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Holding67 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $27.2M 6.1% | -$5.2M Sold | 0.001% 52.5K shares | 62.5K → 52.5K −$5.2M | -16.0% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $24.4M 5.48% | -$3.0M Sold | 0.028% 40.1K shares | 45.1K → 40.1K −$3.0M | -11.09% | $87.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $21.4M 4.8% | — | 0.005% 92.5K shares | — | — | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $20.6M 4.62% | — | 0.008% 73.0K shares | — | — | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $18.9M 4.24% | -$3.1M Sold | 0.12% 60.0K shares | 70.0K → 60.0K −$3.1M | -14.29% | $15.7B Large Cap | Q3 2016 Held for 9y 2m | |
Regulated Electric Utilities | $18.6M 4.17% | — | 0.019% 150.2K shares | — | — | $96.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $18.5M 4.15% | — | 0.006% 119.2K shares | — | — | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $18.3M 4.1% | — | 0.016% 36.6K shares | — | — | $116.55B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $15.9M 3.56% | -$109.6K Sold | 0.103% 173.8K shares | 175.0K → 173.8K −$109.6K | -0.69% | $15.4B Large Cap | Q1 2019 Held for 6y 8m | |
Medical - Healthcare Plans Healthcare | $15.8M 3.55% | -$1.5M Sold | 0.017% 210.0K shares | 230.0K → 210.0K −$1.5M | -8.7% | $95.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $15.7M 3.52% | -$1.7M Sold | 0.007% 93.7K shares | 103.7K → 93.7K −$1.7M | -9.65% | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $13.9M 3.12% | — | 0.003% 75.0K shares | — | — | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $13.0M 2.91% | — | 0.003% 115.0K shares | — | — | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Computer Hardware Technology | $12.8M 2.86% | — | 0.013% 90.0K shares | — | — | $95.0B Large Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $10.8M 2.43% | — | 0.001% 105.0K shares | — | — | $821.68B Mega Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $10.2M 2.29% | -$2.5M Sold | 0.007% 400.0K shares | 500.0K → 400.0K −$2.5M | -20.0% | $144.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $8.5M 1.91% | — | 0.263% 95.0K shares | — | — | $3.2B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Copper Basic Materials | $7.8M 1.76% | +$1.2M Bought | 0.014% 200.0K shares | 170.0K → 200.0K +$1.2M | +17.65% | $56.3B Large Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $7.7M 1.72% | — | 0.008% 170.0K shares | — | — | $91.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $7.3M 1.64% | — | — 24.0K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $7.0M 1.56% | — | 0.009% 110.0K shares | — | — | $77.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $6.8M 1.53% | — | 0.007% 20.0K shares | — | — | $91.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $6.7M 1.51% | — | 0.013% 110.0K shares | — | — | $52.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Renewable Utilities Utilities | $6.2M 1.4% | -$1.8M Sold | 0.129% 172.9K shares | 222.9K → 172.9K −$1.8M | -22.43% | $4.8B Mid Cap | Q2 2022 Held for 3y 5m | |
Telecommunications Services Communication Services | $6.2M 1.39% | +$1.4M Bought | 0.003% 220.0K shares | 169.9K → 220.0K +$1.4M | +29.49% | $201.93B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Refining & Marketing Energy | $5.8M 1.3% | — | 0.011% 42.5K shares | — | — | $55.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $5.7M 1.27% | — | 0.009% 200.0K shares | — | — | $62.9B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Devices Healthcare | $5.4M 1.2% | — | 0.002% 40.0K shares | — | — | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Exploration & Production Energy | $5.2M 1.17% | — | 0.004% 55.0K shares | — | — | $118.14B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $5.2M 1.16% | — | 0.003% 118.0K shares | — | — | $185.31B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.2M 1.16% | +$2.6M Bought | — 160.0K shares | 80.0K → 160.0K +$2.6M | +100.0% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.1M 1.15% | — | — 100.0K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
Oil & Gas Midstream Energy | $4.7M 1.05% | — | 0.007% 150.0K shares | — | — | $67.7B Large Cap | Q3 2021 Held for 4y 2m | |
Engineering & Construction Industrials | $4.6M 1.04% | — | 0.068% 110.0K shares | — | — | $6.8B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Electrical Equipment & Parts Industrials | $4.4M 0.996% | — | 0.105% 39.3K shares | — | — | $4.2B Mid Cap | Q4 2018 Held for 6y 11m | |
Medical - Diagnostics & Research Healthcare | $4.4M 0.979% | — | 0.002% 9.0K shares | — | — | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Uranium Energy | $4.2M 0.941% | — | 0.011% 50.0K shares | — | — | $36.5B Large Cap | Q1 2025 Held for 8 months | |
Renewable Utilities Utilities | $4.1M 0.921% | -$2.2M Sold | 0.29% 380.0K shares | 580.0K → 380.0K −$2.2M | -34.48% | $1.4B Small Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.0M 0.894% | — | — 78.0K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
Oil & Gas Midstream Energy | $3.9M 0.868% | — | 0.004% 76.7K shares | — | — | $110.03B Large Cap | Q2 2021 Held for 4y 5m | |
Insurance - Property & Casualty Financial Services | $3.8M 0.858% | — | 0.016% 2.0K shares | — | — | $24.2B Large Cap | Q2 2022 Held for 3y 5m | |
Oil & Gas Refining & Marketing Energy | $3.4M 0.764% | — | 0.006% 20.0K shares | — | — | $52.9B Large Cap | Q3 2022 Held for 3y 2m | |
Regulated Electric Utilities | $3.3M 0.751% | -$3.3M Sold | 0.02% 30.0K shares | 60.0K → 30.0K −$3.3M | -50.0% | $16.5B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.3M 0.739% | — | 0.0% 15.0K shares | — | — | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Railroads Industrials | $3.0M 0.673% | — | 0.004% 40.3K shares | — | — | $68.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $2.7M 0.605% | +$899.0K Bought | 0.193% 300.0K shares | 200.0K → 300.0K +$899.0K | +50.0% | $1.4B Small Cap | Q2 2025 Held for 5 months | |
Packaged Foods Consumer Defensive | $2.1M 0.467% | — | 0.007% 80.0K shares | — | — | $30.8B Large Cap | Q3 2015 Held for 10y 2m | |
Regulated Electric Utilities | $1.9M 0.425% | — | 0.002% 20.0K shares | — | — | $104.25B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.7M 0.383% | — | — 30.0K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.5M 0.342% | — | — 100.0K shares | — | — | — — | Q1 2025 Held for 8 months |
