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Holding40 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $37.7M 25.59% | — | 0.003% 50.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Real Estate - Services Real Estate | $35.3M 23.94% | -$90.7K Sold | 3.08% 4.2M shares | 4.3M → 4.2M −$90.7K | -0.26% | $1.1B Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $27.2M 18.47% | -$93.0K Sold | 0.003% 54.1K shares | 54.3K → 54.1K −$93.0K | -0.34% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Property & Casualty Financial Services | $24.8M 16.8% | -$150.4K Sold | 0.575% 14.8K shares | 14.9K → 14.8K −$150.4K | -0.6% | $4.3B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $4.1M 2.77% | -$753.6K Sold | 0.0% 16.8K shares | 19.9K → 16.8K −$753.6K | -15.58% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $3.7M 2.48% | -$389.7K Sold | 0.0% 15.0K shares | 16.6K → 15.0K −$389.7K | -9.64% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Regulated Water Utilities | $3.2M 2.19% | +$1.1K Bought | 0.833% 683.2K shares | 683.0K → 683.2K +$1.1K | +0.03% | $387.1M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $3.2M 2.15% | -$10.2K Sold | 0.0% 12.5K shares | 12.5K → 12.5K −$10.2K | -0.32% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Exploration & Production Energy | $2.0M 1.33% | -$9.5K Sold | 0.004% 41.6K shares | 41.8K → 41.6K −$9.5K | -0.48% | $46.5B Large Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $848.2K 0.576% | -$31.3K Sold | 0.001% 3.9K shares | 4.1K → 3.9K −$31.3K | -3.56% | $163.20B Large Cap | Q1 2021 Held for 4y 8m | |
Chemicals Basic Materials | $745.2K 0.506% | +$116.9K Bought | 0.005% 32.5K shares | 27.4K → 32.5K +$116.9K | +18.61% | $16.3B Large Cap | Q2 2019 Held for 6y 5m | |
Banks - Diversified Financial Services | $629.3K 0.427% | -$91.4K Sold | 0.0% 6.2K shares | 7.1K → 6.2K −$91.4K | -12.68% | $186.85B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $553.9K 0.376% | +$516.9K Bought | 0.004% 9.0K shares | 600.0 → 9.0K +$516.9K | +1,400.0% | $15.8B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $497.4K 0.338% | +$3.5K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$3.5K | +0.71% | $147.66B Large Cap | Q2 2024 Held for 1y 5m | |
Steel Basic Materials | $390.4K 0.265% | -$494.1K Sold | 0.006% 32.0K shares | 72.5K → 32.0K −$494.1K | -55.86% | $6.0B Mid Cap | Q2 2022 Held for 3y 5m | |
Chemicals - Specialty Basic Materials | $381.7K 0.259% | +$21.0K Bought | 0.001% 4.9K shares | 4.6K → 4.9K +$21.0K | +5.83% | $32.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Healthcare Plans Healthcare | $366.0K 0.248% | +$3.5K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$3.5K | +0.95% | $312.73B Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $275.2K 0.187% | — | 0.0% 10.8K shares | — | — | $144.87B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $258.7K 0.176% | — | — 7.0K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $176.3K 0.12% | -$107.8K Sold | 0.0% 1.8K shares | 2.9K → 1.8K −$107.8K | -37.93% | $204.31B Mega Cap | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $142.6K 0.097% | -$116.7K Sold | 0.002% 2.2K shares | 4.0K → 2.2K −$116.7K | -45.0% | $5.9B Mid Cap | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $129.7K 0.088% | -$64.8K Sold | 0.002% 1.0K shares | 1.5K → 1.0K −$64.8K | -33.33% | $8.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Real Estate - Development Real Estate | $128.7K 0.087% | -$6.1K Sold | 0.03% 21.0K shares | 22.0K → 21.0K −$6.1K | -4.55% | $428.4M Small Cap | Q3 2020 Held for 5y 2m | |
Specialty Business Services Industrials | $115.4K 0.078% | +$3.3K Bought | 0.037% 35.5K shares | 34.5K → 35.5K +$3.3K | +2.9% | $313.4M Small Cap | Q4 2013 Held for 11y 11m | |
Biotechnology Healthcare | $88.6K 0.06% | +$1.5K Bought | 0.006% 5.9K shares | 5.8K → 5.9K +$1.5K | +1.72% | $1.6B Small Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $83.4K 0.057% | -$14.7K Sold | 0.054% 1.7K shares | 2.0K → 1.7K −$14.7K | -15.0% | $154.4M Micro Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Diversified Real Estate | $81.5K 0.055% | — | 0.015% 5.0K shares | — | — | $536.9M Small Cap | Q1 2021 Held for 4y 8m | |
Biotechnology Healthcare | $80.3K 0.055% | +$10.3K Bought | 0.059% 39.0K shares | 34.0K → 39.0K +$10.3K | +14.71% | $137.0M Micro Cap | Q3 2015 Held for 10y 2m | |
Insurance - Reinsurance Financial Services | $63.5K 0.043% | +$63.5K New | 0.015% 5.0K shares | 0 → 5.0K +$63.5K | New | $434.3M Small Cap | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $59.1K 0.04% | -$9.5K Sold | 0.118% 12.5K shares | 14.5K → 12.5K −$9.5K | -13.79% | $50.1M Micro Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $53.6K 0.036% | -$17.9K Sold | — 300.0 shares | 400.0 → 300.0 −$17.9K | -25.0% | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $38.2K 0.026% | — | 0.114% 26.0K shares | — | — | $33.4M Nano Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $36.7K 0.025% | +$36.7K Bought | 0.0% 130.0 shares | — | — | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $34.3K 0.023% | +$26.7K Bought | 0.0% 1.8K shares | 400.0 → 1.8K +$26.7K | +350.0% | $12.8B Large Cap | Q2 2025 Held for 5 months | |
Computer Hardware Technology | $28.4K 0.019% | -$184.3K Sold | 0.0% 200.0 shares | 1.5K → 200.0 −$184.3K | -86.67% | $95.0B Large Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $4.4K 0.003% | +$4.4K Bought | 0.0% 20.0 shares | — | — | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $34.0 0.0% | — | 0.0% 15.0 shares | — | — | $24.1M Nano Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | - — | -$135.8K Sold | — - shares | 1.0K → 0 −$135.8K | Sold | $750.0M Small Cap | Q2 2025 Held for 5 months | |
Food Confectioners Consumer Defensive | - — | -$6.6K Sold | — - shares | 40.0 → 0 −$6.6K | Sold | $34.9B Large Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Information Services Healthcare | - — | -$22.2K Sold | — - shares | 300.0 → 0 −$22.2K | Sold | $33.0B Large Cap | Q2 2024 Held for 1y 5m |
