COORDINATED FINANCIAL SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNAP | 23K | $106.49K |
 | SOFI | 19K | $303.31K |
 | PFE | 16K | $436.74K |
 | WMT | 15K | $1.82M |
 | NVDA | 13K | $2.29M |
 | WSR | 12K | $187.73K |
 | KDP | 9K | $240.03K |
 | AMZN | 9K | $1.80M |
 | KMI | 8K | $262.20K |
 | MP | 6K | $282.08K |
 | BX | 5K | $627.15K |
 | XOM | 5K | $771.24K |
 | UPS | 4K | $431.09K |
 | KR | 4K | $312.58K |
 | MSFT | 4K | $1.55M |
 | V | 4K | $1.23M |
 | PRU | 4K | $389.67K |
 | AVGO | 4K | $1.19M |
 | AAPL | 4K | $950.48K |
 | OKE | 4K | $326.76K |
Snap Inc.
SNAP
Shares Held
23K
Value
$106.49K
SoFi Technologies, Inc.
SOFI
Shares Held
19K
Value
$303.31K
Pfizer Inc.
PFE
Shares Held
16K
Value
$436.74K
Walmart Inc.
WMT
Shares Held
15K
Value
$1.82M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.29M
Whitestone REIT
WSR
Shares Held
12K
Value
$187.73K
Keurig Dr Pepper Inc.
KDP
Shares Held
9K
Value
$240.03K
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.80M
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$262.20K
MP Materials Corp.
MP
Shares Held
6K
Value
$282.08K
Blackstone Inc.
BX
Shares Held
5K
Value
$627.15K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$771.24K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$431.09K
The Kroger Co.
KR
Shares Held
4K
Value
$312.58K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.55M
Visa Inc.
V
Shares Held
4K
Value
$1.23M
Prudential Financial, Inc.
PRU
Shares Held
4K
Value
$389.67K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.19M
Apple Inc.
AAPL
Shares Held
4K
Value
$950.48K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$326.76K