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Holding42 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Financial - Mortgages Financial Services | $603.0M 18.82% | — | 4.47% 2.9M shares | — | — | $13.5B Large Cap | Q1 2019 Held for 6y 8m | |
Electrical Equipment & Parts Industrials | $325.5M 10.16% | — | 0.565% 2.2M shares | — | — | $57.6B Large Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Midstream Energy | $224.7M 7.02% | — | 0.381% 13.1M shares | — | — | $58.9B Large Cap | Q1 2019 Held for 6y 8m | |
Industrial Materials Basic Materials | $201.2M 6.28% | -$16.1M Sold | 1.69% 3.0M shares | 3.2M → 3.0M −$16.1M | -7.41% | $11.9B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $195.0M 6.09% | +$29.3M Bought | 3.64% 8.4M shares | 7.1M → 8.4M +$29.3M | +17.66% | $5.4B Mid Cap | Q4 2021 Held for 3y 11m | |
Asset Management - Global Financial Services | $178.2M 5.56% | — | 0.234% 1.3M shares | — | — | $76.2B Large Cap | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $120.9M 3.78% | +$15.5M Bought | 6.35% 6.7M shares | 5.8M → 6.7M +$15.5M | +14.75% | $1.9B Small Cap | Q2 2023 Held for 2y 5m | |
Medical - Healthcare Plans Healthcare | $110.2M 3.44% | +$19.4M Bought | 0.151% 340.9K shares | 280.9K → 340.9K +$19.4M | +21.36% | $72.8B Large Cap | Q2 2023 Held for 2y 5m | |
Industrial - Machinery Industrials | $105.5M 3.29% | — | 1.11% 735.8K shares | — | — | $9.5B Mid Cap | Q4 2022 Held for 2y 11m | |
Auto - Dealerships Consumer Cyclical | $100.4M 3.13% | — | 1.24% 317.6K shares | — | — | $8.1B Mid Cap | Q2 2021 Held for 4y 5m | |
Medical - Healthcare Plans Healthcare | $93.7M 2.92% | +$32.6M Bought | 0.122% 325.0K shares | 212.0K → 325.0K +$32.6M | +53.3% | $76.9B Large Cap | Q1 2019 Held for 6y 8m | |
Rental & Leasing Services Industrials | $85.1M 2.66% | — | 2.21% 4.0M shares | — | — | $3.8B Mid Cap | Q4 2020 Held for 4y 11m | |
Engineering & Construction Industrials | $82.8M 2.58% | — | 1.36% 1.8M shares | — | — | $6.1B Mid Cap | Q1 2024 Held for 1y 8m | |
Chemicals - Specialty Basic Materials | $81.4M 2.54% | — | 3.72% 1.7M shares | — | — | $2.2B Mid Cap | Q1 2019 Held for 6y 8m | |
Oil & Gas Refining & Marketing Energy | $81.0M 2.53% | +$7.5M Bought | 1.19% 1.6M shares | 1.5M → 1.6M +$7.5M | +10.2% | $6.8B Mid Cap | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $61.7M 1.93% | — | 0.081% 135.0K shares | — | — | $76.2B Large Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Equipment & Services Energy | $61.0M 1.9% | +$2.3M Bought | 4.34% 5.4M shares | 5.2M → 5.4M +$2.3M | +3.96% | $1.4B Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $58.3M 1.82% | — | — 326.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $47.4M 1.48% | -$16.9M Sold | 0.706% 839.0K shares | 1.1M → 839.0K −$16.9M | -26.34% | $6.7B Mid Cap | Q3 2022 Held for 3y 2m | |
Medical - Healthcare Information Services Healthcare | $45.1M 1.41% | +$15.0M Bought | 0.131% 600.0K shares | 400.0K → 600.0K +$15.0M | +50.0% | $34.3B Large Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $43.3M 1.35% | +$274.6K Bought | 1.66% 2.9M shares | 2.8M → 2.9M +$274.6K | +0.64% | $2.6B Mid Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $42.7M 1.33% | +$42.7M New | 0.159% 880.0K shares | 0 → 880.0K +$42.7M | New | $26.8B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Midstream Energy | $41.4M 1.29% | +$1.8M Bought | 0.061% 1.3M shares | 1.3M → 1.3M +$1.8M | +4.42% | $67.7B Large Cap | Q4 2022 Held for 2y 11m | |
Packaged Foods Consumer Defensive | $39.1M 1.22% | +$937.9K Bought | 5.64% 6.7M shares | 6.5M → 6.7M +$937.9K | +2.46% | $692.6M Small Cap | Q3 2019 Held for 6y 2m | |
Financial - Credit Services Financial Services | $28.8M 0.901% | +$238.4K Bought | 11.61% 1.3M shares | 1.3M → 1.3M +$238.4K | +0.83% | $248.5M Micro Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $26.7M 0.833% | — | — 43.6K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Publishing Communication Services | $24.2M 0.756% | +$95.6K Bought | 4.0% 5.9M shares | 5.8M → 5.9M +$95.6K | +0.4% | $605.5M Small Cap | Q3 2019 Held for 6y 2m | |
REIT - Mortgage Real Estate | $20.8M 0.648% | -$1.2M Sold | 0.884% 1.7M shares | 1.8M → 1.7M −$1.2M | -5.56% | $2.3B Mid Cap | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $18.2M 0.569% | — | 0.001% 75.0K shares | — | — | $2.95T Mega Cap | Q1 2019 Held for 6y 8m | |
Biotechnology Healthcare | $17.6M 0.551% | +$8.7M Bought | 6.33% 3.3M shares | 1.7M → 3.3M +$8.7M | +98.17% | $355.1M Small Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Exploration & Production Energy | $15.9M 0.498% | +$15.9M Bought | 0.034% 337.5K shares | — | — | $46.5B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $7.8M 0.243% | — | 1.04% 421.3K shares | — | — | $748.5M Small Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.4M 0.167% | — | — 57.5K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.6M 0.082% | — | — 38.4K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.0M 0.062% | — | — 24.7K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.5M 0.047% | — | — 25.0K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.1M 0.036% | — | — 14.3K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $644.7K 0.02% | — | — 12.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $633.4K 0.02% | — | — 12.5K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $392.4K 0.012% | — | — 7.6K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $261.1K 0.008% | — | — 5.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | - — | -$67.2M Sold | — - shares | 390.0K → 0 −$67.2M | Sold | $95.7B Large Cap | Q1 2022 Held for 3y 8m |
