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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, SPY, MSFT, DFAU, and represent 20.93% of Canopy Partners's stock portfolio.
Added to shares of these 10 stocks: NOW, DFAU, NFLX, AVGO, GOOG, SPG, TOELY, HCA, LVMUY, MAR.
Started 25 new stock positions in TSRYY, HCA, ESLT, ATDRY, XLK, MAR, B, NEM, UL, BMY.
Reduced shares in these 10 stocks: Blackstone Private Credit Fund (-$6.0M), GOOGL, NVDA, TTD, MDY, SPOT, , ANET, Unilever, QQQ.
Sold out of its positions in ANET, Blackstone Private Credit Fund, TTD, UNICY, Unilever, SPOT, RCL.
Canopy Partners was a net buyer of stock by $2.3M.
Canopy Partners has $307M in assets under management (AUM), dropping by 2.54%.
Central Index Key (CIK): 0001960860

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Portfolio Holdings for Canopy Partners

Canopy Partners holds 253 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	4.8	$15M		54k	271.86	View chart
Vanguard Total Stock Market ETF Etf (VTI)	4.5	$14M		41k	335.27	View chart
Spdr S&p 500 Etf Etf (SPY)	4.0	$12M		18k	681.92	View chart
Microsoft Common Stock (MSFT)	3.9	$12M		25k	483.63	View chart
Dimensional US Core Equity Markt ETF Etf (DFAU)	3.8	$12M	+9%	250k	46.80	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	3.6	$11M	-3%	35k	313.00	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	3.5	$11M		120k	89.46	View chart
Nvidia Corp Common Stock (NVDA)	3.4	$10M	-3%	56k	186.50	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	3.2	$10M	-3%	17k	603.28	View chart
Amazon.Com Common Stock (AMZN)	2.8	$8.7M		38k	230.82	View chart
Dimensional ETF Etf (DFAX)	2.0	$6.1M	+2%	188k	32.73	View chart
Meta Platforms Inc Class A Common Stock (META)	1.8	$5.5M		8.3k	660.11	View chart
iShares Russell Mid Cap ETF Etf (IWR)	1.8	$5.4M		56k	96.27	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.6	$4.8M		72k	67.22	View chart
JPMorgan Chase Common Stock (JPM)	1.5	$4.7M		15k	322.23	View chart
Berkshire Hathaway Inc CL A Common Stock (BRK.A)	1.5	$4.5M		6.00	754800.00	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.3	$4.0M		34k	120.18	View chart
Alphabet Inc. Class C Common Stock (GOOG)	1.3	$3.9M	+9%	13k	313.81	View chart
Broadcom Common Stock (AVGO)	1.2	$3.8M	+14%	11k	346.10	View chart
Wal-Mart Common Stock (WMT)	1.2	$3.5M	-3%	32k	111.41	View chart
Taiwan Semiconductr F Common Stock (TSM)	1.0	$3.2M		10k	303.89	View chart
Dimensional Core Fixed Income ETF Etf (DFCF)	1.0	$2.9M		69k	42.56	View chart
Visa Inc Class A Common Stock (V)	0.9	$2.9M	+2%	8.2k	350.71	View chart
Mastercard Inc Class A Common Stock (MA)	0.9	$2.8M		4.9k	570.88	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$2.8M		14k	206.95	View chart
Kroger Common Stock (KR)	0.9	$2.7M		43k	62.48	View chart
Tesla Motors Common Stock (TSLA)	0.8	$2.4M		5.4k	449.72	View chart
iShares MSCI EAFE Small Cap ETF Etf (SCZ)	0.8	$2.4M		31k	77.53	View chart
American Express Common Stock (AXP)	0.7	$2.3M		6.2k	369.95	View chart
Costco Wholesale Common Stock (COST)	0.7	$2.2M	+3%	2.5k	862.34	View chart
Auto Data Processing Common Stock (ADP)	0.7	$2.1M		8.3k	257.23	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.7	$2.0M	+4%	4.0k	502.65	View chart
Caterpillar Common Stock (CAT)	0.7	$2.0M		3.5k	572.87	View chart
