Canopy Partners, LLC Incresed Positions in Q3 2025

Canopy Partners, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
406
+ 8.13%
$68.72 - $82.11 $27.9K - $33.3K
5.4K $414M
QCOM
Qualcomm Inc

Technology
212
+ 5.45%
$145.84 - $173.55 $30.9K - $36.8K
4.1K $682M
RY
Royal Bank Of Canada

Financial Services
84
+ 2.9%
$128.46 - $148.6 $10.8K - $12.5K
2.98K $439M
SONY
Sony Group Corp

Technology
800
+ 6.95%
$23.92 - $30.07 $19.1K - $24.1K
12.3K $354M
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.24%
$133.81 - $152.16 $2.01K - $2.28K
6.29K $883M
DIS
Walt Disney CO

Communication Services
614
+ 36.68%
$112.25 - $124.0 $68.9K - $76.1K
2.29K $262M
NVS
Novartis Ag

Healthcare
230
+ 7.36%
$113.5 - $129.73 $26.1K - $29.8K
3.35K $430M
T
At&T Inc.

Communication Services
1.89K
+ 26.3%
$26.94 - $29.62 $50.9K - $56K
9.08K $256M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.12K
+ 8.35%
$13.29 - $16.05 $14.9K - $18K
14.6K $232M
AMGN
Amgen Inc

Healthcare
117
+ 2.74%
$271.18 - $309.22 $31.7K - $36.2K
4.38K $1.24B
NABZY
Natl Australia Bk LTD Ads5

Financial Services
344
+ 1.44%
$12.27 - $14.8 $4.22K - $5.09K
24.2K $353M
WF
Woori Financial Group Inc.

Financial Services
78
+ 1.28%
$49.62 - $57.76 $3.87K - $4.51K
6.15K $345M
Linde PLC F
80
+ 10.15%
N/A
868 $412M
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
92
+ 1.09%
$33.03 - $40.72 $3.04K - $3.75K
8.55K $324M
BX
Blackstone Inc.

Financial Services
98
+ 8.53%
$152.77 - $188.68 $15K - $18.5K
1.25K $213M
DUK
Duke Energy Corp

Utilities
291
+ 36.38%
$116.31 - $125.93 $33.8K - $36.6K
1.09K $135M
NMR
Nomura Holdings Inc

Financial Services
3.93K
+ 28.0%
$6.28 - $7.56 $24.7K - $29.7K
18K $131M
GIS
General Mills Inc

Consumer Defensive
868
+ 18.77%
$48.44 - $53.83 $42K - $46.7K
5.49K $277M
SPOT
Spotify Technology S.A.

Communication Services
81
+ 28.42%
$620.01 - $738.53 $50.2K - $59.8K
366 $255M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
810
+ 6.45%
$14.53 - $17.13 $11.8K - $13.9K
13.4K $224M
PANW
Palo Alto Networks Inc

Technology
173
+ 7.89%
$167.06 - $208.19 $28.9K - $36K
2.37K $482M
DFAE
Dimensional ETF Tr

ETFs
17
+ 0.14%
$28.84 - $31.84 $490 - $541
11.9K $375M
BCS
Barclays PLC

Financial Services
175
+ 1.34%
$17.88 - $21.05 $3.13K - $3.68K
13.2K $274M
AFL
Aflac Inc

Financial Services
80
+ 2.48%
$98.09 - $111.7 $7.85K - $8.94K
3.31K $370M
SHG
Shinhan Financial Group CO LTD

Financial Services
76
+ 1.61%
N/A
4.81K $242M
ITOCY
Itochu Corp Adr

Industrials
31
+ 1.33%
$101.03 - $119.22 $3.13K - $3.7K
2.36K $272M
ABT
Abbott Laboratories

Healthcare
404
+ 3.02%
$120.51 - $136.62 $48.7K - $55.2K
13.8K $1.85B
SBGSY
Schneider Electric Se Unsponso

Industrials
190
+ 3.36%
$49.14 - $56.73 $9.34K - $10.8K
5.85K $328M
ALIZY
Allianz Se

Financial Services
270
+ 3.22%
$38.69 - $44.12 $10.4K - $11.9K
8.65K $363M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
352
+ 4.87%
$37.57 - $43.0 $13.2K - $15.1K
7.58K $317M
SHEL
Shell PLC

Energy
234
+ 5.19%
$69.82 - $73.93 $16.3K - $17.3K
4.75K $340M
MFG
Mizuho Financial Group Inc

Financial Services
1.2K
+ 10.1%
$5.42 - $6.85 $6.5K - $8.21K
13.1K $87.6M
CTAS
Cintas Corp

Industrials
292
+ 12.98%
$199.29 - $226.27 $58.2K - $66.1K
2.54K $522M
UNP
Union Pacific Corp

Industrials
12
+ 0.52%
$214.91 - $237.16 $2.58K - $2.85K
2.31K $546M
COF
Capital One Financial Corp

Financial Services
71
+ 6.88%
$207.29 - $229.74 $14.7K - $16.3K
1.1K $234M
PM
Philip Morris International Inc.

Consumer Defensive
246
+ 17.92%
$157.77 - $183.27 $38.8K - $45.1K
1.62K $263M
CSCO
Cisco Systems, Inc.

Technology
387
+ 2.51%
$66.2 - $71.79 $25.6K - $27.8K
15.8K $1.08B
XEL
Xcel Energy Inc

Utilities
51
+ 9.77%
$67.56 - $80.65 $3.45K - $4.11K
573 $46.2M
STN
Stantec Inc

Industrials
79
+ 2.75%
$105.75 - $112.26 $8.35K - $8.87K
2.96K $319M
UMC
United Microelectronics Corp

Technology
964
+ 3.96%
$6.58 - $7.86 $6.34K - $7.58K
25.3K $192M
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
104
+ 3.84%
$70.18 - $77.77 $7.3K - $8.09K
2.81K $214M
KB
Kb Financial Group Inc.

Financial Services
32
+ 0.48%
$77.68 - $90.36 $2.49K - $2.89K
6.76K $560M
AON
Aon PLC

Financial Services
12
+ 1.96%
$350.91 - $375.27 $4.21K - $4.5K
623 $222M
CMWAY
Commonwealth Bk Of Australia S

Financial Services
415
+ 12.1%
$107.36 - $120.96 $44.6K - $50.2K
3.85K $423M
IBM
International Business Machines Corp

Technology
76
+ 5.46%
$234.77 - $292.47 $17.8K - $22.2K
1.47K $414M
TKOMY
Tokio Marine Holdings, Inc. Sp

Financial Services
97
+ 1.77%
$39.14 - $45.08 $3.8K - $4.37K
5.58K $235M
EMR
Emerson Electric CO

Industrials
50
+ 1.17%
$128.6 - $149.63 $6.43K - $7.48K
4.34K $569M
NOW
Service Now, Inc.

Technology
240
+ 11.43%
$850.86 - $1044.69 $204K - $251K
2.34K $2.15B
RDY
Dr Reddys Laboratories LTD

Healthcare
395
+ 1.93%
$13.33 - $15.08 $5.27K - $5.96K
20.8K $291M
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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