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Holding97 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $63.6M 14.15% | -$509.3K Sold | 0.002% 249.8K shares | 251.8K → 249.8K −$509.3K | -0.79% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $18.9M 4.2% | — | 0.002% 59.8K shares | — | — | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $18.1M 4.03% | — | 0.007% 111.5K shares | — | — | $252.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $17.6M 3.92% | — | 0.006% 113.4K shares | — | — | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $15.9M 3.54% | — | 0.001% 65.4K shares | — | — | $2.95T Mega Cap | Q2 2016 Held for 9y 5m | |
Semiconductors Technology | $14.9M 3.31% | -$559.7K Sold | 0.0% 79.8K shares | 82.8K → 79.8K −$559.7K | -3.62% | $4.54T Mega Cap | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $13.6M 3.02% | — | 0.001% 18.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $13.3M 2.96% | — | 0.044% 130.6K shares | — | — | $30.1B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $13.0M 2.9% | — | 0.006% 155.5K shares | — | — | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $12.6M 2.81% | — | 0.0% 24.4K shares | — | — | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $11.6M 2.58% | +$84.5K Bought | 0.003% 75.4K shares | 74.8K → 75.4K +$84.5K | +0.74% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $11.3M 2.52% | — | 0.004% 170.5K shares | — | — | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $10.3M 2.3% | — | 0.001% 20.5K shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $9.9M 2.21% | — | 0.002% 43.0K shares | — | — | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $8.9M 1.97% | — | 0.003% 31.5K shares | — | — | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $8.3M 1.84% | — | 0.001% 80.3K shares | — | — | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Retail Real Estate | $8.0M 1.79% | — | 0.209% 237.1K shares | — | — | $3.8B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $7.8M 1.74% | — | 0.038% 77.9K shares | — | — | $20.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $7.8M 1.74% | — | 0.002% 19.3K shares | — | — | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $7.6M 1.68% | — | 0.0% 34.4K shares | — | — | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Midstream Energy | $7.0M 1.55% | +$66.5K Bought | 0.011% 245.6K shares | 243.2K → 245.6K +$66.5K | +0.97% | $62.9B Large Cap | Q2 2017 Held for 8y 5m | |
Auto - Manufacturers Consumer Cyclical | $6.9M 1.54% | — | 0.012% 113.5K shares | — | — | $58.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $6.8M 1.51% | — | 0.006% 103.1K shares | — | — | $110.97B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Footwear & Accessories Consumer Cyclical | $6.3M 1.41% | — | 0.006% 90.9K shares | — | — | $102.98B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $5.9M 1.32% | — | 0.003% 42.2K shares | — | — | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $5.7M 1.26% | — | 0.001% 30.6K shares | — | — | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $5.5M 1.23% | +$39.1K Bought | 0.008% 177.1K shares | 175.8K → 177.1K +$39.1K | +0.71% | $67.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $5.5M 1.22% | +$5.5M New | 0.009% 318.4K shares | 0 → 318.4K +$5.5M | New | $58.9B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $5.0M 1.1% | — | 0.008% 33.9K shares | — | — | $64.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $4.8M 1.06% | — | 0.183% 72.8K shares | — | — | $2.6B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $4.4M 0.981% | — | 0.002% 100.3K shares | — | — | $185.31B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $4.2M 0.936% | — | 0.004% 14.9K shares | — | — | $112.53B Large Cap | Q3 2015 Held for 10y 2m | |
Insurance - Brokers Financial Services | $4.1M 0.922% | — | 0.005% 11.6K shares | — | — | $76.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $4.1M 0.901% | — | 0.003% 159.0K shares | — | — | $144.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Office Real Estate | $3.9M 0.879% | — | 0.007% 22.8K shares | — | — | $59.0B Large Cap | Q1 2021 Held for 4y 8m | |
REIT - Residential Real Estate | $3.5M 0.785% | — | 0.014% 54.5K shares | — | — | $24.7B Large Cap | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $3.4M 0.75% | — | 0.004% 74.8K shares | — | — | $91.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Diversified Real Estate | $3.3M 0.739% | -$32.6K Sold | 0.01% 101.9K shares | 102.9K → 101.9K −$32.6K | -0.97% | $34.8B Large Cap | Q1 2022 Held for 3y 8m | |
Agricultural - Machinery Industrials | $3.2M 0.711% | — | 0.001% 6.7K shares | — | — | $223.53B Mega Cap | Q4 2018 Held for 6y 11m | |
REIT - Industrial Real Estate | $3.2M 0.705% | +$696.8K Bought | 0.033% 77.1K shares | 60.1K → 77.1K +$696.8K | +28.2% | $9.7B Mid Cap | Q3 2015 Held for 10y 2m | |
Aerospace & Defense Industrials | $2.9M 0.648% | — | 0.001% 17.4K shares | — | — | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Food Confectioners Consumer Defensive | $2.8M 0.633% | — | 0.004% 45.5K shares | — | — | $80.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $2.8M 0.628% | — | 0.01% 56.0K shares | — | — | $26.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Diversified Utilities Utilities | $2.6M 0.581% | — | 0.004% 29.0K shares | — | — | $58.7B Large Cap | Q3 2015 Held for 10y 2m | |
Asset Management Financial Services | $2.3M 0.521% | — | 0.002% 18.0K shares | — | — | $115.78B Large Cap | Q3 2015 Held for 10y 2m | |
Restaurants Consumer Cyclical | $2.1M 0.473% | — | 0.001% 7.0K shares | — | — | $216.86B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Exploration & Production Energy | $2.1M 0.457% | — | 0.002% 21.7K shares | — | — | $118.14B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Wineries & Distilleries Consumer Defensive | $2.0M 0.456% | +$444.4K Bought | 0.009% 15.2K shares | 11.9K → 15.2K +$444.4K | +27.73% | $23.7B Large Cap | Q1 2016 Held for 9y 8m | |
Asset Management Financial Services | $1.9M 0.418% | — | 0.001% 11.0K shares | — | — | $133.37B Large Cap | Q3 2015 Held for 10y 2m | |
Semiconductors Technology | $1.8M 0.409% | — | 0.001% 10.0K shares | — | — | $167.04B Large Cap | ≤ Q2 2013 Held for 12y 5m+ |
