MondegarAI
Canopy Partners, LLC

Q4 2025 · 13F-HR

Canopy Partners, LLCholdings as filed

Filed 2026-02-12 · accession 0001960860-26-000001

$307.0M
Reported value
253
Positions
2025-12-31
Period end
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The Brief · Canopy Partners, LLC · Q4 2025

AI · grounded in 13F

Canopy Partners, LLC closed its position in Blackstone Private Credi T Fund Class I BLPRCRI, reducing its exposure by $6.02M. The fund increased its stake in Broadcom Inc AVGO by 14.94% and Dimensional US Core Equity Markt ETF DFAU by 9.84%. Additionally, the fund trimmed holdings in Oracle Corp ORCL by 8.74% and Nvidia Corp NVDA by 3.69%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$14.6M4.77%53,834CommonNONE
922908769VTIVanguard Total Stock Market ETF$13.7M4.45%40,760CommonSOLE
78462F103SPYSPDR S&P 500 ETF$12.1M3.95%17,781CommonSOLE
594918104MSFTMicrosoft$12.1M3.95%25,068CommonNONE
25434V104DFAUDimensional US Core Equity Markt ETF$11.7M3.81%250,139CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$11.1M3.61%35,407CommonNONE
46432F842IEFAiShares Core MSCI EAFE ETF$10.7M3.49%119,761CommonSOLE
67066G104NVDANvidia Corp$10.4M3.40%55,999CommonNONE
78467Y107MDYSPDR S&P Midcap 400 ETF$10.0M3.24%16,507CommonSOLE
023135106AMZNAmazon.Com Inc$8.7M2.83%37,579CommonNONE
25434V880DFAXDimensional ETF (trust World Ex US Core)$6.1M2.00%187,611CommonSOLE
30303M102METAMeta Platforms Inc Class A$5.5M1.79%8,326CommonNONE
464287499IWRiShares Russell Mid Cap ETF$5.4M1.76%56,176CommonSOLE
46434G103IEMGiShares Core MSCI Emerging ETF$4.8M1.57%71,727CommonSOLE
46625H100JPMJPMorgan Chase$4.7M1.54%14,686CommonSOLE
084670108BRK/ABerkshire Hathaway Inc CL A$4.5M1.48%6CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.0M1.32%33,667CommonSOLE
02079K107GOOGAlphabet Inc. Class C$3.9M1.28%12,478CommonSOLE
11135F101AVGOBroadcom Inc$3.8M1.24%10,981CommonNONE
931142103WMTWal-Mart$3.5M1.16%31,860CommonSOLE
874039100TSMTaiwan Semiconductr F Sponsored ADR$3.2M1.03%10,390CommonNONE
25434V872DFCFDimensional Core Fixed Income ETF$2.9M0.96%69,206CommonSOLE
92826C839VVisa Inc Class A$2.9M0.94%8,187CommonNONE
57636Q104MAMastercard Inc Class A$2.8M0.91%4,917CommonSOLE
478160104JNJJohnson & Johnson$2.8M0.91%13,489CommonNONE
501044101KRKroger Co$2.7M0.87%42,985CommonSOLE
88160R101TSLATesla Motors$2.4M0.80%5,441CommonNONE
464288273SCZiShares MSCI EAFE Small Cap ETF$2.4M0.78%30,908CommonSOLE
025816109AXPAmerican Express Co$2.3M0.75%6,211CommonSOLE
22160K105COSTCostco Wholesale Co$2.2M0.70%2,495CommonNONE
053015103ADPAuto Data Processing$2.1M0.70%8,339CommonSOLE
084670702BRK/BBerkshire Hathaway Class B$2.0M0.66%4,030CommonNONE
149123101CATCaterpillar$2.0M0.66%3,534CommonSOLE
532457108LLYLilly Eli & Co$1.9M0.63%1,808CommonNONE
