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Holding113 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $16.8M 14.57% | — | 0.004% 72.5K shares | — | — | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Property & Casualty Financial Services | $12.5M 10.86% | — | 0.02% 44.8K shares | — | — | $62.9B Large Cap | Q1 2014 Held for 11y 8m | |
Financial - Capital Markets Financial Services | $9.0M 7.77% | — | 0.004% 11.3K shares | — | — | $241.07B Mega Cap | Q1 2014 Held for 11y 8m | |
Telecommunications Services Communication Services | $6.0M 5.23% | — | 0.003% 137.2K shares | — | — | $185.31B Large Cap | Q4 2017 Held for 7y 11m | |
Restaurants Consumer Cyclical | $5.8M 5.04% | -$459.4K Sold | 0.006% 68.6K shares | 74.1K → 68.6K −$459.4K | -7.33% | $96.2B Large Cap | Q1 2014 Held for 11y 8m | |
Asset Management Financial Services | $5.8M 4.99% | -$1.4M Sold | 0.026% 56.0K shares | 69.3K → 56.0K −$1.4M | -19.19% | $22.6B Large Cap | Q1 2016 Held for 9y 8m | |
Tobacco Consumer Defensive | $5.7M 4.93% | — | 0.005% 86.1K shares | — | — | $110.97B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Capital Markets Financial Services | $3.6M 3.11% | — | 0.068% 50.2K shares | — | — | $5.3B Mid Cap | Q3 2016 Held for 9y 2m | |
Insurance - Diversified Financial Services | $3.4M 2.91% | — | 0.032% 79.0K shares | — | — | $10.6B Large Cap | Q2 2021 Held for 4y 5m | |
Drug Manufacturers - General Healthcare | $3.1M 2.71% | +$998.9K Bought | 0.002% 122.7K shares | 83.5K → 122.7K +$998.9K | +46.95% | $144.87B Large Cap | Q4 2020 Held for 4y 11m | |
Integrated Freight & Logistics Industrials | $2.8M 2.43% | +$471.5K Bought | 0.143% 245.5K shares | 204.2K → 245.5K +$471.5K | +20.24% | $2.0B Small Cap | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $2.8M 2.41% | — | 0.0% 10.9K shares | — | — | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.6M 2.27% | — | 0.0% 14.0K shares | — | — | $4.54T Mega Cap | Q2 2014 Held for 11y 5m | |
Tobacco Consumer Defensive | $2.6M 2.22% | — | 0.001% 15.7K shares | — | — | $252.48B Mega Cap | Q3 2019 Held for 6y 2m | |
Banks - Diversified Financial Services | $2.2M 1.94% | — | 0.003% 28.0K shares | — | — | $74.3B Large Cap | Q1 2015 Held for 10y 8m | |
Asset Management Financial Services | $2.2M 1.89% | — | 0.01% 34.8K shares | — | — | $22.7B Large Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $2.0M 1.74% | — | 0.001% 7.1K shares | — | — | $262.84B Mega Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $1.9M 1.68% | — | 0.001% 24.2K shares | — | — | $136.49B Large Cap | Q3 2015 Held for 10y 2m | |
Oil & Gas Refining & Marketing Energy | $1.8M 1.58% | — | 0.027% 36.4K shares | — | — | $6.8B Mid Cap | Q2 2021 Held for 4y 5m | |
Asset Management Financial Services | $1.6M 1.41% | — | 0.001% 9.5K shares | — | — | $133.37B Large Cap | Q2 2019 Held for 6y 5m | |
Telecommunications Services Communication Services | $1.5M 1.33% | — | 0.006% 97.1K shares | — | — | $24.0B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $1.5M 1.32% | — | 0.0% 13.5K shares | — | — | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $1.4M 1.22% | — | 0.018% 54.4K shares | — | — | $7.7B Mid Cap | Q2 2024 Held for 1y 5m | |
Insurance - Life Financial Services | $1.2M 1.06% | -$31.1K Sold | 0.003% 11.7K shares | 12.0K → 11.7K −$31.1K | -2.49% | $36.5B Large Cap | Q2 2020 Held for 5y 5m | |
Packaged Foods Consumer Defensive | $1.1M 0.978% | — | 0.006% 16.9K shares | — | — | $18.0B Large Cap | Q3 2020 Held for 5y 2m | |
Biotechnology Healthcare | $1.1M 0.939% | — | 0.001% 2.8K shares | — | — | $100.41B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $1.0M 0.884% | -$514.1K Sold | 0.002% 22.3K shares | 33.5K → 22.3K −$514.1K | -33.54% | $59.0B Large Cap | Q1 2023 Held for 2y 8m | |
REIT - Residential Real Estate | $993.1K 0.862% | — | 0.009% 9.3K shares | — | — | $11.4B Large Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $917.7K 0.796% | -$499.6K Sold | 0.043% 40.1K shares | 62.0K → 40.1K −$499.6K | -35.25% | $2.2B Mid Cap | Q2 2021 Held for 4y 5m | |
Financial - Credit Services Financial Services | $823.1K 0.714% | +$823.1K New | 0.032% 103.0K shares | 0 → 103.0K +$823.1K | New | $2.6B Mid Cap | Q3 2025 Held for 2 months | |
Leisure Consumer Cyclical | $758.5K 0.658% | — | 0.007% 10.0K shares | — | — | $10.6B Large Cap | Q2 2025 Held for 5 months | |
Auto - Dealerships Consumer Cyclical | $688.8K 0.598% | +$385.9K Bought | 0.01% 15.4K shares | 6.8K → 15.4K +$385.9K | +127.41% | $6.6B Mid Cap | Q3 2021 Held for 4y 2m | |
Banks - Diversified Financial Services | $678.8K 0.589% | — | 0.001% 10.5K shares | — | — | $80.3B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Midstream Energy | $676.2K 0.587% | — | 0.001% 13.4K shares | — | — | $110.03B Large Cap | Q4 2018 Held for 6y 11m | |
Asset Management Financial Services | $625.7K 0.543% | — | 0.01% 24.0K shares | — | — | $6.0B Mid Cap | Q4 2023 Held for 1y 11m | |
Regulated Gas Utilities | $615.5K 0.534% | — | 0.05% 33.0K shares | — | — | $1.2B Small Cap | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $596.9K 0.518% | — | — 10.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Insurance - Life Financial Services | $579.1K 0.503% | — | 0.008% 14.4K shares | — | — | $7.6B Mid Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $527.7K 0.458% | — | 0.001% 11.7K shares | — | — | $91.8B Large Cap | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $410.1K 0.356% | — | 0.0% 1.3K shares | — | — | $867.35B Mega Cap | Q2 2014 Held for 11y 5m | |
Asset Management Financial Services | $408.2K 0.354% | — | 0.003% 20.0K shares | — | — | $14.4B Large Cap | Q2 2020 Held for 5y 5m | |
REIT - Mortgage Real Estate | $404.2K 0.351% | — | 0.003% 20.0K shares | — | — | $13.0B Large Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $395.9K 0.344% | — | 0.006% 31.0K shares | — | — | $6.5B Mid Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $329.9K 0.286% | — | 0.0% 1.0K shares | — | — | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
Banks - Regional Financial Services | $320.3K 0.278% | — | 0.018% 25.9K shares | — | — | $1.8B Small Cap | Q4 2020 Held for 4y 11m | |
Medical - Healthcare Information Services Healthcare | $219.0K 0.19% | — | 0.001% 2.9K shares | — | — | $34.3B Large Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $166.4K 0.144% | — | 0.0% 1.0K shares | — | — | $179.50B Large Cap | Q1 2016 Held for 9y 8m | |
Specialty Retail Consumer Cyclical | $166.0K 0.144% | — | 0.003% 2.5K shares | — | — | $6.6B Mid Cap | Q2 2016 Held for 9y 5m | |
Banks - Regional Financial Services | $130.5K 0.113% | — | 0.004% 9.9K shares | — | — | $3.7B Mid Cap | Q1 2023 Held for 2y 8m | |
Financial - Capital Markets Financial Services | $127.2K 0.11% | — | 0.0% 800.0 shares | — | — | $253.75B Mega Cap | Q2 2014 Held for 11y 5m |
