Position in BHP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,101,274
+$142,561 QoQ
Shares Held
13,219
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 818 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BHP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $12,264,494 across 6 Other Industrial Metals & Mining names. BHP ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTRN |
MATERION Corp
|
35,821 | $10,652,807 | |
| 2 | BHP |
BHP Group Ltd
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|
13,219 | $1,101,274 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
10,483 | $226,222 | |
| 4 | MP |
MP Materials Corp. / DE
|
3,861 | $216,254 | |
| 5 | NAK |
Northern Dynasty Minerals Ltd
|
26,500 | $50,880 | |
| 6 | WWR |
Westwater Resources, Inc.
|
33,447 | $17,057 |
All Filings in BHP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,274 | 13,219 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $958,713 | 13,180 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $765,974 | 12,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $734,617 | 13,177 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $729,188 | 15,163 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $947,500 | 19,520 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $676,686 | 13,858 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $5,512,715 | 71,362 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,795,836 | 62,897 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||