Lilly Eli & Co Common Stock (LLY)	0.6	$1.9M	+3%	1.8k	1074.68	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.9M		35k	55.00	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$1.7M		14k	125.29	View chart
Service Now Common Stock (NOW)	0.6	$1.7M	+378%	11k	153.19	View chart
Salesforce Common Stock (CRM)	0.5	$1.7M		6.3k	264.91	View chart
Charles Schwab Corp Common Stock (SCHW)	0.5	$1.6M		16k	99.91	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.5	$1.6M		2.3k	684.94	View chart
P N C Financial Services Group Common Stock (PNC)	0.5	$1.5M		7.3k	208.73	View chart
BlackRock FNDG Common Stock (BLK)	0.5	$1.5M	+4%	1.4k	1070.34	View chart
Amgen Common Stock (AMGN)	0.5	$1.5M	+4%	4.6k	327.31	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.5	$1.5M		12k	123.26	View chart
Merck & Co Common Stock (MRK)	0.5	$1.4M	+5%	14k	105.26	View chart
iShares Core MSCI Total ETF Etf (IXUS)	0.4	$1.4M		16k	84.64	View chart
Amphenol Corp Class A Common Stock (APH)	0.4	$1.3M		10k	135.14	View chart
Accenture PLC F Class A Common Stock (ACN)	0.4	$1.3M	+8%	4.9k	268.30	View chart
Cisco Systems Common Stock (CSCO)	0.4	$1.3M	+6%	17k	77.03	View chart
UnitedHealth Group Common Stock (UNH)	0.4	$1.3M		3.8k	330.13	View chart
Abbvie Common Stock (ABBV)	0.4	$1.2M		5.4k	228.49	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.4	$1.2M	-4%	24k	50.29	View chart
Booking Holdings Common Stock (BKNG)	0.4	$1.1M	+3%	212.00	5355.33	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.4	$1.1M		5.3k	212.07	View chart
Eaton Corp PLC F Common Stock (ETN)	0.4	$1.1M		3.5k	318.51	View chart
Netflix Common Stock (NFLX)	0.4	$1.1M	+886%	12k	93.77	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$1.1M	+2%	13k	84.21	View chart
Marathon Pete Corp Common Stock (MPC)	0.3	$1.1M		6.6k	162.63	View chart
Chevron Corp. Common Stock (CVX)	0.3	$1.1M		6.9k	152.41	View chart
McDonalds Common Stock (MCD)	0.3	$979k	-10%	3.2k	305.63	View chart
Nextera Energy Common Stock (NEE)	0.3	$978k	+2%	12k	80.28	View chart
Morgan Stanley Common Stock (MS)	0.3	$967k	+2%	5.4k	177.53	View chart
Mondelez International W I Common Stock (MDLZ)	0.3	$964k		18k	53.83	View chart
Asml Holding N V F Common Stock (ASML)	0.3	$957k		894.00	1069.86	View chart
General Electric Common Stock (GE)	0.3	$953k		3.1k	308.03	View chart
Procter & Gamble Common Stock (PG)	0.3	$941k	+4%	6.6k	143.31	View chart
Chubb LTD F Common Stock (CB)	0.3	$921k	+6%	3.0k	312.12	View chart
Pepsico Common Stock (PEP)	0.3	$913k		6.4k	143.52	View chart
Transdigm Group Common Stock (TDG)	0.3	$886k		666.00	1329.85	View chart
Pfizer Common Stock (PFE)	0.3	$869k	+6%	35k	24.90	View chart
Oracle Corp Common Stock (ORCL)	0.3	$865k	-8%	4.4k	194.91	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$859k	+11%	977.00	879.09	View chart
iShares Russell 2000 ETF Etf (IWM)	0.3	$826k		3.4k	246.16	View chart
Tencent Holdings F Un Common Stock (TCEHY)	0.3	$824k	+4%	11k	76.55	View chart
Intuitive Surgical Common Stock (ISRG)	0.3	$817k	+18%	1.4k	566.36	View chart
Lowes Common Stock (LOW)	0.3	$786k	+8%	3.3k	241.16	View chart
iShares MSCI Acwi Ex US ETF Etf (ACWX)	0.3	$768k		11k	67.13	View chart
Ecolab Common Stock (ECL)	0.2	$759k	+7%	2.9k	262.52	View chart
Applovin Corp Com CL A Common Stock (APP)	0.2	$738k	-4%	1.1k	673.82	View chart
