1y return+23.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $138 against $137 in the S&P 500.2
Coppell Advisory Solutions LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BLOKAmplify Etf Tr | $122.5M | 10.1% | New |
| SOFISofi Technologies Inc | $59.7M | 4.9% | New |
| IGMIshares Tr | $38.2M | 3.2% | New |
| IXGIshares Tr | $32.4M | 2.7% | New |
| IGVIshares Tr | $31.5M | 2.6% | New |
| SPYMSpdr Series Trust | $29.4M | 2.4% | New |
| BNDVanguard Bd Index Fds | $27.4M | 2.3% | New |
| SRLNSsga Active Etf Tr | $27.0M | 2.2% | New |
| HOODRobinhood Mkts Inc | $26.6M | 2.2% | New |
| SOLSSolstice Advanced Matls Inc | $20.9M | 1.7% | New |
| BRK/BBerkshire Hathaway Inc Del | $20.5M | 1.7% | New |
| ITOTIshares Tr | $19.1M | 1.6% | New |
| IVEIshares Tr | $17.6M | 1.5% | New |
| VCSHVanguard Scottsdale Fds | $17.3M | 1.4% | New |
| ANABAnaptysbio Inc | $16.6M | 1.4% | New |
| TIPIshares Tr | $14.5M | 1.2% | New |
| FLRNSpdr Series Trust | $14.3M | 1.2% | New |
| MSMorgan Stanley | $13.1M | 1.1% | New |
| SPCMInvestment Managers Ser Tr I | $12.5M | 1.0% | New |
| IQVIqvia Hldgs Inc | $11.6M | 1.0% | New |
| NUSNu Skin Enterprises Inc | $11.3M | 0.9% | New |
| SPYState Str Spdr S&p 500 Etf T | $11.0M | 0.9% | New |
| COHRCoherent Corp | $10.6M | 0.9% | New |
| IWBIshares Tr | $10.5M | 0.9% | New |
| SLYGSpdr Series Trust | $10.0M | 0.8% | New |
Sold off last quarter
- Astrazeneca PLCCUSIP 046353108 was $4.1M
- ADSKAutodesk Inc was $3.3M
- ALLYAlly Finl Inc was $2.7M
- GOOGAlphabet Inc was $2.7M
- EFORAsgn Inc was $2.1M
- AMATApplied Matls Inc was $1.6M
- AMGNAmgen Inc was $1.4M
- GOLDGold Com Inc was $519K
- MOAltria Group Inc was $486K
- Accenture PLC IrelandCUSIP G1151C101 was $282K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.2% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +3.4% | +5.4% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Coppell Advisory Solutions LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1848433&type=13F-HR&dateb=&owner=include&count=40CIK 1848433
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1848433/000106299326004395/Filed August 14, 2026 · accession 0001062993-26-004395