Canopy Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1960860
Institutional-grade research for retail investors
13F Reported Value
ⓘ$291.5M
Holdings
245
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Canopy Partners, LLC disclosed 245 positions worth $291.5M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.7% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 20 — including a new stake in $WDC and a full exit from $HDB. The portfolio is most concentrated in Other (35.8% of disclosed assets). All figures are sourced directly from Canopy Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1960860.
AI Fund Analysis
Stable
$AAPL4.7% weight
Held 9 quarters
Vanguard Total Stock Marke
4.2% weight
Held 9 quarters
$SPY4.0% weight
Held 9 quarters
Dimensional US Core Equity
3.9% weight
Held 9 quarters
iShares Core MSCI EAFE ETF
3.7% weight
Held 9 quarters
Dimensional US Core Equity
8 quarters accumulating
$DUK7 quarters accumulating
$CSCO6 quarters accumulating
$IBM6 quarters accumulating
$BLK5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$13.6M53,746 sh Vanguard Total Stock Market ETF
—Quality
$12.4M38,496 sh- —
Quality
$11.6M17,781 sh Dimensional US Core Equity Markt ETF
—Quality
$11.5M254,194 shiShares Core MSCI EAFE ETF
—Quality
$10.7M117,764 sh- 80.2
Quality
$10.1M35,088 sh - 90.2
Quality
$9.7M55,662 sh - —
Quality
$9.6M15,548 sh - 83.7
Quality
$9.3M25,234 sh - 74.6
Quality
$8.1M38,834 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $13.6M | 53,746 |
| Vanguard Total Stock Market ETF | — | $12.4M | 38,496 |
| SPDR S&P 500 ETF TRUST$SPY | — | $11.6M | 17,781 |
| Dimensional US Core Equity Markt ETF | — | $11.5M | 254,194 |
| iShares Core MSCI EAFE ETF | — | $10.7M | 117,764 |
 Alphabet Inc.$GOOG | 80.2 | $10.1M | 35,088 |
 NVIDIA CORP$NVDA | 90.2 | $9.7M | 55,662 |
 SPDR S&P MIDCAP 400 ETF TRUST$MDY | — | $9.6M | 15,548 |
 MICROSOFT CORP$MSFT | 83.7 | $9.3M | 25,234 |
 AMAZON COM INC$AMZN | 74.6 | $8.1M | 38,834 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Canopy Partners, LLC's 245 positions.
Showing top 10 of 245 holdings.
Sector Allocation
Other
$104.3M
Technology
$78.4M
Financials
$32.6M
Consumer Discretionary
$21.1M
Healthcare
$17.6M
Industrials
$16.7M
Energy
$6.6M
Consumer Staples
$6.5M
Full Holdings — Canopy Partners, LLC (Q1 2026)
All 245 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $13.6M | 4.7% | -0% | 76.1 |
| 2 | — | Vanguard Total Stock Market ETF | $12.4M | 4.2% | -6% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $11.6M | 4.0% | +0% | — |
| 4 | — | Dimensional US Core Equity Markt ETF | $11.5M | 3.9% | +2% | — |
| 5 | — | iShares Core MSCI EAFE ETF | $10.7M | 3.7% | -2% | — |
| 6 | $GOOG | Alphabet Inc. | $10.1M | 3.5% | -1% | 80.2 |
| 7 | $NVDA | NVIDIA CORP | $9.7M | 3.3% | -1% | 90.2 |
| 8 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $9.6M | 3.3% | -6% | — |
| 9 | $MSFT | MICROSOFT CORP | $9.3M | 3.2% | +1% | 83.7 |
| 10 | $AMZN | AMAZON COM INC | $8.1M | 2.8% | +3% | 74.6 |
| 11 | — | Dimensional ETF (trust World Ex US Core) | $6.5M | 2.2% | +3% | — |
| 12 | — | iShares Russell Mid Cap ETF | $5.0M | 1.7% | -8% | — |
| 13 | — | iShares Core MSCI Emerging ETF | $4.9M | 1.7% | -1% | — |
| 14 |  $META | Meta Platforms, Inc. | $4.8M | 1.6% | +1% | 80.9 |
| 15 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.3M | 1.5% | +0% | 64.5 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $4.2M | 1.4% | -4% | 35.6 |
| 17 | — | iShares Core S&P Small-Cap ETF | $4.1M | 1.4% | -2% | — |
| 18 |  $WMT | Walmart Inc. | $3.9M | 1.3% | -2% | 63.2 |
| 19 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.4M | 1.2% | -2% | — |
| 20 |  $AVGO | Broadcom Inc. | $3.4M | 1.2% | -1% | 86.4 |
| 21 | — | Dimensional Core Fixed Income ETF | $3.3M | 1.1% | +14% | — |
| 22 |  $GOOGL | Alphabet Inc. | $3.3M | 1.1% | -7% | 80.2 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 1.1% | -3% | 72.8 |
| 24 |  $V | VISA INC. | $2.5M | 0.8% | +0% | 83.5 |
| 25 |  $CAT | CATERPILLAR INC | $2.5M | 0.8% | -2% | 67.8 |
| 26 |  $MA | Mastercard Inc | $2.4M | 0.8% | -1% | 81.7 |
| 27 | — | iShares MSCI EAFE Small Cap ETF | $2.4M | 0.8% | +0% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 0.8% | -3% | 67 |
| 29 |  $TSLA | Tesla, Inc. | $2.0M | 0.7% | -1% | 50.1 |
| 30 |  $KR | KROGER CO | $2.0M | 0.7% | -36% | 51.1 |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.7% | +0% | 64.5 |
| 32 |  $AXP | AMERICAN EXPRESS CO | $1.9M | 0.7% | +0% | 73.2 |
| 33 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.6% | -2% | 68.4 |
| 34 |  $MRK | Merck & Co., Inc. | $1.6M | 0.6% | -0% | 70.9 |
| 35 |  $LLY | ELI LILLY & Co | $1.6M | 0.6% | -2% | 89.3 |
| 36 |  $AMGN | AMGEN INC | $1.6M | 0.6% | +0% | 79.5 |
| 37 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.6% | -6% | 77.9 |
| 38 |  $MPC | Marathon Petroleum Corp | $1.6M | 0.5% | -2% | 50.7 |
| 39 | — | iShares Core S&P 500 ETF | $1.5M | 0.5% | +0% | — |
| 40 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.5M | 0.5% | -2% | 70.9 |
| 41 |  $SCHW | SCHWAB CHARLES CORP | $1.5M | 0.5% | -2% | 77.2 |
| 42 |  $CVX | CHEVRON CORP | $1.4M | 0.5% | +0% | 54.7 |
| 43 | — | iShares Core MSCI Total ETF | $1.4M | 0.5% | +0% | — |
| 44 | $BLK | BlackRock, Inc. | $1.4M | 0.5% | +4% | 70.3 |
| 45 | — | iShares S&P 500 Growth ETF | $1.4M | 0.5% | +0% | — |
| 46 | $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.5% | +0% | 72.3 |
| 47 |  $ETN | Eaton Corp plc | $1.3M | 0.4% | +2% | — |
| 48 |  $NOW | ServiceNow, Inc. | $1.2M | 0.4% | +2% | 76 |
| 49 |  $SBUX | STARBUCKS CORP | $1.2M | 0.4% | +4% | 54.6 |
| 50 |  $ABBV | AbbVie Inc. | $1.2M | 0.4% | +1% | 59.3 |
| 51 | — | Vanguard Muni BND Tax Exempt ETF | $1.2M | 0.4% | -2% | — |
| 52 |  $ASML | ASML HOLDING NV | $1.2M | 0.4% | -2% | — |
| 53 |  $CRM | Salesforce, Inc. | $1.1M | 0.4% | -3% | 75.2 |
| 54 | — | iShares S&P 500 Value ETF | $1.1M | 0.4% | +0% | — |
| 55 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.4% | -23% | 67 |
| 56 |  $APH | AMPHENOL CORP /DE/ | $1.1M | 0.4% | -16% | 80.5 |
| 57 |  $NFLX | NETFLIX INC | $1.0M | 0.4% | -5% | 86.7 |
| 58 |  $MDLZ | Mondelez International, Inc. | $1.0M | 0.4% | +1% | 53.9 |
| 59 |  $NEE | NEXTERA ENERGY INC | $1.0M | 0.4% | -8% | 71.7 |
| 60 |  $XOM | EXXON MOBIL CORP | $1.0M | 0.3% | +3% | 61.8 |
| 61 |  $PFE | PFIZER INC | $1.0M | 0.3% | +3% | 69 |
| 62 |  $UNH | UNITEDHEALTH GROUP INC | $998,477 | 0.3% | -3% | 66.8 |
| 63 |  $CB | Chubb Ltd | $958,560 | 0.3% | -0% | — |
| 64 |  $AMAT | APPLIED MATERIALS INC /DE | $945,049 | 0.3% | +0% | 74.8 |
| 65 |  $PEP | PEPSICO INC | $942,144 | 0.3% | -5% | 62.7 |
| 66 |  $PG | PROCTER & GAMBLE Co | $930,338 | 0.3% | -2% | 72.9 |
| 67 |  $COP | CONOCOPHILLIPS | $930,204 | 0.3% | +3% | 74.8 |
| 68 |  $GE | GENERAL ELECTRIC CO | $923,388 | 0.3% | +5% | 74.8 |
| 69 |  $MCD | MCDONALDS CORP | $920,560 | 0.3% | -8% | 73.9 |
| 70 |  $GS | GOLDMAN SACHS GROUP INC | $908,703 | 0.3% | +10% | — |
| 71 |  $MS | MORGAN STANLEY | $878,804 | 0.3% | -2% | — |
| 72 |  $DE | DEERE & CO | $837,064 | 0.3% | +1% | 57.4 |
| 73 | — | iShares Russell 2000 ETF | $832,040 | 0.3% | -0% | — |
| 74 |  $BKNG | Booking Holdings Inc. | $829,433 | 0.3% | -7% | 55.3 |
| 75 | — | iShares 1-3 Year Treasry Bond ETF | $788,378 | 0.3% | +28% | — |
| 76 | — | iShares MSCI Acwi Ex US ETF | $783,091 | 0.3% | +0% | — |
| 77 |  $TGT | TARGET CORP | $777,134 | 0.3% | +1% | 53.1 |
| 78 |  $ITW | ILLINOIS TOOL WORKS INC | $776,966 | 0.3% | +15% | 71.2 |
| 79 |  $MU | MICRON TECHNOLOGY INC | $775,343 | 0.3% | +6% | 88.4 |
| 80 |  $ECL | ECOLAB INC. | $774,916 | 0.3% | +1% | 64.3 |
| 81 |  $TDG | TransDigm Group INC | $767,232 | 0.3% | -1% | 75.4 |
| 82 |  $LMT | LOCKHEED MARTIN CORP | $754,279 | 0.3% | -8% | 65 |
| 83 |  $LOW | LOWES COMPANIES INC | $721,127 | 0.3% | -6% | 63.5 |
| 84 |  $RTX | RTX Corp | $716,624 | 0.3% | -1% | 70 |
| 85 |  $ISRG | INTUITIVE SURGICAL INC | $701,166 | 0.2% | +5% | 81.4 |
| 86 |  $KB | KB Financial Group Inc. | $682,053 | 0.2% | +0% | — |
| 87 |  $ORCL | ORACLE CORP | $674,058 | 0.2% | +3% | 67.2 |
| 88 |  $UBER | Uber Technologies, Inc | $672,402 | 0.2% | +6% | 79.3 |
| 89 |  $SYK | STRYKER CORP | $659,152 | 0.2% | +10% | 69.8 |
| 90 |  $HON | HONEYWELL INTERNATIONAL INC | $637,179 | 0.2% | +0% | 65.7 |
| 91 |  $ACN | Accenture plc | $636,511 | 0.2% | -35% | — |
| 92 | — | Tencent Holdings F Unsponsored ADR | $635,677 | 0.2% | -7% | — |
| 93 |  $HD | HOME DEPOT, INC. | $616,669 | 0.2% | +2% | 69.2 |
| 94 |  $KO | COCA COLA CO | $588,323 | 0.2% | +2% | 74 |
| 95 |  $EMR | EMERSON ELECTRIC CO | $582,646 | 0.2% | -3% | 65.9 |
| 96 |  $EW | Edwards Lifesciences Corp | $577,457 | 0.2% | +3% | 67.6 |
| 97 |  $AMD | ADVANCED MICRO DEVICES INC | $574,283 | 0.2% | +5% | 78.8 |
| 98 |  $TXN | TEXAS INSTRUMENTS INC | $571,936 | 0.2% | -0% | 70.4 |
| 99 |  $UNP | UNION PACIFIC CORP | $557,298 | 0.2% | -1% | 74 |
| 100 |  $MEDP | Medpace Holdings, Inc. | $551,738 | 0.2% | -5% | 77.4 |
| 101 |  $CTAS | CINTAS CORP | $548,183 | 0.2% | -2% | 76.3 |
| 102 | — | iShares MSCI EAFE ETF | $547,230 | 0.2% | +0% | — |
| 103 |  $AZN | ASTRAZENECA PLC | $536,636 | 0.2% | -50% | — |
| 104 |  $ADI | ANALOG DEVICES INC | $535,748 | 0.2% | +3% | 76.2 |
| 105 |  $NVS | NOVARTIS AG | $531,417 | 0.2% | +0% | — |
| 106 |  $GILD | GILEAD SCIENCES, INC. | $523,613 | 0.2% | +9% | 77.8 |
| 107 |  $LRCX | LAM RESEARCH CORP | $519,407 | 0.2% | +13% | 82.4 |
| 108 | — | Advantest Corp F Sponsored ADR | $511,325 | 0.2% | -0% | — |
| 109 | — | iShares Currency Hedged MSCI ETF | $508,665 | 0.2% | +0% | — |
| 110 |  $ADSK | Autodesk, Inc. | $499,867 | 0.2% | +12% | 76.4 |
| 111 | — | iShares MSCI Emerging Markets ETF | $492,540 | 0.2% | -34% | — |
| 112 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $492,022 | 0.2% | -2% | 63.7 |
| 113 | — | Nestle S A F Sponsored ADR | $488,761 | 0.2% | -3% | — |
| 114 |  $QCOM | QUALCOMM INC/DE | $486,531 | 0.2% | -12% | 81.9 |
| 115 |  $WFC | WELLS FARGO & COMPANY/MN | $473,520 | 0.2% | -12% | — |
| 116 |  $RY | ROYAL BANK OF CANADA | $472,559 | 0.2% | -1% | — |
| 117 |  $DHR | DANAHER CORP /DE/ | $447,646 | 0.1% | -9% | 63.9 |
| 118 |  $SHEL | Shell plc | $437,472 | 0.1% | +2% | — |
| 119 |  $IMO | IMPERIAL OIL LTD | $432,098 | 0.1% | -1% | — |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $431,731 | 0.1% | +0% | — |
| 121 |  $APP | AppLovin Corp | $426,656 | 0.1% | -2% | 86.8 |
| 122 |  $LIN | LINDE PLC | $424,371 | 0.1% | +25% | — |
| 123 |  $WF | WOORI FINANCIAL GROUP INC. | $413,719 | 0.1% | +1% | — |
| 124 |  $EME | EMCOR Group, Inc. | $409,762 | 0.1% | +2% | 71.7 |
| 125 |  $PLD | Prologis, Inc. | $407,247 | 0.1% | +1% | 67.5 |
| 126 |  $GEV | GE Vernova Inc. | $404,153 | 0.1% | +5% | 70.1 |
| 127 |  $ING | ING GROEP NV | $403,697 | 0.1% | +0% | — |
| 128 | — | Dimensional Emerg Core Eqy MRKT ETF | $402,925 | 0.1% | +0% | — |
| 129 |  $WM | WASTE MANAGEMENT INC | $398,686 | 0.1% | -8% | 70.7 |
| 130 |  $HSBC | HSBC HOLDINGS PLC | $396,694 | 0.1% | +0% | — |
| 131 | — | L Oreal S A F Sponsored ADR | $395,968 | 0.1% | +0% | — |
| 132 | — | Schwab International Equity ETF | $390,926 | 0.1% | +1% | — |
| 133 | — | iShares Russell 1000 Growth ETF | $390,582 | 0.1% | +39% | — |
| 134 | — | Commonwealth BK Aust F Sponsored ADR | $384,627 | 0.1% | -7% | — |
| 135 |  $FICO | FAIR ISAAC CORP | $383,247 | 0.1% | -1% | 75.6 |
| 136 | — | Roche HLDG AG F Sponsored ADR | $382,767 | 0.1% | +1% | — |
| 137 | — | DBS Group Holdings Lim F Sponsored ADR | $382,204 | 0.1% | +0% | — |
| 138 |  $WSM | WILLIAMS SONOMA INC | $380,705 | 0.1% | -2% | 65 |
| 139 |  $PLTR | Palantir Technologies Inc. | $379,158 | 0.1% | -9% | 85.8 |
| 140 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $377,401 | 0.1% | +0% | 66.7 |
| 141 |  $RSG | REPUBLIC SERVICES, INC. | $371,020 | 0.1% | -14% | 72 |
| 142 | — | Vanguard FTSE Developed Markets ETF | $369,613 | 0.1% | +0% | — |
| 143 |  $INTC | INTEL CORP | $364,734 | 0.1% | +16% | 41.5 |
| 144 |  $AFL | AFLAC INC | $363,140 | 0.1% | +2% | 60.3 |
| 145 |  $GD | GENERAL DYNAMICS CORP | $360,038 | 0.1% | +1% | 73 |
| 146 |  $IBN | ICICI BANK LTD | $358,793 | 0.1% | +0% | — |
| 147 |  $BA | BOEING CO | $355,269 | 0.1% | +31% | 51.8 |
| 148 |  $PANW | Palo Alto Networks Inc | $352,704 | 0.1% | -3% | 66.5 |
| 149 | — | Allianz Se F Unsponsored ADR | $352,295 | 0.1% | -5% | — |
| 150 |  $PH | Parker-Hannifin Corp | $346,458 | 0.1% | -2% | 73.8 |
| 151 | — | NTNL Australia Bank F Sponsored ADR | $346,398 | 0.1% | +0% | — |
| 152 |  $BABA | Alibaba Group Holding Ltd | $329,834 | 0.1% | -3% | — |
| 153 | — | Prysmian Spa F Sponsored ADR | $329,013 | 0.1% | +1% | — |
| 154 |  $CMI | CUMMINS INC | $327,654 | 0.1% | +2% | 58.9 |
| 155 | — | Schneider Elect Se Unsp A D R | $324,512 | 0.1% | +1% | — |
| 156 |  $WPM | Wheaton Precious Metals Corp. | $322,809 | 0.1% | -3% | — |
| 157 | — | iShares Core S&P Mid-Cap ETF | $320,497 | 0.1% | -6% | — |
| 158 |  $HBM | Hudbay Minerals Inc. | $317,304 | 0.1% | +0% | — |
| 159 |  $VLO | VALERO ENERGY CORP/TX | $315,521 | 0.1% | +1% | 51.4 |
| 160 | — | Vanguard Esg US Stock ETF | $314,131 | 0.1% | +27% | — |
| 161 | — | Anz Group Holdings LTD F Unsponsored ADR | $313,633 | 0.1% | +0% | — |
| 162 |  $ESLT | ELBIT SYSTEMS LTD | $313,314 | 0.1% | +2% | — |
| 163 |  $XYL | Xylem Inc. | $312,493 | 0.1% | -24% | 65.6 |
| 164 |  $CRWD | CrowdStrike Holdings, Inc. | $311,938 | 0.1% | +17% | 55 |
| 165 | — | UniCredit Spa A D R | $306,907 | 0.1% | +1% | — |
| 166 | — | Itochu Corp F Sponsored ADR | $304,215 | 0.1% | +900% | — |
| 167 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $303,473 | 0.1% | +1% | — |
| 168 |  $PM | Philip Morris International Inc. | $299,927 | 0.1% | +13% | 80.5 |
| 169 |  $CL | COLGATE PALMOLIVE CO | $297,538 | 0.1% | +37% | 72.4 |
| 170 |  $BCS | BARCLAYS PLC | $294,145 | 0.1% | +3% | — |
| 171 |  $TM | TOYOTA MOTOR CORP/ | $293,266 | 0.1% | +1% | — |
| 172 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $286,581 | 0.1% | -7% | — |
| 173 |  $WDC | WESTERN DIGITAL CORP | $286,449 | 0.1% | NEW | 76.8 |
| 174 | — | Hitachi LTD F Sponsored ADR | $285,744 | 0.1% | +0% | — |
| 175 |  $SAP | SAP SE | $279,928 | 0.1% | -5% | — |
| 176 |  $MELI | MERCADOLIBRE INC | $271,456 | 0.1% | -19% | 77.5 |
