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Holding27 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
REIT - Office Real Estate | $236.5M 35.56% | — | 3.04% 5.8M shares | — | — | $7.8B Mid Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $69.7M 10.49% | — | — 869.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $69.3M 10.42% | -$9.1M Sold | 0.08% 205.3K shares | 232.3K → 205.3K −$9.1M | -11.64% | $86.7B Large Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $41.8M 6.29% | -$3.8M Sold | — 149.7K shares | 163.4K → 149.7K −$3.8M | -8.37% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $20.1M 3.02% | -$1.9M Sold | 0.001% 82.4K shares | 90.2K → 82.4K −$1.9M | -8.58% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Medical - Diagnostics & Research Healthcare | $19.4M 2.91% | — | 0.011% 39.9K shares | — | — | $183.15B Large Cap | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $18.8M 2.83% | +$511.6K Bought | 0.0% 73.8K shares | 71.8K → 73.8K +$511.6K | +2.8% | $3.78T Mega Cap | Q3 2013 Held for 12y 2m | |
Insurance - Diversified Financial Services | $17.9M 2.69% | +$3.1M Bought | 0.002% 35.6K shares | 29.5K → 35.6K +$3.1M | +20.75% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $17.2M 2.59% | -$3.7M Sold | 0.0% 92.4K shares | 112.2K → 92.4K −$3.7M | -17.63% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $16.9M 2.54% | +$2.8M Bought | 0.003% 49.5K shares | 41.5K → 49.5K +$2.8M | +19.42% | $662.60B Mega Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $16.8M 2.53% | -$616.4K Sold | 0.0% 32.5K shares | 33.6K → 32.5K −$616.4K | -3.54% | $3.85T Mega Cap | Q2 2014 Held for 11y 5m | |
Financial - Credit Services Financial Services | $16.7M 2.52% | +$16.7M New | 0.012% 78.7K shares | 0 → 78.7K +$16.7M | New | $135.95B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $16.2M 2.44% | +$52.9K Bought | 0.001% 73.9K shares | 73.7K → 73.9K +$52.9K | +0.33% | $2.34T Mega Cap | Q1 2014 Held for 11y 8m | |
Internet Content & Information Communication Services | $15.8M 2.38% | -$1.7M Sold | 0.001% 21.6K shares | 23.9K → 21.6K −$1.7M | -9.77% | $1.84T Mega Cap | Q1 2014 Held for 11y 8m | |
Railroads Industrials | $12.1M 1.82% | — | 0.018% 340.2K shares | — | — | $66.2B Large Cap | Q3 2023 Held for 2y 2m | |
Software - Application Technology | $11.5M 1.73% | +$11.5M New | 0.006% 16.8K shares | 0 → 16.8K +$11.5M | New | $190.40B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $9.9M 1.49% | +$3.7M Bought | 0.008% 4.2K shares | 2.7K → 4.2K +$3.7M | +59.92% | $118.48B Large Cap | Q2 2020 Held for 5y 5m | |
Medical - Diagnostics & Research Healthcare | $9.8M 1.47% | +$1.9M Bought | 0.007% 49.2K shares | 39.8K → 49.2K +$1.9M | +23.7% | $141.96B Large Cap | Q2 2024 Held for 1y 5m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $7.5M 1.13% | -$247.1K Sold | 0.043% 89.5K shares | 92.4K → 89.5K −$247.1K | -3.17% | $17.7B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $7.5M 1.13% | -$247.1K Sold | — 89.5K shares | 92.4K → 89.5K −$247.1K | -3.17% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Real Estate - Services Real Estate | $5.8M 0.865% | — | 4.51% 1.4M shares | — | — | $127.5M Micro Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $5.0M 0.746% | -$8.8M Sold | 0.001% 17.6K shares | 48.8K → 17.6K −$8.8M | -63.84% | $801.76B Mega Cap | Q1 2022 Held for 3y 8m | |
Airlines, Airports & Air Services Industrials | $2.8M 0.425% | +$2.8M New | 0.02% 175.3K shares | 0 → 175.3K +$2.8M | New | $13.8B Large Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | - — | -$14.6M Sold | — - shares | 26.0K → 0 −$14.6M | Sold | $506.28B Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | - — | -$9.1M Sold | — - shares | 664.4K → 0 −$9.1M | Sold | $64.8B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | - — | -$7.2M Sold | — - shares | 396.1K → 0 −$7.2M | Sold | $17.5B Large Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | - — | -$2.8M Sold | — - shares | 17.5K → 0 −$2.8M | Sold | $170.97B Large Cap | Q4 2021 Held for 3y 11m |
