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Holding37 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $42.9M 25.25% | — | — 1.4M shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.4M 12.57% | — | — 279.5K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Gold Basic Materials | $18.2M 10.69% | — | 0.042% 81.5K shares | — | — | $43.0B Large Cap | Q4 2018 Held for 6y 11m | |
Gold Basic Materials | $16.5M 9.71% | — | 0.018% 195.8K shares | — | — | $92.6B Large Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $8.8M 5.17% | — | 0.0% 40.0K shares | — | — | $2.34T Mega Cap | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $4.1M 2.44% | — | 0.0% 8.0K shares | — | — | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
Medical - Devices Healthcare | $3.9M 2.32% | — | 0.738% 208.3K shares | — | — | $534.3M Small Cap | Q1 2022 Held for 3y 8m | |
REIT - Office Real Estate | $3.9M 2.29% | — | 0.007% 22.5K shares | — | — | $59.0B Large Cap | Q1 2023 Held for 2y 8m | |
Real Estate - Diversified Real Estate | $3.7M 2.16% | -$247.4K Sold | 0.128% 74.0K shares | 79.0K → 74.0K −$247.4K | -6.33% | $2.9B Mid Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $3.6M 2.15% | — | 0.0% 15.0K shares | — | — | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
Chemicals - Specialty Basic Materials | $3.4M 2.02% | — | 0.343% 391.9K shares | — | — | $1.0B Small Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $3.1M 1.83% | — | 0.059% 49.8K shares | — | — | $5.3B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Healthcare Information Services Healthcare | $2.8M 1.65% | — | 0.034% 29.6K shares | — | — | $8.2B Mid Cap | Q4 2023 Held for 1y 11m | |
Chemicals Basic Materials | $2.7M 1.58% | +$1.0M Bought | 0.172% 298.0K shares | 183.0K → 298.0K +$1.0M | +62.84% | $1.6B Small Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $2.6M 1.52% | — | 0.035% 27.5K shares | — | — | $7.3B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $2.5M 1.47% | — | — 66.4K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Banks - Regional Financial Services | $2.5M 1.45% | — | 0.025% 25.0K shares | — | — | $10.0B Large Cap | Q1 2022 Held for 3y 8m | |
Packaged Foods Consumer Defensive | $2.1M 1.26% | +$858.9K Bought | 0.209% 105.5K shares | 63.0K → 105.5K +$858.9K | +67.46% | $1.0B Small Cap | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $2.1M 1.22% | — | 0.041% 58.6K shares | — | — | $5.0B Mid Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Information Services Healthcare | $2.0M 1.2% | +$1.0M Bought | 0.675% 101.3K shares | 51.2K → 101.3K +$1.0M | +97.93% | $302.8M Small Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $1.8M 1.08% | — | 0.17% 53.0K shares | — | — | $1.1B Small Cap | Q1 2024 Held for 1y 8m | |
Auto - Dealerships Consumer Cyclical | $1.8M 1.05% | +$869.3K Bought | 0.736% 60.9K shares | 31.2K → 60.9K +$869.3K | +95.46% | $241.8M Micro Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 0.957% | — | — 19.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $1.5M 0.863% | — | 0.356% 102.2K shares | — | — | $411.9M Small Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $1.4M 0.848% | — | — 6.9K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
Medical - Healthcare Information Services Healthcare | $1.3M 0.748% | — | 0.13% 150.3K shares | — | — | $981.1M Small Cap | Q2 2024 Held for 1y 5m | |
Integrated Freight & Logistics Industrials | $1.0M 0.608% | +$1.0M New | 0.049% 30.0K shares | 0 → 30.0K +$1.0M | New | $2.1B Mid Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $994.2K 0.585% | — | 0.0% 14.5K shares | — | — | $270.48B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $972.5K 0.572% | — | 0.0% 4.2K shares | — | — | $409.03B Mega Cap | Q1 2022 Held for 3y 8m | |
Trucking Industrials | $959.4K 0.565% | -$533.0K Sold | 0.11% 90.0K shares | 140.0K → 90.0K −$533.0K | -35.71% | $869.0M Small Cap | Q3 2024 Held for 1y 2m | |
Regulated Gas Utilities | $826.5K 0.486% | — | 0.017% 20.1K shares | — | — | $4.9B Mid Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $797.3K 0.469% | — | 0.001% 15.8K shares | — | — | $110.03B Large Cap | Q1 2022 Held for 3y 8m | |
Banks - Regional Financial Services | $633.1K 0.373% | — | 0.006% 28.0K shares | — | — | $11.5B Large Cap | Q2 2023 Held for 2y 5m | |
REIT - Specialty Real Estate | $598.2K 0.352% | — | 0.001% 6.2K shares | — | — | $42.0B Large Cap | Q4 2022 Held for 2y 11m | |
Waste Management Industrials | $382.0K 0.225% | — | 0.0% 1.7K shares | — | — | $89.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Hardware, Equipment & Parts Technology | $365.4K 0.215% | — | 0.258% 37.3K shares | — | — | $141.8M Micro Cap | Q1 2024 Held for 1y 8m | |
Medical - Healthcare Information Services Healthcare | $105.5K 0.062% | — | 0.053% 37.0K shares | — | — | $200.6M Micro Cap | Q1 2025 Held for 8 months |