| 177 | — | Aia Group LTD F Sponsored ADR | $270,164 | 0.1% | +0% | — |
| 178 |  $RDY | DR REDDYS LABORATORIES LTD | $270,020 | 0.1% | -1% | — |
| 179 |  $BMY | BRISTOL MYERS SQUIBB CO | $269,893 | 0.1% | +13% | 70.1 |
| 180 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $269,726 | 0.1% | +0% | — |
| 181 | — | Zurich Insurance Group F Sponsored ADR | $269,166 | 0.1% | -1% | — |
| 182 |  $TJX | TJX COMPANIES INC /DE/ | $268,456 | 0.1% | -4% | 70.7 |
| 183 | — | Iberdrola S A F Sponsored ADR | $267,680 | 0.1% | +0% | — |
| 184 |  $CME | CME GROUP INC. | $262,271 | 0.1% | -7% | 74.5 |
| 185 |  $KLAC | KLA CORP | $262,089 | 0.1% | NEW | 84.4 |
| 186 |  $T | AT&T INC. | $261,490 | 0.1% | +1% | 71.9 |
| 187 |  $ANET | Arista Networks, Inc. | $259,925 | 0.1% | NEW | 86 |
| 188 | — | Tokio Marine Holdings F Sponsored ADR | $258,092 | 0.1% | -0% | — |
| 189 | $DUK | Duke Energy CORP | $255,333 | 0.1% | +75% | 64 |
| 190 |  $TD | TORONTO DOMINION BANK | $254,923 | 0.1% | +3% | — |
| 191 |  $SPG | SIMON PROPERTY GROUP INC. | $254,427 | 0.1% | +10% | 76.9 |
| 192 |  $HCA | HCA Healthcare, Inc. | $254,130 | 0.1% | +11% | 70.5 |
| 193 | — | iShares Russel 3000 ETF | $252,804 | 0.1% | +0% | — |
| 194 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $252,293 | 0.1% | -2% | — |
| 195 |  $STN | STANTEC INC | $251,424 | 0.1% | +1% | — |
| 196 |  $EA | ELECTRONIC ARTS INC. | $249,537 | 0.1% | +21% | 71.1 |
| 197 | — | Tokyo Electron LTD F Sponsored ADR | $248,840 | 0.1% | +0% | — |
| 198 |  $SHOP | SHOPIFY INC. | $248,746 | 0.1% | -4% | — |
| 199 |  $SLF | SUN LIFE FINANCIAL INC | $245,798 | 0.1% | +2% | — |
| 200 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $245,630 | 0.1% | +7% | 65.9 |
| 201 |  $DELL | Dell Technologies Inc. | $233,885 | 0.1% | NEW | 76 |
| 202 | — | Mitsui & Co LTD F Sponsored ADR | $232,593 | 0.1% | NEW | — |
| 203 |  $RGLD | ROYAL GOLD INC | $232,349 | 0.1% | +0% | 79.4 |
| 204 |  $SONY | Sony Group Corp | $232,337 | 0.1% | -7% | — |
| 205 |  $SPGI | S&P Global Inc. | $231,810 | 0.1% | +14% | 79.4 |
| 206 |  $ASX | ASE Technology Holding Co., Ltd. | $231,651 | 0.1% | +4% | — |
| 207 |  $CIEN | CIENA CORP | $230,997 | 0.1% | NEW | 70.7 |
| 208 |  $UMC | UNITED MICROELECTRONICS CORP | $230,292 | 0.1% | +1% | — |
| 209 |  $COF | CAPITAL ONE FINANCIAL CORP | $229,497 | 0.1% | +16% | 71 |
| 210 | — | Schwab US Dividend Equity ETF | $229,214 | 0.1% | +0% | — |
| 211 | — | Communication Services Select Sector SPDR Fund | $228,346 | 0.1% | -1% | — |
| 212 |  $TRGP | Targa Resources Corp. | $228,164 | 0.1% | -36% | 70 |
| 213 |  $VZ | VERIZON COMMUNICATIONS INC | $228,109 | 0.1% | -10% | 71.6 |
| 214 |  $GLW | CORNING INC /NY | $226,118 | 0.1% | NEW | 72.7 |
| 215 |  $BTI | British American Tobacco p.l.c. | $223,589 | 0.1% | -0% | — |
| 216 | — | Energy Select Sector SPDR Fund ETF | $219,250 | 0.1% | NEW | — |
