Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding22 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $5.1M 14.45% | — | — 7.7K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.5M 12.67% | -$2.0M Sold | — 7.5K shares | 10.8K → 7.5K −$2.0M | -30.86% | — — | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $2.9M 8.1% | -$1.4M Sold | 0.0% 15.4K shares | 22.9K → 15.4K −$1.4M | -32.82% | $4.54T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.6M 7.43% | +$1.1M Bought | — 8.0K shares | 4.8K → 8.0K +$1.1M | +67.67% | — — | Q2 2025 Held for 5 months | |
Agricultural Inputs Basic Materials | $2.6M 7.3% | — | 0.032% 412.2K shares | — | — | $8.0B Mid Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.2M 6.35% | — | — 47.1K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $2.2M 6.26% | +$1.7M Bought | 0.0% 10.1K shares | 2.3K → 10.1K +$1.7M | +348.04% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Engineering & Construction Industrials | $1.8M 4.97% | +$1.8M New | 0.003% 4.2K shares | 0 → 4.2K +$1.8M | New | $61.8B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.6M 4.5% | +$1.6M Bought | 0.0% 6.5K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.5M 4.13% | — | — 33.1K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.3M 3.8% | — | — 19.1K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $1.3M 3.57% | +$1.3M New | 0.0% 4.5K shares | 0 → 4.5K +$1.3M | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.0M 2.89% | +$1.0M New | 0.001% 10.4K shares | 0 → 10.4K +$1.0M | New | $204.31B Mega Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $926.0K 2.63% | — | 0.0% 2.7K shares | — | — | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $865.2K 2.45% | — | 0.011% 12.0K shares | — | — | $8.1B Mid Cap | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $812.1K 2.3% | — | 0.001% 11.6K shares | — | — | $102.98B Large Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | $787.9K 2.23% | — | 0.001% 6.5K shares | — | — | $74.3B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $727.2K 2.06% | — | — 4.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $669.4K 1.9% | — | 0.0% 914.0 shares | — | — | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
Renewable Utilities Utilities | - — | -$316.4K Sold | — - shares | 13.9K → 0 −$316.4K | Sold | $2.7B Mid Cap | Q1 2023 Held for 2y 8m | |
Regulated Electric Utilities | - — | -$780.8K Sold | — - shares | 11.2K → 0 −$780.8K | Sold | $146.99B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | - — | -$1.7M Sold | — - shares | 6.0K → 0 −$1.7M | Sold | $781.64B Mega Cap | Q1 2025 Held for 8 months |
