Canopy Partners, LLC Reduced Holdings in Q3 2025

Canopy Partners, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.8K
- 21.37%
$48.5 - $50.19 $330K - $341K
25K $1.25B
KR
Kroger CO

Consumer Defensive
-629
- 1.44%
$64.52 - $74.35 $40.6K - $46.8K
43K $2.9B
CRM
Salesforce, Inc.

Technology
-5
- 0.08%
$231.66 - $273.65 $1.16K - $1.37K
6.33K $1.5B
TTD
Trade Desk, Inc.

Technology
-244
- 3.09%
$43.93 - $89.76 $10.7K - $21.9K
7.65K $375M
DE
Deere & CO

Industrials
-96
- 5.23%
$457.26 - $524.37 $43.9K - $50.3K
1.74K $795M
FICO
Fair Isaac Corp

Technology
-8
- 2.2%
$1311.26 - $1869.83 $10.5K - $15K
355 $531M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.58K
- 19.67%
$82.38 - $83.0 $130K - $131K
6.45K $535M
ADP
Automatic Data Processing Inc

Industrials
-14
- 0.17%
$288.69 - $310.94 $4.04K - $4.35K
8.36K $2.45B
ROP
Roper Technologies Inc

Industrials
-164
- 24.48%
$495.03 - $573.0 $81.2K - $94K
506 $252M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.08%
$433.66 - $544.47 $434 - $544
1.22K $546M
SBUX
Starbucks Corp

Consumer Cyclical
-98
- 0.78%
$81.9 - $96.86 $8.03K - $9.49K
12.4K $1.05B
ADBE
Adobe Inc.

Technology
-180
- 19.96%
$333.65 - $392.1 $60.1K - $70.6K
722 $255M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-11
- 0.06%
$60.9 - $70.75 $670 - $778
18.3K $1.14B
HON
Honeywell International Inc

Industrials
-92
- 3.12%
$207.7 - $240.4 $19.1K - $22.1K
2.86K $601M
TXN
Texas Instruments Inc

Technology
-19
- 0.67%
N/A
2.83K $520M
AMT
American Tower Corp

Real Estate
-184
- 15.08%
$192.32 - $232.35 $35.4K - $42.8K
1.04K $199M
SCHW
Schwab Charles Corp

Financial Services
-1.44K
- 8.34%
$91.03 - $98.69 $131K - $142K
15.8K $1.51B
LMT
Lockheed Martin Corp

Industrials
-240
- 15.23%
$410.74 - $499.21 $98.6K - $120K
1.34K $667M
TGT
Target Corp

Consumer Defensive
-170
- 3.31%
$86.56 - $107.43 $14.7K - $18.3K
4.97K $446M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-212
- 4.05%
$86.98 - $100.09 $18.4K - $21.2K
5.02K $461M
PFE
Pfizer Inc

Healthcare
-3.89K
- 10.63%
$23.29 - $25.88 $90.7K - $101K
32.7K $834M
ITW
Illinois Tool Works Inc

Industrials
-346
- 11.86%
$252.31 - $269.41 $87.3K - $93.2K
2.57K $670M
SPGI
S&P Global Inc.

Financial Services
-60
- 11.95%
$484.94 - $564.15 $29.1K - $33.8K
442 $215M
RSG
Republic Services, Inc.

Industrials
-3
- 0.14%
$225.33 - $246.01 $676 - $738
2.18K $500M
MMM
3 M CO

Industrials
-272
- 16.22%
$144.41 - $160.2 $39.3K - $43.6K
1.41K $218M
DHR
Danaher Corp

Healthcare
-172
- 6.75%
$181.46 - $212.2 $31.2K - $36.5K
2.38K $471M
CB
Chubb LTD

Financial Services
-38
- 1.35%
$265.99 - $289.59 $10.1K - $11K
2.78K $784M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
-138
- 1.37%
$26.07 - $31.25 $3.6K - $4.31K
9.91K $261M
UNICY
Unicharm Corp Sponsored Adr (J

Consumer Defensive
-5.82K
- 22.58%
$3.22 - $3.65 $18.8K - $21.3K
20K $64.3M
WM
Waste Management Inc

Industrials
-50
- 2.32%
$213.88 - $237.1 $10.7K - $11.9K
2.11K $465M
CME
Cme Group Inc.

Financial Services
-79
- 8.68%
$258.83 - $287.1 $20.4K - $22.7K
831 $225M
GILD
Gilead Sciences, Inc.

Healthcare
-225
- 6.42%
$108.22 - $120.47 $24.3K - $27.1K
3.28K $364M
TRGP
Targa Resources Corp.

Energy
-44
- 3.03%
$160.52 - $174.4 $7.06K - $7.67K
1.41K $236M
EW
Edwards Lifesciences Corp

Healthcare
-84
- 1.13%
$73.75 - $81.83 $6.2K - $6.87K
7.34K $571M
MURGY
Muenchener Rueckversicherungs

Financial Services
-450
- 3.75%
$12.12 - $14.15 $5.45K - $6.37K
11.6K $148M
NKE
Nike, Inc.

Consumer Cyclical
-57
- 1.69%
$69.24 - $79.24 $3.95K - $4.52K
3.31K $231M
USB
Us Bancorp \De\

Financial Services
-136
- 67.66%
$43.94 - $50.41 $5.98K - $6.86K
65 $3.14M
ALSMY
Alstom Sa

Industrials
-4.57K
- 14.99%
N/A
25.9K $66.3M
BA
Boeing CO

Industrials
-64
- 3.51%
$209.79 - $237.38 $13.4K - $15.2K
1.76K $380M
ADI
Analog Devices Inc

Technology
-58
- 3.65%
$220.68 - $255.63 $12.8K - $14.8K
1.53K $377M
TJX
Tjx Companies Inc

Consumer Cyclical
-235
- 14.4%
$121.35 - $144.54 $28.5K - $34K
1.4K $202M
ECL
Ecolab Inc.

Basic Materials
-40
- 1.46%
$259.39 - $285.47 $10.4K - $11.4K
2.7K $739M
AACAY
Aac Technologies Holdings Inc

Technology
-1.35K
- 6.26%
$4.91 - $6.41 $6.62K - $8.64K
20.2K $117M
PH
Parker Hannifin Corp

Industrials
-18
- 5.07%
$697.13 - $769.67 $12.5K - $13.9K
337 $255M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1
- 0.13%
$301.44 - $365.84 $301 - $366
758 $245M
WFC
Wells Fargo & Company

Financial Services
-103
- 1.52%
$77.05 - $85.16 $7.94K - $8.77K
6.65K $558M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-41
- 1.66%
$109.47 - $119.06 $4.49K - $4.88K
2.43K $288M
PLD
Prologis, Inc.

Real Estate
-56
- 2.04%
$104.08 - $115.35 $5.83K - $6.46K
2.69K $308M
GS
Goldman Sachs Group Inc

Financial Services
-79
- 8.29%
$696.56 - $806.32 $55K - $63.7K
874 $696M
Activity Summary
Buys All Purchases 132 New Holdings 18 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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