Hopwood Nicholas Hunter
Net buyer this quarter
$365M
42
+$1.88M
6.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BSVN | $5.31M | 1.46% | 0.72% | +5.4% | Q4 2025 |
 CGCP | $2.74M | 0.75% | Not reported | +4.9% | Q4 2025 |
 JAVA | $2.48M | 0.68% | Not reported | -12.0% | Q4 2025 |
 SPY | $2.35M | 0.64% | Not reported | -3.3% | Q4 2025 |
 SHLD | $1.99M | 0.55% | 0.03% | +95.1% | Q4 2025 |
 AAPL | $1.8M | 0.49% | 0.00% | +0.3% | Q4 2025 |
 THRO | $1.78M | 0.49% | 0.52% | -33.2% | Q4 2025 |
 DTE | $1.68M | 0.46% | 0.01% | +1.2% | Q4 2025 |
| JIVE | $1.38M | 0.38% | 0.02% | +26.4% | Q4 2025 |
 AMZN | $1.16M | 0.32% | 0.00% | +3.8% | Q4 2025 |
 NVDA | $1.03M | 0.28% | 0.00% | +33.3% | Q4 2025 |
 MSFT | $1M | 0.28% | 0.00% | +6.5% | Q4 2025 |
 MMD | $940K | 0.26% | Not reported | -16.5% | Q4 2025 |
 MU | $903K | 0.25% | 0.00% | New | Q2 2026 |
| SPAB | $874K | 0.24% | Not reported | +13.8% | Q4 2025 |
| GLD | $776K | 0.21% | 0.00% | +6.6% | Q4 2025 |
 DTM | $766K | 0.21% | 0.01% | +2.4% | Q4 2025 |
 GRMN | $548K | 0.15% | 0.00% | +0.5% | Q4 2025 |
 BRK.B | $527K | 0.14% | Not reported | +13.0% | Q4 2025 |
| SLV | $526K | 0.14% | 0.00% | +11.8% | Q4 2025 |
 TSM | $498K | 0.14% | 0.00% | -0.3% | Q4 2025 |
 CION | $444K | 0.12% | 0.14% | +3.5% | Q4 2025 |
| GLDM | $399K | 0.11% | 0.00% | -59.8% | Q4 2025 |
 JNJ | $386K | 0.11% | 0.00% | +2.1% | Q4 2025 |
 OZ | $348K | 0.10% | 645.14% | Not reported | Q4 2025 |
 TSLA | $323K | 0.09% | 0.00% | +16.7% | Q4 2025 |
 GALT | $322K | 0.09% | 0.10% | Not reported | Q4 2025 |
 CSCO | $316K | 0.09% | 0.00% | +1.7% | Q1 2026 |
 F | $312K | 0.09% | 0.00% | +0.9% | Q4 2025 |
 TWLO | $309K | 0.08% | 0.00% | New | Q2 2026 |
 META | $302K | 0.08% | Not reported | Not reported | Q4 2025 |
 DE | $293K | 0.08% | 0.00% | +0.2% | Q4 2025 |
 FSSL | $262K | 0.07% | Not reported | +0.6% | Q1 2026 |
 QQQ | $246K | 0.07% | Not reported | Not reported | Q4 2025 |
| IBIT | $225K | 0.06% | 0.00% | +6.0% | Q4 2025 |
| DUK | $214K | 0.06% | 0.00% | +1.0% | Q1 2026 |
 GOOG | $214K | 0.06% | Not reported | -51.1% | Q4 2025 |
| SPMD | $200K | 0.06% | Not reported | New | Q2 2026 |
 ACHR | $175K | 0.05% | 0.00% | Not reported | Q4 2025 |
 UEC | $160K | 0.04% | 0.00% | Not reported | Q4 2025 |
 FSK | $122K | 0.03% | 0.00% | +4.4% | Q1 2026 |
 KDK | $71.1K | 0.02% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| BSVN | $5.07M | 1.61% | 0.68% | +2.1% | Q4 2025 |
| CGCP | $2.61M | 0.83% | Not reported | +1.1% | Q4 2025 |
| JAVA | $2.54M | 0.81% | Not reported | +3.6% | Q4 2025 |
| THRO | $2.24M | 0.71% | 0.78% | +4.4% | Q4 2025 |
| SPY | $2.12M | 0.67% | Not reported | -1.2% | Q4 2025 |
| DTE | $1.59M | 0.51% | 0.01% | +1.0% | Q4 2025 |
| AAPL | $1.57M | 0.50% | 0.00% | +3.6% | Q4 2025 |
| SHLD | $1.21M | 0.38% | 0.02% | +4.4% | Q4 2025 |
| GLDM | $1.16M | 0.37% | 0.00% | -6.6% | Q4 2025 |
| MMD | $1.08M | 0.34% | Not reported | +1.1% | Q4 2025 |
| JIVE | $1.01M | 0.32% | 0.01% | +5.7% | Q4 2025 |
| AMZN | $973K | 0.31% | 0.00% | +87.5% | Q4 2025 |
| MSFT | $936K | 0.30% | 0.00% | -18.4% | Q4 2025 |
| GLD | $851K | 0.27% | 0.00% | -17.7% | Q4 2025 |
