0%$16.1M
  4. First Tr Exchng Traded FD VI33740F755
    6.7%$15.5M
  5. First Tr Exchange-Traded FD33738D879
    6.2%$14.3M

Biggest buys

New and added positions, by estimated amount bought

  1. Pgim ETF Tr69344A834
    +$24.3MAdded
  2. First Tr Exchange-Traded FD33736M103
    +$13.9MNew
  3. State Street Technology Select Sector SPDR ETF81369Y803
    +$10.9MNew
  4. Listed FDS Tr53656G498
    +$7.66MNew
  5. State Street Energy Select Sector SPDR ETF81369Y506
    +$7.44MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Pgim ETF Tr69344A834
    +10.04 pp1.4% → 11.4%
  2. First Tr Exchange-Traded FD33736M103
    +6.05 pp0.0% → 6.0%
  3. State Street Technology Select Sector SPDR ETF81369Y803
    +4.74 pp0.0% → 4.7%
  4. Listed FDS Tr53656G498
    +3.32 pp0.0% → 3.3%
  5. State Street Energy Select Sector SPDR ETF81369Y506
    +3.14 pp0.2% → 3.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. American Centy ETF Tr025072109
    −$11.9MSold out
  2. J P Morgan Exchange Traded F46641Q332
    −$378.7KSold out
  3. WFCWells Fargo & Company
    −$221.7KSold outHistory
  4. SNOWSnowflake Inc.
    −$63.6KReducedHistory
  5. Pgim ETF Tr69344A107
    −$19.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. American Centy ETF Tr025072109
    −8.32 pp8.3% → 0.0%
  2. NVDANVIDIA Corp
    −0.58 pp2.0% → 1.4%History
  3. BRK.BBerkshire Hathaway Inc
    −0.39 pp1.1% → 0.7%History
  4. J P Morgan Exchange Traded F46641Q332
    −0.27 pp0.3% → 0.0%
  5. PLTRPalantir Technologies Inc.
    −0.20 pp0.4% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$230.6M
+$87.7M (+61.3%) vs. prior quarter
Positions
41
+6 vs. prior quarter
Top 10 concentration
64.6%
Top 10 as share of value
Turnover
6.7%
Q2 2026, one quarter
Average holding period
4.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $230.6M (Q2 2026)

Q4 2024: $96.4MQ1 2025: $93.3MQ2 2025: $103.6MQ3 2025: $154.8MQ4 2025: $158.9MQ1 2026: $142.9MQ2 2026: $230.6M
Q4 2024Q2 2026
13F filings of Cooper Capital Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 202641$230.6MPgim ETF TrInvesco Nasdaq 100 ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026May 12, 202635$142.9MFirst Tr Exchng Traded FD VIVanguard Morningstar Value ETFInvesco Nasdaq 100 ETFvs. Q4 2025SEC
Q4 2025Feb 12, 202642$158.9MInvesco Nasdaq 100 ETFFirst Tr Exchng Traded FD VIVanguard Morningstar Value ETFvs. Q3 2025SEC
Q3 2025Oct 27, 202543$154.8MInvesco Nasdaq 100 ETFFirst Tr Exchng Traded FD VIVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Aug 8, 202534$103.6MFirst Tr Exchng Traded FD VIThornburg ETF TrJPMvs. Q1 2025SEC
Q1 2025Apr 30, 202530$93.3MBRK.BFirst Tr Exchng Traded FD VIPgim ETF Trvs. Q4 2024SEC
Q4 2024Apr 11, 202535$96.4MBRK.BFirst Tr Exchng Traded FD VIAmerican Centy ETF Tr–SEC