060505104BACBank Of America Corp$1.9M0.63%35,227CommonNONE
002824100ABTAbbott Laboratories$1.7M0.56%13,809CommonSOLE
81762P102NOWService Now Inc$1.7M0.56%11,205CommonSOLE
79466L302CRMSalesforce$1.7M0.55%6,343CommonSOLE
808513105SCHWCharles Schwab Corp$1.6M0.52%15,839CommonSOLE
464287200IVViShares Core S&P 500 ETF$1.6M0.51%2,282CommonSOLE
693475105PNCP N C Financial Services Group Inc$1.5M0.49%7,266CommonNONE
09290D101BLKBlackRock FNDG Inc$1.5M0.49%1,400CommonSOLE
031162100AMGNAmgen Inc$1.5M0.49%4,566CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$1.5M0.48%12,036CommonSOLE
58933Y105MRKMerck & Co. Inc.$1.4M0.47%13,690CommonNONE
46432F834IXUSiShares Core MSCI Total ETF$1.4M0.45%16,185CommonSOLE
032095101APHAmphenol Corp Class A$1.3M0.44%9,965CommonSOLE
G1151C101ACNAccenture PLC F Class A$1.3M0.43%4,932CommonSOLE
17275R102CSCOCisco Systems$1.3M0.42%16,905CommonNONE
91324P102UNHUnitedHealth Group$1.3M0.41%3,791CommonNONE
00287Y109ABBVAbbvie Inc$1.2M0.40%5,380CommonNONE
922907746VTEBVanguard Muni BND Tax Exempt ETF$1.2M0.39%23,893CommonSOLE
09857L108BKNGBooking Holdings Inc$1.1M0.37%212CommonNONE
464287408IVEiShares S&P 500 Value ETF$1.1M0.37%5,296CommonSOLE
G29183103ETNEaton Corp PLC F$1.1M0.36%3,455CommonSOLE
64110L106NFLXNetflix Inc$1.1M0.35%11,478CommonNONE
855244109SBUXStarbucks Corp$1.1M0.35%12,714CommonNONE
56585A102MPCMarathon Pete Corp$1.1M0.35%6,551CommonSOLE
166764100CVXChevron Corp.$1.1M0.34%6,898CommonSOLE
580135101MCDMcDonalds$978,9330.32%3,203CommonNONE
65339F101NEENextera Energy Inc$977,9710.32%12,182CommonSOLE
617446448MSMorgan Stanley$967,1830.32%5,448CommonNONE
609207105MDLZMondelez International W I$964,3640.31%17,915CommonSOLE
N07059210ASMLAsml Holding N V F Sponsored ADR$956,4550.31%894CommonNONE
369604301GEGeneral Electric Co$953,3530.31%3,095CommonSOLE
742718109PGProcter & Gamble$940,5440.31%6,563CommonNONE
H1467J104CBChubb LTD F$921,3780.30%2,952CommonNONE
713448108PEPPepsico Inc$912,5000.30%6,358CommonNONE
893641100TDGTransdigm Group Inc$885,6800.29%666CommonSOLE
717081103PFEPfizer$869,2340.28%34,909CommonSOLE
68389X105ORCLOracle Corp$865,4000.28%4,440CommonNONE
38141G104GSGoldman Sachs Group$858,8690.28%977CommonNONE
464287655IWMiShares Russell 2000 ETF$826,1130.27%3,356CommonSOLE
88032Q109TCEHYTencent Holdings F Unsponsored ADR$823,7550.27%10,761CommonNONE
46120E602ISRGIntuitive Surgical$817,2570.27%1,443CommonNONE
548661107LOWLowes Co Inc$785,9400.26%3,259CommonNONE
464288240ACWXiShares MSCI Acwi Ex US ETF$767,7660.25%11,437CommonSOLE
278865100ECLEcolab Inc$758,6830.25%2,890CommonNONE
03831W108APPApplovin Corp Com CL A$737,8330.24%1,095CommonNONE
747525103QCOMQualcomm Inc$736,8830.24%4,308CommonNONE
90353T100UBERUber Technologies Inc$722,1530.24%8,838CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$714,4030.23%13,058CommonSOLE
