IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Copia Wealth Management

Q1 2026 Holdings

Filed 2026-05-04 | 532 holdings | $145.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Dover Corp COM(DOV)Stock260003108$4.8K230.0%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$4.9K820.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$4.9K100.0%
Kraneshares CSI China Internet ETF(KWEB)ETF500767306$4.9K1730.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$5.0K420.0%
CF Industries Hold COM(CF)Stock125269100$5.1K390.0%
Hive Digital Technologies LTD COM New(HIVE)Stock433921103$5.1K2,7000.0%
Alpha Metallurgical Resour Inc COM(AMR)Stock020764106$5.1K250.0%
Synopsys Inc COM(SNPS)Stock871607107$5.2K130.0%
Expedia Group Inc COM New(EXPE)Stock30212P303$5.3K230.0%
MDU RES Group Inc COM(MDU)Stock552690109$5.4K2600.0%
Ishares Global Utilities ETF(JXI)ETF464288711$5.4K630.0%
Virtus Reaves Utilities ETF(UTES)ETF26923G806$5.5K690.0%
Essential Utils Inc COM(WTRG)Stock29670G102$5.6K1380.0%
Ishares Msci Europe Financials ETF(EUFN)ETF464289180$5.6K1600.0%
Synchrony Financial COM(SYF)Stock87165B103$5.6K820.0%
Hims & Hers Health Inc COM CL A(HIMS)Stock433000106$5.6K2700.0%
Verizon Communications Inc COM(VZ)Stock92343V104$5.7K1140.0%
Imgp DBI Managed Futures Strategy ETF(DBMF)ETF53700T827$5.7K1900.0%
Visa Inc COM CL A(V)Stock92826C839$6.0K200.0%
State Street Materials Select Sector Spdr ETF(XLB)ETF81369Y100$6.1K1230.0%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$6.3K1000.0%
TJX COS Inc New COM(TJX)Stock872540109$6.4K400.0%
Knife River Corp Common Stock(KNF)Stock498894104$6.5K790.0%
Teck Resources LTD CL B(TECK)Stock878742204$6.5K1250.0%
Take-Two Interactive Software COM(TTWO)Stock874054109$6.5K330.0%
LAM Research Corp COM New(LRCX)Stock512807306$6.6K310.0%
The Cigna Group COM(CI)Stock125523100$6.7K250.0%
ITT Inc COM(ITT)Stock45073V108$6.7K350.0%
BlackRock Inc COM(BLK)Stock09290D101$6.7K70.0%
First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN)ETF33733E500$6.8K1460.0%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$6.8K1470.0%
Freeport Mcmoran Inc CL B(FCX)Stock35671D857$7.1K1200.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$7.1K1030.0%
Parker-Hannifin Corp COM(PH)Stock701094104$7.2K80.0%
Warby Parker Inc CL A COM(WRBY)Stock93403J106$7.2K3410.0%
Invesco Emerging Markets Sovereign Debt ETF(PCY)ETF46138E784$7.3K3480.0%
Servicenow Inc COM(NOW)Stock81762P102$7.3K700.0%
Everus Constr Group COM(ECG)Stock300426103$7.7K650.0%
Independence Rlty TR Inc COM(IRT)REIT45378A106$7.7K5200.0%
Invesco Russell 1000 Dynamic Multifactor ETF(OMFL)ETF46138J619$7.8K1300.0%
Ally Finl Inc COM(ALLY)Stock02005N100$7.9K2010.0%
Invesco S&P 500 Equal Weight Industrials ETF(RSPN)ETF46137V324$7.9K1370.0%
JPMorgan Mortgage-Backed Securities ETF(JMTG)ETF46654Q575$8.0K1560.0%
S&P Global Inc COM(SPGI)Stock78409V104$8.1K190.0%
Direxion Daily Small Cap Bull 3X ETF(TNA)ETF25459W847$8.1K1840.0%
Xylem Inc COM(XYL)Stock98419M100$8.4K700.0%
Fidelity Msci Communication Services Index ETF(FCOM)ETF316092873$8.5K1250.0%
Newmont Corp COM(NEM)Stock651639106$8.6K790.0%
Mercadolibre Inc COM(MELI)Stock58733R102$8.6K50.0%
PreviousPage 4 of 11Next