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Holding98 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $44.6M 5.56% | -$2.4M Sold | 0.043% 650.6K shares | 685.4K → 650.6K −$2.4M | -5.08% | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $44.5M 5.54% | -$1.2M Sold | 0.092% 2.3M shares | 2.3M → 2.3M −$1.2M | -2.73% | $48.4B Large Cap | Q4 2017 Held for 7y 11m | |
Auto - Parts Consumer Cyclical | $39.2M 4.88% | -$662.2K Sold | 1.43% 2.9M shares | 2.9M → 2.9M −$662.2K | -1.66% | $2.7B Mid Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $38.3M 4.77% | +$530.9K Bought | 0.004% 76.2K shares | 75.1K → 76.2K +$530.9K | +1.41% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $32.0M 3.98% | +$362.7K Bought | 0.026% 335.8K shares | 332.0K → 335.8K +$362.7K | +1.15% | $122.16B Large Cap | Q3 2019 Held for 6y 2m | |
Financial - Credit Services Financial Services | $31.7M 3.94% | +$875.3K Bought | 0.049% 472.4K shares | 459.3K → 472.4K +$875.3K | +2.84% | $64.1B Large Cap | Q2 2023 Held for 2y 5m | |
Entertainment Communication Services | $31.5M 3.92% | +$918.9K Bought | 0.015% 274.7K shares | 266.7K → 274.7K +$918.9K | +3.01% | $205.86B Mega Cap | Q1 2021 Held for 4y 8m | |
Medical - Devices Healthcare | $28.8M 3.59% | +$156.0K Bought | 0.148% 292.7K shares | 291.2K → 292.7K +$156.0K | +0.54% | $19.5B Large Cap | Q1 2022 Held for 3y 8m | |
Chemicals - Specialty Basic Materials | $28.0M 3.49% | +$4.8M Bought | 0.178% 455.3K shares | 377.1K → 455.3K +$4.8M | +20.73% | $15.8B Large Cap | Q3 2023 Held for 2y 2m | |
Auto - Recreational Vehicles Consumer Cyclical | $26.9M 3.35% | -$8.4M Sold | 0.822% 462.4K shares | 606.7K → 462.4K −$8.4M | -23.78% | $3.3B Mid Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $26.3M 3.28% | +$173.5K Bought | 0.4% 396.5K shares | 393.8K → 396.5K +$173.5K | +0.66% | $6.6B Mid Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $26.3M 3.27% | +$84.9K Bought | 0.006% 141.8K shares | 141.3K → 141.8K +$84.9K | +0.32% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $26.0M 3.24% | -$208.0K Sold | 0.125% 259.4K shares | 261.5K → 259.4K −$208.0K | -0.79% | $20.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Parts Consumer Cyclical | $25.2M 3.13% | +$98.9K Bought | 0.405% 889.6K shares | 886.1K → 889.6K +$98.9K | +0.39% | $6.2B Mid Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $24.4M 3.04% | -$219.6K Sold | 0.191% 901.6K shares | 909.7K → 901.6K −$219.6K | -0.89% | $12.8B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Equipment & Services Energy | $22.8M 2.84% | +$10.0M Bought | 0.044% 663.2K shares | 372.0K → 663.2K +$10.0M | +78.29% | $51.3B Large Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $22.3M 2.77% | +$6.3M Bought | 0.071% 1.4M shares | 982.2K → 1.4M +$6.3M | +39.68% | $31.1B Large Cap | Q3 2023 Held for 2y 2m | |
Agricultural - Machinery Industrials | $21.8M 2.71% | +$5.5M Bought | 0.161% 2.0M shares | 1.5M → 2.0M +$5.5M | +33.63% | $13.6B Large Cap | Q4 2024 Held for 11 months | |
Hardware, Equipment & Parts Technology | $20.0M 2.49% | -$127.6K Sold | 0.324% 476.0K shares | 479.0K → 476.0K −$127.6K | -0.63% | $6.2B Mid Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $19.9M 2.48% | +$734.8K Bought | 0.017% 39.9K shares | 38.4K → 39.9K +$734.8K | +3.83% | $116.55B Large Cap | Q2 2021 Held for 4y 5m | |
Internet Content & Information Communication Services | $19.5M 2.43% | -$8.1M Sold | 0.001% 80.1K shares | 113.6K → 80.1K −$8.1M | -29.48% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Dealerships Consumer Cyclical | $18.2M 2.27% | +$3.8M Bought | 0.277% 406.7K shares | 322.6K → 406.7K +$3.8M | +26.07% | $6.6B Mid Cap | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $18.1M 2.26% | -$3.2M Sold | 0.0% 35.0K shares | 41.3K → 35.0K −$3.2M | -15.11% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $16.7M 2.08% | +$441.1K Bought | 0.006% 198.9K shares | 193.7K → 198.9K +$441.1K | +2.72% | $268.51B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $16.3M 2.03% | +$16.3M New | 0.21% 19.7K shares | 0 → 19.7K +$16.3M | New | $7.8B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Diagnostics & Research Healthcare | $14.3M 1.78% | +$14.3M New | 0.044% 75.2K shares | 0 → 75.2K +$14.3M | New | $32.3B Large Cap | Q3 2025 Held for 2 months | |
