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Holding72 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aerospace & Defense Industrials | $8.6M 7.71% | -$64.7K Sold | 0.003% 28.5K shares | 28.7K → 28.5K −$64.7K | -0.75% | $319.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $7.9M 7.09% | -$33.4K Sold | 0.001% 25.0K shares | 25.1K → 25.0K −$33.4K | -0.42% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $6.6M 5.91% | +$39.4K Bought | 0.0% 12.7K shares | 12.6K → 12.7K +$39.4K | +0.6% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $6.3M 5.68% | +$10.2K Bought | 0.0% 24.8K shares | 24.7K → 24.8K +$10.2K | +0.16% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $5.7M 5.14% | -$97.3K Sold | 0.004% 27.9K shares | 28.4K → 27.9K −$97.3K | -1.67% | $163.10B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Renewable Utilities Utilities | $4.4M 3.99% | — | 0.003% 7.2K shares | — | — | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $4.3M 3.91% | -$17.4K Sold | 0.001% 18.8K shares | 18.9K → 18.8K −$17.4K | -0.4% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $4.1M 3.68% | — | 0.001% 36.2K shares | — | — | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $3.6M 3.26% | -$18.5K Sold | 0.001% 19.5K shares | 19.6K → 19.5K −$18.5K | -0.51% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $3.6M 3.22% | -$653.4K Sold | 0.523% 98.6K shares | 116.6K → 98.6K −$653.4K | -15.44% | $684.3M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $3.0M 2.73% | +$28.6K Bought | 0.001% 9.1K shares | 9.1K → 9.1K +$28.6K | +0.95% | $231.14B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $2.8M 2.54% | +$61.7K Bought | 0.001% 42.6K shares | 41.7K → 42.6K +$61.7K | +2.23% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $2.6M 2.38% | — | 0.0% 9.4K shares | — | — | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $2.6M 2.34% | -$33.5K Sold | 0.001% 19.4K shares | 19.7K → 19.4K −$33.5K | -1.27% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $2.5M 2.25% | -$29.2K Sold | 0.001% 16.3K shares | 16.4K → 16.3K −$29.2K | -1.16% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $2.3M 2.06% | -$11.3K Sold | 0.0% 22.2K shares | 22.3K → 22.2K −$11.3K | -0.49% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $2.2M 2.01% | -$4.8K Sold | 0.001% 14.4K shares | 14.4K → 14.4K −$4.8K | -0.21% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $2.1M 1.88% | +$41.8K Bought | 0.001% 12.5K shares | 12.2K → 12.5K +$41.8K | +2.04% | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $1.9M 1.7% | +$15.2K Bought | 0.001% 6.2K shares | 6.2K → 6.2K +$15.2K | +0.81% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $1.8M 1.65% | -$12.4K Sold | 0.001% 13.0K shares | 13.1K → 13.0K −$12.4K | -0.67% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $1.6M 1.43% | -$5.7K Sold | 0.001% 13.9K shares | 14.0K → 13.9K −$5.7K | -0.36% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $1.5M 1.31% | -$16.3K Sold | 0.001% 5.8K shares | 5.8K → 5.8K −$16.3K | -1.11% | $140.94B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $1.3M 1.18% | +$6.1K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$6.1K | +0.47% | $684.00B Mega Cap | Q2 2015 Held for 10y 5m | |
Information Technology Services Technology | $1.3M 1.16% | -$112.9K Sold | 0.0% 4.6K shares | 5.0K → 4.6K −$112.9K | -8.05% | $262.84B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Communication Equipment Technology | $1.3M 1.13% | -$27.4K Sold | 0.0% 18.3K shares | 18.7K → 18.3K −$27.4K | -2.14% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $1.2M 1.05% | -$3.7K Sold | 0.001% 6.3K shares | 6.4K → 6.3K −$3.7K | -0.31% | $167.04B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.1M 0.977% | +$30.0K Bought | — 1.8K shares | 1.8K → 1.8K +$30.0K | +2.84% | — — | Q3 2023 Held for 2y 2m | |
Home Improvement Consumer Cyclical | $1.1M 0.974% | +$8.1K Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$8.1K | +0.75% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $1.1M 0.956% | +$31.1K Bought | 0.001% 8.1K shares | 7.9K → 8.1K +$31.1K | +3.01% | $73.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $921.4K 0.829% | -$9.5K Sold | 0.001% 9.7K shares | 9.8K → 9.7K −$9.5K | -1.02% | $104.25B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Staffing & Employment Services Industrials | $895.5K 0.806% | — | 0.001% 3.1K shares | — | — | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $856.3K 0.771% | — | 0.0% 3.5K shares | — | — | $2.95T Mega Cap | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $826.9K 0.744% | -$74.6K Sold | 0.001% 24.6K shares | 26.9K → 24.6K −$74.6K | -8.28% | $159.60B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $804.2K 0.724% | -$32.0K Sold | 0.001% 10.1K shares | 10.5K → 10.1K −$32.0K | -3.82% | $64.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $766.4K 0.69% | -$8.4K Sold | 0.0% 9.1K shares | 9.2K → 9.1K −$8.4K | -1.08% | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $764.9K 0.689% | — | 0.003% 15.2K shares | — | — | $26.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Footwear & Accessories Consumer Cyclical | $734.5K 0.661% | -$10.5K Sold | 0.001% 10.5K shares | 10.7K → 10.5K −$10.5K | -1.4% | $102.98B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $692.6K 0.623% | +$692.6K New | — 1.1K shares | 0 → 1.1K +$692.6K | New | — — | Q3 2025 Held for 2 months | |
Construction Industrials | $677.5K 0.61% | -$7.0K Sold | 0.005% 9.6K shares | 9.7K → 9.6K −$7.0K | -1.03% | $14.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $673.7K 0.606% | +$4.0K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$4.0K | +0.6% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Railroads Industrials | $635.7K 0.572% | — | 0.001% 2.1K shares | — | — | $67.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural - Machinery Industrials | $614.6K 0.553% | -$14.3K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$14.3K | -2.28% | $223.53B Mega Cap | Q3 2020 Held for 5y 2m | |
Construction Industrials | $593.8K 0.535% | +$15.3K Bought | 0.001% 5.4K shares | 5.3K → 5.4K +$15.3K | +2.64% | $71.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $589.6K 0.531% | -$13.6K Sold | 0.0% 3.6K shares | 3.7K → 3.6K −$13.6K | -2.26% | $252.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Conglomerates Industrials | $561.0K 0.505% | — | 0.001% 3.6K shares | — | — | $82.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $549.9K 0.495% | — | 0.002% 4.7K shares | — | — | $32.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Healthcare Information Services Healthcare | $528.3K 0.476% | -$17.0K Sold | 0.002% 7.0K shares | 7.3K → 7.0K −$17.0K | -3.11% | $34.3B Large Cap | Q1 2023 Held for 2y 8m | |
Telecommunications Services Communication Services | $513.9K 0.463% | -$30.8K Sold | 0.0% 11.7K shares | 12.4K → 11.7K −$30.8K | -5.65% | $185.31B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $511.1K 0.46% | +$28.6K Bought | 0.0% 696.0 shares | 657.0 → 696.0 +$28.6K | +5.94% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Chemicals - Specialty Basic Materials | $495.7K 0.446% | — | 0.001% 1.8K shares | — | — | $77.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ |