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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, DFAU, IEFA, and represent 20.48% of Canopy Partners's stock portfolio.
Added to shares of these 10 stocks: AZN, DFCF, WDC, ITOCY, KLAC, AMZN, ANET, DELL, MITSY, CIEN.
Started 13 new stock positions in XLE, WDC, PKX, CIEN, GLW, UNFI, AZN, UNICY, KLAC, ANET. DELL, MITSY, RCL.
Reduced shares in these 10 stocks: KR, VTI, MDY, AstraZeneca, IWR, HDB, ACN, ABT, , .
Sold out of its positions in ADBE, EADSY, AstraZeneca, BX, CBRE, CLS, GIS, HDB, HESAY, OEF. LVMUY, MBRFY, NKE, ROK, ROP, SCHG, XLK, SIEGY, TSRYY, UL, AON.
Canopy Partners was a net seller of stock by $-5.2M.
Canopy Partners has $292M in assets under management (AUM), dropping by -5.04%.
Central Index Key (CIK): 0001960860

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Portfolio Holdings for Canopy Partners

Canopy Partners holds 245 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	4.7	$14M		54k	253.79	View chart
Vanguard Total Stock Market ETF Etf (VTI)	4.2	$12M	-5%	39k	320.81	View chart
Spdr S&p 500 Etf Etf (SPY)	4.0	$12M		18k	650.34	View chart
Dimensional US Core Equity Markt ETF Etf (DFAU)	3.9	$12M		254k	45.12	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	3.7	$11M		118k	90.53	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	3.5	$10M		35k	287.56	View chart
Nvidia Corp Common Stock (NVDA)	3.3	$9.7M		56k	174.40	View chart
SPDR S&P Midcap 400 ETF Etf (MDY)	3.3	$9.6M	-5%	16k	616.76	View chart
Microsoft Common Stock (MSFT)	3.2	$9.3M		25k	370.17	View chart
Amazon.Com Common Stock (AMZN)	2.8	$8.1M	+3%	39k	208.27	View chart
Dimensional ETF Etf (DFAX)	2.2	$6.5M	+2%	193k	33.97	View chart
iShares Russell Mid Cap ETF Etf (IWR)	1.7	$5.0M	-8%	52k	97.23	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	1.7	$4.9M		71k	69.75	View chart
Meta Platforms Inc Class A Common Stock (META)	1.6	$4.8M		8.4k	572.14	View chart
Berkshire Hathaway Inc CL A Common Stock (BRK.A)	1.5	$4.3M		6.00	718140.00	View chart
JPMorgan Chase Common Stock (JPM)	1.4	$4.2M	-3%	14k	294.17	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.4	$4.1M		33k	124.31	View chart
Wal-Mart Common Stock (WMT)	1.3	$3.9M	-2%	31k	124.28	View chart
Taiwan Semiconductr F Common Stock (TSM)	1.2	$3.4M	-2%	10k	337.95	View chart
Broadcom Common Stock (AVGO)	1.2	$3.4M		11k	309.52	View chart
Dimensional Core Fixed Income ETF Etf (DFCF)	1.1	$3.3M	+13%	79k	42.22	View chart
Alphabet Inc. Class C Common Stock (GOOG)	1.1	$3.3M	-7%	12k	286.88	View chart
Johnson & Johnson Common Stock (JNJ)	1.1	$3.2M	-2%	13k	244.44	View chart
Visa Inc Class A Common Stock (V)	0.9	$2.5M		8.2k	302.24	View chart
Caterpillar Common Stock (CAT)	0.8	$2.5M	-2%	3.5k	708.46	View chart
Mastercard Inc Class A Common Stock (MA)	0.8	$2.4M		4.9k	499.66	View chart
iShares MSCI EAFE Small Cap ETF Etf (SCZ)	0.8	$2.4M		31k	78.41	View chart
Costco Wholesale Common Stock (COST)	0.8	$2.4M	-3%	2.4k	996.43	View chart
Tesla Motors Common Stock (TSLA)	0.7	$2.0M		5.4k	371.75	View chart
Kroger Common Stock (KR)	0.7	$2.0M	-35%	28k	72.36	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.7	$1.9M		4.0k	479.20	View chart
American Express Common Stock (AXP)	0.6	$1.9M		6.2k	302.48	View chart
Bank Of America Corp Common Stock (BAC)	0.6	$1.7M		35k	48.75	View chart
Merck & Co Common Stock (MRK)	0.6	$1.6M		14k	120.29	View chart
Lilly Eli & Co Common Stock (LLY)	0.6	$1.6M	-2%	1.8k	919.77	View chart
Amgen Common Stock (AMGN)	0.6	$1.6M		4.6k	351.85	View chart
Auto Data Processing Common Stock (ADP)	0.5	$1.6M	-5%	7.9k	203.18	View chart
Marathon Pete Corp Common Stock (MPC)	0.5	$1.6M	-2%	6.4k	244.18	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.5	$1.5M		2.3k	653.21	View chart
P N C Financial Services Group Common Stock (PNC)	0.5	$1.5M	-2%	7.1k	208.09	View chart
Charles Schwab Corp Common Stock (SCHW)	0.5	$1.5M	-2%	16k	93.98	View chart
Chevron Corp. Common Stock (CVX)	0.5	$1.4M		6.9k	206.90	View chart
iShares Core MSCI Total ETF Etf (IXUS)	0.5	$1.4M		16k	86.64	View chart
BlackRock FNDG Common Stock (BLK)	0.5	$1.4M	+4%	1.5k	961.71	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.5	$1.4M		12k	113.11	View chart
Cisco Systems Common Stock (CSCO)	0.5	$1.3M		17k	77.59	View chart
Eaton Corp PLC F Common Stock (ETN)	0.4	$1.3M	+2%	3.5k	357.67	View chart
Service Now Common Stock (NOW)	0.4	$1.2M	+2%	12k	104.55	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$1.2M	+3%	13k	89.59	View chart
Abbvie Common Stock (ABBV)	0.4	$1.2M		5.4k	217.49	View chart
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)	0.4	$1.2M		24k	49.89	View chart
Asml Holding N V F Common Stock (ASML)	0.4	$1.2M		879.00	1320.83	View chart
Salesforce Common Stock (CRM)	0.4	$1.1M	-2%	6.2k	186.67	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.4	$1.1M		5.3k	211.15	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$1.1M	-23%	11k	102.67	View chart
Amphenol Corp Class A Common Stock (APH)	0.4	$1.1M	-15%	8.4k	126.35	View chart
Netflix Common Stock (NFLX)	0.4	$1.0M	-5%	11k	96.15	View chart
Mondelez International W I Common Stock (MDLZ)	0.4	$1.0M		18k	57.64	View chart
Nextera Energy Common Stock (NEE)	0.4	$1.0M	-8%	11k	92.88	View chart
ExxonMobil Common Stock (XOM)	0.4	$1.0M	+2%	6.0k	169.66	View chart
Pfizer Common Stock (PFE)	0.3	$1.0M	+3%	36k	28.08	View chart
UnitedHealth Group Common Stock (UNH)	0.3	$999k	-2%	3.7k	270.59	View chart
Chubb LTD F Common Stock (CB)	0.3	$959k		2.9k	325.93	View chart
Applied Materials Common Stock (AMAT)	0.3	$945k		2.8k	341.79	View chart
Pepsico Common Stock (PEP)	0.3	$942k	-4%	6.1k	155.29	View chart
Procter & Gamble Common Stock (PG)	0.3	$930k		6.4k	144.44	View chart
Conocophillips Common Stock (COP)	0.3	$930k	+3%	7.0k	132.00	View chart
General Electric Common Stock (GE)	0.3	$923k	+5%	3.3k	283.77	View chart
McDonald's Common Stock (MCD)	0.3	$921k	-7%	3.0k	310.79	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$909k	+9%	1.1k	846.09	View chart
Morgan Stanley Common Stock (MS)	0.3	$879k		5.3k	164.57	View chart
Deere & Co Common Stock (DE)	0.3	$837k		1.5k	563.30	View chart
iShares Russell 2000 ETF Etf (IWM)	0.3	$832k		3.4k	248.00	View chart
Booking Holdings Common Stock (BKNG)	0.3	$829k	-7%	197.00	4210.32	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.3	$788k	+27%	9.5k	82.57	View chart
iShares MSCI Acwi Ex US ETF Etf (ACWX)	0.3	$783k		11k	68.47	View chart
Target Corp Common Stock (TGT)	0.3	$777k		6.4k	121.20	View chart
Illinois Tool Works Common Stock (ITW)	0.3	$777k	+15%	3.0k	260.29	View chart
Micron Technology Common Stock (MU)	0.3	$775k	+6%	2.3k	337.84	View chart
Ecolab Common Stock (ECL)	0.3	$775k		2.9k	266.02	View chart
Transdigm Group Common Stock (TDG)	0.3	$767k		662.00	1158.96	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$754k	-7%	1.2k	604.39	View chart
Lowes Common Stock (LOW)	0.2	$721k	-6%	3.1k	236.28	View chart
Raytheon Technologies Common Stock (RTX)	0.2	$717k		3.7k	192.90	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$701k	+5%	1.5k	460.99	View chart
KB Finl Group Inc F Common Stock (KB)	0.2	$682k		6.8k	99.73	View chart
Oracle Corp Common Stock (ORCL)	0.2	$674k	+3%	4.6k	147.11	View chart
Uber Technologies Common Stock (UBER)	0.2	$672k	+5%	9.3k	71.93	View chart
Stryker Corp Common Stock (SYK)	0.2	$659k	+10%	2.0k	328.59	View chart
Honeywell Intl Common Stock (HON)	0.2	$637k		2.8k	226.03	View chart
Accenture PLC F Class A Common Stock (ACN)	0.2	$637k	-34%	3.2k	198.29	View chart
Tencent Holdings F Un Common Stock (TCEHY)	0.2	$636k	-6%	10k	63.22	View chart
Home Depot Common Stock (HD)	0.2	$617k	+2%	1.9k	328.89	View chart
Coca-Cola Common Stock (KO)	0.2	$588k	+2%	7.7k	76.05	View chart
Emerson Electric Common Stock (EMR)	0.2	$583k	-3%	4.4k	131.02	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.2	$578k	+2%	7.2k	80.08	View chart
Advanced Micro Devices I Common Stock (AMD)	0.2	$574k	+4%	2.8k	203.43	View chart
Texas Instruments Common Stock (TXN)	0.2	$572k		2.9k	194.14	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$557k		2.3k	242.62	View chart
Medpace HLDGS Common Stock (MEDP)	0.2	$552k	-4%	1.1k	480.19	View chart
Cintas Corp Common Stock (CTAS)	0.2	$548k	-2%	3.2k	169.14	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.2	$547k		5.6k	97.13	View chart
Astrazeneca PLC F Common Stock (AZN)	0.2	$537k	NEW	2.7k	197.22	View chart
Analog Devices Common Stock (ADI)	0.2	$536k	+2%	1.7k	318.14	View chart
Novartis AG F Common Stock (NVS)	0.2	$531k		3.5k	152.75	View chart
Gilead Sciences Common Stock (GILD)	0.2	$524k	+8%	3.8k	139.37	View chart
Lam Research Corp Common Stock (LRCX)	0.2	$519k	+13%	2.4k	213.66	View chart
Advantest Corp F Common Stock (ATEYY)	0.2	$511k		3.8k	135.81	View chart
iShares Currency Hedged MSCI ETF Etf (HEFA)	0.2	$509k		12k	42.49	View chart
Autodesk Common Stock (ADSK)	0.2	$500k	+12%	2.1k	239.40	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.2	$493k	-33%	8.7k	56.79	View chart
Thermo Fisher SCNTFC Common Stock (TMO)	0.2	$492k		1.0k	491.53	View chart
Nestle S A F Common Stock (NSRGY)	0.2	$489k	-2%	4.9k	99.10	View chart
Qualcomm Common Stock (QCOM)	0.2	$487k	-12%	3.8k	128.78	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$474k	-12%	5.9k	79.61	View chart
Royal Bank Of Canada F Common Stock (RY)	0.2	$473k		2.9k	161.78	View chart
Danaher Corp Common Stock (DHR)	0.2	$448k	-9%	2.4k	189.60	View chart
Shell PLC F Common Stock (SHEL)	0.2	$438k		4.7k	93.00	View chart
Imperial Oil LTD F Common Stock (IMO)	0.1	$432k		3.3k	130.82	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.1	$432k		748.00	577.18	View chart
