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Institutional

Canopy Partners, LLC

CIK 0001960860
$332.4M
Reported AUM
256
Positions
Q2 2026
Period
2026-07-22
Filed

Editorial summary

Summary for Canopy Partners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

AAPLVTISPYDFAUGOOGLIEFANVDAMDYMSFTAMZNDFAXOther$198.7MCL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Inc$341.281.30%68.71%129.45%$15.5M4.67%HELD
2VTIVanguard Total Stock Market ETF$362.61-0.70%21.10%68.36%$14.8M4.44%HELD
3SPYSPDR S&P 500 ETF$734.14-0.67%20.48%75.54%$13.3M3.99%HELD
4DFAUDimensional US Core Equity Markt ETF$50.96-0.65%21.76%72.96%$13.0M3.92%HELD
5GOOGLAlphabet Inc. Class A$335.782.82%76.51%132.04%$12.3M3.70%HELD
6IEFAiShares Core MSCI EAFE ETF$96.09-0.76%22.68%48.50%$11.5M3.46%HELD
7NVDANvidia Corp$191.82-2.39%13.56%782.99%$11.2M3.37%HELD
8MDYSPDR S&P Midcap 400 ETF$682.27-1.53%23.58%46.70%$10.5M3.16%HELD
9MSFTMicrosoft$395.841.73%-24.35%35.51%$9.6M2.88%HELD
10AMZNAmazon.Com Inc$229.30-0.90%7.50%33.03%$9.0M2.71%HELD
11DFAXDimensional ETF (trust World Ex US Core)$35.57-1.90%24.65%56.01%$7.1M2.14%HELD
12IEMGiShares Core MSCI Emerging ETF$74.33-3.90%29.78%36.78%$6.0M1.79%HELD
13IWRiShares Russell Mid Cap ETF$109.89-0.09%20.85%44.29%$5.7M1.72%HELD
14IJRiShares Core S&P Small-Cap ETF$144.70-0.56%36.66%40.98%$4.8M1.46%HELD
15TSMTaiwan Semiconductr F Sponsored ADR$377.50-5.41%68.64%257.61%$4.8M1.45%HELD
16JPMJPMorgan Chase$348.08-2.28%25.84%153.16%$4.6M1.40%HELD
17BRK/ABerkshire Hathaway Inc CL A$4.5M1.35%HELD
18AVGOBroadcom Inc$373.90-2.43%31.81%734.42%$4.4M1.32%HELD
19METAMeta Platforms Inc Class A$591.60-0.38%-20.62%57.79%$4.2M1.27%HELD
20GOOGAlphabet Inc. Class C$334.642.47%75.60%130.67%$4.1M1.25%HELD
21CATCaterpillar$782.25-10.42%97.91%334.56%$3.6M1.10%HELD
22WMTWal-Mart$113.881.92%15.79%143.31%$3.5M1.04%HELD
23JNJJohnson & Johnson$267.250.49%64.28%77.25%$3.3M1.00%HELD
24DFCFDimensional Core Fixed Income ETF$41.660.17%2.61%0.45%$3.3M1.00%HELD
25VVisa Inc Class A$373.002.89%9.62%67.02%$2.9M0.88%HELD
26MUMicron Technology$775.81-13.82%683.61%1041.72%$2.7M0.81%HELD
27SCZiShares MSCI EAFE Small Cap ETF$82.23-1.26%17.28%23.64%$2.5M0.76%HELD
28MAMastercard Inc Class A$568.383.02%1.14%67.42%$2.5M0.75%HELD
29TSLATesla Motors$301.52-2.49%1.59%25.36%$2.4M0.72%HELD
30COSTCostco Wholesale Co$976.802.65%2.82%125.57%$2.2M0.66%HELD
31LLYLilly Eli & Co$1217.041.63%$2.1M0.64%HELD
32AXPAmerican Express Co$334.07-0.40%$2.1M0.64%HELD
33BRK/BBerkshire Hathaway Class B$2.0M0.61%HELD
34AMATApplied Materials$445.55-13.80%$2.0M0.60%HELD
35CSCOCisco Systems$115.000.38%$2.0M0.60%HELD
36BACBank Of America Corp$61.78-0.56%$1.9M0.57%HELD
37AMDAdvanced Micro Devices I$430.58-13.01%$1.8M0.54%HELD
38ADPAuto Data Processing$278.419.19%$1.8M0.53%HELD
39PNCP N C Financial Services Group Inc$248.63-0.40%$1.7M0.52%HELD
40MRKMerck & Co. Inc.$131.370.47%$1.7M0.52%HELD
41IVViShares Core S&P 500 ETF$737.72-0.65%$1.7M0.51%HELD
42ASMLAsml Holding N V F Sponsored ADR$1540.08-6.96%$1.7M0.51%HELD
43IVWiShares S&P 500 Growth ETF$130.11-1.68%$1.7M0.50%HELD
44AMGNAmgen Inc$389.913.63%$1.6M0.49%HELD
45UNHUnitedHealth Group$425.641.92%$1.6M0.49%HELD
46MPCMarathon Pete Corp$310.07-0.73%$1.6M0.49%HELD
47IXUSiShares Core MSCI Total ETF$91.89-1.83%$1.5M0.46%HELD
48ETNEaton Corp PLC F$359.84-9.73%$1.5M0.46%HELD
49KRKroger Co$60.324.04%$1.5M0.45%HELD
50APHAmphenol Corp Class A$150.490.81%$1.4M0.43%HELD
51BLKBlackRock FNDG Inc$1099.663.53%$1.4M0.42%HELD
52ABBVAbbvie Inc$266.003.54%$1.4M0.41%HELD
53SCHWCharles Schwab Corp$106.402.13%$1.4M0.41%HELD
54GEGeneral Electric Co$351.14-2.90%$1.3M0.40%HELD
55SBUXStarbucks Corp$104.030.36%$1.3M0.39%HELD
56INTCIntel$83.60-8.81%$1.3M0.39%HELD
57IVEiShares S&P 500 Value ETF$233.420.44%$1.2M0.36%HELD
58GSGoldman Sachs Group$989.33-5.62%$1.2M0.35%HELD
59CVXChevron Corp.$192.151.13%$1.1M0.34%HELD
60NEENextera Energy Inc$89.030.22%$1.1M0.34%HELD
61MSMorgan Stanley$204.34-4.76%$1.1M0.33%HELD
62VTEBVanguard Muni BND Tax Exempt ETF$49.780.18%$1.1M0.33%HELD
63LRCXLam Research Corp$254.47-12.74%$1.1M0.32%HELD
64CBChubb LTD F$364.151.46%$1.0M0.31%HELD
65MDLZMondelez International W I$65.067.23%$1.0M0.31%HELD
66IWMiShares Russell 2000 ETF$289.13-1.29%$1.0M0.30%HELD
67NOWService Now Inc$116.2810.16%$1.0M0.30%HELD
68DEDeere & Co$614.09-1.75%$956K0.29%HELD
69PANWPalo Alto Networks$311.61-1.80%$925K0.28%HELD
70TXNTexas Instruments$269.90-3.40%$909K0.27%HELD
71PGProcter & Gamble$145.37-2.19%$903K0.27%HELD
72TDGTransdigm Group Inc$1276.11-0.79%$886K0.27%HELD
73ACWXiShares MSCI Acwi Ex US ETF$73.07-1.83%$870K0.26%HELD
74PFEPfizer$25.262.39%$870K0.26%HELD
75ABTAbbott Laboratories$109.324.63%$837K0.25%HELD
76TGTTarget Corp$146.844.63%$836K0.25%HELD
77BKNGBooking Holdings Inc$201.367.80%$835K0.25%HELD
78XOMExxonMobil$157.241.59%$835K0.25%HELD
79PEPPepsico Inc$144.623.46%$813K0.24%HELD
80ISRGIntuitive Surgical$355.60-0.34%$805K0.24%HELD
81ITWIllinois Tool Works$291.362.30%$801K0.24%HELD
82ATEYYAdvantest Corp F Sponsored ADR$172.764.61%$784K0.24%HELD
83NFLXNetflix Inc$73.324.15%$762K0.23%HELD
84QCOMQualcomm Inc$159.71-6.08%$756K0.23%HELD
85KBKB Finl Group Inc F Sponsored ADR$113.46-4.03%$753K0.23%HELD
86ECLEcolab Inc$280.463.35%$747K0.22%HELD
87MCDMcDonald's$272.260.59%$737K0.22%HELD
88SNDKSandisk Corp$1024.49-19.85%$735K0.22%HELD
89CRMSalesforce$188.798.75%$727K0.22%HELD
90COPConocophillips$118.012.10%$721K0.22%HELD
91UMCUnited Microelectronic F Sponsored ADR$17.82-6.60%$711K0.21%HELD
92EWEdwards Lifesciences Corp$85.402.85%$700K0.21%HELD
93SHYiShares 1-3 Year Treasry Bond ETF$81.86-0.01%$698K0.21%HELD
94ORCLOracle Corp$117.44-2.05%$697K0.21%HELD
95RTXRaytheon Technologies Co$215.94-1.14%$694K0.21%HELD
96WDCWestern Digital Corp Com$467.92-6.03%$680K0.20%HELD
97SYKStryker Corp$351.414.36%$672K0.20%HELD
98KOCoca-Cola$89.836.85%$667K0.20%HELD
99CRWDCrowdstrike HLDGS Inc Class A$179.82-0.16%$656K0.20%HELD
100LMTLockheed Martin Corp$572.68-1.26%$645K0.19%HELD
101EMREmerson Electric Co$641K0.19%HELD
102ADIAnalog Devices Inc$635K0.19%HELD
103UNPUnion Pacific Corp$617K0.19%HELD
104UBERUber Technologies Inc$610K0.18%HELD
105DELLDell Technologies Inc Class C$610K0.18%HELD
106HDHome Depot$607K0.18%HELD
107RYRoyal Bank Of Canada F$597K0.18%HELD
108ESGVVanguard Esg US Stock ETF$597K0.18%HELD
109LOWLowes Co Inc$589K0.18%HELD
110GEVGE Vernova Inc$589K0.18%HELD
111EFAiShares MSCI EAFE ETF$585K0.18%HELD
112EEMiShares MSCI Emerging Markets ETF$583K0.18%HELD
113APPApplovin Corp Com CL A$572K0.17%HELD
114CTASCintas Corp$564K0.17%HELD
115HEFAiShares Currency Hedged MSCI ETF$562K0.17%HELD
116KLACKla Corp$546K0.16%HELD
117NVSNovartis AG F Sponsored ADR$542K0.16%HELD
118QQQInvesco QQQ Trust ETF$540K0.16%HELD
119TCEHYTencent Holdings F Unsponsored ADR$538K0.16%HELD
120AZNAstrazeneca PLC F$512K0.15%HELD
121TOELYTokyo Electron LTD F Sponsored ADR$505K0.15%HELD
122ASXAse Technology Holding Co LTD A D R$504K0.15%HELD
123ADSKAutodesk Inc$502K0.15%HELD
124ANETArista Networks Inc$501K0.15%HELD
125MEDPMedpace HLDGS Inc$499K0.15%HELD
126WMT2Wells Fargo & Co$499K0.15%HELD
127INGING Groep ADR Rep 1 Or F Sponsored ADR$486K0.15%HELD
128DFAEDimensional Emerg Core Eqy MRKT ETF$479K0.14%HELD
129GLWCorning Inc$477K0.14%HELD
130PRYMYPrysmian Spa F Sponsored ADR$475K0.14%HELD
131WSMWilliams Sonoma Inc$471K0.14%HELD
132TMOThermo Fisher SCNTFC$470K0.14%HELD
133HSBCHSBC HLDGS PLC F Sponsored ADR$460K0.14%HELD
134IWFiShares Russell 1000 Growth ETF$455K0.14%HELD
135LINLinde PLC F$446K0.13%HELD
136DHRDanaher Corp$443K0.13%HELD
137FICOFair Isaac Intl Corp$441K0.13%HELD
138SCHFSchwab International Equity ETF$438K0.13%HELD
139DBSDYDBS Group Holdings Lim F Sponsored ADR$433K0.13%HELD
140CMICummins Inc$430K0.13%HELD
141PKXPosco Holdings Inc ADR F Sponsored ADR$428K0.13%HELD
142GILDGilead Sciences Inc$427K0.13%HELD
143LRLCYL Oreal S A F Sponsored ADR$426K0.13%HELD
144ACNAccenture PLC F Class A$421K0.13%HELD
