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Holding28 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Regulated Electric Utilities | $24.8M 9.5% | -$258.8K Sold | 0.041% 220.1K shares | 222.4K → 220.1K −$258.8K | -1.03% | $60.2B Large Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Midstream Energy | $21.9M 8.41% | -$173.9K Sold | 0.039% 403.4K shares | 406.6K → 403.4K −$173.9K | -0.79% | $56.6B Large Cap | Q2 2019 Held for 6y 5m | |
Telecommunications Services Communication Services | $20.8M 8.0% | -$202.2K Sold | 0.011% 474.0K shares | 478.6K → 474.0K −$202.2K | -0.96% | $185.31B Large Cap | Q2 2018 Held for 7y 5m | |
Banks - Diversified Financial Services | $19.9M 7.65% | -$3.6M Sold | 0.015% 249.6K shares | 294.8K → 249.6K −$3.6M | -15.35% | $136.49B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Gold Basic Materials | $19.6M 7.53% | -$4.7M Sold | 0.023% 116.6K shares | 144.6K → 116.6K −$4.7M | -19.37% | $84.7B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $15.0M 5.77% | -$3.7M Sold | 0.0% 29.0K shares | 36.2K → 29.0K −$3.7M | -19.86% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Life Financial Services | $14.6M 5.59% | -$102.8K Sold | 0.028% 467.6K shares | 470.9K → 467.6K −$102.8K | -0.7% | $52.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $12.6M 4.83% | -$151.9K Sold | 0.0% 51.8K shares | 52.4K → 51.8K −$151.9K | -1.19% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $12.2M 4.67% | -$88.2K Sold | 0.051% 772.8K shares | 778.4K → 772.8K −$88.2K | -0.72% | $24.0B Large Cap | Q1 2018 Held for 7y 8m | |
Banks - Diversified Financial Services | $12.2M 4.66% | — | 0.006% 82.5K shares | — | — | $207.77B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $11.3M 4.36% | -$76.9K Sold | 0.12% 383.5K shares | 386.1K → 383.5K −$76.9K | -0.67% | $9.5B Mid Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Exploration & Production Energy | $10.9M 4.2% | +$1.2M Bought | 0.016% 342.3K shares | 305.7K → 342.3K +$1.2M | +11.97% | $66.5B Large Cap | Q3 2022 Held for 3y 2m | |
Industrial Materials Basic Materials | $10.3M 3.94% | +$4.0M Bought | 0.048% 234.1K shares | 142.6K → 234.1K +$4.0M | +64.13% | $21.4B Large Cap | Q2 2019 Held for 6y 5m | |
Unknown Unknown | $9.5M 3.66% | -$67.3K Sold | — 1.1M shares | 1.1M → 1.1M −$67.3K | -0.7% | — — | Q2 2023 Held for 2y 5m | |
Railroads Industrials | $8.9M 3.41% | -$89.3K Sold | 0.013% 119.5K shares | 120.7K → 119.5K −$89.3K | -0.99% | $68.4B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - Specialty & Generic Healthcare | $8.8M 3.37% | -$95.1K Sold | 0.014% 60.1K shares | 60.7K → 60.1K −$95.1K | -1.07% | $64.8B Large Cap | Q2 2024 Held for 1y 5m | |
Staffing & Employment Services Industrials | $8.0M 3.08% | -$102.7K Sold | 0.007% 27.4K shares | 27.7K → 27.4K −$102.7K | -1.26% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Parts Consumer Cyclical | $6.9M 2.63% | -$54.5K Sold | 0.051% 144.8K shares | 145.9K → 144.8K −$54.5K | -0.79% | $13.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $5.8M 2.23% | -$50.9K Sold | 0.099% 205.8K shares | 207.6K → 205.8K −$50.9K | -0.87% | $5.9B Mid Cap | Q2 2025 Held for 5 months | |
Copper Basic Materials | $4.0M 1.53% | -$12.5K Sold | 0.066% 263.0K shares | 263.8K → 263.0K −$12.5K | -0.31% | $6.0B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Gold Basic Materials | $704.0K 0.27% | -$164.4K Sold | 0.001% 8.4K shares | 10.3K → 8.4K −$164.4K | -18.93% | $92.6B Large Cap | Q1 2019 Held for 6y 8m | |
Banks - Regional Financial Services | $536.8K 0.206% | -$6.7K Sold | 0.002% 12.1K shares | 12.2K → 12.1K −$6.7K | -1.23% | $29.5B Large Cap | Q2 2017 Held for 8y 5m | |
Oil & Gas Integrated Energy | $301.6K 0.116% | +$301.6K Bought | 0.0% 2.7K shares | — | — | $480.68B Mega Cap | Q3 2025 Held for 2 months | |
Uranium Energy | $275.0K 0.106% | — | 0.011% 100.0K shares | — | — | $2.5B Mid Cap | Q2 2017 Held for 8y 5m | |
Railroads Industrials | $236.4K 0.091% | -$11.8K Sold | 0.0% 1.0K shares | 1.1K → 1.0K −$11.8K | -4.76% | $140.18B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Diagnostics & Research Healthcare | $230.4K 0.088% | +$230.4K New | 0.0% 475.0 shares | 0 → 475.0 +$230.4K | New | $183.15B Large Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $227.5K 0.087% | -$14.2K Sold | 0.0% 400.0 shares | 425.0 → 400.0 −$14.2K | -5.88% | $514.21B Mega Cap | Q2 2023 Held for 2y 5m | |
Chemicals Basic Materials | $242.0 0.0% | — | — 16.6K shares | — | — | — — | Q4 2022 Held for 2y 11m |