30231G102XOMExxonMobil$708,6820.23%5,889CommonNONE
038222105AMATApplied Materials$708,2640.23%2,756CommonNONE
75513E101RTXRaytheon Technologies Co$687,0620.22%3,746CommonNONE
244199105DEDeere & Co$682,0600.22%1,465CommonNONE
58506Q109MEDPMedpace HLDGS Inc$677,9120.22%1,207CommonSOLE
539830109LMTLockheed Martin Corp$653,4380.21%1,351CommonSOLE
20825C104COPConocophillips$639,2630.21%6,829CommonSOLE
863667101SYKStryker Corp$638,2700.21%1,816CommonSOLE
452308109ITWIllinois Tool Works$638,1630.21%2,591CommonNONE
949746101WMT2Wells Fargo & Co$631,8960.21%6,780CommonNONE
437076102HDHome Depot$631,0790.21%1,834CommonNONE
172908105CTASCintas Corp$623,6400.20%3,316CommonSOLE
464287457SHYiShares 1-3 Year Treasry Bond ETF$618,3340.20%7,466CommonSOLE
87612E106TGTTarget Corp$617,5850.20%6,318CommonSOLE
595112103MUMicron Technology$616,7710.20%2,161CommonNONE
303250104FICOFair Isaac Intl Corp$613,6950.20%363CommonNONE
291011104EMREmerson Electric Co$609,3180.20%4,591CommonSOLE
28176E108EWEdwards Lifesciences Corp$598,0290.19%7,015CommonSOLE
235851102DHRDanaher Corp$596,3370.19%2,605CommonNONE
883556102TMOThermo Fisher SCNTFC$591,6180.19%1,021CommonNONE
48241A105KBKB Finl Group Inc F Sponsored ADR$585,5020.19%6,805CommonNONE
007903107AMDAdvanced Micro Devices I$577,8040.19%2,698CommonNONE
052769106ADSKAutodesk Inc$551,1710.18%1,862CommonSOLE
438516106HONHoneywell Intl Inc$549,9590.18%2,819CommonNONE
464287465EFAiShares MSCI EAFE ETF$541,0330.18%5,634CommonSOLE
907818108UNPUnion Pacific Corp$537,1250.17%2,322CommonNONE
191216100KOCoca-Cola$528,8690.17%7,565CommonNONE
882508104TXNTexas Instruments$512,8360.17%2,956CommonNONE
69608A108PLTRPalantir Technologies Inc$505,3430.16%2,843CommonNONE
780087102RYRoyal Bank Of Canada F$500,7290.16%2,937CommonNONE
641069406NSRGYNestle S A F Sponsored ADR$500,6170.16%5,068CommonNONE
046353108AZNNAstrazeneca PLC F Sponsored ADR$496,5140.16%5,401CommonNONE
46434V803HEFAiShares Currency Hedged MSCI ETF$495,0790.16%11,970CommonSOLE
66987V109NVSNovartis AG F Sponsored ADR$479,6500.16%3,479CommonNONE
00762U200ATEYYAdvantest Corp F Sponsored ADR$477,0030.16%3,776CommonNONE
98419M100XYLXylem Inc Com$465,7360.15%3,420CommonNONE
459200101IBMIBM$459,7180.15%1,552CommonNONE
46090E103QQQInvesco QQQ Trust ETF$459,5040.15%748CommonSOLE
032654105ADIAnalog Devices Inc$444,2260.14%1,638CommonSOLE
456837103INGING Groep ADR Rep 1 Or F Sponsored ADR$433,9160.14%15,497CommonNONE
375558103GILDGilead Sciences Inc$424,0670.14%3,455CommonNONE
803054204SAPSAP Se Spon A D R$419,9910.14%1,729CommonNONE
697435105PANWPalo Alto Networks$416,7300.14%2,262CommonSOLE
760759100RSGRepublic Services$415,8070.14%1,962CommonNONE
94106L109WMWaste Management Inc$413,0550.13%1,880CommonNONE
