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Holding47 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Household & Personal Products Consumer Defensive | $104.8M 28.72% | -$871.7K Sold | 0.491% 1.2M shares | 1.2M → 1.2M −$871.7K | -0.83% | $21.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Business Services Industrials | $49.8M 13.66% | -$289.4K Sold | 0.06% 242.7K shares | 244.2K → 242.7K −$289.4K | -0.58% | $82.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $41.4M 11.36% | — | 0.174% 211.9K shares | — | — | $23.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $37.9M 10.39% | -$439.4K Sold | 0.003% 75.4K shares | 76.3K → 75.4K −$439.4K | -1.15% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Packaged Foods Consumer Defensive | $29.5M 8.08% | -$551.2K Sold | 0.164% 440.4K shares | 448.6K → 440.4K −$551.2K | -1.84% | $18.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $24.9M 6.83% | -$73.7K Sold | 0.033% 515.4K shares | 516.9K → 515.4K −$73.7K | -0.3% | $75.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $14.3M 3.93% | -$257.8K Sold | 0.003% 11.9K shares | 12.2K → 11.9K −$257.8K | -1.77% | $509.45B Mega Cap | Q2 2020 Held for 5y 5m | |
Software - Infrastructure Technology | $7.5M 2.06% | -$73.5K Sold | 0.0% 14.5K shares | 14.6K → 14.5K −$73.5K | -0.97% | $3.85T Mega Cap | Q4 2013 Held for 11y 11m | |
Packaged Foods Consumer Defensive | $5.1M 1.4% | -$42.9K Sold | 0.044% 47.0K shares | 47.4K → 47.0K −$42.9K | -0.83% | $11.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $5.0M 1.37% | -$29.8K Sold | 0.002% 75.3K shares | 75.8K → 75.3K −$29.8K | -0.59% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $4.7M 1.3% | — | 0.002% 30.5K shares | — | — | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $4.5M 1.25% | — | 0.0% 17.8K shares | — | — | $3.78T Mega Cap | Q1 2014 Held for 11y 8m | |
Restaurants Consumer Cyclical | $3.6M 0.987% | -$45.0K Sold | 0.004% 42.5K shares | 43.1K → 42.5K −$45.0K | -1.24% | $96.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $3.0M 0.829% | +$119.9K Bought | 0.0% 9.6K shares | 9.2K → 9.6K +$119.9K | +4.13% | $867.35B Mega Cap | Q3 2013 Held for 12y 2m | |
Drug Manufacturers - General Healthcare | $2.9M 0.785% | — | 0.001% 15.4K shares | — | — | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $2.1M 0.585% | — | 0.08% 10.8K shares | — | — | $2.7B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $1.9M 0.517% | -$4.3K Sold | — 26.4K shares | 26.4K → 26.4K −$4.3K | -0.23% | — — | Q1 2023 Held for 2y 8m | |
Household & Personal Products Consumer Defensive | $1.6M 0.441% | -$248.1K Sold | 0.0% 10.5K shares | 12.1K → 10.5K −$248.1K | -13.37% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Hardware, Equipment & Parts Technology | $1.6M 0.425% | +$5.4K Bought | 0.002% 18.9K shares | 18.8K → 18.9K +$5.4K | +0.35% | $70.3B Large Cap | Q2 2015 Held for 10y 5m | |
REIT - Specialty Real Estate | $1.4M 0.391% | — | 0.005% 14.0K shares | — | — | $30.1B Large Cap | Q3 2020 Held for 5y 2m | |
Staffing & Employment Services Industrials | $1.2M 0.341% | — | 0.001% 4.2K shares | — | — | $118.89B Large Cap | Q4 2013 Held for 11y 11m | |
Home Improvement Consumer Cyclical | $1.2M 0.316% | — | 0.0% 2.8K shares | — | — | $403.32B Mega Cap | Q2 2014 Held for 11y 5m | |
Semiconductors Technology | $1.1M 0.312% | — | 0.0% 6.1K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Industrial - Distribution Industrials | $1.1M 0.312% | — | 0.002% 23.2K shares | — | — | $56.3B Large Cap | Q4 2015 Held for 9y 11m | |
Drug Manufacturers - General Healthcare | $1.0M 0.282% | — | 0.0% 4.5K shares | — | — | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.278% | — | — 1.5K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Information Technology Services Technology | $866.8K 0.238% | — | 0.0% 3.1K shares | — | — | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $849.4K 0.233% | — | 0.001% 33.3K shares | — | — | $144.87B Large Cap | Q4 2013 Held for 11y 11m | |
Entertainment Communication Services | $848.4K 0.233% | -$33.8K Sold | 0.0% 7.4K shares | 7.7K → 7.4K −$33.8K | -3.83% | $205.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Conglomerates Industrials | $749.1K 0.205% | — | 0.174% 46.9K shares | — | — | $429.8M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $674.4K 0.185% | — | 0.001% 2.7K shares | — | — | $120.87B Large Cap | Q2 2017 Held for 8y 5m | |
Information Technology Services Technology | $663.4K 0.182% | — | 0.0% 2.7K shares | — | — | $153.39B Large Cap | Q4 2014 Held for 10y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $604.6K 0.166% | — | 0.0% 4.3K shares | — | — | $192.27B Large Cap | Q4 2013 Held for 11y 11m | |
Medical - Devices Healthcare | $601.9K 0.165% | — | 0.0% 4.5K shares | — | — | $233.12B Mega Cap | Q1 2015 Held for 10y 8m | |
Household & Personal Products Consumer Defensive | $576.4K 0.158% | -$72.3K Sold | 0.001% 7.2K shares | 8.1K → 7.2K −$72.3K | -11.15% | $64.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $547.7K 0.15% | — | 0.0% 12.5K shares | — | — | $185.31B Large Cap | Q4 2013 Held for 11y 11m | |
Food Confectioners Consumer Defensive | $539.1K 0.148% | — | 0.018% 12.9K shares | — | — | $3.1B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Healthcare Facilities Real Estate | $519.5K 0.142% | — | 0.004% 12.3K shares | — | — | $12.5B Large Cap | Q4 2013 Held for 11y 11m | |
Integrated Freight & Logistics Industrials | $489.3K 0.134% | +$489.3K Bought | 0.001% 2.1K shares | — | — | $55.6B Large Cap | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $414.3K 0.114% | — | 0.0% 2.4K shares | — | — | $133.37B Large Cap | Q2 2021 Held for 4y 5m | |
Financial - Capital Markets Financial Services | $286.1K 0.078% | — | 0.0% 1.8K shares | — | — | $253.75B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $278.3K 0.076% | — | 0.0% 2.7K shares | — | — | $821.68B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $269.4K 0.074% | — | — 3.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $244.6K 0.067% | — | 0.0% 2.9K shares | — | — | $209.64B Mega Cap | Q3 2018 Held for 7y 2m | |
Oil & Gas Integrated Energy | $235.3K 0.065% | — | 0.0% 2.1K shares | — | — | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $213.1K 0.058% | — | 0.0% 17.8K shares | — | — | $47.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | - — | -$334.8K Sold | — - shares | 4.2K → 0 −$334.8K | Sold | $27.2B Large Cap | Q4 2013 Held for 11y 11m |
