Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001960860

Canopy Partners, LLC

CINCINNATI, OH · File #028-23940

Latest AUM
$307.0M
Positions
253
Top-10 Concentration
52.2%
Filings
8

Sector Allocation

Technology
18.8%$57.7M
Healthcare
5.0%$15.5M
Financials
4.8%$14.7M
Industrials
3.5%$10.8M
Energy
1.1%$3.4M
Materials
0.7%$2.0M
Real Estate
0.1%$246,973

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Apple IncAAPL53,834$14.6M6.64%
2Vanguard Total Stock Market ETF92290876940,760$13.7M6.20%
3SPDR S&P 500 ETFSPY17,781$12.1M5.50%
4MicrosoftMSFT25,068$12.1M5.50%
5Dimensional US Core Equity Markt ETF25434V104250,139$11.7M5.31%
6Alphabet Inc. Class AGOOG35,407$11.1M5.03%
7iShares Core MSCI EAFE ETF46432F842119,761$10.7M4.86%
8Nvidia CorpNVDA55,999$10.4M4.74%
9SPDR S&P Midcap 400 ETFMDY16,507$10.0M4.52%
10Amazon.Com IncAMZN37,579$8.7M3.93%
11Dimensional ETF (trust World Ex US Core)25434V880187,611$6.1M2.78%
12Meta Platforms Inc Class AMETA8,326$5.5M2.49%
13iShares Russell Mid Cap ETF46428749956,176$5.4M2.45%
14iShares Core MSCI Emerging ETF46434G10371,727$4.8M2.19%
15JPMorgan ChaseVYLD14,686$4.7M2.15%
16Berkshire Hathaway Inc CL ABRK-A6$4.5M2.05%
17iShares Core S&P Small-Cap ETF46428780433,667$4.0M1.84%
18Alphabet Inc. Class CGOOG12,478$3.9M1.78%
19Broadcom IncAVGO10,981$3.8M1.72%
20Wal-MartWMT31,860$3.5M1.61%