145WFWoori Finl Group Inc F Unsponsored ADR$418K0.13%HELD
146PLDPrologis Inc. REIT$415K0.12%HELD
147BABoeing Co$404K0.12%HELD
148IBNIcici Bank LTD A D R$402K0.12%HELD
149NSRGYNestle S A F Sponsored ADR$395K0.12%HELD
150ALIZYAllianz Se F Unsponsored ADR$395K0.12%HELD
151RHHBYRoche HLDG AG F Sponsored ADR$393K0.12%HELD
152IBMIBM$391K0.12%HELD
153SBGSYSchneider Elect Se Unsp A D R$389K0.12%HELD
154VEAVanguard FTSE Developed Markets ETF$385K0.12%HELD
155UNCRYUniCredit Spa A D R$381K0.11%HELD
156EMEEmcor Group Inc$379K0.11%HELD
157WMWaste Management Inc$378K0.11%HELD
158AFLAflac Inc$374K0.11%HELD
159BCSBarclays PLC A D R$373K0.11%HELD
160GDGeneral Dynamics Corp$371K0.11%HELD
161IMOImperial Oil LTD F$370K0.11%HELD
162CMWAYCommonwealth BK Aust F Sponsored ADR$370K0.11%HELD
163SHELShell PLC F Sponsored ADR$369K0.11%HELD
164HBMHudbay Minerals Inc$358K0.11%HELD
165RSGRepublic Services$351K0.11%HELD
166PHParker Hannifin Corp$348K0.10%HELD
167SHGShinhan Finl Group Co F Sponsored ADR$347K0.10%HELD
168SMFGSumitomo Mitsui Finl00 F Sponsored ADR$345K0.10%HELD
169VLOValero Energy Corp$339K0.10%HELD
170TDToronto Dominion Bank$332K0.10%HELD
171MRAAYMurata MFG Co LTD F Sponsored ADR$330K0.10%HELD
172MKSIM K S Instruments Inc$323K0.10%HELD
173MUFGMitsubishi U F J Finan F Sponsored ADR$318K0.10%HELD
174SLFSun Life Financial Inc$317K0.10%HELD
175HONHoneywell Intl Inc$310K0.09%HELD
176CLColgate Palmolive Co$310K0.09%HELD
177NABZYNTNL Australia Bank F Sponsored ADR$307K0.09%HELD
178CLSCelestica Inc F$306K0.09%HELD
179HONAHoneywell Aerospace Inc$306K0.09%HELD
180PLTRPalantir Technologies Inc$304K0.09%HELD
181PMPhilip Morris Intl$303K0.09%HELD
182SFTBYSoftbank Group Corp Unsp A D R$299K0.09%HELD
183ANZGYAnz Group Holdings LTD F Unsponsored ADR$299K0.09%HELD
184IFNNYInfineon Tech AG F Sponsored ADR$298K0.09%HELD
185IWViShares Russel 3000 ETF$291K0.09%HELD
186IBDRYIberdrola S A F Sponsored ADR$290K0.09%HELD
187NVONovo-Nordisk As Vormal F Sponsored ADR$288K0.09%HELD
188ESLTElbit Systems LTD$283K0.09%HELD
189MRVLMarvell Technology Inc$278K0.08%HELD
190WPMWheaton Precious Metal Corp$278K0.08%HELD
191ZURVYZurich Insurance Group F Sponsored ADR$274K0.08%HELD
192ITOCYItochu Corp F Sponsored ADR$272K0.08%HELD
193ROKRockwell Automation$270K0.08%HELD
194IJHiShares Core S&P Mid-Cap ETF$270K0.08%HELD
195CCitigroup Inc$269K0.08%HELD
196XLKTechnology Select Sector SPDR Fund$267K0.08%HELD
197HTHIYHitachi LTD F Sponsored ADR$266K0.08%HELD
198DUKDuke Energy Corp$263K0.08%HELD
199TJXTJX Companies Inc$262K0.08%HELD
200TRGPTarga Resources Corp$257K0.08%HELD
201RCLRoyal Caribbean Cruises$253K0.08%HELD