45104G104IBNIcici Bank LTD A D R$412,8190.13%13,853CommonNONE
502117203LRLCYL Oreal S A F Sponsored ADR$412,6620.13%4,818CommonNONE
018820100ALIZYAllianz Se F Unsponsored ADR$404,3400.13%8,790CommonNONE
01609W102BABAAlibaba Group HLDG LTD F Sponsored ADR$396,7920.13%2,707CommonNONE
771195104RHHBYRoche HLDG AG F Sponsored ADR$394,2010.13%7,644CommonNONE
74340W103PLDPrologis Inc. REIT$388,9800.13%3,047CommonNONE
58733R102MELIMercadolibre Inc$388,7520.13%193CommonSOLE
25434V302DFAEDimensional Emerg Core Eqy MRKT ETF$387,4510.13%11,895CommonSOLE
969904101WSMWilliams Sonoma Inc$379,8610.12%2,127CommonNONE
404280406HSBCHSBC HLDGS PLC F Sponsored ADR$378,3240.12%4,809CommonNONE
808524805SCHFSchwab International Equity ETF$376,8270.12%15,675CommonSOLE
23304Y100DBSDYDBS Group Holdings Lim F Sponsored ADR$374,4010.12%2,132CommonNONE
202712600CMWAYCommonwealth BK Aust F Sponsored ADR$373,1050.12%3,503CommonNONE
512807306LRCXLam Research Corp$367,8660.12%2,149CommonNONE
981064108WFWoori Finl Group Inc F Unsponsored ADR$361,5000.12%6,149CommonNONE
921943858VEAVanguard FTSE Developed Markets ETF$360,3270.12%5,768CommonSOLE
001055102AFLAflac Inc$356,3930.12%3,232CommonNONE
82509L107SHOPShopify Inc F Class A$353,3290.12%2,195CommonNONE
369550108GDGeneral Dynamics Corp$351,1360.11%1,043CommonNONE
904678406UNCRYUniCredit Spa A D R$350,5460.11%8,453CommonNONE
701094104PHParker Hannifin Corp$348,0680.11%396CommonNONE
40415F101HDBHDFC Bank LTD A D R$344,0610.11%9,416CommonNONE
06738E204BCSBarclays PLC A D R$342,6840.11%13,465CommonNONE
780259305SHELShell PLC F Sponsored ADR$339,4040.11%4,619CommonNONE
632525408NABZYNTNL Australia Bank F Sponsored ADR$335,2040.11%23,824CommonNONE
29084Q100EMEEmcor Group Inc$334,0370.11%546CommonSOLE
456788108INFYInfosys LTD F Sponsored ADR$333,5550.11%18,718CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$333,0360.11%5,046CommonSOLE
00724F101ADBEAdobe Inc$331,0910.11%946CommonNONE
80687P106SBGSYSchneider Elect Se Unsp A D R$323,6740.11%5,892CommonNONE
22788C105CRWDCrowdstrike HLDGS Inc Class A$320,1630.10%683CommonSOLE
670100205NVONovo-Nordisk As Vormal F Sponsored ADR$318,4070.10%6,258CommonNONE
461202103INTUIntuit Inc$315,9740.10%477CommonNONE
464287614IWFiShares Russell 1000 Growth ETF$310,9580.10%657CommonSOLE
835699307SONYSony Group Corp F Sponsored ADR$309,7090.10%12,098CommonNONE
231021106CMICummins Inc$305,2490.10%598CommonNONE
433578507HTHIYHitachi LTD F Sponsored ADR$305,1050.10%9,779CommonNONE
465717106ITOCYItochu Corp F Sponsored ADR$301,7100.10%2,386CommonNONE
892331307TMToyota Motor Corp F Sponsored ADR$301,6110.10%1,409CommonNONE
443628102HBMHudbay Minerals Inc$301,3630.10%15,182CommonNONE
03736N104ANZGYAnz Group Holdings LTD F Unsponsored ADR$299,7710.10%12,377CommonNONE