| 217 |  $UNFI | UNITED NATURAL FOODS INC | $215,612 | 0.1% | NEW | 50.1 |
| 218 |  $PKX | POSCO HOLDINGS INC. | $213,138 | 0.1% | NEW | — |
| 219 | — | Financial Select Sector SPDR Fund | $212,834 | 0.1% | +0% | — |
| 220 |  $AMT | AMERICAN TOWER CORP /MA/ | $210,375 | 0.1% | +5% | 69.8 |
| 221 |  $NVO | NOVO NORDISK A S | $209,622 | 0.1% | -9% | — |
| 222 |  $SCCO | SOUTHERN COPPER CORP/ | $207,676 | 0.1% | -2% | 86.6 |
| 223 |  $DIS | Walt Disney Co | $203,555 | 0.1% | +8% | 68.9 |
| 224 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $202,532 | 0.1% | NEW | — |
| 225 |  $INTU | INTUIT INC. | $198,895 | 0.1% | -4% | 82 |
| 226 | — | Softbank Group Corp Unsp A D R | $186,452 | 0.1% | +312% | — |
| 227 |  $MMM | 3M CO | $186,185 | 0.1% | -19% | 60.7 |
| 228 |  $INFY | Infosys Ltd | $180,075 | 0.1% | -29% | — |
| 229 |  $B | BARRICK MINING CORP | $175,356 | 0.1% | -3% | — |
| 230 |  $NEM | NEWMONT Corp /DE/ | $174,716 | 0.1% | -6% | 88.3 |
| 231 |  $NMR | NOMURA HOLDINGS INC | $151,835 | 0.1% | -3% | — |
| 232 | — | Muenchener Rueck Unspon A D R | $150,337 | 0.1% | +3% | — |
| 233 |  $WIT | WIPRO LTD | $145,421 | 0.1% | -24% | — |
| 234 |  $MFG | MIZUHO FINANCIAL GROUP INC | $126,182 | 0.0% | +5% | — |
| 235 |  $SAN | Banco Santander, S.A. | $124,125 | 0.0% | +3% | — |
| 236 | — | Naspers LTD F Sponsored ADR | $121,104 | 0.0% | +0% | — |
| 237 | — | Prosus N V F Sponsored ADR | $108,752 | 0.0% | +0% | — |
| 238 |  $AEG | AEGON LTD. | $79,308 | 0.0% | +7% | — |
| 239 | — | Aac Technologies Holdings Inc A D R | $76,218 | 0.0% | +0% | — |
| 240 | — | Alstom SA F Sponsored ADR | $64,939 | 0.0% | -1% | — |
| 241 | — | Uni Charm Corporation A D R | $39,355 | 0.0% | NEW | — |
| 242 |  $CIG | ENERGY CO OF MINAS GERAIS | $37,360 | 0.0% | +0% | — |
| 243 |  $XEL | XCEL ENERGY INC | $34,636 | 0.0% | -28% | — |
| 244 |  $USB | US BANCORP DE | $16,227 | 0.0% | +55% | 71.4 |
| 245 | — | Auto Trader Group Unsp A D R | $15,443 | 0.0% | +1% | — |
New Positions (12)
$WDC WESTERN DIGITAL CORP$286,449$KLAC KLA CORP$262,089$ANET Arista Networks, Inc.$259,925$DELL Dell Technologies Inc.$233,885 Mitsui & Co LTD F Sponsored ADR$232,593
$CIEN CIENA CORP$230,997$GLW CORNING INC /NY$226,118 Energy Select Sector SPDR Fund ETF$219,250
$UNFI UNITED NATURAL FOODS INC$215,612$PKX POSCO HOLDINGS INC.$213,138$RCL ROYAL CARIBBEAN CRUISES LTD$202,532 Uni Charm Corporation A D R$39,355
Exited Positions (20)
$HDB HDFC BANK LTD
$ADBE ADOBE INC. Hermes Interntnl Sca F Sponsored ADR
$CBRE CBRE GROUP, INC.
$NKE NIKE, Inc. Siemens A G F Sponsored ADR
LVMH Moet Hennessy Lou F Sponsored ADR
$AON Aon plc
$GIS GENERAL MILLS INC
$CLS CELESTICA INC Airbus Se F Sponsored ADR
iShares S&P 100 ETF
$ROK ROCKWELL AUTOMATION, INC
$ROP ROPER TECHNOLOGIES INC
$UL UNILEVER PLCBrowse Top Institutional Investors
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