Canopy Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 236 individual securities held by the firm.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. Major technology holdings include Microsoft, with 26,699 shares, and Nvidia, with 58,152 shares. Other notable positions include Meta Platforms (7,669 shares), Apple (55,000 shares), and Amazon (37,895 shares). In the healthcare sector, Johnson & Johnson (13,268 shares) and Merck & Co. (14,047 shares) are significant holdings.
The filing also details significant positions in financial services, such as JPMorgan Chase (13,663 shares) and Morgan Stanley (5,762 shares). Additionally, the firm holds substantial stakes in exchange-traded funds, including the iShares Core S&P 500 ETF (2,271 shares) and the Invesco QQQ Trust ETF (943 shares).
The report was signed by Justine Kidwell, the Chief Compliance Officer for Canopy Partners, LLC, and was filed on October 21, 2026.