962879102WPMWheaton Precious Metal Corp$298,1480.10%2,537CommonNONE
097023105BABoeing Co$296,8030.10%1,367CommonNONE
G54950103LINLinde PLC F$291,2240.09%683CommonNONE
989825104ZURVYZurich Insurance Group F Sponsored ADR$289,7890.09%7,620CommonNONE
36828A101GEVGE Vernova Inc$288,8780.09%442CommonNONE
453038408IMOImperial Oil LTD F$288,0160.09%3,337CommonNONE
74440L106PRYMYPrysmian Spa F Sponsored ADR$282,0030.09%5,612CommonNONE
256135203RDYDR Reddy S Laboratorie F Sponsored ADR$276,2230.09%19,674CommonNONE
85472N109STNStantec Inc$271,0960.09%2,873CommonNONE
872540109TJXTJX Companies Inc$268,3570.09%1,747CommonNONE
921910733ESGVVanguard Esg US Stock ETF$265,9910.09%2,199CommonSOLE
464287689IWViShares Russel 3000 ETF$263,8320.09%682CommonSOLE
86562M209SMFGSumitomo Mitsui Finl00 F Sponsored ADR$263,4100.09%13,627CommonNONE
14040H105COFCapital One FC$263,2030.09%1,086CommonNONE
824596100SHGShinhan Finl Group Co F Sponsored ADR$263,1090.09%4,906CommonNONE
42751Q105HESAYHermes Interntnl Sca F Sponsored ADR$262,8800.09%1,060CommonNONE
458140100INTCIntel$262,6170.09%7,117CommonNONE
87612G101TRGPTarga Resources Corp$262,5440.09%1,423CommonNONE
12572Q105CMECme Group Inc$261,3380.09%957CommonNONE
718172109PMPhilip Morris Intl$257,4420.08%1,605CommonNONE
97651M109WITWipro LTD F Sponsored ADR$257,1530.08%90,547CommonNONE
88579Y101MMM3M$253,1180.08%1,581CommonNONE
891160509TDToronto Dominion Bank$251,0430.08%2,665CommonNONE
450737101IBDRYIberdrola S A F Sponsored ADR$250,7330.08%2,902CommonNONE
78409V104SPGIS&P Global Inc$249,7980.08%478CommonNONE
001317205AAGIYAia Group LTD F Sponsored ADR$248,9290.08%6,067CommonNONE
12504L109CBRECbre Group Inc$246,9730.08%1,536CommonNONE
81369Y852XLCCommunication Services Select Sector SPDR Fund$244,2410.08%2,074CommonSOLE
606822104MUFGMitsubishi U F J Finan F Sponsored ADR$240,4060.08%15,158CommonNONE
866796105SLFSun Life Financial Inc$239,3660.08%3,836CommonNONE
654106103NKENike Inc$237,3200.08%3,725CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund$236,1130.08%4,311CommonSOLE
828806109SPGSimon PPTY Group REIT$228,7960.07%1,236CommonNONE
826197501SIEGYSiemens A G F Sponsored ADR$226,9990.07%1,622CommonNONE
889110102TOELYTokyo Electron LTD F Sponsored ADR$226,2000.07%2,036CommonNONE
40412C101HCAHca Healthcare Inc$225,4930.07%483CommonNONE
502441306LVMUYLVMH Moet Hennessy Lou F Sponsored ADR$225,1590.07%1,493CommonNONE
G0403H108AONAon PLC F Class A$224,4320.07%636CommonNONE
370334104GISGeneral Mills Inc$223,4790.07%4,806CommonNONE
00206R102TAT&T$222,7650.07%8,968CommonNONE
254687106DISWalt Disney$221,8520.07%1,950CommonNONE
571903202MARMarriott Intl Inc Class A$218,4090.07%704CommonSOLE
110448107BTIBritish Amern Tob PLC Spon A D R$216,6850.07%3,827CommonNONE
15101Q207CLSCelestica Inc F$215,7950.07%730CommonNONE
