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Portfolio (Quarterly) Guide ↗

Canopy Partners, LLC

· CIK 0001960860
13F Portfolio $332M AUM 256 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 256 New
Page 9 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IMO Imperial Oil LTD F Energy 3,303.0 $370K 0.11% NEW $112.02 +17.2%
162 Commonwealth BK Aust F Sponsored ADR 3,231.0 $370K 0.11% NEW $114.46
163 SHEL Shell PLC F Sponsored ADR Energy 4,753.0 $369K 0.11% NEW $77.54 +17.9%
164 HBM Hudbay Minerals Inc Basic Materials 15,182.0 $358K 0.11% NEW $23.61 +21.4%
165 RSG Republic Services Industrials 1,647.0 $351K 0.11% NEW $213.08 +3.7%
166 PH Parker Hannifin Corp Industrials 356.0 $348K 0.10% NEW $978.12 +0.1%
167 SHG Shinhan Finl Group Co F Sponsored ADR Financial Services 5,483.0 $347K 0.10% NEW $63.25 +25.2%
168 SMFG Sumitomo Mitsui Finl00 F Sponsored ADR Financial Services 14,626.0 $345K 0.10% NEW $23.58 +9.6%
169 VLO Valero Energy Corp Energy 1,300.0 $339K 0.10% NEW $260.44 +37.8%
170 TD Toronto Dominion Bank Financial Services 2,732.0 $332K 0.10% NEW $121.43 -0.4%
171 Murata MFG Co LTD F Sponsored ADR 9,124.0 $330K 0.10% NEW $36.20
172 MKSI M K S Instruments Inc Technology 727.0 $323K 0.10% NEW $444.80 -42.4%
173 MUFG Mitsubishi U F J Finan F Sponsored ADR Financial Services 15,989.0 $318K 0.10% NEW $19.89 +14.4%
174 SLF Sun Life Financial Inc Financial Services 4,042.0 $317K 0.10% NEW $78.42 -0.1%
175 Honeywell Intl Inc 1,385.0 $310K 0.09% NEW $223.90
176 CL Colgate Palmolive Co Consumer Defensive 3,381.0 $310K 0.09% NEW $91.68 -2.0%
177 NTNL Australia Bank F Sponsored ADR 23,504.0 $307K 0.09% NEW $13.06
178 CLS Celestica Inc F Technology 840.0 $306K 0.09% NEW $364.80 -17.9%
179 Honeywell Aerospace Inc 1,385.0 $306K 0.09% NEW $221.08
180 PLTR Palantir Technologies Inc Technology 2,607.0 $304K 0.09% NEW $116.67 +59.7%
Page 9 of 13  ·  256 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 23.5%
Healthcare 8.8%
Industrials 8.1%
Communication Services 7.8%
Consumer Cyclical 7.6%
Consumer Defensive 5.6%
Energy 2.6%
Basic Materials 1.2%
Utilities 0.9%