InvestInfoAI
Canopy Partners, LLC

Q3 2025 · 13F-HR

Canopy Partners, LLCholdings as filed

Filed 2025-10-30 · accession 0001960860-25-000006

$299.3M
Reported value
235
Positions
2025-09-30
Period end
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The Brief · Canopy Partners, LLC · Q3 2025

AI · grounded in 13F

Canopy Partners, LLC established a new position in AAPL worth $13.6M. The fund also initiated new stakes in VTI for $13.5M and MSFT for $12.9M. Additional new positions include SPY at $11.8M, NVDA at $10.8M, and IEFA at $10.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$13.6M4.55%53,463CommonNONE
922908769VTIVanguard Total Stock Market ETF$13.5M4.50%41,008CommonSOLE
594918104MSFTMicrosoft$12.9M4.30%24,867CommonNONE
78462F103SPYSPDR S&P 500 ETF$11.8M3.96%17,781CommonSOLE
67066G104NVDANvidia Corp$10.8M3.62%58,143CommonNONE
46432F842IEFAiShares Core MSCI EAFE ETF$10.5M3.50%120,091CommonSOLE
25434V104DFAUDimensional US Core Equity Markt ETF$10.4M3.48%227,726CommonSOLE
78467Y107MDYSPDR S&P Midcap 400 ETF$10.2M3.40%17,092CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$9.0M2.99%36,860CommonNONE
023135106AMZNAmazon.Com Inc$8.2M2.72%37,121CommonNONE
30303M102METAMeta Platforms Inc Class A$6.1M2.05%8,346CommonNONE
09261H305BLPRCRIBlackstone Private Credi T Fund Class I$6.0M2.01%240,107CommonSOLE
25434V880DFAXDimensional ETF (trust World Ex US Core)$5.7M1.91%182,331CommonSOLE
464287499IWRiShares Russell Mid Cap ETF$5.4M1.82%56,297CommonSOLE
46434G103IEMGiShares Core MSCI Emerging ETF$4.7M1.58%71,547CommonSOLE
46625H100JPMJPMorgan Chase$4.7M1.57%14,894CommonSOLE
084670108BRK/ABerkshire Hathaway Inc CL A$4.5M1.51%6CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.0M1.34%33,867CommonSOLE
931142103WMTWal-Mart$3.4M1.13%32,924CommonSOLE
11135F101AVGOBroadcom Inc$3.2M1.05%9,554CommonNONE
874039100TSMTaiwan Semiconductr F Sponsored ADR$2.9M0.98%10,554CommonNONE
25434V872DFCFDimensional Core Fixed Income ETF$2.9M0.98%68,932CommonSOLE
501044101KRKroger Co$2.9M0.97%43,049CommonSOLE
57636Q104MAMastercard Inc Class A$2.8M0.95%4,982CommonSOLE
02079K107GOOGAlphabet Inc. Class C$2.8M0.93%11,446CommonSOLE
92826C839VVisa Inc Class A$2.7M0.91%8,021CommonNONE
478160104JNJJohnson & Johnson$2.5M0.84%13,619CommonNONE
053015103ADPAuto Data Processing$2.5M0.82%8,363CommonSOLE
88160R101TSLATesla Motors$2.4M0.80%5,362CommonNONE
464288273SCZiShares MSCI EAFE Small Cap ETF$2.4M0.79%30,908CommonSOLE
22160K105COSTCostco Wholesale Co$2.2M0.75%2,412CommonNONE
81762P102NOWService Now Inc$2.2M0.72%2,340CommonSOLE
025816109AXPAmerican Express Co$2.0M0.68%6,150CommonSOLE
084670702BRK/BBerkshire Hathaway Class B$1.9M0.65%3,856CommonNONE
002824100ABTAbbott Laboratories$1.8M0.62%13,779CommonSOLE
060505104BACBank Of America Corp$1.8M0.61%35,141CommonNONE
149123101CATCaterpillar$1.7M0.56%3,527CommonSOLE
09290D101BLKBlackRock FNDG Inc$1.6M0.52%1,343CommonSOLE
808513105SCHWCharles Schwab Corp$1.5M0.51%15,849CommonSOLE
464287200IVViShares Core S&P 500 ETF$1.5M0.50%2,253CommonSOLE
