Canopy Partners, LLC
Top Portfolio Positions
185 positions ·
$201,687,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,746 | $13,640,197 | 6.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,781 | $11,563,695 | 5.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,088 | $10,089,905 | 5.00% | |
| NVDA |
Nvidia Corp
Technology
|
55,662 | $9,707,452 | 4.81% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
15,548 | $9,589,384 | 4.75% | |
| MSFT |
Microsoft Corp
Technology
|
25,234 | $9,340,869 | 4.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,834 | $8,087,957 | 4.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,379 | $4,793,877 | 2.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,126 | $4,155,304 | 2.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
31,177 | $3,874,677 | 1.92% |
Portfolio Trend
10 quarters · across all stocks
Holdings in HTHIY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,743 | 9,816 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $305,104 | 9,779 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $260,606 | 9,909 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $291,965 | 10,047 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $235,344 | 10,036 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $260,209 | 5,261 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $285,829 | 5,393 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,377 | 1,052 | Shares | Sole | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||