Canopy-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "IMO", "HBM", "ACN", "MMM", "ABT", "ABBV", "ADBE", "BABA", "GOOGL", "AXP", "AEG", "ASML", "T", "BRFS", "BLK", "ASX", "CAT", "AVGO", "APP", "LOW", null, "DUK", "GD", "GILD", "GIS", "HON", "HD", "IBN", "AZN", "MCD", "INTU", "UNP", "QCOM", "ISRG", "HSBC", "ITW", "AMAT", "ING", "EMR", "BKNG", "META", null, "HEFA", "IVW", "IJH", null, null, null, null, "LIN", null, "MPC", "SLF", "MA", null, null, null, null, null, null, null, null, null, null, null, "MSFT", "MFG", "MDLZ", "MUFG", "MS", "FICO", "GE", "NVS", "IJR", "KR", "ORCL", "EEM", "IWF", "PANW", "PEP", "PNC", "IEMG", "IVV", "UNH", "AAPL", "SPY", null, "ECL", "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "KB", null, "NMR", "AMGN", "IEFA", "SPGI", "RY", null, "NOW", "SPG", "ROP", "SHEL", "RTX", null, "SAP", null, "AMT", "RSG", "IBM", "SYK", "SBUX", "SMFG", "TXN", "TGT", "TM", "TMO", "TDG", "UBER", "SCHW", "IWV", "TRGP", null, "IEF", "TSM", "EW", null, "MEDP", null, null, null, null, "ADSK", "AON", "AFL", "APH", "AMD", "SONY", "WM", "IWR", null, null, "NVO", "AMZN", "IVE", null, "HDB", "USB", "ESGV", "VTEB", "V", "WMT", "WFC", "WSM", "WIT", "WF", "XEL", "XYL", "UMC", null, "SCHD", "SCHF", "RDY", "INFY", "TTD", "CRM", "STN", "IXUS", null, "ADP", "BAC", "BCS", "BRK-A", "BRK-B", "BA", "BMY", "CBRE", "CVX", "CIG", "CB", "CTAS", "CSCO", "CME", "KO", "CBSH", "CL", "COP", "CPRT", "COST", "DHR", "DE", "DFAX", "EFA", "ADI", "NEE", "NKE", "QQQ", "IWM", "MDY", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 217
- Total Value
- 256642580
- Accession Number
- 0001960860-25-000002
- Form Type
- 13F-HR
- Manager Name
- Canopy-Partners
Data Enrichment
83% identified181 identified36 unidentified
Holdings
217 positions
Manager:
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Page 3 of 11
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.3K | All Managers (Combined) | $1.3M | |||
17.0K | All Managers (Combined) | $1.3M | |||
2.4K | QoQ -1.33% (-33)YoY +4.36% (+102) | All Managers (Combined) | $1.3M | ||
2.3K | All Managers (Combined) | $1.3M | |||
STARBUCKS CORP(SBUXcusip855244109) | 12.6K | All Managers (Combined) | $1.2M | ||
BlackRock, Inc.(BLKcusip09290D101) | 1.3K | QoQ +8.38% (+100)YoY NEW(+1.3K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
AbbVie Inc.(ABBVcusip00287Y109) | 5.7K | All Managers (Combined) | $1.2M | ||
CHEVRON CORP(CVXcusip166764100) | 7.0K | QoQ +0.05% (+4)YoY +1.87% (+128) | All Managers (Combined) | $1.2M | |
Broadcom Inc.(AVGOcusip11135F101) | 6.8K | All Managers (Combined) | $1.1M | ||
16.8K | All Managers (Combined) | $1.1M | |||
MCDONALDS CORP(MCDcusip580135101) | 3.6K | QoQ -0.65% (-24)YoY +7.55% (+255) | All Managers (Combined) | $1.1M | |
16.2K | All Managers (Combined) | $1.1M | |||
2.2K | QoQ -2.97% (-67) | All Managers (Combined) | $1.1M | ||
11.5K | QoQ +6.46% (-699)YoY -3.80% (-455) | All Managers (Combined) | $1.1M | ||
11.9K | All Managers (Combined) | $1.1M | |||
6.2K | QoQ +0.90% (+56) | All Managers (Combined) | $1.1M | ||
5.3K | All Managers (Combined) | $1.0M | |||
PEPSICO INC(PEPcusip713448108) | 6.7K | QoQ -1.67% (-114)YoY +4.73% (-303) | All Managers (Combined) | $1.0M | |
6.7K | All Managers (Combined) | $983.1K | |||
DEERE & CO(DEcusip244199105) | 2.1K | QoQ +0.24% (+5) | All Managers (Combined) | $964.0K |