79466L302CRMSalesforce$1.5M0.50%6,327CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$1.5M0.49%12,036CommonSOLE
693475105PNCP N C Financial Services Group Inc$1.4M0.48%7,132CommonNONE
64110L106NFLXNetflix Inc$1.4M0.47%1,164CommonNONE
68389X105ORCLOracle Corp$1.4M0.46%4,865CommonNONE
532457108LLYLilly Eli & Co$1.3M0.45%1,752CommonNONE
46432F834IXUSiShares Core MSCI Total ETF$1.3M0.45%16,185CommonSOLE
91324P102UNHUnitedHealth Group$1.3M0.43%3,754CommonNONE
G29183103ETNEaton Corp PLC F$1.3M0.43%3,433CommonSOLE
56585A102MPCMarathon Pete Corp$1.3M0.43%6,633CommonSOLE
922907746VTEBVanguard Muni BND Tax Exempt ETF$1.3M0.42%25,031CommonSOLE
00287Y109ABBVAbbvie Inc$1.2M0.42%5,380CommonNONE
031162100AMGNAmgen Inc$1.2M0.41%4,383CommonSOLE
032095101APHAmphenol Corp Class A$1.2M0.41%9,829CommonSOLE
609207105MDLZMondelez International W I$1.1M0.38%18,273CommonSOLE
G1151C101ACNAccenture PLC F Class A$1.1M0.38%4,555CommonSOLE
09857L108BKNGBooking Holdings Inc$1.1M0.37%204CommonNONE
464287408IVEiShares S&P 500 Value ETF$1.1M0.37%5,296CommonSOLE
58933Y105MRKMerck & Co. Inc.$1.1M0.36%12,981CommonNONE
580135101MCDMcDonald's$1.1M0.36%3,568CommonNONE
17275R102CSCOCisco Systems$1.1M0.36%15,830CommonNONE
166764100CVXChevron Corp.$1.1M0.36%6,963CommonSOLE
855244109SBUXStarbucks Corp$1.1M0.35%12,429CommonNONE
742718109PGProcter & Gamble$967,0730.32%6,294CommonNONE
369604301GEGeneral Electric Co$931,0380.31%3,095CommonSOLE
65339F101NEENextera Energy Inc$898,9350.30%11,908CommonSOLE
893641100TDGTransdigm Group Inc$893,6180.30%678CommonSOLE
713448108PEPPepsico Inc$882,8060.29%6,286CommonNONE
88032Q109TCEHYTencent Holdings F Unsponsored ADR$876,6190.29%10,295CommonNONE
N07059210ASMLAsml Holding N V F Sponsored ADR$850,9510.28%879CommonNONE
617446448MSMorgan Stanley$845,0310.28%5,316CommonNONE
717081103PFEPfizer$833,8330.28%32,725CommonSOLE
437076102HDHome Depot$824,5620.28%2,035CommonNONE
03831W108APPApplovin Corp Com CL A$824,1650.28%1,147CommonNONE
90353T100UBERUber Technologies Inc$819,9110.27%8,369CommonSOLE
464287655IWMiShares Russell 2000 ETF$812,0180.27%3,356CommonSOLE
244199105DEDeere & Co$795,1750.27%1,739CommonSOLE
H1467J104CBChubb LTD F$783,8080.26%2,777CommonNONE
548661107LOWLowes Co Inc$757,7000.25%3,015CommonNONE
464288240ACWXiShares MSCI Acwi Ex US ETF$743,5190.25%11,437CommonSOLE
278865100ECLEcolab Inc$738,6000.25%2,697CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$697,2970.23%13,058CommonSOLE
38141G104GSGoldman Sachs Group$696,0880.23%874CommonNONE
747525103QCOMQualcomm Inc$682,4090.23%4,102CommonNONE
452308109ITWIllinois Tool Works$670,4140.22%2,571CommonNONE
539830109LMTLockheed Martin Corp$666,9450.22%1,336CommonSOLE
20825C104COPConocophillips$663,0760.22%7,010CommonSOLE
30231G102XOMExxonMobil$639,2930.21%5,670CommonNONE
58506Q109MEDPMedpace HLDGS Inc$622,1340.21%1,210CommonSOLE
863667101SYKStryker Corp$605,1500.20%1,637CommonSOLE
052769106ADSKAutodesk Inc$604,5260.20%1,903CommonNONE
438516106HONHoneywell Intl Inc$601,3990.20%2,857CommonNONE
69608A108PLTRPalantir Technologies Inc$585,5570.20%3,209CommonNONE
46090E103QQQInvesco QQQ Trust ETF$584,7600.20%974CommonSOLE
28176E108EWEdwards Lifesciences Corp$571,0650.19%7,343CommonSOLE
291011104EMREmerson Electric Co$568,6650.19%4,335CommonSOLE
48241A105KBKB Finl Group Inc F Sponsored ADR$560,4720.19%6,760CommonNONE
949746101WMT2Wells Fargo & Co$557,7380.19%6,654CommonNONE
46120E602ISRGIntuitive Surgical$546,0680.18%1,221CommonNONE
907818108UNPUnion Pacific Corp$545,7780.18%2,309CommonNONE
464287457SHYiShares 1-3 Year Treasry Bond ETF$534,9260.18%6,448CommonSOLE
98419M100XYLXylem Inc Com$531,5900.18%3,604CommonNONE
303250104FICOFair Isaac Intl Corp$531,2680.18%355CommonNONE
038222105AMATApplied Materials$524,7490.18%2,563CommonNONE
172908105CTASCintas Corp$521,7710.17%2,542CommonSOLE
882508104TXNTexas Instruments$520,1400.17%2,831CommonNONE
760759100RSGRepublic Services$500,2660.17%2,180CommonNONE
58733R102MELIMercadolibre Inc$486,0840.16%208CommonSOLE
697435105PANWPalo Alto Networks$482,0450.16%2,367CommonSOLE
883556102TMOThermo Fisher SCNTFC$475,8050.16%981CommonNONE
46434V803HEFAiShares Currency Hedged MSCI ETF$474,1320.16%11,970CommonSOLE
235851102DHRDanaher Corp$471,0660.16%2,376CommonSOLE
803054204SAPSAP Se Spon A D R$466,8160.16%1,747CommonNONE
94106L109WMWaste Management Inc$465,0680.16%2,106CommonNONE
191216100KOCoca-Cola$463,2450.15%6,985CommonNONE
641069406NSRGYNestle S A F Sponsored ADR$461,0520.15%5,024CommonNONE
01609W102BABAAlibaba Group HLDG LTD F Sponsored ADR$449,1480.15%2,513CommonNONE
87612E106TGTTarget Corp$445,5400.15%4,967CommonSOLE
780087102RYRoyal Bank Of Canada F$439,4560.15%2,983CommonNONE
66987V109NVSNovartis AG F Sponsored ADR$429,9890.14%3,353CommonNONE
75513E101RTXRaytheon Technologies Co$428,2390.14%2,559CommonNONE
202712600CMWAYCommonwealth BK Aust F Sponsored ADR$423,0600.14%3,846CommonNONE
45104G104IBNIcici Bank LTD A D R$418,7760.14%13,853CommonNONE
29084Q100EMEEmcor Group Inc$418,3040.14%644CommonSOLE
502117203LRLCYL Oreal S A F Sponsored ADR$417,4320.14%4,818CommonNONE
046353108AZNNAstrazeneca PLC F Sponsored ADR$414,3650.14%5,401CommonNONE
459200101IBMIBM$414,2110.14%1,468CommonNONE
G54950103LINLinde PLC F$412,3000.14%868CommonNONE
007903107AMDAdvanced Micro Devices I$411,2700.14%2,542CommonNONE
969904101WSMWilliams Sonoma Inc$411,0310.14%2,103CommonNONE
456837103INGING Groep ADR Rep 1 Or F Sponsored ADR$401,8150.13%15,407CommonNONE
464287465EFAiShares MSCI EAFE ETF$399,9970.13%4,284CommonSOLE
00762U200ATEYYAdvantest Corp F Sponsored ADR$396,7740.13%3,948CommonNONE
097023105BABoeing Co$380,0770.13%1,761CommonNONE
032654105ADIAnalog Devices Inc$376,6580.13%1,533CommonSOLE
88339J105TTDThe Trade Desk Inc Class A$374,8280.13%7,648CommonSOLE
25434V302DFAEDimensional Emerg Core Eqy MRKT ETF$374,6010.13%11,880CommonSOLE
001055102AFLAflac Inc$369,7270.12%3,310CommonNONE
808524805SCHFSchwab International Equity ETF$364,9140.12%15,675CommonSOLE
375558103GILDGilead Sciences Inc$363,8580.12%3,278CommonNONE
018820100ALIZYAllianz Se F Unsponsored ADR$363,0410.12%8,650CommonNONE
670100205NVONovo-Nordisk As Vormal F Sponsored ADR$361,0180.12%6,506CommonNONE