| SPAB | $771K | 0.25% | Not reported | +9.6% | Q4 2025 |
| DTM | $687K | 0.22% | 0.01% | +0.9% | Q4 2025 |
| NVDA | $674K | 0.21% | 0.00% | -8.1% | Q4 2025 |
| SLV | $600K | 0.19% | 0.00% | -21.4% | Q4 2025 |
| GRMN | $532K | 0.17% | 0.00% | +0.4% | Q4 2025 |
| CION | $471K | 0.15% | 0.14% | +10.8% | Q4 2025 |
| BRK.B | $447K | 0.14% | Not reported | Not reported | Q4 2025 |
| OZ | $408K | 0.13% | 645.14% | Not reported | Q4 2025 |
| JNJ | $364K | 0.12% | 0.00% | -4.2% | Q4 2025 |
| GOOG | $354K | 0.11% | Not reported | +19.3% | Q4 2025 |
| TSM | $353K | 0.11% | 0.00% | +4.2% | Q4 2025 |
| FSSL | $293K | 0.09% | Not reported | New | Q1 2026 |
| GOOGL | $285K | 0.09% | 0.00% | +5.3% | Q4 2025 |
| DE | $260K | 0.08% | 0.00% | +0.2% | Q4 2025 |
| F | $257K | 0.08% | 0.00% | +0.8% | Q4 2025 |
| IBIT | $245K | 0.08% | 0.00% | +31.4% | Q4 2025 |
| TSLA | $245K | 0.08% | 0.00% | +11.0% | Q4 2025 |
| DUK | $219K | 0.07% | 0.00% | New | Q1 2026 |
| CSCO | $205K | 0.07% | 0.00% | New | Q1 2026 |
| UEC | $203K | 0.06% | 0.00% | Not reported | Q4 2025 |
| GALT | $193K | 0.06% | 0.11% | Not reported | Q4 2025 |
| FSK | $114K | 0.04% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BSVN | $5M | 1.63% | 0.67% | New | Q4 2025 |
| CGCP | $2.62M | 0.85% | Not reported | New | Q4 2025 |
| JAVA | $2.45M | 0.80% | Not reported | New | Q4 2025 |
| THRO | $2.28M | 0.74% | 0.75% | New | Q4 2025 |
| SPY | $2.25M | 0.73% | Not reported | New | Q4 2025 |
| AAPL | $1.63M | 0.53% | 0.00% | New | Q4 2025 |
| MSFT | $1.5M | 0.49% | 0.00% | New | Q4 2025 |
| DTE | $1.39M | 0.45% | 0.01% | New | Q4 2025 |
| GLDM | $1.14M | 0.37% | 0.00% | New | Q4 2025 |
| MMD | $1.07M | 0.35% | Not reported | New | Q4 2025 |
| SHLD | $1.06M | 0.34% | 0.02% | New | Q4 2025 |
| GLD | $952K | 0.31% | 0.00% | New | Q4 2025 |
| JIVE | $900K | 0.29% | 0.01% | New | Q4 2025 |
| NVDA | $784K | 0.26% | 0.00% | New | Q4 2025 |
| SLV | $722K | 0.23% | 0.00% | New | Q4 2025 |
| SPAB | $707K | 0.23% | Not reported | New | Q4 2025 |
| DTM | $605K | 0.20% | 0.01% | New | Q4 2025 |
| CION | $601K | 0.20% | 0.12% | New | Q4 2025 |
| AMZN | $575K | 0.19% | 0.00% | New | Q4 2025 |
| OZ | $499K | 0.16% | 645.14% | New | Q4 2025 |
| BRK.B | $469K | 0.15% | Not reported | New | Q4 2025 |
| GRMN | $464K | 0.15% | 0.00% | New | Q4 2025 |
 TEAM | $348K | 0.11% | Not reported | New | Q4 2025 |
 PJC | $340K | 0.11% | Not reported | New | Q4 2025 |
| GOOG | $325K | 0.11% | Not reported | New | Q4 2025 |
| JNJ | $322K | 0.10% | 0.00% | New | Q4 2025 |
 AGCO | $311K | 0.10% | 0.00% | New | Q4 2025 |
| TSM | $305K | 0.10% | 0.00% | New | Q4 2025 |
| ACHR | $301K | 0.10% | 0.01% | New | Q4 2025 |
| GOOGL | $295K | 0.10% | 0.00% | New | Q4 2025 |
| F | $290K | 0.09% | 0.00% | New | Q4 2025 |
| GALT | $288K | 0.09% | 0.11% | New | Q4 2025 |
| TSLA | $267K | 0.09% | 0.00% | New | Q4 2025 |
| IBIT | $241K | 0.08% | 0.00% | New | Q4 2025 |
| META | $239K | 0.08% | Not reported | New | Q4 2025 |
| DE | $214K | 0.07% | 0.00% | New | Q4 2025 |
| QQQ | $212K | 0.07% | Not reported | New | Q4 2025 |
 SCHW | $208K | 0.07% | 0.00% | New | Q4 2025 |
| UEC | $175K | 0.06% | 0.00% | New | Q4 2025 |