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Holding14 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Brokers Financial Services | $23.2M 19.44% | — | 0.069% 67.3K shares | — | — | $33.7B Large Cap | Q2 2023 Held for 2y 5m | |
Insurance - Specialty Financial Services | $12.7M 10.61% | +$2.6M Bought | 0.194% 197.4K shares | 156.9K → 197.4K +$2.6M | +25.8% | $6.5B Mid Cap | Q2 2025 Held for 5 months | |
Food Distribution Consumer Defensive | $12.3M 10.25% | -$2.1M Sold | 0.071% 160.0K shares | 187.2K → 160.0K −$2.1M | -14.53% | $17.3B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Diagnostics & Research Healthcare | $11.8M 9.87% | — | 0.037% 62.1K shares | — | — | $32.3B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Brokers Financial Services | $11.5M 9.64% | +$2.5M Bought | 0.015% 32.3K shares | 25.4K → 32.3K +$2.5M | +27.17% | $76.9B Large Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Refining & Marketing Energy | $10.2M 8.56% | +$2.3M Bought | 0.224% 285.0K shares | 220.5K → 285.0K +$2.3M | +29.25% | $4.6B Mid Cap | Q2 2025 Held for 5 months | |
Medical - Care Facilities Healthcare | $9.3M 7.8% | +$1.1M Bought | 0.408% 376.5K shares | 332.3K → 376.5K +$1.1M | +13.3% | $2.3B Mid Cap | Q4 2024 Held for 11 months | |
Rental & Leasing Services Industrials | $7.2M 6.04% | -$4.5M Sold | 0.033% 59.7K shares | 97.0K → 59.7K −$4.5M | -38.48% | $21.6B Large Cap | Q3 2023 Held for 2y 2m | |
Telecommunications Services Communication Services | $6.5M 5.46% | — | 0.006% 207.8K shares | — | — | $116.01B Large Cap | Q4 2020 Held for 4y 11m | |
Personal Products & Services Consumer Cyclical | $6.3M 5.26% | -$6.1M Sold | 0.128% 93.4K shares | 184.6K → 93.4K −$6.1M | -49.42% | $4.9B Mid Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $5.3M 4.43% | +$5.3M Bought | — 41.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Personal Products & Services Consumer Cyclical | $3.2M 2.64% | — | 0.181% 592.6K shares | — | — | $1.7B Small Cap | Q2 2025 Held for 5 months | |
REIT - Residential Real Estate | - — | -$8.0M Sold | — - shares | 926.1K → 0 −$8.0M | Sold | $1.2B Small Cap | Q1 2025 Held for 8 months | |
Information Technology Services Technology | - — | -$7.1M Sold | — - shares | 41.0K → 0 −$7.1M | Sold | $95.7B Large Cap | Q4 2022 Held for 2y 11m |