369550108GDGeneral Dynamics Corp$360,0960.12%1,056CommonNONE
835699307SONYSony Group Corp F Sponsored ADR$354,4340.12%12,311CommonNONE
632525408NABZYNTNL Australia Bank F Sponsored ADR$352,8530.12%24,168CommonNONE
981064108WFWoori Finl Group Inc F Unsponsored ADR$345,2660.12%6,149CommonNONE
780259305SHELShell PLC F Sponsored ADR$339,5530.11%4,747CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$339,4170.11%5,201CommonSOLE
404280406HSBCHSBC HLDGS PLC F Sponsored ADR$337,8650.11%4,760CommonNONE
23304Y100DBSDYDBS Group Holdings Lim F Sponsored ADR$335,3530.11%2,119CommonNONE
80687P106SBGSYSchneider Elect Se Unsp A D R$327,8290.11%5,852CommonNONE
904678406UNCRYUniCredit Spa A D R$324,1970.11%8,545CommonNONE
82509L107SHOPShopify Inc F Class A$323,2270.11%2,175CommonNONE
85472N109STNStantec Inc$318,5490.11%2,955CommonNONE
40415F101HDBHDFC Bank LTD A D R$317,4490.11%9,293CommonNONE
771195104RHHBYRoche HLDG AG F Sponsored ADR$316,9200.11%7,580CommonNONE
595112103MUMicron Technology$312,8880.10%1,870CommonNONE
74340W103PLDPrologis Inc. REIT$308,4020.10%2,693CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$307,7450.10%657CommonSOLE
453038408IMOImperial Oil LTD F$300,5310.10%3,312CommonNONE
456788108INFYInfosys LTD F Sponsored ADR$297,7740.10%18,302CommonNONE
461202103INTUIntuit Inc$296,3830.10%434CommonNONE
256135203RDYDR Reddy S Laboratorie F Sponsored ADR$291,3290.10%20,839CommonNONE
36828A101GEVGE Vernova Inc$289,6180.10%471CommonNONE
921910733ESGVVanguard Esg US Stock ETF$288,1650.10%2,433CommonSOLE
962879102WPMWheaton Precious Metal Corp$281,6130.09%2,518CommonNONE
74440L106PRYMYPrysmian Spa F Sponsored ADR$278,2990.09%5,612CommonNONE
370334104GISGeneral Mills Inc$276,9570.09%5,493CommonNONE
06738E204BCSBarclays PLC A D R$273,5880.09%13,236CommonNONE
03736N104ANZGYAnz Group Holdings LTD F Unsponsored ADR$272,4180.09%12,377CommonNONE
465717106ITOCYItochu Corp F Sponsored ADR$271,9440.09%2,363CommonNONE
989825104ZURVYZurich Insurance Group F Sponsored ADR$266,8440.09%7,460CommonNONE
718172109PMPhilip Morris Intl$262,6020.09%1,619CommonNONE
12504L109CBRECbre Group Inc$262,3370.09%1,665CommonNONE
254687106DISWalt Disney$261,9760.09%2,288CommonNONE
433578507HTHIYHitachi LTD F Sponsored ADR$260,6070.09%9,909CommonNONE
42751Q105HESAYHermes Interntnl Sca F Sponsored ADR$259,8270.09%1,060CommonNONE
464287689IWViShares Russel 3000 ETF$258,4370.09%682CommonSOLE
231021106CMICummins Inc$256,3790.09%607CommonNONE
00206R102TAT&T$256,2780.09%9,075CommonNONE
701094104PHParker Hannifin Corp$255,4970.09%337CommonNONE
L8681T102SPOTSpotify Technology SA$255,4680.09%366CommonNONE
00724F101ADBEAdobe Inc$254,6860.09%722CommonNONE
776696106ROPRoper Technologies$252,3370.08%506CommonSOLE
83404D109SFTBYSoftbank Group Corp Unsp A D R$248,0090.08%3,918CommonNONE
892331307TMToyota Motor Corp F Sponsored ADR$247,2700.08%1,294CommonNONE
81369Y852XLCCommunication Services Select Sector SPDR Fund$245,5900.08%2,074CommonSOLE
V7780T103RCLRoyal Caribbean Cruises$245,2740.08%758CommonNONE
512807306LRCXLam Research Corp$244,7690.08%1,828CommonNONE
22788C105CRWDCrowdstrike HLDGS Inc Class A$244,2090.08%498CommonNONE
97651M109WITWipro LTD F Sponsored ADR$243,1380.08%92,448CommonNONE
824596100SHGShinhan Finl Group Co F Sponsored ADR$242,3300.08%4,811CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$235,7350.08%4,376CommonSOLE
87612G101TRGPTarga Resources Corp$235,7290.08%1,407CommonNONE
889094108TKOMYTokio Marine Holdings F Sponsored ADR$234,9180.08%5,580CommonNONE
14040H105COFCapital One FC$234,4760.08%1,103CommonNONE
866796105SLFSun Life Financial Inc$233,8170.08%3,895CommonNONE
001317205AAGIYAia Group LTD F Sponsored ADR$233,1550.08%6,067CommonNONE
606822104MUFGMitsubishi U F J Finan F Sponsored ADR$232,3410.08%14,576CommonNONE
654106103NKENike Inc$230,5270.08%3,306CommonSOLE
443628102HBMHudbay Minerals Inc$230,1590.08%15,182CommonNONE
040413205ANETArista Networks Inc$229,3480.08%1,574CommonNONE
12572Q105CMECme Group Inc$224,5280.08%831CommonNONE
86562M209SMFGSumitomo Mitsui Finl00 F Sponsored ADR$223,7800.07%13,368CommonNONE
826197501SIEGYSiemens A G F Sponsored ADR$222,7670.07%1,650CommonNONE
G0403H108AONAon PLC F Class A$222,1490.07%623CommonNONE
88579Y101MMM3M$218,0280.07%1,405CommonNONE
009279100EADSYAirbus Se F Sponsored ADR$216,3460.07%3,716CommonNONE
78409V104SPGIS&P Global Inc$215,1260.07%442CommonNONE
450737101IBDRYIberdrola S A F Sponsored ADR$213,8810.07%2,812CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$213,7950.07%3,568CommonSOLE
09260D107BXBlackstone Group Inc Class A$213,0500.07%1,247CommonNONE
904767704Unilever PLC F Sponsored ADR$208,9030.07%3,524CommonNONE
891160509TDToronto Dominion Bank$208,3500.07%2,606CommonNONE
458140100INTCIntel$207,6750.07%6,190CommonNONE
464287101OEFiShares S&P 100 ETF$206,3610.07%620CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$203,2010.07%7,443CommonSOLE
872540109TJXTJX Companies Inc$201,9220.07%1,397CommonNONE
03027X100AMTAmerican Tower Corp$199,2440.07%1,036CommonSOLE
910873405UMCUnited Microelectronic F Sponsored ADR$191,6910.06%25,289CommonNONE
74365P108PROSYProsus N V F Sponsored ADR$165,9810.06%11,755CommonNONE
626188106MURGYMuenchener Rueck Unspon A D R$147,8520.05%11,560CommonNONE
26441C204DUKDuke Energy Corp$135,0110.05%1,091CommonNONE
65535H208NMRNomura Holdings Inc A D R$130,5980.04%17,964CommonNONE
000304105AACAYAac Technologies Holdings Inc A D R$117,3210.04%20,193CommonNONE
00215W100ASXAse Technology Holding Co LTD A D R$112,3640.04%10,132CommonNONE
808524300SCHGSchwab US Large Cap Growth ETF$100,2930.03%3,143CommonSOLE
60687Y109MFGMizuho Finl Group F Sponsored ADR$87,5620.03%13,069CommonNONE
56656T105MBRFYMarfrig Global Foods S F Sponsored ADR$83,4890.03%23,452CommonNONE
0076CA104AEGAegon LTD Amer Reg G D R$81,2260.03%10,166CommonNONE
021244207ALSMYAlstom SA F Sponsored ADR$66,3120.02%25,903CommonNONE
90460M204UNICYUni Charm Corporation A D R$64,3030.02%19,970CommonNONE
98389B100XELXcel Energy Inc$46,2120.02%573CommonNONE
204409601CIGCompanhia Energetic F Sponsored ADR$39,5080.01%18,724CommonNONE
902973304USBU S Bancorp$3,1410.00%65CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.