COORDINATED FINANCIAL SERVICES, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNAP | 28K | $224.75K |
 | SOFI | 18K | $460.77K |
 | WMT | 16K | $1.73M |
 | PFE | 15K | $378.90K |
 | NVDA | 13K | $2.50M |
 | SAN | 12K | $145.45K |
 | WSR | 12K | $161.46K |
 | CTRA | 10K | $267.01K |
 | KDP | 9K | $249.57K |
 | DVN | 9K | $320.86K |
 | AMZN | 8K | $1.95M |
 | BX | 6K | $957.87K |
 | MP | 6K | $295.29K |
 | XOM | 5K | $581.89K |
 | UPS | 5K | $460.81K |
 | MSFT | 5K | $2.19M |
 | KR | 4K | $268.53K |
 | V | 4K | $1.42M |
 | FCX | 4K | $203.60K |
 | PRU | 4K | $450.33K |
Snap Inc.
SNAP
Shares Held
28K
Value
$224.75K
SoFi Technologies, Inc.
SOFI
Shares Held
18K
Value
$460.77K
Walmart Inc.
WMT
Shares Held
16K
Value
$1.73M
Pfizer Inc.
PFE
Shares Held
15K
Value
$378.90K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.50M
Banco Santander, S.A.
SAN
Shares Held
12K
Value
$145.45K
Whitestone REIT
WSR
Shares Held
12K
Value
$161.46K
Coterra Energy Inc.
CTRA
Shares Held
10K
Value
$267.01K
Keurig Dr Pepper Inc.
KDP
Shares Held
9K
Value
$249.57K
Devon Energy Corporation
DVN
Shares Held
9K
Value
$320.86K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.95M
Blackstone Inc.
BX
Shares Held
6K
Value
$957.87K
MP Materials Corp.
MP
Shares Held
6K
Value
$295.29K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$581.89K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$460.81K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.19M
The Kroger Co.
KR
Shares Held
4K
Value
$268.53K
Visa Inc.
V
Shares Held
4K
Value
$1.42M
Freeport-McMoRan Inc.
FCX
Shares Held
4K
Value
$203.60K
Prudential Financial, Inc.
PRU
Shares Held
4K
Value
$450.33K