009279100EADSYAirbus Se F Sponsored ADR$214,9990.07%3,712CommonNONE
136385101CNQCanadian Natural Res F$213,8640.07%6,318CommonNONE
464287101OEFiShares S&P 100 ETF$212,6410.07%620CommonSOLE
83404D109SFTBYSoftbank Group Corp Unsp A D R$212,3980.07%3,746CommonNONE
110122108BMYBristol-Myers Squibb$211,6610.07%3,924CommonSOLE
M3760D101ESLTElbit Systems LTD$209,7090.07%363CommonNONE
773903109ROKRockwell Automation$208,1520.07%535CommonNONE
285512109EAElectronic Arts Inc$207,1910.07%1,014CommonNONE
776696106ROPRoper Technologies$206,9850.07%465CommonSOLE
92343V104VZVerizon$206,6640.07%5,074CommonNONE
91913Y100VLOValero Energy Corp$205,6040.07%1,263CommonNONE
808524797SCHDSchwab US Dividend Equity ETF$204,6870.07%7,462CommonSOLE
03027X100AMTAmerican Tower Corp$204,3630.07%1,164CommonSOLE
889094108TKOMYTokio Marine Holdings F Sponsored ADR$202,7610.07%5,483CommonNONE
780287108RGLDRoyal Gold Inc$202,0620.07%909CommonNONE
904767803ULUnilever PLC F Sponsored ADR$201,8900.07%3,087CommonNONE
81369Y803XLKTechnology Select Sector SPDR Fund$201,5580.07%1,400CommonSOLE
194162103CLColgate Palmolive Co$200,8690.07%2,542CommonNONE
910873405UMCUnited Microelectronic F Sponsored ADR$198,7720.06%25,289CommonNONE
06849F108BBarrick MNG Corp F$192,2730.06%4,415CommonNONE
09260D107BXBlackstone Group Inc Class A$182,1930.06%1,182CommonNONE
84265V105SCCOSouthern Copper Corp D F$176,6120.06%1,231CommonNONE
651639106NEMNewmont Mining Corp$171,0430.06%1,713CommonNONE
65535H208NMRNomura Holdings Inc A D R$166,0630.05%19,793CommonNONE
00215W100ASXAse Technology Holding Co LTD A D R$165,3950.05%10,273CommonNONE
631512209NPSNYNaspers LTD F Sponsored ADR$154,2800.05%11,600CommonNONE
626188106MURGYMuenchener Rueck Unspon A D R$152,4760.05%11,560CommonNONE
74365P108PROSYProsus N V F Sponsored ADR$145,2920.05%11,755CommonNONE
26441C204DUKDuke Energy Corp$130,5720.04%1,114CommonNONE
05964H105SANBanco Santander SA A D R$125,0650.04%10,662CommonNONE
60687Y109MFGMizuho Finl Group F Sponsored ADR$111,1910.04%15,190CommonNONE
000304105AACAYAac Technologies Holdings Inc A D R$88,7740.03%17,684CommonNONE
0076CA104AEGAegon LTD Amer Reg G D R$78,3800.03%10,166CommonNONE
56656T105MBRFYMarfrig Global Foods S F Sponsored ADR$69,9230.02%19,157CommonNONE
021244207ALSMYAlstom SA F Sponsored ADR$68,0940.02%23,400CommonNONE
98389B100XELXcel Energy Inc$44,9070.01%608CommonNONE
89465J109TSRYYTreasury Wine Estates LTD A D R$43,6340.01%12,622CommonNONE
204409601CIGCompanhia Energetic F Sponsored ADR$31,2640.01%15,632CommonNONE
05277E104ATDRYAuto Trader Group Unsp A D R$19,4160.01%10,060CommonNONE
902973304USBU S Bancorp$10,7280.00%201CommonNONE
808524300SCHGSchwab US Large Cap Growth ETF$650.00%2CommonSOLE

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.