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Institutional

Canopy Partners, LLC

CIK 0001960860
$291.5M
Reported AUM
245
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Canopy Partners, LLC · Q1 2026

AI · grounded in 13F

Canopy Partners, LLC established a new position in Astrazeneca PLC F AZN valued at $536,636. The fund increased its holdings in the Dimensional Core Fixed Income ETF DFCF by 13.92% and the Dimensional ETF (trust World Ex US Core) DFAX by 2.67%. Conversely, the fund reduced its stake in the Vanguard Total Stock Market ETF VTI by 5.55%.

Portfolio · Q1 2026

AAPL$13.6MVTI$12.4MSPY$11.6MDFAU$11.5MIEFA$10.7MGOOGL$10.1MNVDA$9.7MMDY$9.6MMSFT$9.3MAMZN$8.1MDFAX$6.5MIWR$5.0MOther$173.4MCL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1AAPLApple Inc$13.6M4.68%-88-0.2%
2VTIVanguard Total Stock Market ETF$12.4M4.24%-2,264-5.6%
3SPYSPDR S&P 500 ETF$11.6M3.97%HELD
4DFAUDimensional US Core Equity Markt ETF$11.5M3.93%+4,055+1.6%
5IEFAiShares Core MSCI EAFE ETF$10.7M3.66%-1,997-1.7%
6GOOGLAlphabet Inc. Class A$10.1M3.46%-319-0.9%
7NVDANvidia Corp$9.7M3.33%-337-0.6%
8MDYSPDR S&P Midcap 400 ETF$9.6M3.29%-959-5.8%
9MSFTMicrosoft$9.3M3.20%+166+0.7%
10AMZNAmazon.Com Inc$8.1M2.77%+1,255+3.3%
11DFAXDimensional ETF (trust World Ex US Core)$6.5M2.24%+5,015+2.7%
12IWRiShares Russell Mid Cap ETF$5.0M1.72%-4,607-8.2%
13IEMGiShares Core MSCI Emerging ETF$4.9M1.69%-1,048-1.5%
14METAMeta Platforms Inc Class A$4.8M1.64%+53+0.6%
15BRK/ABerkshire Hathaway Inc CL A$4.3M1.48%HELD
16JPMJPMorgan Chase$4.2M1.43%-560-3.8%
17IJRiShares Core S&P Small-Cap ETF$4.1M1.41%-535-1.6%
18WMTWal-Mart$3.9M1.33%-683-2.1%
19TSMTaiwan Semiconductr F Sponsored ADR$3.4M1.18%-243-2.3%
20AVGOBroadcom Inc$3.4M1.16%-60-0.5%
21DFCFDimensional Core Fixed Income ETF$3.3M1.14%+9,636+13.9%
22GOOGAlphabet Inc. Class C$3.3M1.14%-906-7.3%
23JNJJohnson & Johnson$3.2M1.10%-374-2.8%
24VVisa Inc Class A$2.5M0.85%+22+0.3%
25CATCaterpillar$2.5M0.84%-71-2.0%
26MAMastercard Inc Class A$2.4M0.83%-51-1.0%
27SCZiShares MSCI EAFE Small Cap ETF$2.4M0.83%HELD
28COSTCostco Wholesale Co$2.4M0.83%-75-3.0%
29TSLATesla Motors$2.0M0.68%-73-1.3%
30KRKroger Co$2.0M0.68%-15,464-36.0%
31BRK/BBerkshire Hathaway Class B$1.9M0.66%+14+0.3%
32AXPAmerican Express Co$1.9M0.65%+8+0.1%
33BACBank Of America Corp$1.7M0.58%-671-1.9%
34MRKMerck & Co. Inc.$1.6M0.56%-54-0.4%
35LLYLilly Eli & Co$1.6M0.56%-40-2.2%
36AMGNAmgen Inc$1.6M0.55%+8+0.2%
37ADPAuto Data Processing$1.6M0.55%-476-5.7%
38MPCMarathon Pete Corp$1.6M0.54%-154-2.4%
39IVViShares Core S&P 500 ETF$1.5M0.51%HELD
40PNCP N C Financial Services Group Inc$1.5M0.51%-163-2.2%
41SCHWCharles Schwab Corp$1.5M0.50%-379-2.4%