Applovin Corp Com CL A Common Stock (APP)	0.1	$427k	-2%	1.1k	398.00	View chart
Linde PLC F Common Stock (LIN)	0.1	$424k	+25%	856.00	495.76	View chart
Woori Finl Group Inc F Un Common Stock (WF)	0.1	$414k		6.2k	66.60	View chart
Emcor Group Common Stock (EME)	0.1	$410k		555.00	738.31	View chart
Prologis Inc. REIT Reit (PLD)	0.1	$407k		3.1k	132.18	View chart
GE Vernova Common Stock (GEV)	0.1	$404k	+4%	463.00	872.90	View chart
ING Groep ADR Rep 1 Or F Common Stock (ING)	0.1	$404k		16k	26.05	View chart
Dimensional Emerg Core Eqy MRKT ETF Etf (DFAE)	0.1	$403k		12k	33.86	View chart
Waste Management Common Stock (WM)	0.1	$399k	-7%	1.7k	229.79	View chart
HSBC HLDGS PLC F Common Stock (HSBC)	0.1	$397k		4.8k	82.49	View chart
L Oreal S A F Common Stock (LRLCY)	0.1	$396k		4.8k	81.93	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$391k		16k	24.75	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$391k	+39%	916.00	426.40	View chart
Commonwealth BK Aust F Common Stock (CMWAY)	0.1	$385k	-6%	3.3k	118.02	View chart
Fair Isaac Intl Corp Common Stock (FICO)	0.1	$383k		359.00	1067.54	View chart
Roche HLDG AG F Common Stock (RHHBY)	0.1	$383k		7.7k	49.71	View chart
DBS Group Holdings Lim F Common Stock (DBSDY)	0.1	$382k		2.1k	179.27	View chart
Williams Sonoma Common Stock (WSM)	0.1	$381k		2.1k	182.33	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$379k	-8%	2.6k	146.28	View chart
Ibm Common Stock (IBM)	0.1	$377k		1.6k	242.39	View chart
Republic Services Common Stock (RSG)	0.1	$371k	-13%	1.7k	219.02	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$370k		5.8k	64.08	View chart
Intel Common Stock (INTC)	0.1	$365k	+16%	8.3k	44.13	View chart
Aflac Common Stock (AFL)	0.1	$363k	+2%	3.3k	109.71	View chart
General Dynamics Corp Common Stock (GD)	0.1	$360k		1.0k	343.22	View chart
Icici Bank LTD A D R Common Stock (IBN)	0.1	$359k		14k	25.90	View chart
Boeing Common Stock (BA)	0.1	$355k	+30%	1.8k	199.03	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$353k	-2%	2.2k	160.32	View chart
Allianz Se F Un Common Stock (ALIZY)	0.1	$352k	-4%	8.4k	42.04	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$347k	-2%	387.00	895.24	View chart
NTNL Australia Bank F Common Stock (NABZY)	0.1	$346k		24k	14.49	View chart
Alibaba Group HLDG LTD F Common Stock (BABA)	0.1	$330k	-2%	2.6k	125.46	View chart
Prysmian Spa F Common Stock (PRYMY)	0.1	$329k		5.7k	58.15	View chart
Cummins Common Stock (CMI)	0.1	$328k		609.00	538.02	View chart
Schneider Elect Se Unsp A D R Common Stock (SBGSY)	0.1	$325k		6.0k	54.43	View chart
Wheaton Precious Metal Corp Common Stock (WPM)	0.1	$323k	-2%	2.5k	131.01	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.1	$321k	-5%	4.7k	67.53	View chart
Hudbay Minerals Common Stock (HBM)	0.1	$317k		15k	20.90	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$316k		1.3k	247.08	View chart
Vanguard Esg US Stock ETF Etf (ESGV)	0.1	$314k	+27%	2.8k	112.27	View chart
Anz Group Holdings LTD F Un Common Stock (ANZGY)	0.1	$314k		12k	25.34	View chart
Elbit Systems Common Stock (ESLT)	0.1	$313k		369.00	849.09	View chart
Xylem Common Stock (XYL)	0.1	$313k	-23%	2.6k	119.50	View chart