Qualcomm Common Stock (QCOM)	0.2	$737k	+5%	4.3k	171.05	View chart
Uber Technologies Common Stock (UBER)	0.2	$722k	+5%	8.8k	81.71	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.2	$714k		13k	54.71	View chart
ExxonMobil Common Stock (XOM)	0.2	$709k	+3%	5.9k	120.34	View chart
Applied Materials Common Stock (AMAT)	0.2	$708k	+7%	2.8k	256.99	View chart
Raytheon Technologies Common Stock (RTX)	0.2	$687k	+46%	3.7k	183.41	View chart
Deere & Co Common Stock (DE)	0.2	$682k	-15%	1.5k	465.57	View chart
Medpace HLDGS Common Stock (MEDP)	0.2	$678k		1.2k	561.65	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$653k		1.4k	483.67	View chart
Conocophillips Common Stock (COP)	0.2	$639k	-2%	6.8k	93.61	View chart
Stryker Corp Common Stock (SYK)	0.2	$638k	+10%	1.8k	351.47	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$638k		2.6k	246.30	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$632k		6.8k	93.20	View chart
Home Depot Common Stock (HD)	0.2	$631k	-9%	1.8k	344.10	View chart
Cintas Corp Common Stock (CTAS)	0.2	$624k	+30%	3.3k	188.07	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.2	$618k	+15%	7.5k	82.82	View chart
Target Corp Common Stock (TGT)	0.2	$618k	+27%	6.3k	97.75	View chart
Micron Technology Common Stock (MU)	0.2	$617k	+15%	2.2k	285.41	View chart
Fair Isaac Intl Corp Common Stock (FICO)	0.2	$614k	+2%	363.00	1690.62	View chart
Emerson Electric Common Stock (EMR)	0.2	$609k	+5%	4.6k	132.72	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.2	$598k	-4%	7.0k	85.25	View chart
Danaher Corp Common Stock (DHR)	0.2	$596k	+9%	2.6k	228.92	View chart
Thermo Fisher SCNTFC Common Stock (TMO)	0.2	$592k	+4%	1.0k	579.45	View chart
KB Finl Group Inc F Common Stock (KB)	0.2	$586k		6.8k	86.04	View chart
Advanced Micro Devices I Common Stock (AMD)	0.2	$578k	+6%	2.7k	214.16	View chart
Autodesk Common Stock (ADSK)	0.2	$551k	-2%	1.9k	296.01	View chart
Honeywell Intl Common Stock (HON)	0.2	$550k		2.8k	195.09	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.2	$541k	+31%	5.6k	96.03	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$537k		2.3k	231.32	View chart
Coca-Cola Common Stock (KO)	0.2	$529k	+8%	7.6k	69.91	View chart
Texas Instruments Common Stock (TXN)	0.2	$513k	+4%	3.0k	173.49	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$505k	-11%	2.8k	177.75	View chart
Royal Bank Of Canada F Common Stock (RY)	0.2	$501k		2.9k	170.49	View chart
Nestle S A F Common Stock (NSRGY)	0.2	$501k		5.1k	98.78	View chart
Astrazeneca PLC F Common Stock	0.2	$497k		5.4k	91.93	View chart
iShares Currency Hedged MSCI ETF Etf (HEFA)	0.2	$495k		12k	41.36	View chart
Novartis AG F Common Stock (NVS)	0.2	$480k	+3%	3.5k	137.87	View chart
Advantest Corp F Common Stock (ATEYY)	0.2	$477k	-4%	3.8k	126.32	View chart
Xylem Common Stock (XYL)	0.2	$466k	-5%	3.4k	136.18	View chart
Ibm Common Stock (IBM)	0.1	$460k	+5%	1.6k	296.21	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.1	$460k	-23%	748.00	614.31	View chart
Analog Devices Common Stock (ADI)	0.1	$444k	+6%	1.6k	271.20	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$434k		16k	28.00	View chart
Gilead Sciences Common Stock (GILD)	0.1	$424k	+5%	3.5k	122.74	View chart
