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Latest Coppell Advisory Solutions LLC Stock Portfolio

$1.21Billion | No. of Holdings #552

Coppell Advisory Solutions LLC Performance

2026 Q2-8.54%
YTD-14.34%
2025-23.00%

About Coppell Advisory Solutions LLC and 13F Hedge Fund Stock Holdings

Coppell Advisory Solutions LLC is a hedge fund based in Dallas, TX. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Coppell Advisory Solutions LLC reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Coppell Advisory Solutions LLC are AMLX, SOFI, IJR. The fund has invested 10.1% of it's portfolio in AMPLIFY ETF TR and 4.9% of portfolio in SOFI TECHNOLOGIES INC. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), AUTODESK INC (ADSK) and ALLY FINL INC (ALLY) stocks. They significantly reduced their stock positions in AT&T INC (T), ABBVIE INC (ABBV) and AMPHENOL CORP (APH). Coppell Advisory Solutions LLC opened new stock positions in AMPLIFY ETF TR (AMLX), SOFI TECHNOLOGIES INC (SOFI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to AERCAP HOLDINGS NV (AER), LINDE PLC (LIN) and ADVANCED MICRO DEVICES INC (AMD).
Coppell Advisory Solutions LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.21Billion
  as of Aug 14, 2026

Coppell Advisory Solutions LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Coppell Advisory Solutions LLC made a return of -8.54% in the last quarter. In trailing 12 months, it's portfolio return was -8.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amplify etf tr122,467,000
sofi technologies inc59,683,300
ishares tr38,205,000
ishares tr32,430,400
ishares tr31,513,000
spdr series trust29,389,600
vanguard bd index fds27,402,900
ssga active etf tr26,994,300
New stocks bought by Coppell Advisory Solutions LLC

Additions

Ticker% Inc.
aercap holdings nv441
linde plc96.14
advanced micro devices inc64.95
american assets tr inc55.35
seagate technology hldngs pl20.51
ea series trust11.62
advisors inner circle fd iii1.3
Additions to existing portfolio by Coppell Advisory Solutions LLC

Reductions

Ticker% Reduced
at&t inc-91.49
abbvie inc-83.38
amphenol corp-69.31
amazon com inc-65.08
genpact limited-60.59
asml hldg nv-54.67
bwx technologies inc-53.11
bank of amer corp-51.03
Coppell Advisory Solutions LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Coppell Advisory Solutions LLC

Sector Distribution

Coppell Advisory Solutions LLC has about 53.2% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Financial Services
  • Technology
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Others53.2
Healthcare16.4
Financial Services8.7
Technology6.4
Industrials4.2
Consumer Cyclical3.4
Consumer Defensive2
Energy1.2
Utilities1.1
Real Estate1.1
Basic Materials1.1

Market Cap. Distribution

Coppell Advisory Solutions LLC has about 25.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
  • MEGA-CAP
  • MICRO-CAP
Category%
UNALLOCATED53.2
LARGE-CAP22.3
MID-CAP13.9
SMALL-CAP4.5
MEGA-CAP3.2
MICRO-CAP2.7

Stocks belong to which Index?

About 32.9% of the stocks held by Coppell Advisory Solutions LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others67.2
RUSSELL 200017.5
S&P 50015.4
Top 5 Winners (%)%
T
at&t inc
2211.4 %
APH
amphenol corp
431.7 %
ADI
analog devices inc
325.7 %
BWXT
bwx technologies inc
179.5 %
ABBV
abbvie inc
113.9 %
Top 5 Winners ($)$
T
at&t inc
9.8 M
ADI
analog devices inc
3.5 M
APH
amphenol corp
2.1 M
BWXT
bwx technologies inc
1.5 M
ABBV
abbvie inc
0.9 M
Top 5 Losers (%)%
BOB
ea series trust
-100.0 %
ea series trust
-99.8 %
RAYD
advisors inner circle fd iii
-99.1 %
RAYD
advisors inner circle fd iii
-97.9 %
RAYD
advisors inner circle fd iii
-97.9 %
Top 5 Losers ($)$
BOB
ea series trust
-84.6 M
AAPL
apple inc
-12.9 M
GOOG
alphabet inc
-8.2 M
AMZN
amazon com inc
-6.9 M
ea series trust
-4.8 M

Coppell Advisory Solutions LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Coppell Advisory Solutions LLC

Coppell Advisory Solutions LLC has 552 stocks in it's portfolio. About 34.3% of the portfolio is in top 10 stocks. BOB proved to be the most loss making stock for the portfolio. T was the most profitable stock for Coppell Advisory Solutions LLC last quarter.

$1.21BTotal Value
500Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Coppell Advisory Solutions LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coppell Advisory Solutions LLC's holding in Ishares Tr over time
0.33%13,593
$3.94M
0.33%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coppell Advisory Solutions LLC's holding in Ishares Tr over time
0.14%64.00
$1.67M
0.14%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coppell Advisory Solutions LLC's holding in Ishares Tr over time
0.05%46.00
$620.1K
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Coppell Advisory Solutions LLC's holding in Ishares Tr over time
0.02%75.00
$221.5K
0.02%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Coppell Advisory Solutions LLC's holding in Etf Ser Solutions over time
0.04%2,561
$434.5K
0.04%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Coppell Advisory Solutions LLC's holding in Dbx Etf Tr over time
0.14%211
$1.74M
0.14%
new position
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Coppell Advisory Solutions LLC's holding in Tidal Trust I over time
0.73%3,398
$8.86M
0.73%
new position
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Coppell Advisory Solutions LLC's holding in Tidal Trust I over time
0.16%83,238
$1.94M
0.16%
new position
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Coppell Advisory Solutions LLC's holding in Tidal Trust I over time
0.03%23,805
$372.8K
0.03%
new position
ACTV
Two Rds Shared Tr

Two Rds Shared Tr

ACTV
Coppell Advisory Solutions LLC's holding in Two Rds Shared Tr over time
0.06%14,431
$746.9K
0.06%
new position
ACTV
Two Rds Shared Tr

Two Rds Shared Tr

ACTV
Coppell Advisory Solutions LLC's holding in Two Rds Shared Tr over time
0.05%14,347
$642.2K
0.05%
new position
ACTV
Two Rds Shared Tr

Two Rds Shared Tr

ACTV
Coppell Advisory Solutions LLC's holding in Two Rds Shared Tr over time
0.02%9,620
$215.9K
0.02%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Coppell Advisory Solutions LLC's holding in Ishares Inc over time
0.2%67.00
$2.48M
0.2%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Coppell Advisory Solutions LLC's holding in Ishares Inc over time
0.04%11,915
$447.4K
0.04%
new position