Coppell Advisory Solutions
Latest statistics and disclosures from Coppell Advisory Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRNY, AAPL, AMZN, GOOGL, ALSN, and represent 73.41% of Coppell Advisory Solutions's stock portfolio.
- Added to shares of these 10 stocks: BRNY (+$6.6M), BRES, EFOR, AMAT, ASML, ALLY, AstraZeneca, AER, GOLD, GOOG.
- Started 10 new stock positions in STX, EFOR, GOLD, BNY, JCI, BP, AMAT, AER, ASML, BRES.
- Reduced shares in these 10 stocks: RSMV (-$56M), BUFZ (-$32M), BUFR (-$30M), BUFD (-$24M), FTSM (-$24M), YFYA (-$23M), BND (-$22M), SRLN (-$22M), IUSB (-$21M), KNG (-$14M).
- Sold out of its positions in Apellis Pharmaceuticals, ADP, AXSM, OZ, BRK.B, DYNF, BPRE, BA, TXXI, PCMM.
- Coppell Advisory Solutions was a net seller of stock by $-815M.
- Coppell Advisory Solutions has $170M in assets under management (AUM), dropping by -82.97%.
- Central Index Key (CIK): 0001848433
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Portfolio Holdings for Coppell Advisory Solutions
Coppell Advisory Solutions holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Burney Us Fctr (BRNY) | 49.6 | $84M | +8% | 1.8M | 47.08 |
|
| Apple (AAPL) | 9.1 | $15M | -3% | 63k | 246.63 |
|
| Amazon (AMZN) | 6.1 | $10M | 52k | 200.95 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $9.5M | -40% | 35k | 273.50 |
|
| Allison Transmission Hldngs I (ALSN) | 3.0 | $5.1M | -8% | 46k | 112.60 |
|
| Ea Series Trust Burney Us Eqty (BRES) | 2.7 | $4.5M | NEW | 194k | 23.22 |
|
| Astrazeneca Sponsored Adr | 2.4 | $4.1M | +23% | 21k | 193.88 |
|
| Autodesk (ADSK) | 1.9 | $3.3M | 14k | 235.68 |
|
|
| Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM) | 1.9 | $3.2M | -2% | 107k | 30.23 |
|
| Advisors Inner Circle Fd Iii Rayliant Wilshir (RWLC) | 1.7 | $2.9M | +15% | 94k | 31.11 |
|
| Ally Financial (ALLY) | 1.6 | $2.7M | +43% | 3.1k | 886.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.7M | +18% | 9.8k | 273.14 |
|
| On Assignment (EFOR) | 1.3 | $2.1M | NEW | 56k | 38.24 |
|
| Bank of America Corporation (BAC) | 1.0 | $1.7M | +5% | 37k | 47.23 |
|
| Abbott Laboratories (ABT) | 0.9 | $1.6M | +10% | 16k | 101.88 |
|
| Applied Materials (AMAT) | 0.9 | $1.6M | NEW | 4.9k | 323.14 |
|
| Genpact SHS (G) | 0.9 | $1.6M | -3% | 42k | 37.45 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $1.5M | NEW | 1.2k | 1253.96 |
|
| Amgen (AMGN) | 0.8 | $1.4M | -62% | 4.1k | 349.02 |
|
| Advanced Micro Devices (AMD) | 0.8 | $1.3M | +10% | 6.5k | 196.04 |
|
| Analog Devices (ADI) | 0.6 | $1.1M | -17% | 3.6k | 303.08 |
|
| Bwx Technologies (BWXT) | 0.5 | $818k | 4.3k | 191.59 |
|
|
| Advisors Inner Circle Fd Iii Rayliant Smdam (RAYJ) | 0.5 | $799k | 23k | 34.41 |
|
|
| Abbvie (ABBV) | 0.4 | $750k | +7% | 3.5k | 213.12 |
|
| Aercap Holdings Nv SHS (AER) | 0.3 | $577k | NEW | 4.4k | 131.98 |
|
| Adma Biologics (ADMA) | 0.3 | $548k | +108% | 1.1k | 494.00 |
|
| A Mark Precious Metals (GOLD) | 0.3 | $519k | NEW | 4.4k | 118.10 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $492k | +8% | 4.1k | 119.15 |
|
| Altria (MO) | 0.3 | $486k | -13% | 7.3k | 67.02 |
|
| At&t (T) | 0.3 | $445k | +6% | 16k | 28.78 |
|
| Linde SHS (LIN) | 0.2 | $362k | 725.00 | 499.26 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $282k | -73% | 1.4k | 197.55 |
|
| BP Sponsored Adr (BP) | 0.1 | $254k | NEW | 5.4k | 47.35 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $242k | NEW | 2.1k | 115.18 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $240k | NEW | 663.00 | 362.43 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $234k | +9% | 628.00 | 372.08 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $233k | NEW | 1.8k | 126.58 |
|
| American Express Company (AXP) | 0.1 | $215k | +27% | 724.00 | 297.50 |
|
| American Assets Trust Inc reit (AAT) | 0.1 | $215k | -10% | 7.5k | 28.78 |
|
Past Filings by Coppell Advisory Solutions
SEC 13F filings are viewable for Coppell Advisory Solutions going back to 2020
- Coppell Advisory Solutions 2026 Q1 filed May 15, 2026
- Coppell Advisory Solutions 2025 Q4 filed Feb. 17, 2026
- Coppell Advisory Solutions 2025 Q3 filed Nov. 14, 2025
- Coppell Advisory Solutions 2025 Q2 amended filed Aug. 20, 2025
- Coppell Advisory Solutions 2025 Q1 filed May 16, 2025
- Coppell Advisory Solutions 2024 Q4 filed Feb. 14, 2025
- Coppell Advisory Solutions 2024 Q3 filed Nov. 14, 2024
- Coppell Advisory Solutions 2024 Q2 filed Aug. 15, 2024
- Coppell Advisory Solutions 2023 Q4 filed Feb. 14, 2024
- Coppell Advisory Solutions 2023 Q3 filed Nov. 14, 2023
- Coppell Advisory Solutions 2023 Q2 filed Aug. 17, 2023
- Coppell Advisory Solutions 2022 Q4 filed May 19, 2023
- Coppell Advisory Solutions 2023 Q1 filed May 19, 2023
- Coppell Advisory Solutions 2020 Q4 filed March 10, 2021