Crowdstrike HLDGS Inc Class A Common Stock (CRWD)	0.1	$312k	+16%	799.00	390.41	View chart
UniCredit Spa A D R Common Stock (UNCRY)	0.1	$307k		8.5k	36.06	View chart
Itochu Corp F Common Stock (ITOCY)	0.1	$304k	+900%	24k	12.75	View chart
Shinhan Finl Group Co F Common Stock (SHG)	0.1	$304k		4.9k	61.32	View chart
Philip Morris Intl Common Stock (PM)	0.1	$300k	+13%	1.8k	165.34	View chart
Colgate Palmolive Common Stock (CL)	0.1	$298k	+37%	3.5k	85.23	View chart
Barclays PLC A D R Common Stock (BCS)	0.1	$294k	+3%	14k	21.16	View chart
Toyota Motor Corp F Common Stock (TM)	0.1	$293k		1.4k	206.09	View chart
Canadian Natural Res F Common Stock (CNQ)	0.1	$287k	-6%	5.9k	48.73	View chart
Western Digital Corp Common Stock (WDC)	0.1	$286k	NEW	1.1k	270.49	View chart
Hitachi LTD F Common Stock (HTHIY)	0.1	$286k		9.8k	29.11	View chart
SAP Se Spon A D R Common Stock (SAP)	0.1	$280k	-5%	1.6k	171.21	View chart
Mercadolibre Common Stock (MELI)	0.1	$272k	-18%	157.00	1729.02	View chart
Aia Group LTD F Common Stock (AAGIY)	0.1	$270k		6.1k	44.53	View chart
DR Reddy S Laboratorie F Common Stock (RDY)	0.1	$270k		20k	13.85	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$270k	+13%	4.5k	60.65	View chart
Sumitomo Mitsui Finl00 F Common Stock (SMFG)	0.1	$270k		14k	19.75	View chart
Zurich Insurance Group F Common Stock (ZURVY)	0.1	$269k		7.6k	35.51	View chart
TJX Companies Common Stock (TJX)	0.1	$269k	-3%	1.7k	159.70	View chart
Iberdrola S A F Common Stock (IBDRY)	0.1	$268k		2.9k	92.24	View chart
Cme Group Common Stock (CME)	0.1	$262k	-7%	888.00	295.35	View chart
Kla Corp Common Stock (KLAC)	0.1	$262k	NEW	178.00	1472.41	View chart
At&t Common Stock (T)	0.1	$262k		9.0k	28.99	View chart
Arista Networks Common Stock (ANET)	0.1	$260k	NEW	2.1k	122.78	View chart
Tokio Marine Holdings F Common Stock (TKOMY)	0.1	$258k		5.5k	47.14	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$255k	+75%	2.0k	130.94	View chart
Toronto Dominion Bank Common Stock (TD)	0.1	$255k	+2%	2.7k	93.31	View chart
Simon PPTY Group REIT Reit (SPG)	0.1	$254k	+10%	1.4k	186.53	View chart
Hca Healthcare Common Stock (HCA)	0.1	$254k	+11%	537.00	473.24	View chart
iShares Russel 3000 ETF Etf (IWV)	0.1	$253k		682.00	370.68	View chart
Mitsubishi U F J Finan F Common Stock (MUFG)	0.1	$252k		15k	16.97	View chart
Stantec Common Stock (STN)	0.1	$251k		2.9k	86.40	View chart
Electronic Arts Common Stock (EA)	0.1	$250k	+20%	1.2k	203.87	View chart
Tokyo Electron LTD F Common Stock (TOELY)	0.1	$249k		2.0k	122.22	View chart
Shopify Inc F Class A Common Stock (SHOP)	0.1	$249k	-4%	2.1k	118.62	View chart
Sun Life Financial Common Stock (SLF)	0.1	$246k	+2%	3.9k	62.56	View chart
Marriott Intl Inc Class A Common Stock (MAR)	0.1	$246k	+6%	751.00	327.07	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.1	$234k	NEW	1.4k	164.13	View chart
Mitsui & Co LTD F Common Stock (MITSY)	0.1	$233k	NEW	300.00	775.31	View chart
Royal Gold Common Stock (RGLD)	0.1	$232k		913.00	254.49	View chart
Sony Group Corp F Common Stock (SONY)	0.1	$232k	-7%	11k	20.70	View chart
S&P Global Common Stock (SPGI)	0.1	$232k	+14%	545.00	425.34	View chart
Ase Technology Holding Co LTD A D R Common Stock (ASX)	0.1	$232k	+4%	11k	21.68	View chart