42CVXChevron Corp.$1.4M0.49%+4+0.1%
43IXUSiShares Core MSCI Total ETF$1.4M0.48%HELD
44BLKBlackRock FNDG Inc$1.4M0.48%+58+4.1%
45IVWiShares S&P 500 Growth ETF$1.4M0.47%HELD
46CSCOCisco Systems$1.3M0.45%+44+0.3%
47ETNEaton Corp PLC F$1.3M0.43%+75+2.2%
48NOWService Now Inc$1.2M0.41%+271+2.4%
49SBUXStarbucks Corp$1.2M0.41%+479+3.8%
50ABBVAbbvie Inc$1.2M0.40%+29+0.5%
51VTEBVanguard Muni BND Tax Exempt ETF$1.2M0.40%-421-1.8%
52ASMLAsml Holding N V F Sponsored ADR$1.2M0.40%-15-1.7%
53CRMSalesforce$1.1M0.39%-188-3.0%
54IVEiShares S&P 500 Value ETF$1.1M0.38%HELD
55ABTAbbott Laboratories$1.1M0.37%-3,232-23.4%
56APHAmphenol Corp Class A$1.1M0.36%-1,545-15.5%
57NFLXNetflix Inc$1.0M0.36%-584-5.1%
58MDLZMondelez International W I$1.0M0.36%+96+0.5%
59NEENextera Energy Inc$1.0M0.36%-1,007-8.3%
60XOMExxonMobil$1.0M0.35%+158+2.7%
61PFEPfizer$1.0M0.35%+1,064+3.0%
62UNHUnitedHealth Group$998K0.34%-101-2.7%
63CBChubb LTD F$959K0.33%-11-0.4%
64AMATApplied Materials$945K0.32%+9+0.3%
65PEPPepsico Inc$942K0.32%-291-4.6%
66PGProcter & Gamble$930K0.32%-122-1.9%
67COPConocophillips$930K0.32%+218+3.2%
68GEGeneral Electric Co$923K0.32%+159+5.1%
69MCDMcDonald's$921K0.32%-241-7.5%
70GSGoldman Sachs Group$909K0.31%+97+9.9%
71MSMorgan Stanley$879K0.30%-108-2.0%
72DEDeere & Co$837K0.29%+21+1.4%
73IWMiShares Russell 2000 ETF$832K0.29%-1-0.0%
74BKNGBooking Holdings Inc$829K0.28%-15-7.1%
75SHYiShares 1-3 Year Treasry Bond ETF$788K0.27%+2,082+27.9%
76ACWXiShares MSCI Acwi Ex US ETF$783K0.27%HELD
77TGTTarget Corp$777K0.27%+94+1.5%
78ITWIllinois Tool Works$777K0.27%+394+15.2%
79MUMicron Technology$775K0.27%+134+6.2%
80ECLEcolab Inc$775K0.27%+23+0.8%
81TDGTransdigm Group Inc$767K0.26%-4-0.6%
82LMTLockheed Martin Corp$754K0.26%-103-7.6%
83LOWLowes Co Inc$721K0.25%-207-6.4%
84RTXRaytheon Technologies Co$717K0.25%-31-0.8%
85ISRGIntuitive Surgical$701K0.24%+78+5.4%
86KBKB Finl Group Inc F Sponsored ADR$682K0.23%+34+0.5%
87ORCLOracle Corp$674K0.23%+142+3.2%
88UBERUber Technologies Inc$672K0.23%+510+5.8%
89SYKStryker Corp$659K0.23%+190+10.5%
90HONHoneywell Intl Inc$637K0.22%HELD
91ACNAccenture PLC F Class A$637K0.22%-1,722-34.9%
92TCEHYTencent Holdings F Unsponsored ADR$636K0.22%-706-6.6%
93HDHome Depot$617K0.21%+41+2.2%
94KOCoca-Cola$588K0.20%+171+2.3%
95EMREmerson Electric Co$583K0.20%-144-3.1%
96EWEdwards Lifesciences Corp$577K0.20%+196+2.8%
97AMDAdvanced Micro Devices I$574K0.20%+125+4.6%
98TXNTexas Instruments$572K0.20%-10-0.3%
99UNPUnion Pacific Corp$557K0.19%-25-1.1%
100MEDPMedpace HLDGS Inc$552K0.19%-58-4.8%
101CTASCintas Corp$548K0.19%-75-2.3%
102EFAiShares MSCI EAFE ETF$547K0.19%HELD
103AZNAstrazeneca PLC F$537K0.18%+2,721NEW
104ADIAnalog Devices Inc$536K0.18%+46+2.8%
105NVSNovartis AG F Sponsored ADR$531K0.18%HELD
106GILDGilead Sciences Inc$524K0.18%+302+8.7%
107LRCXLam Research Corp$519K0.18%+282+13.1%
108ATEYYAdvantest Corp F Sponsored ADR$511K0.18%-11-0.3%
109HEFAiShares Currency Hedged MSCI ETF$509K0.17%HELD
110ADSKAutodesk Inc$500K0.17%+226+12.1%
111EEMiShares MSCI Emerging Markets ETF$493K0.17%-4,385-33.6%
112TMOThermo Fisher SCNTFC$492K0.17%-20-2.0%
113NSRGYNestle S A F Sponsored ADR$489K0.17%-136-2.7%
114QCOMQualcomm Inc$487K0.17%-530-12.3%
115WMT2Wells Fargo & Co$474K0.16%-832-12.3%
116RYRoyal Bank Of Canada F$473K0.16%-16-0.5%
117DHRDanaher Corp$448K0.15%-244-9.4%
118SHELShell PLC F Sponsored ADR$437K0.15%+85+1.8%
119IMOImperial Oil LTD F$432K0.15%-34-1.0%
120QQQInvesco QQQ Trust ETF$432K0.15%HELD
121APPApplovin Corp Com CL A$427K0.15%-23-2.1%
122LINLinde PLC F$424K0.15%+173+25.3%
123WFWoori Finl Group Inc F Unsponsored ADR$414K0.14%+63+1.0%
124EMEEmcor Group Inc$410K0.14%+9+1.6%
125PLDPrologis Inc. REIT$407K0.14%+34+1.1%
126GEVGE Vernova Inc$404K0.14%+21+4.8%
127INGING Groep ADR Rep 1 Or F Sponsored ADR$404K0.14%HELD
128DFAEDimensional Emerg Core Eqy MRKT ETF$403K0.14%+4+0.0%
129WMWaste Management Inc$399K0.14%-145-7.7%
130HSBCHSBC HLDGS PLC F Sponsored ADR$397K0.14%HELD
131LRLCYL Oreal S A F Sponsored ADR$396K0.14%+15+0.3%
132SCHFSchwab International Equity ETF$391K0.13%+120+0.8%
133IWFiShares Russell 1000 Growth ETF$391K0.13%+259+39.4%
134CMWAYCommonwealth BK Aust F Sponsored ADR$385K0.13%-244-7.0%
135FICOFair Isaac Intl Corp$383K0.13%-4-1.1%
136RHHBYRoche HLDG AG F Sponsored ADR$383K0.13%+56+0.7%
137DBSDYDBS Group Holdings Lim F Sponsored ADR$382K0.13%HELD
138WSMWilliams Sonoma Inc$381K0.13%-39-1.8%
139PLTRPalantir Technologies Inc$379K0.13%-251-8.8%
140IBMIBM$377K0.13%+5+0.3%
141RSGRepublic Services$371K0.13%-268-13.7%
142VEAVanguard FTSE Developed Markets ETF$370K0.13%HELD
143INTCIntel$365K0.13%+1,148+16.1%
144AFLAflac Inc$363K0.12%+78+2.4%
145GDGeneral Dynamics Corp$360K0.12%+6+0.6%
146IBNIcici Bank LTD A D R$359K0.12%HELD
147BABoeing Co$355K0.12%+418+30.6%
148PANWPalo Alto Networks$353K0.12%-62-2.7%
149ALIZYAllianz Se F Unsponsored ADR$352K0.12%-410-4.7%
150PHParker Hannifin Corp$346K0.12%-9-2.3%
151NABZYNTNL Australia Bank F Sponsored ADR$346K0.12%+82+0.3%
152BABAAlibaba Group HLDG LTD F Sponsored ADR$330K0.11%-78-2.9%
153PRYMYPrysmian Spa F Sponsored ADR$329K0.11%+46+0.8%
154CMICummins Inc$328K0.11%+11+1.8%
155SBGSYSchneider Elect Se Unsp A D R$325K0.11%+70+1.2%
156WPMWheaton Precious Metal Corp$323K0.11%-73-2.9%
157IJHiShares Core S&P Mid-Cap ETF$320K0.11%-300-5.9%
158HBMHudbay Minerals Inc$317K0.11%HELD
159VLOValero Energy Corp$316K0.11%+14+1.1%
160ESGVVanguard Esg US Stock ETF$314K0.11%+599+27.2%
161ANZGYAnz Group Holdings LTD F Unsponsored ADR$314K0.11%HELD
162ESLTElbit Systems LTD$313K0.11%+6+1.7%
163XYLXylem Inc Com$312K0.11%-805-23.5%
164CRWDCrowdstrike HLDGS Inc Class A$312K0.11%+116+17.0%
165UNCRYUniCredit Spa A D R$307K0.11%+58+0.7%
166ITOCYItochu Corp F Sponsored ADR$304K0.10%+21,474+900.0%
167SHGShinhan Finl Group Co F Sponsored ADR$303K0.10%+43+0.9%
168PMPhilip Morris Intl$300K0.10%+209+13.0%
169CLColgate Palmolive Co$298K0.10%+949+37.3%
170BCSBarclays PLC A D R$294K0.10%+436+3.2%
171TMToyota Motor Corp F Sponsored ADR$293K0.10%+14+1.0%
172CNQCanadian Natural Res F$287K0.10%-437-6.9%
173WDCWestern Digital Corp Com$286K0.10%+1,059NEW
174HTHIYHitachi LTD F Sponsored ADR$286K0.10%+37+0.4%
175SAPSAP Se Spon A D R$280K0.10%-94-5.4%
176MELIMercadolibre Inc$271K0.09%-36-18.7%
177AAGIYAia Group LTD F Sponsored ADR$270K0.09%HELD
178RDYDR Reddy S Laboratorie F Sponsored ADR$270K0.09%-178-0.9%
179BMYBristol-Myers Squibb$270K0.09%+526+13.4%
180SMFGSumitomo Mitsui Finl00 F Sponsored ADR$270K0.09%+30+0.2%
181ZURVYZurich Insurance Group F Sponsored ADR$269K0.09%-40-0.5%
182TJXTJX Companies Inc$268K0.09%-66-3.8%
183IBDRYIberdrola S A F Sponsored ADR$268K0.09%HELD
184CMECme Group Inc$262K0.09%-69-7.2%
185KLACKla Corp$262K0.09%+178NEW
186TAT&T$261K0.09%+52+0.6%
187ANETArista Networks Inc$260K0.09%+2,117NEW
188TKOMYTokio Marine Holdings F Sponsored ADR$258K0.09%-8-0.1%
189DUKDuke Energy Corp$255K0.09%+836+75.0%
190TDToronto Dominion Bank$255K0.09%+67+2.5%
191SPGSimon PPTY Group REIT$254K0.09%+128+10.4%
192HCAHca Healthcare Inc$254K0.09%+54+11.2%
193IWViShares Russel 3000 ETF$253K0.09%HELD
194MUFGMitsubishi U F J Finan F Sponsored ADR$252K0.09%-291-1.9%
195STNStantec Inc$251K0.09%+37+1.3%
196EAElectronic Arts Inc$250K0.09%+210+20.7%
197TOELYTokyo Electron LTD F Sponsored ADR$249K0.09%HELD
198SHOPShopify Inc F Class A$249K0.09%-98-4.5%
199SLFSun Life Financial Inc$246K0.08%+93+2.4%
200MARMarriott Intl Inc Class A$246K0.08%+47+6.7%
201DELLDell Technologies Inc Class C$234K0.08%+1,425NEW
202MITSYMitsui & Co LTD F Sponsored ADR$233K0.08%+300NEW
203RGLDRoyal Gold Inc$232K0.08%+4+0.4%
204SONYSony Group Corp F Sponsored ADR$232K0.08%-874-7.2%
205SPGIS&P Global Inc$232K0.08%+67+14.0%
206ASXAse Technology Holding Co LTD A D R$232K0.08%+412+4.0%
207CIENCiena Corp$231K0.08%+595NEW
208UMCUnited Microelectronic F Sponsored ADR$230K0.08%+356+1.4%
209COFCapital One FC$229K0.08%+172+15.8%
210SCHDSchwab US Dividend Equity ETF$229K0.08%+9+0.1%
211XLCCommunication Services Select Sector SPDR Fund$228K0.08%-15-0.7%
212TRGPTarga Resources Corp$228K0.08%-513-36.1%
213VZVerizon$228K0.08%-530-10.4%
214GLWCorning Inc$226K0.08%+1,663NEW
215BTIBritish Amern Tob PLC Spon A D R$224K0.08%-3-0.1%
216XLEEnergy Select Sector SPDR Fund ETF$219K0.08%+3,579NEW
217UNFIUnited Nat Foods Inc$216K0.07%+4,785NEW
218PKXPosco Holdings Inc ADR F Sponsored ADR$213K0.07%+3,644NEW
219XLFFinancial Select Sector SPDR Fund$213K0.07%HELD
220AMTAmerican Tower Corp$210K0.07%+55+4.7%
221NVONovo-Nordisk As Vormal F Sponsored ADR$210K0.07%-554-8.9%
222SCCOSouthern Copper Corp D F$208K0.07%-24-1.9%
223DISWalt Disney$204K0.07%+162+8.3%
224RCLRoyal Caribbean Cruises$203K0.07%+736NEW
225INTUIntuit Inc$199K0.07%-17-3.6%
226SFTBYSoftbank Group Corp Unsp A D R$186K0.06%+11,676+311.7%
227MMM3M$186K0.06%-299-18.9%
228INFYInfosys LTD F Sponsored ADR$180K0.06%-5,389-28.8%
229BBarrick MNG Corp F$175K0.06%-116-2.6%
230NEMNewmont Mining Corp$175K0.06%-99-5.8%
231NMRNomura Holdings Inc A D R$152K0.05%-549-2.8%
232MURGYMuenchener Rueck Unspon A D R$150K0.05%+400+3.5%
233WITWipro LTD F Sponsored ADR$145K0.05%-21,952-24.2%
234MFGMizuho Finl Group F Sponsored ADR$126K0.04%+702+4.6%
235SANBanco Santander SA A D R$124K0.04%+342+3.2%
236NPSNYNaspers LTD F Sponsored ADR$121K0.04%HELD
237PROSYProsus N V F Sponsored ADR$109K0.04%+2+0.0%
238AEGAegon LTD Amer Reg G D R$79K0.03%+758+7.5%
239AACAYAac Technologies Holdings Inc A D R$76K0.03%HELD
240ALSMYAlstom SA F Sponsored ADR$65K0.02%-290-1.2%
241UNICYUni Charm Corporation A D R$39K0.01%+13,524NEW
242CIGCompanhia Energetic F Sponsored ADR$37K0.01%HELD
243XELXcel Energy Inc$35K0.01%-172-28.3%
244USBU S Bancorp$16K0.01%+111+55.2%
245ATDRYAuto Trader Group Unsp A D R$15K0.01%+100+1.0%
246AZNNAstrazeneca PLC F Sponsored ADR-5,401EXITED
247HDBHDFC Bank LTD A D R-9,416EXITED
248ADBEAdobe Inc-946EXITED
249HESAYHermes Interntnl Sca F Sponsored ADR-1,060EXITED
250CBRECbre Group Inc-1,536EXITED
251NKENike Inc-3,725EXITED
252SIEGYSiemens A G F Sponsored ADR-1,622EXITED
253LVMUYLVMH Moet Hennessy Lou F Sponsored ADR-1,493EXITED
254AONAon PLC F Class A-636EXITED
255GISGeneral Mills Inc-4,806EXITED
256CLSCelestica Inc F-730EXITED
257EADSYAirbus Se F Sponsored ADR-3,712EXITED
258OEFiShares S&P 100 ETF-620EXITED
259ROKRockwell Automation-535EXITED
260ROPRoper Technologies-465EXITED
261ULUnilever PLC F Sponsored ADR-3,087EXITED
262XLKTechnology Select Sector SPDR Fund-1,400EXITED
263BXBlackstone Group Inc Class A-1,182EXITED
264MBRFYMarfrig Global Foods S F Sponsored ADR-19,157EXITED
265TSRYYTreasury Wine Estates LTD A D R-12,622EXITED
266SCHGSchwab US Large Cap Growth ETF-2EXITED

Source: SEC EDGAR · accession 0001960860-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.