| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 11.8% |
| ALPHABET INC | 16 | Q3 2023 | 4.4% |
| MASTERCARD INCORPORATED | 16 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.4% |
| IQVIA HLDGS INC | 16 | Q3 2023 | 2.7% |
| META PLATFORMS INC | 16 | Q3 2023 | 2.4% |
| BOOKING HOLDINGS INC | 16 | Q3 2023 | 1.9% |
| CENCORA INC | 16 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 2.8% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
View Copperleaf Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View Copperleaf Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.