Canopy Partners, LLC Purchases in Q2 2025

Canopy Partners, LLC

  • $273 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
279
+ 11.35%
$225.65 - $270.95 $63K - $75.6K
2.74K $737M
WF
Woori Financial Group Inc.

Financial Services
35
+ 0.58%
$30.46 - $49.73 $1.07K - $1.74K
6.07K $302M
TDG
Trans Digm Group Inc

Industrials
1
+ 0.15%
$1231.75 - $1520.64 $1.23K - $1.52K
675 $1.03B
DFAE
Dimensional ETF Tr

ETFs
2.21K
+ 22.87%
$22.87 - $28.95 $50.5K - $63.9K
11.9K $343M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.48K
+ 8.83%
$63.54 - $68.5 $94.3K - $102K
18.3K $1.23B
INTU
Intuit Inc

Technology
27
+ 6.72%
$544.07 - $787.63 $14.7K - $21.3K
429 $338M
RDY
Dr Reddys Laboratories LTD

Healthcare
3.89K
+ 23.52%
$12.36 - $16.17 $48.1K - $62.9K
20.4K $307M
STN
Stantec Inc

Industrials
104
+ 3.75%
$78.92 - $109.58 $8.21K - $11.4K
2.88K $313M
IBM
International Business Machines Corp

Technology
48
+ 3.57%
$221.03 - $294.78 $10.6K - $14.1K
1.39K $410M
BA
Boeing CO

Industrials
14
+ 0.77%
$136.59 - $217.51 $1.91K - $3.05K
1.83K $382M
WFC
Wells Fargo & Company

Financial Services
138
+ 2.08%
$60.98 - $80.12 $8.42K - $11.1K
6.76K $541M
RY
Royal Bank Of Canada

Financial Services
98
+ 3.5%
$108.36 - $131.55 $10.6K - $12.9K
2.9K $381M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
466
+ 2.0%
$9.33 - $13.18 $4.35K - $6.14K
23.8K $309M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
11
+ 0.11%
$19.0 - $29.8 $209 - $328
10K $292M
LRLCY
L'Oreal CO Adr

Consumer Defensive
10
+ 0.21%
$72.9 - $88.25 $729 - $883
4.82K $412M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
775
+ 5.2%
$17.76 - $22.1 $13.8K - $17.1K
15.7K $346M
QCOM
Qualcomm Inc

Technology
181
+ 4.88%
$124.66 - $159.48 $22.6K - $28.9K
3.89K $620M
XYL
Xylem Inc.

Industrials
63
+ 1.81%
$102.86 - $129.5 $6.48K - $8.16K
3.54K $458M
PM
Philip Morris International Inc.

Consumer Defensive
38
+ 2.85%
$149.23 - $184.95 $5.67K - $7.03K
1.37K $250M
NVS
Novartis Ag

Healthcare
60
+ 1.96%
$101.96 - $121.01 $6.12K - $7.26K
3.12K $378M
GD
General Dynamics Corp

Industrials
45
+ 5.73%
$247.68 - $291.66 $11.1K - $13.1K
831 $242M
ITOCY
Itochu Corp Adr

Industrials
7
+ 0.3%
$84.17 - $108.27 $589 - $758
2.33K $244M
INFY
Infosys LTD

Technology
1.07K
+ 6.28%
$16.14 - $18.75 $17.3K - $20.1K
18.1K $336M
CME
Cme Group Inc.

Financial Services
45
+ 5.2%
$252.37 - $290.71 $11.4K - $13.1K
910 $251M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
217
+ 2.26%
$54.0 - $67.88 $11.7K - $14.7K
9.83K $634M
Anz Group Holdings LTD F Unsponsored Adr
308
+ 2.55%
N/A
12.4K $237M
ITW
Illinois Tool Works Inc

Industrials
70
+ 2.46%
$218.41 - $252.43 $15.3K - $17.7K
2.92K $721M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
49
+ 2.45%
$111.07 - $141.75 $5.44K - $6.95K
2.05K $290M
ALSMY
Alstom Sa

Industrials
4.82K
+ 18.79%
N/A
30.5K $69.8M
Linde PLC F
22
+ 2.87%
N/A
788 $370M
SPGI
S&P Global Inc.

Financial Services
5
+ 1.01%
$438.31 - $527.29 $2.19K - $2.64K
502 $265M
PFE
Pfizer Inc

Healthcare
2.02K
+ 5.85%
$21.59 - $24.84 $43.7K - $50.3K
36.6K $888M
IDEXY
Industria De Diseno Textil Ind
8.92K
+ 101.13%
N/A
17.7K $232M
T
At&T Inc.

Communication Services
125
+ 1.77%
$26.33 - $28.94 $3.29K - $3.62K
7.19K $208M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
313
+ 2.38%
$10.79 - $14.14 $3.38K - $4.43K
13.5K $185M
UNICY
Unicharm Corp Sponsored Adr (J

Consumer Defensive
3.52K
+ 15.82%
$3.6 - $4.8 $12.7K - $16.9K
25.8K $92.9M
DUK
Duke Energy Corp

Utilities
61
+ 8.25%
$112.46 - $124.05 $6.86K - $7.57K
800 $94.4M
NVO
Novo Nordisk A S

Healthcare
71
+ 1.1%
$58.08 - $81.05 $4.12K - $5.75K
6.5K $449M
WM
Waste Management Inc

Industrials
23
+ 1.08%
$216.47 - $242.1 $4.98K - $5.57K
2.16K $493M
CL
Colgate Palmolive CO

Consumer Defensive
59
+ 2.13%
$87.57 - $96.0 $5.17K - $5.66K
2.83K $257M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
56
+ 1.08%
$97.38 - $108.84 $5.45K - $6.1K
5.24K $520M
FICO
Fair Isaac Corp

Technology
1
+ 0.28%
$1503.62 - $2206.01 $1.5K - $2.21K
363 $664M
SHEL
Shell PLC

Energy
103
+ 2.34%
$59.75 - $73.05 $6.15K - $7.52K
4.51K $318M
SPG
Simon Property Group Inc

Real Estate
7
+ 0.54%
$140.37 - $171.44 $983 - $1.2K
1.3K $209M
AZN
Astrazeneca PLC

Healthcare
62
+ 1.26%
$64.87 - $75.0 $4.02K - $4.65K
5K $349M
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 2.84%
$210.83 - $235.28 $16.7K - $18.6K
2.87K $636M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
145
+ 7.04%
$99.37 - $134.05 $14.4K - $19.4K
2.2K $250M
AON
Aon PLC

Financial Services
4
+ 0.66%
$335.85 - $398.81 $1.34K - $1.6K
611 $218M
TRGP
Targa Resources Corp.

Energy
21
+ 1.47%
$157.32 - $205.72 $3.3K - $4.32K
1.45K $253M
Activity Summary
Buys All Purchases 102 New Holdings 19 Increased Positions 83 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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