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Home > Institutional Investor > Canopy Partners, Llc > Profile

Instuitional Investor - Canopy Partners, Llc

Fund Profile
Filing Period:
Fund Name: Canopy Partners, Llc
Portfolio Value $306,951,159
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 53,834 $14,635,356 4.77%
2.
Vanguard Total Stock Market Etf - ETF
 40,760 $13,665,628 4.45%
3.
Spdr S & P 500 Etf Trust
 SPY 17,781 $12,125,220 3.95%
4.
Microsoft Corp
 MSFT 25,068 $12,123,526 3.95%
5.
Dimensional Etf Trust
 250,139 $11,706,520 3.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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