Ciena Corp Common Stock (CIEN)	0.1	$231k	NEW	595.00	388.23	View chart
United Microelectronic F Common Stock (UMC)	0.1	$230k		26k	8.98	View chart
Capital One FC Common Stock (COF)	0.1	$230k	+15%	1.3k	182.43	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$229k		7.5k	30.68	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.1	$228k		2.1k	110.90	View chart
Targa Resources Corp Common Stock (TRGP)	0.1	$228k	-36%	910.00	250.73	View chart
Verizon Common Stock (VZ)	0.1	$228k	-10%	4.5k	50.20	View chart
Corning Common Stock (GLW)	0.1	$226k	NEW	1.7k	135.97	View chart
British Amern Tob PLC Spon A D R Common Stock (BTI)	0.1	$224k		3.8k	58.47	View chart
Energy Select Sector SPDR Fund ETF Fund (XLE)	0.1	$219k	NEW	3.6k	61.26	View chart
United Nat Foods Common Stock (UNFI)	0.1	$216k	NEW	4.8k	45.06	View chart
Posco Holdings Inc ADR F Common Stock (PKX)	0.1	$213k	NEW	3.6k	58.49	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$213k		4.3k	49.37	View chart
American Tower Corp Common Stock (AMT)	0.1	$210k	+4%	1.2k	172.58	View chart
Novo-Nordisk As Vormal F Common Stock (NVO)	0.1	$210k	-8%	5.7k	36.75	View chart
Southern Copper Corp D F Common Stock (SCCO)	0.1	$208k		1.2k	172.06	View chart
Walt Disney Common Stock (DIS)	0.1	$204k	+8%	2.1k	96.38	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.1	$203k	NEW	736.00	275.18	View chart
Intuit Common Stock (INTU)	0.1	$199k	-3%	460.00	432.38	View chart
Softbank Group Corp Unsp A D R Common Stock (SFTBY)	0.1	$187k	+311%	15k	12.09	View chart
3M Common Stock (MMM)	0.1	$186k	-18%	1.3k	145.23	View chart
Infosys LTD F Common Stock (INFY)	0.1	$180k	-28%	13k	13.51	View chart
Barrick MNG Corp F Common Stock (B)	0.1	$175k	-2%	4.3k	40.79	View chart
Newmont Mining Corp Common Stock (NEM)	0.1	$175k	-5%	1.6k	108.25	View chart
Nomura Holdings Inc A D R Common Stock (NMR)	0.1	$152k	-2%	19k	7.89	View chart
Muenchener Rueck Unspon A D R Common Stock (MURGY)	0.1	$150k	+3%	12k	12.57	View chart
Wipro LTD F Common Stock (WIT)	0.0	$145k	-24%	69k	2.12	View chart
Mizuho Finl Group F Common Stock (MFG)	0.0	$126k	+4%	16k	7.94	View chart
Banco Santander SA A D R Common Stock (SAN)	0.0	$124k	+3%	11k	11.28	View chart
Naspers LTD F Common Stock (NPSNY)	0.0	$121k		12k	10.44	View chart
Prosus N V F Common Stock (PROSY)	0.0	$109k		12k	9.25	View chart
Aegon LTD Amer Reg G D R Common Stock (AEG)	0.0	$79k	+7%	11k	7.26	View chart
Aac Technologies Holdings Inc A D R Common Stock (AACAY)	0.0	$76k		18k	4.31	View chart
Alstom SA F Common Stock (ALSMY)	0.0	$65k		23k	2.81	View chart
Uni Charm Corporation A D R Common Stock (UNICY)	0.0	$39k	NEW	14k	2.91	View chart
Companhia Energetic F Common Stock (CIG)	0.0	$37k		16k	2.39	View chart
Xcel Energy Common Stock (XEL)	0.0	$35k	-28%	436.00	79.44	View chart
U S Bancorp Common Stock (USB)	0.0	$16k	+55%	312.00	52.01	View chart
Auto Trader Group Unsp A D R Common Stock (ATDRY)	0.0	$15k		10k	1.52	View chart

Past Filings by Canopy Partners

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

Canopy Partners 2026 Q1 filed May 11, 2026
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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