Copperleaf Capital, LLC Purchases and Sells in Q3 2025

Copperleaf Capital, LLC

$137 Million
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	37.5K + 363.2%	$61.62 - $72.77 $2.31M - $2.73M	47.9K $3.48M
EFV	26.9K + 54.46%	$62.79 - $68.42 $1.69M - $1.84M	76.3K $5.18M
ORCL	4.48K + 379.97%	$218.96 - $328.33 $980K - $1.47M	5.65K $1.59M
IEMG	18.8K + 70.69%	N/A	45.4K $2.44M
OEF	2.36K + 49.26%	N/A	7.15K $1.9M
JPM	1.3K + 23.48%	$282.78 - $316.06 $369K - $412K	6.86K $2.16M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBHF	61.8K New	$23.09 - $23.43 $1.43M - $1.45M	61.8K $1.45M
IAGG	26.6K New	$50.85 - $51.35 $1.35M - $1.37M	26.6K $1.36M
KTOS	13K New	$43.07 - $91.37 $559K - $1.18M	13K $1.18M
BAC	18.4K New	$44.92 - $52.42 $826K - $964K	18.4K $948K
STIP	8K New	$102.4 - $103.88 $820K - $831K	8K $827K
MDT	8.02K New	$87.67 - $95.74 $703K - $768K	8.02K $763K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-7.65K - 48.98%	$620.67 - $670.08 $4.75M - $5.13M	7.97K $5.33M
IUSB	-61.3K - 37.03%	$45.6 - $46.92 $2.8M - $2.88M	104K $4.87M
IVW	-16.1K - 31.23%	$108.97 - $121.65 $1.76M - $1.96M	35.5K $4.29M
BKNG	-164 - 55.78%	$5364.25 - $5815.92 $880K - $954K	130 $701K
MA	-1.74K - 46.86%	$550.18 - $598.96 $956K - $1.04M	1.97K $1.12M
V	-2.16K - 40.0%	$332.09 - $358.86 $717K - $775K	3.24K $1.11M

Activity Summary All Purchases 56 New Holdings 17 Increased Positions 39 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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