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Canopy Partners

Latest statistics and disclosures from Canopy Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VTI, MSFT, SPY, NVDA, and represent 20.93% of Canopy Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA, DFAU, AVGO, TSLA, Blackstone Private Credit Fund, MU, PRYMY, AMZN, CMI, SFTBY.
Started 18 new stock positions in TD, INTC, MBRFY, EADSY, PRYMY, OEF, SCHG, CRWD, SCHD, TM. LRCX, AAGIY, SFTBY, UL, CMI, ANET, MU, ASX.
Reduced shares in these 10 stocks: AGG, VTEB, CL, IEF, SMMD, IDEXY, IWR, SPG, MSTR, CBSH.
Sold out of its positions in BRF Brasil Foods SA, CL, CBSH, IDEXY, AGG, IEF, SMMD, MSTR, SPG, TOELY.
Canopy Partners was a net buyer of stock by $8.1M.
Canopy Partners has $299M in assets under management (AUM), dropping by 9.79%.
Central Index Key (CIK): 0001960860

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Portfolio Holdings for Canopy Partners

Canopy Partners holds 235 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	4.5	$14M		54k	254.63	View chart
Vanguard Total Stock Market ETF Etf (VTI)	4.5	$14M		41k	328.17	View chart
Microsoft Common Stock (MSFT)	4.3	$13M		25k	517.96	View chart
Spdr S&p 500 Etf Etf (SPY)	4.0	$12M		18k	666.18	View chart
Nvidia Corp Common Stock (NVDA)	3.6	$11M	+20%	58k	186.58	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	3.5	$11M		120k	87.31	View chart
Dimensional US Core Equity Markt ETF Etf (DFAU)	3.5	$10M	+8%	228k	45.76	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	3.4	$10M		17k	596.03	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	3.0	$9.0M		37k	243.10	View chart
Amazon.Com Common Stock (AMZN)	2.7	$8.2M	+3%	37k	219.57	View chart
Meta Platforms Inc Class A Common Stock (META)	2.0	$6.1M		8.3k	734.40	View chart
Blackstone Private Credi T Fund Class I Fund	2.0	$6.0M	+7%	240k	25.09	View chart
Dimensional ETF Etf (DFAX)	1.9	$5.7M	+3%	182k	31.38	View chart
iShares Russell Mid Cap ETF Etf (IWR)	1.8	$5.4M	-3%	56k	96.55	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.6	$4.7M	-2%	72k	65.92	View chart
JPMorgan Chase Common Stock (JPM)	1.6	$4.7M		15k	315.44	View chart
Berkshire Hathaway Inc CL A Common Stock (BRK.A)	1.5	$4.5M		6.00	754200.00	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.3	$4.0M		34k	118.83	View chart
Wal-Mart Common Stock (WMT)	1.1	$3.4M		33k	103.06	View chart
Broadcom Common Stock (AVGO)	1.1	$3.2M	+30%	9.6k	329.91	View chart
Taiwan Semiconductr F Common Stock (TSM)	1.0	$2.9M		11k	279.29	View chart
Dimensional Core Fixed Income ETF Etf (DFCF)	1.0	$2.9M		69k	42.76	View chart
Kroger Common Stock (KR)	1.0	$2.9M		43k	67.41	View chart
Mastercard Inc Class A Common Stock (MA)	0.9	$2.8M	+4%	5.0k	568.81	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.9	$2.8M	+2%	11k	243.55	View chart
Visa Inc Class A Common Stock (V)	0.9	$2.7M	+2%	8.0k	341.38	View chart
Johnson & Johnson Common Stock (JNJ)	0.8	$2.5M		14k	185.42	View chart
Auto Data Processing Common Stock (ADP)	0.8	$2.5M		8.4k	293.50	View chart
Tesla Motors Common Stock (TSLA)	0.8	$2.4M	+40%	5.4k	444.72	View chart
iShares MSCI EAFE Small Cap ETF Etf (SCZ)	0.8	$2.4M		31k	76.72	View chart
Costco Wholesale Common Stock (COST)	0.7	$2.2M		2.4k	925.63	View chart
Service Now Common Stock (NOW)	0.7	$2.2M	+11%	2.3k	920.28	View chart
American Express Common Stock (AXP)	0.7	$2.0M		6.2k	332.16	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.6	$1.9M	+14%	3.9k	502.74	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$1.8M	+3%	14k	133.94	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.8M	+2%	35k	51.59	View chart
Caterpillar Common Stock (CAT)	0.6	$1.7M	-9%	3.5k	477.15	View chart
BlackRock FNDG Common Stock (BLK)	0.5	$1.6M		1.3k	1165.87	View chart
Charles Schwab Corp Common Stock (SCHW)	0.5	$1.5M	-8%	16k	95.47	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.5	$1.5M		2.3k	669.30	View chart
Salesforce Common Stock (CRM)	0.5	$1.5M		6.3k	237.00	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.5	$1.5M		12k	120.72	View chart
P N C Financial Services Group Common Stock (PNC)	0.5	$1.4M		7.1k	200.93	View chart
Netflix Common Stock (NFLX)	0.5	$1.4M	+19%	1.2k	1199.02	View chart
Oracle Corp Common Stock (ORCL)	0.5	$1.4M		4.9k	281.24	View chart
Lilly Eli & Co Common Stock (LLY)	0.4	$1.3M	+12%	1.8k	763.00	View chart
iShares Core MSCI Total ETF Etf (IXUS)	0.4	$1.3M		16k	82.58	View chart
UnitedHealth Group Common Stock (UNH)	0.4	$1.3M	+8%	3.8k	345.32	View chart
Eaton Corp PLC F Common Stock (ETN)	0.4	$1.3M	+14%	3.4k	374.25	View chart
Marathon Pete Corp Common Stock (MPC)	0.4	$1.3M		6.6k	192.74	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.4	$1.3M	-21%	25k	50.07	View chart
Abbvie Common Stock (ABBV)	0.4	$1.2M	+2%	5.4k	231.54	View chart
Amgen Common Stock (AMGN)	0.4	$1.2M	+2%	4.4k	282.20	View chart
Amphenol Corp Class A Common Stock (APH)	0.4	$1.2M		9.8k	123.75	View chart
Mondelez International W I Common Stock (MDLZ)	0.4	$1.1M		18k	62.47	View chart
Accenture PLC F Class A Common Stock (ACN)	0.4	$1.1M		4.6k	246.60	View chart
Booking Holdings Common Stock (BKNG)	0.4	$1.1M	+5%	204.00	5399.27	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.4	$1.1M		5.3k	206.51	View chart
Merck & Co Common Stock (MRK)	0.4	$1.1M	+3%	13k	83.93	View chart
McDonald's Common Stock (MCD)	0.4	$1.1M	+2%	3.6k	303.89	View chart
Cisco Systems Common Stock (CSCO)	0.4	$1.1M	+2%	16k	68.42	View chart
Chevron Corp. Common Stock (CVX)	0.4	$1.1M	+3%	7.0k	155.29	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$1.1M		12k	84.60	View chart
Procter & Gamble Common Stock (PG)	0.3	$967k		6.3k	153.65	View chart
General Electric Common Stock (GE)	0.3	$931k	+11%	3.1k	300.82	View chart
Nextera Energy Common Stock (NEE)	0.3	$899k		12k	75.49	View chart
Transdigm Group Common Stock (TDG)	0.3	$894k		678.00	1318.02	View chart
Pepsico Common Stock (PEP)	0.3	$883k		6.3k	140.44	View chart
Tencent Holdings F Un Common Stock (TCEHY)	0.3	$877k	+4%	10k	85.15	View chart
Asml Holding N V F Common Stock (ASML)	0.3	$851k	+4%	879.00	968.09	View chart
Morgan Stanley Common Stock (MS)	0.3	$845k		5.3k	158.96	View chart
Pfizer Common Stock (PFE)	0.3	$834k	-10%	33k	25.48	View chart
Home Depot Common Stock (HD)	0.3	$825k	+3%	2.0k	405.19	View chart
Applovin Corp Com CL A Common Stock (APP)	0.3	$824k	+6%	1.1k	718.54	View chart
Uber Technologies Common Stock (UBER)	0.3	$820k	+14%	8.4k	97.97	View chart
iShares Russell 2000 ETF Etf (IWM)	0.3	$812k	-3%	3.4k	241.96	View chart
Deere & Co Common Stock (DE)	0.3	$795k	-5%	1.7k	457.26	View chart
Chubb LTD F Common Stock (CB)	0.3	$784k		2.8k	282.25	View chart
Lowes Common Stock (LOW)	0.3	$758k	+5%	3.0k	251.31	View chart
iShares MSCI Acwi Ex US ETF Etf (ACWX)	0.2	$744k		11k	65.01	View chart
Ecolab Common Stock (ECL)	0.2	$739k		2.7k	273.86	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.2	$697k		13k	53.40	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$696k	-8%	874.00	796.44	View chart
Qualcomm Common Stock (QCOM)	0.2	$682k	+5%	4.1k	166.36	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$670k	-11%	2.6k	260.76	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$667k	-15%	1.3k	499.21	View chart
Conocophillips Common Stock (COP)	0.2	$663k		7.0k	94.59	View chart
ExxonMobil Common Stock (XOM)	0.2	$639k	+11%	5.7k	112.75	View chart
Medpace HLDGS Common Stock (MEDP)	0.2	$622k	+10%	1.2k	514.16	View chart
Stryker Corp Common Stock (SYK)	0.2	$605k	-9%	1.6k	369.67	View chart
Autodesk Common Stock (ADSK)	0.2	$605k	+18%	1.9k	317.67	View chart
Honeywell Intl Common Stock (HON)	0.2	$601k	-3%	2.9k	210.50	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$586k	+40%	3.2k	182.47	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.2	$585k		974.00	600.37	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.2	$571k		7.3k	77.77	View chart
Emerson Electric Common Stock (EMR)	0.2	$569k		4.3k	131.18	View chart
KB Finl Group Inc F Common Stock (KB)	0.2	$561k		6.8k	82.91	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$558k		6.7k	83.82	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$546k		1.2k	447.23	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$546k		2.3k	236.37	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.2	$535k	-19%	6.4k	82.96	View chart
Xylem Common Stock (XYL)	0.2	$532k		3.6k	147.50	View chart
Fair Isaac Intl Corp Common Stock (FICO)	0.2	$531k	-2%	355.00	1496.53	View chart
Applied Materials Common Stock (AMAT)	0.2	$525k	-5%	2.6k	204.74	View chart
Cintas Corp Common Stock (CTAS)	0.2	$522k	+12%	2.5k	205.26	View chart
Texas Instruments Common Stock (TXN)	0.2	$520k		2.8k	183.73	View chart
Republic Services Common Stock (RSG)	0.2	$500k		2.2k	229.48	View chart
Mercadolibre Common Stock (MELI)	0.2	$486k	+42%	208.00	2336.94	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$482k	+7%	2.4k	203.65	View chart
Thermo Fisher SCNTFC Common Stock (TMO)	0.2	$476k	-12%	981.00	485.02	View chart
iShares Currency Hedged MSCI ETF Etf (HEFA)	0.2	$474k		12k	39.61	View chart
Danaher Corp Common Stock (DHR)	0.2	$471k	-6%	2.4k	198.26	View chart
SAP Se Spon A D R Common Stock (SAP)	0.2	$467k	+7%	1.7k	267.21	View chart
Waste Management Common Stock (WM)	0.2	$465k	-2%	2.1k	220.83	View chart
Coca-Cola Common Stock (KO)	0.2	$463k		7.0k	66.32	View chart
Nestle S A F Common Stock (NSRGY)	0.2	$461k	-4%	5.0k	91.77	View chart
Alibaba Group HLDG LTD F Common Stock (BABA)	0.2	$449k	+14%	2.5k	178.73	View chart
Target Corp Common Stock (TGT)	0.1	$446k	-3%	5.0k	89.70	View chart
Royal Bank Of Canada F Common Stock (RY)	0.1	$440k	+2%	3.0k	147.32	View chart
Novartis AG F Common Stock (NVS)	0.1	$430k	+7%	3.4k	128.24	View chart
Raytheon Technologies Common Stock (RTX)	0.1	$428k	+13%	2.6k	167.35	View chart
Commonwealth BK Aust F Common Stock (CMWAY)	0.1	$423k	+12%	3.8k	110.00	View chart
Icici Bank LTD A D R Common Stock (IBN)	0.1	$419k		14k	30.23	View chart
Emcor Group Common Stock (EME)	0.1	$418k		644.00	649.54	View chart
L Oreal S A F Common Stock (LRLCY)	0.1	$417k		4.8k	86.64	View chart
Astrazeneca PLC F Common Stock (AZN)	0.1	$414k	+8%	5.4k	76.72	View chart
Ibm Common Stock (IBM)	0.1	$414k	+5%	1.5k	282.16	View chart
Linde PLC F Common Stock (LIN)	0.1	$412k	+10%	868.00	475.00	View chart
Advanced Micro Devices I Common Stock (AMD)	0.1	$411k	+6%	2.5k	161.79	View chart
Williams Sonoma Common Stock (WSM)	0.1	$411k	+7%	2.1k	195.45	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$402k		15k	26.08	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$400k		4.3k	93.37	View chart
Advantest Corp F Common Stock (ATEYY)	0.1	$397k		3.9k	100.50	View chart
Boeing Common Stock (BA)	0.1	$380k	-3%	1.8k	215.83	View chart
Analog Devices Common Stock (ADI)	0.1	$377k	-3%	1.5k	245.70	View chart
Trade Desk Inc Class A Common Stock (TTD)	0.1	$375k	-3%	7.6k	49.01	View chart
Dimensional Emerg Core Eqy MRKT ETF Etf (DFAE)	0.1	$375k		12k	31.53	View chart
Aflac Common Stock (AFL)	0.1	$370k	+2%	3.3k	111.70	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$365k		16k	23.28	View chart
Gilead Sciences Common Stock (GILD)	0.1	$364k	-6%	3.3k	111.00	View chart
Allianz Se F Un Common Stock (ALIZY)	0.1	$363k	+3%	8.7k	41.97	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$361k		6.5k	55.49	View chart
General Dynamics Corp Common Stock (GD)	0.1	$360k	+27%	1.1k	341.00	View chart
Sony Group Corp F Common Stock (SONY)	0.1	$354k	+6%	12k	28.79	View chart
NTNL Australia Bank F Common Stock (NABZY)	0.1	$353k		24k	14.60	View chart
Woori Finl Group Inc F Un Common Stock (WF)	0.1	$345k		6.1k	56.15	View chart
Shell PLC F Common Stock (SHEL)	0.1	$340k	+5%	4.7k	71.53	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.1	$339k		5.2k	65.26	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$338k		4.8k	70.98	View chart
DBS Group Holdings Lim F Common Stock (DBSDY)	0.1	$335k	+3%	2.1k	158.26	View chart
Schneider Elect Se Unsp A D R Common Stock (SBGSY)	0.1	$328k	+3%	5.9k	56.02	View chart
UniCredit Spa A D R Common Stock (UNCRY)	0.1	$324k		8.5k	37.94	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.1	$323k	+5%	2.2k	148.61	View chart
Stantec Common Stock (STN)	0.1	$319k	+2%	3.0k	107.80	View chart
HDFC Bank LTD A D R Common Stock (HDB)	0.1	$317k	+103%	9.3k	34.16	View chart
Roche HLDG AG F Common Stock (RHHBY)	0.1	$317k	+4%	7.6k	41.81	View chart
Micron Technology Common Stock (MU)	0.1	$313k	NEW	1.9k	167.32	View chart
Prologis Inc. REIT Reit (PLD)	0.1	$308k	-2%	2.7k	114.52	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$308k		657.00	468.41	View chart
Imperial Oil LTD F Common Stock (IMO)	0.1	$301k		3.3k	90.74	View chart
Infosys LTD F Common Stock (INFY)	0.1	$298k		18k	16.27	View chart
Intuit Common Stock (INTU)	0.1	$296k		434.00	682.91	View chart
DR Reddy S Laboratorie F Common Stock (RDY)	0.1	$291k		21k	13.98	View chart
GE Vernova Common Stock (GEV)	0.1	$290k	+16%	471.00	614.90	View chart
Vanguard Esg US Stock ETF Etf (ESGV)	0.1	$288k		2.4k	118.44	View chart
Wheaton Precious Metal Corp Common Stock (WPM)	0.1	$282k		2.5k	111.84	View chart
Prysmian Spa F Common Stock (PRYMY)	0.1	$278k	NEW	5.6k	49.59	View chart
General Mills Common Stock (GIS)	0.1	$277k	+18%	5.5k	50.42	View chart
Barclays PLC A D R Common Stock (BCS)	0.1	$274k		13k	20.67	View chart
Anz Group Holdings LTD F Un Common Stock (ANZGY)	0.1	$272k		12k	22.01	View chart
Itochu Corp F Common Stock (ITOCY)	0.1	$272k		2.4k	115.08	View chart
Zurich Insurance Group F Common Stock (ZURVY)	0.1	$267k		7.5k	35.77	View chart
Philip Morris Intl Common Stock (PM)	0.1	$263k	+17%	1.6k	162.20	View chart
Cbre Group Common Stock (CBRE)	0.1	$262k		1.7k	157.56	View chart
Walt Disney Common Stock (DIS)	0.1	$262k	+36%	2.3k	114.50	View chart
Hitachi LTD F Common Stock (HTHIY)	0.1	$261k		9.9k	26.30	View chart
Hermes Interntnl Sca F Common Stock (HESAY)	0.1	$260k		1.1k	245.12	View chart
iShares Russel 3000 ETF Etf (IWV)	0.1	$258k		682.00	378.94	View chart
Cummins Common Stock (CMI)	0.1	$256k	NEW	607.00	422.37	View chart
At&t Common Stock (T)	0.1	$256k	+26%	9.1k	28.24	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$256k	-5%	337.00	758.15	View chart
Spotify Technology SA Common Stock (SPOT)	0.1	$256k	+28%	366.00	698.00	View chart
Adobe Common Stock (ADBE)	0.1	$255k	-19%	722.00	352.75	View chart
Roper Technologies Common Stock (ROP)	0.1	$252k	-24%	506.00	498.69	View chart
Softbank Group Corp Unsp A D R Common Stock (SFTBY)	0.1	$248k	NEW	3.9k	63.30	View chart
Toyota Motor Corp F Common Stock (TM)	0.1	$247k	NEW	1.3k	191.09	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.1	$246k		2.1k	118.41	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.1	$245k		758.00	323.58	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$245k	NEW	1.8k	133.90	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.1	$244k	NEW	498.00	490.38	View chart
Wipro LTD F Common Stock (WIT)	0.1	$243k		92k	2.63	View chart
Shinhan Finl Group Co F Common Stock (SHG)	0.1	$242k		4.8k	50.37	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$236k		4.4k	53.87	View chart
Targa Resources Corp Common Stock (TRGP)	0.1	$236k	-3%	1.4k	167.54	View chart
Tokio Marine Holdings F Common Stock (TKOMY)	0.1	$235k		5.6k	42.10	View chart
Capital One FC Common Stock (COF)	0.1	$235k	+6%	1.1k	212.58	View chart
Sun Life Financial Common Stock (SLF)	0.1	$234k		3.9k	60.03	View chart
Aia Group LTD F Common Stock (AAGIY)	0.1	$233k	NEW	6.1k	38.43	View chart
Mitsubishi U F J Finan F Common Stock (MUFG)	0.1	$232k	+8%	15k	15.94	View chart
Nike Common Stock (NKE)	0.1	$231k		3.3k	69.73	View chart
Hudbay Minerals Common Stock (HBM)	0.1	$230k	+2%	15k	15.16	View chart
Arista Networks Common Stock (ANET)	0.1	$229k	NEW	1.6k	145.71	View chart
Cme Group Common Stock (CME)	0.1	$225k	-8%	831.00	270.19	View chart
Sumitomo Mitsui Finl00 F Common Stock (SMFG)	0.1	$224k	+6%	13k	16.74	View chart
Siemens A G F Common Stock (SIEGY)	0.1	$223k		1.7k	135.01	View chart
Aon PLC F Class A Common Stock (AON)	0.1	$222k		623.00	356.58	View chart
3M Common Stock (MMM)	0.1	$218k	-16%	1.4k	155.18	View chart
Airbus Se F Common Stock (EADSY)	0.1	$216k	NEW	3.7k	58.22	View chart
S&P Global Common Stock (SPGI)	0.1	$215k	-11%	442.00	486.71	View chart
Iberdrola S A F Common Stock (IBDRY)	0.1	$214k	+3%	2.8k	76.06	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$214k		3.6k	59.92	View chart
Blackstone Group Inc Class A Common Stock (BX)	0.1	$213k	+8%	1.2k	170.85	View chart
Unilever PLC F Common Stock (UL)	0.1	$209k	NEW	3.5k	59.28	View chart
Toronto Dominion Bank Common Stock (TD)	0.1	$208k	NEW	2.6k	79.95	View chart
Intel Common Stock (INTC)	0.1	$208k	NEW	6.2k	33.55	View chart
iShares S&P 100 ETF Etf (OEF)	0.1	$206k	NEW	620.00	332.84	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$203k	NEW	7.4k	27.30	View chart
TJX Companies Common Stock (TJX)	0.1	$202k	-14%	1.4k	144.54	View chart
American Tower Corp Common Stock (AMT)	0.1	$199k	-15%	1.0k	192.32	View chart
United Microelectronic F Common Stock (UMC)	0.1	$192k	+3%	25k	7.58	View chart
Prosus N V F Common Stock (PROSY)	0.1	$166k		12k	14.12	View chart
Muenchener Rueck Unspon A D R Common Stock (MURGY)	0.0	$148k	-3%	12k	12.79	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$135k	+36%	1.1k	123.75	View chart
Nomura Holdings Inc A D R Common Stock (NMR)	0.0	$131k	+28%	18k	7.27	View chart
Aac Technologies Holdings Inc A D R Common Stock (AACAY)	0.0	$117k	-6%	20k	5.81	View chart
Ase Technology Holding Co LTD A D R Common Stock (ASX)	0.0	$112k	NEW	10k	11.09	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.0	$100k	NEW	3.1k	31.91	View chart
Mizuho Finl Group F Common Stock (MFG)	0.0	$88k	+10%	13k	6.70	View chart
Marfrig Global Foods S F Common Stock (MBRFY)	0.0	$84k	NEW	24k	3.56	View chart
Aegon LTD Amer Reg G D R Common Stock (AEG)	0.0	$81k		10k	7.99	View chart
Alstom SA F Common Stock (ALSMY)	0.0	$66k	-14%	26k	2.56	View chart
Uni Charm Corporation A D R Common Stock (UNICY)	0.0	$64k	-22%	20k	3.22	View chart
Xcel Energy Common Stock (XEL)	0.0	$46k	+9%	573.00	80.65	View chart
Companhia Energetic F Common Stock (CIG)	0.0	$40k		19k	2.11	View chart
U S Bancorp Common Stock (USB)	0.0	$3.1k	-67%	65.00	48.32	View chart

Past Filings by Canopy Partners

SEC 13F filings are viewable for Canopy Partners going back to 2023

Canopy Partners 2025 Q3 filed Oct. 30, 2025
Canopy Partners 2025 Q2 filed July 23, 2025
Canopy Partners 2025 Q1 filed May 7, 2025
Canopy Partners 2024 Q4 filed Feb. 13, 2025
Canopy Partners 2024 Q3 filed Nov. 12, 2024
Canopy Partners 2024 Q2 filed Aug. 9, 2024
Canopy Partners 2024 Q1 filed May 15, 2024
Canopy Partners 2023 Q4 filed Feb. 14, 2024

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