Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Packaged Foods Consumer Defensive | $4.2M 25.35% | -$2.9M Sold | 0.015% 51.8K shares | 86.6K → 51.8K −$2.9M | -40.16% | $28.5B Large Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $3.7M 22.3% | +$3.7M New | 0.018% 197.5K shares | 0 → 197.5K +$3.7M | New | $20.7B Large Cap | Q3 2025 Held for 2 months | |
Electronic Gaming & Multimedia Technology | $2.2M 13.12% | +$2.2M Bought | 0.004% 10.9K shares | — | — | $50.3B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $1.9M 11.42% | +$1.9M New | 0.088% 130.2K shares | 0 → 130.2K +$1.9M | New | $2.2B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.6M 9.7% | — | 0.173% 122.0K shares | — | — | $940.1M Small Cap | Q1 2025 Held for 8 months | |
Regulated Water Utilities | $673.2K 4.02% | +$673.2K New | 0.083% 27.3K shares | 0 → 27.3K +$673.2K | New | $807.3M Small Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $509.5K 3.04% | -$328.1K Sold | 0.011% 13.2K shares | 21.7K → 13.2K −$328.1K | -39.17% | $4.5B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $381.1K 2.27% | +$381.1K New | 0.003% 9.7K shares | 0 → 9.7K +$381.1K | New | $15.0B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $340.9K 2.03% | +$340.9K New | 0.064% 18.0K shares | 0 → 18.0K +$340.9K | New | $534.3M Small Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $235.3K 1.4% | — | 0.002% 8.6K shares | — | — | $12.2B Large Cap | Q2 2021 Held for 4y 5m | |
Regulated Water Utilities | $154.5K 0.922% | -$355.5K Sold | 0.04% 32.7K shares | 108.0K → 32.7K −$355.5K | -69.7% | $387.1M Small Cap | Q3 2023 Held for 2y 2m | |
Information Technology Services Technology | $132.5K 0.791% | +$132.5K New | — 62.5K shares | 0 → 62.5K +$132.5K | New | — — | Q3 2025 Held for 2 months | |
Computer Hardware Technology | $129.3K 0.772% | — | — 5.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $80.3K 0.479% | +$80.3K New | 0.002% 10.0K shares | 0 → 10.0K +$80.3K | New | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $80.2K 0.479% | — | 1.22% 82.7K shares | — | — | $6.6M Nano Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $71.5K 0.427% | — | — 800.0 shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Banks - Regional Financial Services | $60.3K 0.36% | -$172.6K Sold | 0.002% 4.6K shares | 17.7K → 4.6K −$172.6K | -74.12% | $3.7B Mid Cap | Q2 2025 Held for 5 months | |
Industrial Materials Basic Materials | $25.5K 0.152% | — | 0.001% 4.0K shares | — | — | $2.6B Mid Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $24.4K 0.145% | — | 0.0% 100.0 shares | — | — | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $19.5K 0.116% | +$19.5K New | 0.048% 12.5K shares | 0 → 12.5K +$19.5K | New | $41.0M Nano Cap | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $17.3K 0.103% | +$9.8K Bought | — 237.7K shares | 102.8K → 237.7K +$9.8K | +131.18% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $16.9K 0.101% | — | 0.033% 7.0K shares | — | — | $51.4M Micro Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $14.3K 0.085% | +$14.3K New | 0.0% 500.0 shares | 0 → 500.0 +$14.3K | New | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $12.1K 0.072% | — | 0.0% 520.0 shares | — | — | $7.8B Mid Cap | Q1 2024 Held for 1y 8m | |
Biotechnology Healthcare | $11.3K 0.068% | +$11.3K New | 0.004% 2.0K shares | 0 → 2.0K +$11.3K | New | $304.4M Small Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $11.1K 0.066% | +$11.1K New | 0.008% 900.0 shares | 0 → 900.0 +$11.1K | New | $147.4M Micro Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $9.2K 0.055% | — | — 5.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Diversified Utilities Utilities | $6.6K 0.04% | +$6.6K New | 0.0% 100.0 shares | 0 → 100.0 +$6.6K | New | $3.9B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $4.4K 0.026% | — | — 125.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.1K 0.025% | — | — 1.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1K 0.019% | — | — 83.0 shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Entertainment Communication Services | $2.8K 0.017% | — | 0.0% 971.0 shares | — | — | $1.5B Small Cap | Q2 2021 Held for 4y 5m | |
Travel Services Consumer Cyclical | $1.8K 0.011% | — | 0.0% 1.0K shares | — | — | $722.0M Small Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.3K 0.008% | — | — 2.0 shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $967.0 0.006% | -$1.2K Sold | — 35.7K shares | 80.4K → 35.7K −$1.2K | -55.6% | — — | Q4 2022 Held for 2y 11m | |
Diversified Utilities Utilities | $828.0 0.005% | — | 0.0% 75.0 shares | — | — | $1.9B Small Cap | Q3 2023 Held for 2y 2m | |
Biotechnology Healthcare | $656.0 0.004% | — | — 1.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $400.0 0.002% | — | 0.0% 160.0 shares | — | — | $1.6B Small Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $134.0 0.001% | — | — 5.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $33.0 0.0% | — | — 2.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Travel Lodging Consumer Cyclical | $28.0 0.0% | — | — 2.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | - — | -$582.8K Sold | — - shares | 63.9K → 0 −$582.8K | Sold | — — | Q2 2025 Held for 5 months | |
Computer Hardware Technology | - — | -$134.1K Sold | — - shares | 32.0K → 0 −$134.1K | Sold | — — | Q2 2025 Held for 5 months | |
Packaged Foods Consumer Defensive | - — | -$288.9K Sold | — - shares | 18.1K → 0 −$288.9K | Sold | — — | Q3 2024 Held for 1y 2m | |
Biotechnology Healthcare | - — | -$11.9M Sold | — - shares | 92.5K → 0 −$11.9M | Sold | — — | Q2 2025 Held for 5 months | |
Real Estate - Services Real Estate | - — | -$201.4K Sold | — - shares | 18.0K → 0 −$201.4K | Sold | — — | Q2 2025 Held for 5 months | |
Medical - Pharmaceuticals Healthcare | - — | -$512.0K Sold | — - shares | 44.6K → 0 −$512.0K | Sold | — — | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | - — | -$55.0K Sold | — - shares | 4.9K → 0 −$55.0K | Sold | — — | Q2 2025 Held for 5 months | |
Communication Equipment Technology | - — | -$259.5K Sold | — - shares | 6.5K → 0 −$259.5K | Sold | — — | Q4 2014 Held for 10y 11m | |
Internet Content & Information Communication Services | - — | -$56.9K Sold | — - shares | 3.0K → 0 −$56.9K | Sold | $665.6M Small Cap | Q2 2025 Held for 5 months |
