Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding10 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $70.2M 40.25% | +$70.2M New | — 1.2M shares | 0 → 1.2M +$70.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $27.4M 15.71% | — | — 415.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $21.7M 12.42% | +$253.6K Bought | 0.931% 1.5M shares | 1.5M → 1.5M +$253.6K | +1.18% | $2.3B Mid Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $19.6M 11.25% | — | 0.013% 260.0K shares | — | — | $155.46B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $15.3M 8.77% | +$5.9M Bought | 0.342% 972.7K shares | 597.3K → 972.7K +$5.9M | +62.86% | $4.5B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $11.0M 6.31% | +$11.0M New | — 60.7K shares | 0 → 60.7K +$11.0M | New | — — | Q3 2025 Held for 2 months | |
Chemicals - Specialty Basic Materials | $6.5M 3.7% | -$39.8K Sold | 1.52% 851.5K shares | 856.8K → 851.5K −$39.8K | -0.61% | $425.6M Small Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.8M 1.58% | +$1.0M Bought | 0.538% 530.0K shares | 330.0K → 530.0K +$1.0M | +60.61% | $511.4M Small Cap | Q1 2025 Held for 8 months | |
Financial - Mortgages Financial Services | - — | -$29.0M Sold | — - shares | 194.2K → 0 −$29.0M | Sold | — — | Q4 2024 Held for 11 months | |
Construction Industrials | - — | -$9.8M Sold | — - shares | 84.3K → 0 −$9.8M | Sold | $13.1B Large Cap | Q4 2024 Held for 11 months |