SAP Se Spon A D R Common Stock (SAP)	0.1	$420k		1.7k	242.91	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$417k	-4%	2.3k	184.23	View chart
Republic Services Common Stock (RSG)	0.1	$416k	-10%	2.0k	211.93	View chart
Waste Management Common Stock (WM)	0.1	$413k	-10%	1.9k	219.71	View chart
Icici Bank LTD A D R Common Stock (IBN)	0.1	$413k		14k	29.80	View chart
L Oreal S A F Common Stock (LRLCY)	0.1	$413k		4.8k	85.65	View chart
Allianz Se F Un Common Stock (ALIZY)	0.1	$404k		8.8k	46.00	View chart
Alibaba Group HLDG LTD F Common Stock (BABA)	0.1	$397k	+7%	2.7k	146.58	View chart
Roche HLDG AG F Common Stock (RHHBY)	0.1	$394k		7.6k	51.57	View chart
Prologis Inc. REIT Reit (PLD)	0.1	$389k	+13%	3.0k	127.66	View chart
Mercadolibre Common Stock (MELI)	0.1	$389k	-7%	193.00	2014.26	View chart
Dimensional Emerg Core Eqy MRKT ETF Etf (DFAE)	0.1	$388k		12k	32.57	View chart
Williams Sonoma Common Stock (WSM)	0.1	$380k		2.1k	178.59	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$378k		4.8k	78.67	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$377k		16k	24.04	View chart
DBS Group Holdings Lim F Common Stock (DBSDY)	0.1	$374k		2.1k	175.61	View chart
Commonwealth BK Aust F Common Stock (CMWAY)	0.1	$373k	-8%	3.5k	106.51	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$368k	+17%	2.1k	171.18	View chart
Woori Finl Group Inc F Un Common Stock (WF)	0.1	$362k		6.1k	58.79	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$360k	+61%	5.8k	62.47	View chart
Aflac Common Stock (AFL)	0.1	$356k	-2%	3.2k	110.27	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.1	$353k		2.2k	160.97	View chart
General Dynamics Corp Common Stock (GD)	0.1	$351k		1.0k	336.66	View chart
UniCredit Spa A D R Common Stock (UNCRY)	0.1	$351k		8.5k	41.47	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$348k	+17%	396.00	878.96	View chart
HDFC Bank LTD A D R Common Stock (HDB)	0.1	$344k		9.4k	36.54	View chart
Barclays PLC A D R Common Stock (BCS)	0.1	$343k		14k	25.45	View chart
Shell PLC F Common Stock (SHEL)	0.1	$339k	-2%	4.6k	73.48	View chart
NTNL Australia Bank F Common Stock (NABZY)	0.1	$335k		24k	14.07	View chart
Emcor Group Common Stock (EME)	0.1	$334k	-15%	546.00	611.79	View chart
Infosys LTD F Common Stock (INFY)	0.1	$334k	+2%	19k	17.82	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.1	$333k	-2%	5.0k	66.00	View chart
Adobe Common Stock (ADBE)	0.1	$331k	+31%	946.00	349.99	View chart
Schneider Elect Se Unsp A D R Common Stock (SBGSY)	0.1	$324k		5.9k	54.93	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.1	$320k	+37%	683.00	468.76	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$318k	-3%	6.3k	50.88	View chart
Intuit Common Stock (INTU)	0.1	$316k	+9%	477.00	662.42	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$311k		657.00	473.30	View chart
Sony Group Corp F Common Stock (SONY)	0.1	$310k		12k	25.60	View chart
Cummins Common Stock (CMI)	0.1	$305k		598.00	510.45	View chart
Hitachi LTD F Common Stock (HTHIY)	0.1	$305k		9.8k	31.20	View chart
Itochu Corp F Common Stock (ITOCY)	0.1	$302k		2.4k	126.45	View chart
Toyota Motor Corp F Common Stock (TM)	0.1	$302k	+8%	1.4k	214.06	View chart
Hudbay Minerals Common Stock (HBM)	0.1	$301k		15k	19.85	View chart
Anz Group Holdings LTD F Un Common Stock (ANZGY)	0.1	$300k		12k	24.22	View chart
