Position in BHP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,601,794
+$745,847 QoQ
Shares Held
55,237
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#22
of 286 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $8,632,263 across 9 Other Industrial Metals & Mining names. BHP ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
This page
|
55,237 | $4,601,794 | |
| 2 | RIO |
Rio Tinto PLC
|
22,026 | $2,090,928 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
24,346 | $525,386 | |
| 4 | VALE |
Vale S.A.
|
34,228 | $514,789 | |
| 5 | MTRN |
MATERION Corp
|
1,025 | $304,824 | |
| 6 | MP |
MP Materials Corp. / DE
|
3,921 | $219,615 | |
| 7 | SBMT |
Silver Bow Mining Corp.
|
27,692 | $187,197 | |
| 8 | ALOY |
Realloys Inc.
|
10,000 | $144,500 |
All Filings in BHP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,601,794 | 55,237 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,855,947 | 53,010 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,981,734 | 49,391 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,747,861 | 49,289 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,689,545 | 35,133 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,486,149 | 30,617 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,873,460 | 38,367 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,360,614 | 38,007 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,569,975 | 27,500 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,574,821 | 27,298 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,420,623 | 50,075 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,388,156 | 24,405 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,486,916 | 24,919 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,126,478 | 17,765 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $984,485 | 15,866 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $564,501 | 11,281 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $873,149 | 15,542 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,068,676 | 13,834 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $400,000 | 6,628 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $211,992 | 3,961 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $508,062 | 6,976 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $471,296 | 6,792 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $236,007 | 3,612 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||