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Holding26 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $23.3M 24.84% | -$213.7K Sold | 0.002% 46.4K shares | 46.8K → 46.4K −$213.7K | -0.91% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $12.5M 13.3% | — | 0.009% 73.0K shares | — | — | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $8.6M 9.18% | — | — 8.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $8.0M 8.57% | — | 0.012% 257.2K shares | — | — | $67.7B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $6.6M 7.01% | +$1.4M Bought | 0.004% 87.1K shares | 68.0K → 87.1K +$1.4M | +28.1% | $155.46B Large Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $6.3M 6.69% | -$134.8K Sold | 0.007% 58.2K shares | 59.5K → 58.2K −$134.8K | -2.1% | $91.5B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $4.3M 4.54% | — | 0.0% 13.5K shares | — | — | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $3.8M 4.1% | — | 0.001% 16.1K shares | — | — | $269.40B Mega Cap | Q3 2022 Held for 3y 2m | |
REIT - Specialty Real Estate | $3.7M 3.97% | +$57.7K Bought | 0.004% 19.4K shares | 19.1K → 19.4K +$57.7K | +1.57% | $90.1B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.9M 3.1% | — | 0.005% 34.6K shares | — | — | $64.4B Large Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $2.4M 2.54% | — | 0.0% 4.6K shares | — | — | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.4M 2.52% | — | 0.003% 4.8K shares | — | — | $91.6B Large Cap | Q1 2025 Held for 8 months | |
Medical - Instruments & Supplies Healthcare | $2.2M 2.32% | — | 0.001% 4.9K shares | — | — | $160.32B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.0M 2.13% | — | — 5.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $1.3M 1.35% | -$1.1M Sold | 0.001% 1.9K shares | 3.5K → 1.9K −$1.1M | -46.46% | $190.40B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $842.5K 0.898% | — | 0.001% 3.4K shares | — | — | $120.87B Large Cap | Q4 2021 Held for 3y 11m | |
Gold Basic Materials | $511.6K 0.545% | — | 0.001% 3.0K shares | — | — | $84.7B Large Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $507.2K 0.541% | — | 0.0% 2.4K shares | — | — | $163.20B Large Cap | Q1 2024 Held for 1y 8m | |
Industrial - Machinery Industrials | $442.3K 0.472% | — | 0.001% 887.0 shares | — | — | $53.7B Large Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $414.0K 0.441% | — | 0.0% 1.7K shares | — | — | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Capital Markets Financial Services | $344.3K 0.367% | — | 0.008% 1.9K shares | — | — | $4.3B Mid Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $288.7K 0.308% | — | 0.0% 1.3K shares | — | — | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $243.1K 0.259% | +$243.1K New | 0.0% 1.0K shares | 0 → 1.0K +$243.1K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - Specialty & Generic Healthcare | - — | -$639.4K Sold | — - shares | 4.1K → 0 −$639.4K | Sold | $70.2B Large Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | - — | -$875.9K Sold | — - shares | 2.3K → 0 −$875.9K | Sold | $162.19B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | - — | -$201.8K Sold | — - shares | 740.0 → 0 −$201.8K | Sold | $259.24B Mega Cap | Q1 2023 Held for 2y 8m |