Wheaton Precious Metal Corp Common Stock (WPM)	0.1	$298k		2.5k	117.52	View chart
Boeing Common Stock (BA)	0.1	$297k	-22%	1.4k	217.12	View chart
Linde PLC F Common Stock (LIN)	0.1	$291k	-21%	683.00	426.39	View chart
Zurich Insurance Group F Common Stock (ZURVY)	0.1	$290k	+2%	7.6k	38.03	View chart
GE Vernova Common Stock (GEV)	0.1	$289k	-6%	442.00	653.57	View chart
Imperial Oil LTD F Common Stock (IMO)	0.1	$288k		3.3k	86.31	View chart
Prysmian Spa F Common Stock (PRYMY)	0.1	$282k		5.6k	50.25	View chart
DR Reddy S Laboratorie F Common Stock (RDY)	0.1	$276k	-5%	20k	14.04	View chart
Stantec Common Stock (STN)	0.1	$271k	-2%	2.9k	94.36	View chart
TJX Companies Common Stock (TJX)	0.1	$268k	+25%	1.7k	153.61	View chart
Vanguard Esg US Stock ETF Etf (ESGV)	0.1	$266k	-9%	2.2k	120.96	View chart
iShares Russel 3000 ETF Etf (IWV)	0.1	$264k		682.00	386.85	View chart
Sumitomo Mitsui Finl00 F Common Stock (SMFG)	0.1	$263k		14k	19.33	View chart
Capital One FC Common Stock (COF)	0.1	$263k		1.1k	242.36	View chart
Shinhan Finl Group Co F Common Stock (SHG)	0.1	$263k		4.9k	53.63	View chart
Hermes Interntnl Sca F Common Stock (HESAY)	0.1	$263k		1.1k	248.00	View chart
Intel Common Stock (INTC)	0.1	$263k	+14%	7.1k	36.90	View chart
Targa Resources Corp Common Stock (TRGP)	0.1	$263k		1.4k	184.50	View chart
Cme Group Common Stock (CME)	0.1	$261k	+15%	957.00	273.08	View chart
Philip Morris Intl Common Stock (PM)	0.1	$257k		1.6k	160.40	View chart
Wipro LTD F Common Stock (WIT)	0.1	$257k	-2%	91k	2.84	View chart
3M Common Stock (MMM)	0.1	$253k	+12%	1.6k	160.10	View chart
Toronto Dominion Bank Common Stock (TD)	0.1	$251k	+2%	2.7k	94.20	View chart
Iberdrola S A F Common Stock (IBDRY)	0.1	$251k	+3%	2.9k	86.40	View chart
S&P Global Common Stock (SPGI)	0.1	$250k	+8%	478.00	522.59	View chart
Aia Group LTD F Common Stock (AAGIY)	0.1	$249k		6.1k	41.03	View chart
Cbre Group Common Stock (CBRE)	0.1	$247k	-7%	1.5k	160.79	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.1	$244k		2.1k	117.76	View chart
Mitsubishi U F J Finan F Common Stock (MUFG)	0.1	$240k	+3%	15k	15.86	View chart
Sun Life Financial Common Stock (SLF)	0.1	$239k		3.8k	62.40	View chart
Nike Common Stock (NKE)	0.1	$237k	+12%	3.7k	63.71	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$236k		4.3k	54.77	View chart
Simon PPTY Group REIT Reit (SPG)	0.1	$229k	NEW	1.2k	185.11	View chart
Siemens A G F Common Stock (SIEGY)	0.1	$227k		1.6k	139.95	View chart
Tokyo Electron LTD F Common Stock (TOELY)	0.1	$226k	NEW	2.0k	111.10	View chart
Hca Healthcare Common Stock (HCA)	0.1	$226k	NEW	483.00	466.86	View chart
LVMH Moet Hennessy Lou F Common Stock (LVMUY)	0.1	$225k	NEW	1.5k	150.81	View chart
Aon PLC F Class A Common Stock (AON)	0.1	$224k	+2%	636.00	352.88	View chart
General Mills Common Stock (GIS)	0.1	$224k	-12%	4.8k	46.50	View chart
At&t Common Stock (T)	0.1	$223k		9.0k	24.84	View chart
Walt Disney Common Stock (DIS)	0.1	$222k	-14%	2.0k	113.77	View chart
Marriott Intl Inc Class A Common Stock (MAR)	0.1	$218k	NEW	704.00	310.24	View chart
British Amern Tob PLC Spon A D R Common Stock (BTI)	0.1	$217k	NEW	3.8k	56.62	View chart
Celestica Inc F Common Stock (CLS)	0.1	$216k	NEW	730.00	295.61	View chart
Airbus Se F Common Stock (EADSY)	0.1	$215k		3.7k	57.92	View chart