Agricultural Inputs Basic Materials | $14.0M 1.75% | +$601.2K Bought | 0.334% 417.4K shares | 399.5K → 417.4K +$601.2K | +4.47% | $4.2B Mid Cap | Q1 2025 Held for 8 months | |
Oil & Gas Exploration & Production Energy | $13.2M 1.64% | +$436.0K Bought | 0.29% 410.6K shares | 397.0K → 410.6K +$436.0K | +3.42% | $4.5B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $12.6M 1.57% | +$171.1K Bought | — 150.6K shares | 148.6K → 150.6K +$171.1K | +1.38% | — — | Q4 2024 Held for 11 months | |
Coal Energy | $12.3M 1.54% | — | 0.894% 117.5K shares | — | — | $1.4B Small Cap | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $12.2M 1.53% | +$813.5K Bought | 0.074% 250.0K shares | 233.4K → 250.0K +$813.5K | +7.11% | $16.6B Large Cap | Q3 2016 Held for 9y 2m | |
ETF ETF | $6.8M 0.843% | -$117.1K Sold | — 127.7K shares | 129.9K → 127.7K −$117.1K | -1.7% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.3M 0.785% | +$381.2K Bought | — 63.6K shares | 59.7K → 63.6K +$381.2K | +6.44% | — — | Q3 2022 Held for 3y 2m | |
Banks - Regional Financial Services | $3.7M 0.462% | — | 0.142% 22.8K shares | — | — | $2.6B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.9M 0.361% | +$114.8K Bought | — 80.4K shares | 77.2K → 80.4K +$114.8K | +4.12% | — — | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $2.7M 0.33% | — | 0.06% 33.0K shares | — | — | $4.4B Mid Cap | Q2 2014 Held for 11y 5m | |
Consumer Electronics Technology | $2.1M 0.256% | +$7.9K Bought | 0.0% 8.1K shares | 8.0K → 8.1K +$7.9K | +0.39% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $1.3M 0.157% | +$13.4K Bought | 0.0% 6.7K shares | 6.7K → 6.7K +$13.4K | +1.08% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $1.2M 0.155% | +$1.2M Bought | 0.001% 4.4K shares | — | — | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.2M 0.15% | -$187.0K Sold | 0.0% 3.8K shares | 4.4K → 3.8K −$187.0K | -13.42% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
Software - Infrastructure Technology | $1.1M 0.142% | +$507.3K Bought | 0.001% 3.2K shares | 1.8K → 3.2K +$507.3K | +79.67% | $147.66B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $1.1M 0.141% | +$282.6K Bought | 0.0% 7.3K shares | 5.5K → 7.3K +$282.6K | +33.34% | $312.88B Mega Cap | Q1 2015 Held for 10y 8m | |
Household & Personal Products Consumer Defensive | $1.1M 0.136% | -$35.8K Sold | 0.0% 7.1K shares | 7.3K → 7.1K −$35.8K | -3.17% | $359.62B Mega Cap | Q1 2015 Held for 10y 8m | |
Food Confectioners Consumer Defensive | $1.1M 0.131% | +$197.7K Bought | 0.003% 5.6K shares | 4.6K → 5.6K +$197.7K | +23.06% | $37.9B Large Cap | Q2 2025 Held for 5 months | |
Communication Equipment Technology | $1.0M 0.13% | +$13.5K Bought | 0.0% 15.3K shares | 15.1K → 15.3K +$13.5K | +1.31% | $270.48B Mega Cap | Q3 2013 Held for 12y 2m | |
Oil & Gas Integrated Energy | $981.9K 0.122% | +$1.2K Bought | 0.0% 8.7K shares | 8.7K → 8.7K +$1.2K | +0.13% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $977.9K 0.122% | +$225.4K Bought | 0.003% 11.1K shares | 8.5K → 11.1K +$225.4K | +29.96% | $31.8B Large Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $852.1K 0.106% | +$282.0K Bought | 0.0% 2.1K shares | 1.4K → 2.1K +$282.0K | +49.47% | $403.32B Mega Cap | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $827.7K 0.103% | +$7.6K Bought | 0.0% 2.5K shares | 2.5K → 2.5K +$7.6K | +0.93% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $788.4K 0.098% | -$59.7K Sold | 0.0% 990.0 shares | 1.1K → 990.0 −$59.7K | -7.04% | $241.07B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |