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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, MDY, and represent 22.77% of Canopy Partners's stock portfolio.
Added to shares of these 10 stocks: KR (+$6.1M), AAPL, AMZN, DFCF, MDY, MSFT, SMMD, BLK, GOOG, V.
Started 19 new stock positions in MURGY, XLC, SMMD, UMICY, CMCSA, SHOP, ADSK, CPRT, INTU, VEA. BLK, DIS, AON, CME, ADI, ATEYY, APP, SHY, XLF.
Reduced shares in these 10 stocks: , IEF, GOOGL, IEMG, IWR, TLT, , ELV, AVY, WF.
Sold out of its positions in BABA, ELV, AVY, BlackRock, CSLLY, DSNKY, HCA, TLT, KBH, MTD. MRAAY, PDD, PRYMY, SHG, SONVY, WF.
Canopy Partners was a net buyer of stock by $29M.
Canopy Partners has $262M in assets under management (AUM), dropping by 12.75%.
Central Index Key (CIK): 0001960860

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Portfolio Holdings for Canopy Partners

Canopy Partners holds 213 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	5.4	$14M	+15%	56k	250.42	View chart
Vanguard Total Stock Market ETF Etf (VTI)	5.0	$13M		45k	289.81	View chart
Microsoft Common Stock (MSFT)	4.2	$11M	+14%	26k	421.50	View chart
Spdr S&p 500 Etf Etf (SPY)	4.2	$11M		19k	586.08	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	4.0	$11M	+17%	19k	569.58	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	3.6	$9.3M		132k	70.28	View chart
Amazon.Com Common Stock (AMZN)	3.4	$9.0M	+25%	41k	219.39	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	2.8	$7.3M	-3%	39k	189.30	View chart
Dimensional US Core Equity Markt ETF Etf (DFAU)	2.6	$6.8M	+5%	169k	40.49	View chart
Nvidia Corp Common Stock (NVDA)	2.6	$6.7M		50k	134.29	View chart
iShares Russell Mid Cap ETF Etf (IWR)	2.5	$6.6M	-3%	75k	88.40	View chart
Kroger Common Stock (KR)	2.4	$6.3M	+2605%	103k	61.15	View chart
Meta Platforms Inc Class A Common Stock (META)	1.9	$4.9M		8.5k	585.52	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.7	$4.6M	-5%	87k	52.22	View chart
Dimensional ETF Etf (DFAX)	1.6	$4.1M	+2%	166k	24.86	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.6	$4.1M		35k	115.22	View chart
JPMorgan Chase Common Stock (JPM)	1.4	$3.6M	+24%	15k	239.71	View chart
Dimensional Core Fixed Income ETF Etf (DFCF)	1.3	$3.4M	+111%	81k	41.27	View chart
Wal-Mart Common Stock (WMT)	1.1	$3.0M	+4%	33k	90.35	View chart
Visa Inc Class A Common Stock (V)	1.1	$2.9M	+65%	9.2k	316.04	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	1.1	$2.8M		56k	50.13	View chart
UnitedHealth Group Common Stock (UNH)	1.0	$2.7M	+17%	5.2k	505.86	View chart
Auto Data Processing Common Stock (ADP)	0.9	$2.5M	+18%	8.4k	292.73	View chart
Mastercard Inc Class A Common Stock (MA)	0.9	$2.4M	+4%	4.6k	526.57	View chart
Service Now Common Stock (NOW)	0.8	$2.2M	-4%	2.1k	1060.12	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.8	$2.2M	+119%	11k	190.44	View chart
Salesforce Common Stock (CRM)	0.8	$2.1M		6.4k	334.33	View chart
Johnson & Johnson Common Stock (JNJ)	0.8	$2.1M	+5%	15k	144.62	View chart
Costco Wholesale Common Stock (COST)	0.8	$2.1M	+17%	2.2k	916.27	View chart
Taiwan Semiconductr F Common Stock (TSM)	0.8	$2.1M		10k	197.49	View chart
P N C Financial Services Group Common Stock (PNC)	0.8	$2.0M	+42%	10k	192.85	View chart
iShares MSCI EAFE Small Cap ETF Etf (SCZ)	0.7	$1.9M	-2%	31k	60.75	View chart
Accenture PLC F Class A Common Stock (ACN)	0.7	$1.8M	+72%	5.1k	351.79	View chart
Caterpillar Common Stock (CAT)	0.6	$1.7M	+84%	4.6k	362.76	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$1.6M	+71%	14k	113.11	View chart
Tesla Motors Common Stock (TSLA)	0.6	$1.5M	+3%	3.8k	403.84	View chart
Broadcom Common Stock (AVGO)	0.6	$1.5M		6.5k	231.84	View chart
American Express Common Stock (AXP)	0.6	$1.5M	+12%	5.1k	296.79	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.5M	+5%	33k	43.95	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.5	$1.4M	-2%	2.4k	588.68	View chart
Chubb LTD F Common Stock (CB)	0.5	$1.3M	+94%	4.8k	276.30	View chart
iShares Russell 2500 ETF Etf (SMMD)	0.5	$1.2M	NEW	18k	68.00	View chart
BlackRock FNDG Common Stock (BLK)	0.5	$1.2M	NEW	1.2k	1025.11	View chart
Charles Schwab Corp Common Stock (SCHW)	0.5	$1.2M	+68%	16k	74.01	View chart
Starbucks Corp Common Stock (SBUX)	0.5	$1.2M		13k	91.25	View chart
Thermo Fisher SCNTFC Common Stock (TMO)	0.4	$1.2M	+79%	2.3k	520.23	View chart
Merck & Co Common Stock (MRK)	0.4	$1.1M	+14%	12k	99.48	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.4	$1.1M	+5%	2.5k	453.31	View chart
Amgen Common Stock (AMGN)	0.4	$1.1M	+64%	4.2k	260.64	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.4	$1.1M	-8%	11k	101.53	View chart
iShares Russell 2000 ETF Etf (IWM)	0.4	$1.1M	-10%	4.9k	220.96	View chart
iShares Core MSCI Total ETF Etf (IXUS)	0.4	$1.1M		16k	66.14	View chart
McDonalds Common Stock (MCD)	0.4	$1.1M	+7%	3.7k	289.89	View chart
Pepsico Common Stock (PEP)	0.4	$1.0M	+5%	6.8k	152.06	View chart
Abbvie Common Stock (ABBV)	0.4	$1.0M	+33%	5.8k	177.70	View chart
Procter & Gamble Common Stock (PG)	0.4	$1.0M	+14%	6.2k	167.65	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.4	$1.0M		5.3k	190.88	View chart
Chevron Corp. Common Stock (CVX)	0.4	$1.0M	+9%	6.9k	144.84	View chart
Booking Holdings Common Stock (BKNG)	0.4	$954k		192.00	4968.42	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.4	$948k		9.8k	96.83	View chart
Marathon Pete Corp Common Stock (MPC)	0.4	$940k	+80%	6.7k	139.50	View chart
Transdigm Group Common Stock (TDG)	0.4	$933k		736.00	1267.28	View chart
Home Depot Common Stock (HD)	0.3	$913k		2.3k	388.99	View chart
Cisco Systems Common Stock (CSCO)	0.3	$898k	+63%	15k	59.20	View chart
Deere & Co Common Stock (DE)	0.3	$868k	+21%	2.0k	423.70	View chart
Netflix Common Stock (NFLX)	0.3	$866k		971.00	891.37	View chart
Vanguard Esg US Stock ETF Etf (ESGV)	0.3	$852k	+2%	8.1k	104.89	View chart
Lilly Eli & Co Common Stock (LLY)	0.3	$842k		1.1k	772.11	View chart
Target Corp Common Stock (TGT)	0.3	$836k	-3%	6.2k	135.18	View chart
Mondelez International W I Common Stock (MDLZ)	0.3	$832k	+4%	14k	59.73	View chart
Nextera Energy Common Stock (NEE)	0.3	$825k	+103%	12k	71.69	View chart
Conocophillips Common Stock (COP)	0.3	$811k	+8%	8.2k	99.17	View chart
Oracle Corp Common Stock (ORCL)	0.3	$807k	+45%	4.8k	166.64	View chart
Eaton Corp PLC F Common Stock (ETN)	0.3	$798k	-2%	2.4k	331.87	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.3	$795k	-35%	8.6k	92.45	View chart
Pfizer Common Stock (PFE)	0.3	$790k	-13%	30k	26.53	View chart
Illinois Tool Works Common Stock (ITW)	0.3	$777k		3.1k	253.56	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$757k	+343%	1.6k	485.94	View chart
Danaher Corp Common Stock (DHR)	0.3	$747k		3.3k	229.55	View chart
Analog Devices Common Stock (ADI)	0.3	$740k	NEW	3.5k	212.46	View chart
Fair Isaac Intl Corp Common Stock (FICO)	0.3	$723k	-19%	363.00	1990.93	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.3	$717k		9.5k	75.61	View chart
Honeywell Intl Common Stock (HON)	0.3	$714k	+19%	3.2k	225.89	View chart
Lowes Common Stock (LOW)	0.3	$697k	+4%	2.8k	246.80	View chart
Morgan Stanley Common Stock (MS)	0.3	$680k		5.4k	125.72	View chart
Amphenol Corp Class A Common Stock (APH)	0.3	$662k		9.5k	69.45	View chart
iShares MSCI Acwi Ex US ETF Etf (ACWX)	0.2	$632k		12k	52.16	View chart
Trade Desk Inc Class A Common Stock (TTD)	0.2	$623k	+128%	5.3k	117.53	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.2	$586k		1.1k	511.23	View chart
Ecolab Common Stock (ECL)	0.2	$581k	+4%	2.5k	234.32	View chart
Qualcomm Common Stock (QCOM)	0.2	$580k		3.8k	153.62	View chart
Adobe Common Stock (ADBE)	0.2	$571k	+9%	1.3k	444.68	View chart
ExxonMobil Common Stock (XOM)	0.2	$564k	-4%	5.2k	107.57	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.2	$563k		6.5k	86.02	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.2	$560k		13k	41.82	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.2	$553k	-2%	7.5k	74.03	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$544k	+2%	2.4k	228.04	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$539k		941.00	572.62	View chart
Texas Instruments Common Stock (TXN)	0.2	$538k	-2%	2.9k	187.51	View chart
Tencent Holdings F Un Common Stock (TCEHY)	0.2	$517k		9.7k	53.18	View chart
Emerson Electric Common Stock (EMR)	0.2	$464k		3.7k	123.93	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$459k		6.5k	70.24	View chart
Asml Holding N V F Common Stock (ASML)	0.2	$442k	+10%	638.00	693.08	View chart
Uber Technologies Common Stock (UBER)	0.2	$442k	+5%	7.3k	60.32	View chart
Republic Services Common Stock (RSG)	0.2	$437k	-2%	2.2k	201.18	View chart
Applied Materials Common Stock (AMAT)	0.2	$429k		2.6k	162.63	View chart
Waste Management Common Stock (WM)	0.2	$428k		2.1k	201.79	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$425k		814.00	521.96	View chart
Icici Bank LTD A D R Common Stock (IBN)	0.2	$424k		14k	29.86	View chart
iShares Currency Hedged MSCI ETF Etf (HEFA)	0.2	$416k	-2%	12k	34.75	View chart
Coca Cola Common Stock (KO)	0.2	$413k	+9%	6.6k	62.26	View chart
Gilead Sciences Common Stock (GILD)	0.2	$409k		4.4k	92.37	View chart
Williams Sonoma Common Stock (WSM)	0.2	$406k		2.2k	185.18	View chart
Xylem Common Stock (XYL)	0.2	$402k	+25%	3.5k	116.02	View chart
Nestle S A F Common Stock (NSRGY)	0.2	$398k	-2%	4.9k	81.70	View chart
General Electric Common Stock (GE)	0.2	$398k	+24%	2.4k	166.79	View chart
SAP Se Spon A D R Common Stock (SAP)	0.2	$397k		1.6k	246.21	View chart
KB Finl Group Inc F Common Stock (KB)	0.2	$395k		6.9k	56.90	View chart
Stryker Corp Common Stock (SYK)	0.1	$389k	+17%	1.1k	360.05	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.1	$389k		4.0k	96.90	View chart
Infosys LTD F Common Stock (INFY)	0.1	$376k		17k	21.92	View chart
Nike Common Stock (NKE)	0.1	$370k		4.9k	75.67	View chart
L Oreal S A F Common Stock (LRLCY)	0.1	$368k		5.2k	70.41	View chart
HDFC Bank LTD A D R Common Stock (HDB)	0.1	$359k	+8%	5.6k	63.86	View chart
S&P Global Common Stock (SPGI)	0.1	$359k		720.00	498.03	View chart
Roper Technologies Common Stock (ROP)	0.1	$357k		687.00	519.85	View chart
Wipro LTD F Common Stock (WIT)	0.1	$356k	+101%	101k	3.54	View chart
Applovin Corp Com CL A Common Stock (APP)	0.1	$348k	NEW	1.1k	323.83	View chart
iShares Esg Aware US Aggrgt BND ETF Etf (EAGG)	0.1	$342k		7.4k	46.44	View chart
Royal Bank Of Canada F Common Stock (RY)	0.1	$340k	-3%	2.8k	120.51	View chart
Aflac Common Stock (AFL)	0.1	$336k		3.2k	103.44	View chart
Dimensional Emerg Core Eqy MRKT ETF Etf (DFAE)	0.1	$334k		13k	25.37	View chart
General Mills Common Stock (GIS)	0.1	$332k	+4%	5.2k	63.77	View chart
Prologis Inc. REIT Reit (PLD)	0.1	$325k	+65%	3.1k	105.70	View chart
Astrazeneca PLC F Common Stock (AZN)	0.1	$325k		5.0k	65.52	View chart
Boeing Common Stock (BA)	0.1	$318k		1.8k	177.00	View chart
Advanced Micro Devices I Common Stock (AMD)	0.1	$316k	-34%	2.6k	120.79	View chart
Linde PLC F Common Stock (LIN)	0.1	$312k		744.00	418.67	View chart
Commonwealth BK Aust F Common Stock (CMWAY)	0.1	$306k		3.2k	95.66	View chart
Novartis AG F Common Stock (NVS)	0.1	$305k		3.1k	97.31	View chart
DR Reddy S Laboratorie F Common Stock (RDY)	0.1	$305k	+409%	19k	15.79	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$300k	+53%	1.7k	181.96	View chart
American Tower Corp Common Stock (AMT)	0.1	$298k	-12%	1.6k	183.41	View chart
Ibm Common Stock (IBM)	0.1	$293k		1.3k	219.83	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.1	$292k		4.7k	62.31	View chart
Schneider Elect Se Unsp A D R Common Stock (SBGSY)	0.1	$289k		5.8k	49.64	View chart
Shell PLC F Common Stock (SHEL)	0.1	$280k		4.5k	62.65	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$280k		4.9k	56.56	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.1	$272k		1.2k	232.52	View chart
NTNL Australia Bank F Common Stock (NABZY)	0.1	$272k		24k	11.44	View chart
Roche HLDG AG F Common Stock (RHHBY)	0.1	$269k		7.7k	34.88	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$264k		657.00	401.58	View chart
Colgate Palmolive Common Stock (CL)	0.1	$263k		2.9k	90.91	View chart
Hitachi LTD F Common Stock (HTHIY)	0.1	$260k	-2%	5.3k	49.46	View chart
Allianz Se F Un Common Stock (ALIZY)	0.1	$256k		8.4k	30.54	View chart
Targa Resources Corp Common Stock (TRGP)	0.1	$255k		1.4k	178.50	View chart
DBS Group Holdings Lim F Common Stock (DBSDY)	0.1	$255k		2.0k	128.04	View chart
Hermes Interntnl Sca F Common Stock (HESAY)	0.1	$253k		1.1k	239.03	View chart
Raytheon Technologies Common Stock (RTX)	0.1	$252k		2.2k	115.72	View chart
Intuit Common Stock (INTU)	0.1	$246k	NEW	391.00	628.50	View chart
Toyota Motor Corp F Common Stock (TM)	0.1	$243k	+2%	1.2k	194.61	View chart
Sony Group Corp F Common Stock (SONY)	0.1	$241k	+403%	11k	21.16	View chart
LVMH Moet Hennessy Lou F Common Stock (LVMUY)	0.1	$240k	+6%	1.8k	130.69	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$240k		15k	15.67	View chart
Sun Life Financial Common Stock (SLF)	0.1	$234k		3.9k	59.34	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$234k		4.7k	49.46	View chart
3M Common Stock (MMM)	0.1	$229k		1.8k	129.09	View chart
Itochu Corp F Common Stock (ITOCY)	0.1	$229k		2.3k	98.56	View chart
iShares Russel 3000 ETF Etf (IWV)	0.1	$228k		682.00	334.25	View chart
Advantest Corp F Common Stock (ATEYY)	0.1	$227k	NEW	4.0k	56.89	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$225k	-7%	354.00	636.03	View chart
Industria De Diseno Te F Common Stock (IDEXY)	0.1	$225k		8.8k	25.51	View chart
Commerce Bancshares Common Stock (CBSH)	0.1	$225k	+4%	3.6k	62.31	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$225k	NEW	4.7k	47.82	View chart
Zurich Insurance Group F Common Stock (ZURVY)	0.1	$225k		7.6k	29.69	View chart
Simon PPTY Group REIT Reit (SPG)	0.1	$221k		1.3k	172.21	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.1	$219k	NEW	2.1k	106.33	View chart
Anz Group Holdings LTD F Un Common Stock (ANZGY)	0.1	$218k		12k	17.59	View chart
Aon PLC F Class A Common Stock (AON)	0.1	$217k	NEW	603.00	359.16	View chart
Autodesk Common Stock (ADSK)	0.1	$213k	NEW	720.00	295.57	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.1	$213k	NEW	2.6k	81.98	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$213k	NEW	4.4k	48.33	View chart
Stantec Common Stock (STN)	0.1	$211k	-2%	2.7k	78.45	View chart
Copart Common Stock (CPRT)	0.1	$209k	NEW	3.6k	57.39	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.1	$206k	NEW	5.5k	37.53	View chart
Walt Disney Common Stock (DIS)	0.1	$203k	NEW	1.8k	111.35	View chart
General Dynamics Corp Common Stock (GD)	0.1	$203k		771.00	263.49	View chart
Cme Group Common Stock (CME)	0.1	$202k	NEW	871.00	232.23	View chart
Imperial Oil LTD F Common Stock (IMO)	0.1	$202k		3.3k	61.60	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.1	$201k	NEW	2.1k	96.85	View chart
Tokio Marine Holdings F Common Stock (TKOMY)	0.1	$201k	-2%	5.6k	36.02	View chart
Sumitomo Mitsui Finl00 F Common Stock (SMFG)	0.1	$181k		13k	14.49	View chart
Barclays PLC A D R Common Stock (BCS)	0.1	$174k		13k	13.29	View chart
Shin Etsu Chemical Co F Common Stock (SHECY)	0.1	$165k		10k	16.52	View chart
United Microelectronic F Common Stock (UMC)	0.1	$161k	-7%	25k	6.49	View chart
Mitsubishi U F J Finan F Common Stock (MUFG)	0.1	$154k		13k	11.72	View chart
Muenchener Rueck Unspon A D R Common Stock (MURGY)	0.0	$129k	NEW	13k	10.02	View chart
Brasil SA A D R Common Stock (BRFS)	0.0	$124k		30k	4.07	View chart
Hudbay Minerals Common Stock (HBM)	0.0	$121k		15k	8.10	View chart
Aac Technologies Holdings Inc A D R Common Stock (AACAY)	0.0	$102k	-6%	22k	4.75	View chart
Nomura Holdings Inc A D R Common Stock (NMR)	0.0	$102k	+10%	18k	5.79	View chart
Prosus N V F Common Stock (PROSY)	0.0	$95k		12k	7.94	View chart
Broadridge Finl Solu Common Stock (BR)	0.0	$94k	+3%	415.00	226.09	View chart
Alstom SA F Common Stock (ALSMY)	0.0	$76k		35k	2.17	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$71k	+6%	660.00	107.74	View chart
Uni Charm Corporation A D R Common Stock (UNICY)	0.0	$71k		18k	4.03	View chart
Aegon LTD Amer Reg G D R Common Stock (AEG)	0.0	$62k		10k	5.89	View chart
Mizuho Finl Group F Common Stock (MFG)	0.0	$58k	+3%	12k	4.89	View chart
Koninklijke Royal KPN NV SP A D R Common Stock (KKPNY)	0.0	$44k	+18%	12k	3.60	View chart
Companhia Energetic F Common Stock (CIG)	0.0	$34k		19k	1.77	View chart
Xcel Energy Common Stock (XEL)	0.0	$34k	+8%	497.00	67.52	View chart
Umicore Unspon A D R Common Stock (UMICY)	0.0	$27k	NEW	11k	2.50	View chart
U S Bancorp Common Stock (USB)	0.0	$23k		471.00	47.83	View chart

Past Filings by Canopy Partners

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

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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