Canadian Natural Res F Common Stock (CNQ)	0.1	$214k	NEW	6.3k	33.85	View chart
iShares S&P 100 ETF Etf (OEF)	0.1	$213k		620.00	342.97	View chart
Softbank Group Corp Unsp A D R Common Stock (SFTBY)	0.1	$212k	-4%	3.7k	56.70	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$212k	NEW	3.9k	53.94	View chart
Elbit Systems Common Stock (ESLT)	0.1	$210k	NEW	363.00	577.71	View chart
Rockwell Automation Common Stock (ROK)	0.1	$208k	NEW	535.00	389.07	View chart
Electronic Arts Common Stock (EA)	0.1	$207k	NEW	1.0k	204.33	View chart
Roper Technologies Common Stock (ROP)	0.1	$207k	-8%	465.00	445.13	View chart
Verizon Common Stock (VZ)	0.1	$207k	NEW	5.1k	40.73	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$206k	NEW	1.3k	162.79	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$205k		7.5k	27.43	View chart
American Tower Corp Common Stock (AMT)	0.1	$204k	+12%	1.2k	175.57	View chart
Tokio Marine Holdings F Common Stock (TKOMY)	0.1	$203k		5.5k	36.98	View chart
Royal Gold Common Stock (RGLD)	0.1	$202k	NEW	909.00	222.29	View chart
Unilever PLC F Common Stock (UL)	0.1	$202k	NEW	3.1k	65.40	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.1	$202k	NEW	1.4k	143.97	View chart
Colgate Palmolive Common Stock (CL)	0.1	$201k	NEW	2.5k	79.02	View chart
United Microelectronic F Common Stock (UMC)	0.1	$199k		25k	7.86	View chart
Barrick MNG Corp F Common Stock (B)	0.1	$192k	NEW	4.4k	43.55	View chart
Blackstone Group Inc Class A Common Stock (BX)	0.1	$182k	-5%	1.2k	154.14	View chart
Southern Copper Corp D F Common Stock (SCCO)	0.1	$177k	NEW	1.2k	143.47	View chart
Newmont Mining Corp Common Stock (NEM)	0.1	$171k	NEW	1.7k	99.85	View chart
Nomura Holdings Inc A D R Common Stock (NMR)	0.1	$166k	+10%	20k	8.39	View chart
Ase Technology Holding Co LTD A D R Common Stock (ASX)	0.1	$165k		10k	16.10	View chart
Naspers LTD F Common Stock (NPSNY)	0.1	$154k	NEW	12k	13.30	View chart
Muenchener Rueck Unspon A D R Common Stock (MURGY)	0.0	$153k		12k	13.19	View chart
Prosus N V F Common Stock (PROSY)	0.0	$145k		12k	12.36	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$131k	+2%	1.1k	117.21	View chart
Banco Santander SA A D R Common Stock (SAN)	0.0	$125k	NEW	11k	11.73	View chart
Mizuho Finl Group F Common Stock (MFG)	0.0	$111k	+16%	15k	7.32	View chart
Aac Technologies Holdings Inc A D R Common Stock (AACAY)	0.0	$89k	-12%	18k	5.02	View chart
Aegon LTD Amer Reg G D R Common Stock (AEG)	0.0	$78k		10k	7.71	View chart
Marfrig Global Foods S F Common Stock (MBRFY)	0.0	$70k	-18%	19k	3.65	View chart
Alstom SA F Common Stock (ALSMY)	0.0	$68k	-9%	23k	2.91	View chart
Xcel Energy Common Stock (XEL)	0.0	$45k	+6%	608.00	73.86	View chart
Treasury Wine Estates LTD A D R Common Stock (TSRYY)	0.0	$44k	NEW	13k	3.46	View chart
Companhia Energetic F Common Stock (CIG)	0.0	$31k	-16%	16k	2.00	View chart
Auto Trader Group Unsp A D R Common Stock (ATDRY)	0.0	$19k	NEW	10k	1.93	View chart
U S Bancorp Common Stock (USB)	0.0	$11k	+209%	201.00	53.37	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.0	$65.000000	-99%	2.00	32.50	View chart

Past Filings by Canopy Partners

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

Canopy Partners 2025 Q4 filed Feb. 12, 2026
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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