Fund Holdings — Canopy Partners, LLC

Total Portfolio Value
$291.47M
Total Bought
$15.74M
Total Sold
$24.01M
Net Transaction
-$8.27M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Astrazeneca PLC F(AZN)02,721+2,72105370.18%+537
Marathon Pete Corp(MPC)6,5516,397-1541,0651,5620.54%+497
Caterpillar(CAT)3,5343,463-712,0252,4530.84%+429
Johnson & Johnson(JNJ)13,48913,115-3742,7923,2061.10%+414
Dimensional ETF (trust World Ex US Core)
WORLD EX US CORE
187,611192,626+5,0156,1416,5442.24%+403
Dimensional Core Fixed Income ETF
CORE FIXE IN ETF
69,20678,842+9,6362,9453,3291.14%+383
Chevron Corp.(CVX)6,8986,902+41,0511,4280.49%+377
Wal-Mart(WMT)31,86031,177-6833,5503,8751.33%+325
ExxonMobil5,8896,047+1587091,0260.35%+317
Conocophillips(COP)6,8297,047+2186399300.32%+291
Western Digital Corp Com(WDC)01,059+1,05902860.10%+286
Taiwan Semiconductr F Sponsored ADR(TSM)10,39010,147-2433,1573,4291.18%+272
Kla Corp(KLAC)0178+17802620.09%+262
Arista Networks Inc(ANET)02,117+2,11702600.09%+260
Costco Wholesale Co(COST)2,4952,420-752,1522,4110.83%+260
Applied Materials2,7562,765+97089450.32%+237
Dell Technologies Inc Class C(DELL)01,425+1,42502340.08%+234
Mitsui & Co LTD F Sponsored ADR0300+30002330.08%+233
Ciena Corp(CIEN)0595+59502310.08%+231
Corning Inc(GLW)01,663+1,66302260.08%+226
Energy Select Sector SPDR Fund ETF
ST STR ENERG ETF
03,579+3,57902190.08%+219
United Nat Foods Inc(UNFI)04,785+4,78502160.07%+216
Posco Holdings Inc ADR F Sponsored ADR(PKX)03,644+3,64402130.07%+213
Asml Holding N V F Sponsored ADR
N Y REGISTRY SHS
894879-159561,1610.40%+205
Royal Caribbean Cruises
COM
0736+73602030.07%+203
Merck & Co. Inc.(MRK)13,69013,636-541,4411,6400.56%+199
iShares 1-3 Year Treasry Bond ETF7,4669,548+2,0826187880.27%+170
Eaton Corp PLC F(ETN)3,4553,530+751,1001,2630.43%+162
Target Corp(TGT)6,3186,412+946187770.27%+160
Micron Technology(MU)2,1612,295+1346177750.27%+159
Deere & Co(DE)1,4651,486+216828370.29%+155
Lam Research Corp(LRCX)2,1492,431+2823685190.18%+152
Imperial Oil LTD F(IMO)3,3373,303-342884320.15%+144
Pfizer(PFE)34,90935,973+1,0648691,0100.35%+141
Illinois Tool Works(ITW)2,5912,985+3946387770.27%+139
Linde PLC F(LIN)683856+1732914240.15%+133
Duke Energy Corp(DUK)1,1141,950+8361312550.09%+125
GE Vernova Inc(GEV)442463+212894040.14%+115
Amgen Inc(AMGN)4,5664,574+81,4941,6090.55%+115
Starbucks Corp(SBUX)12,71413,193+4791,0711,1820.41%+111
Valero Energy Corp(VLO)1,2631,277+142063160.11%+110
iShares Core MSCI Emerging ETF
CORE MSCI EMKT
71,72770,679-1,0484,8214,9301.69%+108
Elbit Systems LTD(ESLT)363369+62103130.11%+104
Intel(INTC)7,1178,265+1,1482633650.13%+102
Lockheed Martin Corp(LMT)1,3511,248-1036537540.26%+101
Gilead Sciences Inc(GILD)3,4553,757+3024245240.18%+100
Shell PLC F Sponsored ADR(SHEL)4,6194,704+853394370.15%+98
Colgate Palmolive Co(CL)2,5423,491+9492012980.10%+97
KB Finl Group Inc F Sponsored ADR(KB)6,8056,839+345866820.23%+97
Analog Devices Inc(ADI)1,6381,684+464445360.18%+92
Honeywell Intl Inc(HON)2,8192,81905506370.22%+87
iShares Russell 1000 Growth ETF657916+2593113910.13%+80
Emcor Group Inc(EME)546555+93344100.14%+76
Mondelez International W I(MDLZ)17,91518,011+969641,0380.36%+74
Canadian Natural Res F(CNQ)6,3185,881-4372142870.10%+73
iShares Core S&P Small-Cap ETF33,66733,132-5354,0464,1191.41%+73
Ase Technology Holding Co LTD A D R(ASX)10,27310,685+4121652320.08%+66
Nextera Energy Inc(NEE)12,18211,175-1,0079781,0380.36%+60
Coca-Cola(KO)7,5657,736+1715295880.20%+59
Texas Instruments(TXN)2,9562,946-105135720.20%+59
Boeing Co(BA)1,3671,785+4182973550.12%+58
Bristol-Myers Squibb(BMY)3,9244,450+5262122700.09%+58
Tokio Marine Holdings F Sponsored ADR(TKOMF)5,4835,475-82032580.09%+55
Woori Finl Group Inc F Unsponsored ADR(WF)6,1496,212+633624140.14%+52
Novartis AG F Sponsored ADR(NVS)3,4793,47904805310.18%+52
Goldman Sachs Group(GS)9771,074+978599090.31%+50
Vanguard Esg US Stock ETF2,1992,798+5992663140.11%+48
Prysmian Spa F Sponsored ADR(PRYMF)5,6125,658+462823290.11%+47
Philip Morris Intl(PM)1,6051,814+2092573000.10%+42
Electronic Arts Inc1,0141,224+2102072500.09%+42
Shinhan Finl Group Co F Sponsored ADR(SHG)4,9064,949+432633030.10%+40
Uni Charm Corporation A D R013,524+13,5240390.01%+39
AT&T(T)8,9689,020+522232610.09%+39
Chubb LTD F
COM
2,9522,941-119219590.33%+37
Advantest Corp F Sponsored ADR(ADTTF)3,7763,765-114775110.18%+34
iShares Core MSCI Total ETF
CORE MSCI TOTAL
16,18516,18501,3701,4020.48%+32
United Microelectronic F Sponsored ADR(UMC)25,28925,645+3561992300.08%+32
Southern Copper Corp D F(SCCO)1,2311,207-241772080.07%+31
Royal Gold Inc(RGLD)909913+42022320.08%+30
Pepsico Inc(PEP)6,3586,067-2919139420.32%+30
Raytheon Technologies Co(RTX)3,7463,715-316877170.25%+30
Hca Healthcare Inc(HCA)483537+542252540.09%+29
Marriott Intl Inc Class A(MAR)704751+472182460.08%+27
iShares MSCI EAFE Small Cap ETF30,90830,90802,3962,4230.83%+27
Simon PPTY Group REIT(SPG)1,2361,364+1282292540.09%+26
Wheaton Precious Metal Corp(WPM)2,5372,464-732983230.11%+25
Schwab US Dividend Equity ETF7,4627,471+92052290.08%+25
Tokyo Electron LTD F Sponsored ADR2,0362,03602262490.09%+23
Cummins Inc(CMI)598609+113053280.11%+22
Verizon(VZ)5,0744,544-5302072280.08%+21
Aia Group LTD F Sponsored ADR6,0676,06702492700.09%+21
Stryker Corp(SYK)1,8162,006+1906386590.23%+21
Union Pacific Corp(UNP)2,3222,297-255375570.19%+20
HSBC HLDGS PLC F Sponsored ADR(HSBC)4,8094,80903783970.14%+18
Prologis Inc. REIT(PLD)3,0473,081+343894070.14%+18
Iberdrola S A F Sponsored ADR2,9022,90202512680.09%+17
Ecolab Inc(ECL)2,8902,913+237597750.27%+16
Hudbay Minerals Inc(HBM)15,18215,18203013170.11%+16
Dimensional Emerg Core Eqy MRKT ETF
EMGR CRE EQT MNG
11,89511,899+43874030.14%+15
iShares MSCI Acwi Ex US ETF11,43711,43707687830.27%+15
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Canopy Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail