⏳
Showing Q1 2024 data
Coppell Advisory Solutions Corp.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Coppell Advisory Solutions Corp.
•CIK: 1942379•Filing: Q1 2024
**Coppell Advisory Solutions Corp.** manages $531M across a diversified portfolio of 266 positions. The fund maintains significant exposure to technology and financial sectors, highlighted by a top holding in FIXD at $62.3M. Further concentration includes substantial allocations to FTSM ($32.5M), KNG ($21.4M), and JPM ($15.6M). This positioning suggests a tactical approach targeting established market leaders and high-conviction names.
Total AUM
$530.5M
QoQ Performance
N/A
Positions
163
Top 10 Concentration
38.9%
Latest Filing
Q1 2024
Top Holdings Allocation
FIXD
FTSM
FIXD11.7%
FTSM6.1%
KNG4.0%
JPM2.9%
NVDA2.6%
META2.5%
BUFR2.4%
AMZN2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other72.6%
Technology9.1%
Financial4.5%
Consumer4.4%
ETF3.3%
Healthcare2.1%
Industrial1.2%
Communication0.9%