202SPGSimon PPTY Group REIT$252K0.08%HELD
203SIEGYSiemens A G F Sponsored ADR$252K0.08%HELD
204SAPSAP Se Spon A D R$251K0.08%HELD
205TKOMYTokio Marine Holdings F Sponsored ADR$247K0.07%HELD
206CVSCVS Health Corp$245K0.07%HELD
207QUREQuanta SVCS Inc$244K0.07%HELD
208RDYDR Reddy S Laboratorie F Sponsored ADR$243K0.07%HELD
209MARMarriott Intl Inc Class A$238K0.07%HELD
210SCHDSchwab US Dividend Equity ETF$237K0.07%HELD
211BHPBHP Group LTD F Sponsored ADR$237K0.07%HELD
212SHOPShopify Inc F Class A$234K0.07%HELD
213BMYBristol-Myers Squibb$232K0.07%HELD
214CNQCanadian Natural Res F$232K0.07%HELD
215SONYSony Group Corp F Sponsored ADR$231K0.07%HELD
216CIENCiena Corp$228K0.07%HELD
217OEFiShares S&P 100 ETF$227K0.07%HELD
218UNFIUnited Nat Foods Inc$227K0.07%HELD
219MMM3M$224K0.07%HELD
220XLCCommunication Services Select Sector SPDR Fund$221K0.07%HELD
221URIUnited Rentals Inc$220K0.07%HELD
222COFCapital One FC$217K0.07%HELD
223ALLAllstate Corp$217K0.07%HELD
224DALDelta Air Lines Inc$217K0.07%HELD
225TXG10X Genomics Inc Class A$217K0.07%HELD
226AAGIYAia Group LTD F Sponsored ADR$216K0.07%HELD
227AMTAmerican Tower Corp$215K0.06%HELD
228SCCOSouthern Copper Corp D F$211K0.06%HELD
229FRCOYFast Retailing Co F Sponsored ADR$211K0.06%HELD
230MELIMercadolibre Inc$209K0.06%HELD
231CNICanadian Natl Railwy F$207K0.06%HELD
232SKMSK Telecom Co LTD F Sponsored ADR$206K0.06%HELD
233SHECYShin Etsu Chemical Co F Sponsored ADR$205K0.06%HELD
234BTIBritish Amern Tob PLC Spon A D R$202K0.06%HELD
235MNSTMonster Beverage Corpora$201K0.06%HELD
236EADSYAirbus Se F Sponsored ADR$201K0.06%HELD
237BABAAlibaba Group HLDG LTD F Sponsored ADR$201K0.06%HELD
238AONAon PLC F Class A$200K0.06%HELD
239DISWalt Disney$199K0.06%HELD
240RNECYRenesas Electronics Corp A D R$186K0.06%HELD
241MFGMizuho Finl Group F Sponsored ADR$175K0.05%HELD
242NMRNomura Holdings Inc A D R$159K0.05%HELD
243INFYInfosys LTD F Sponsored ADR$158K0.05%HELD
244SANBanco Santander SA A D R$153K0.05%HELD
245MURGYMuenchener Rueck Unspon A D R$129K0.04%HELD
246NPSNYNaspers LTD F Sponsored ADR$116K0.03%HELD
247PROSYProsus N V F Sponsored ADR$107K0.03%HELD
248AACAYAac Technologies Holdings Inc A D R$96K0.03%HELD
249AEGAegon LTD Amer Reg G D R$92K0.03%HELD
250SBSCompanhia De Saneament F Sponsored ADR$81K0.02%HELD
251LPLLG Display Co LTD A D R$53K0.02%HELD
252ALSMYAlstom SA F Sponsored ADR$43K0.01%HELD
253WITWipro LTD F Sponsored ADR$37K0.01%HELD
254XELXcel Energy Inc$36K0.01%HELD
255CIGCompanhia Energetic F Sponsored ADR$33K0.01%HELD
256USBU S Bancorp$12K0.00%HELD

Source: SEC EDGAR · accession 0001960860-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.