Valeo Financial Advisors, LLC

Position in BHP — BHP Group Ltd

CIK 1722641 CARMEL, IN

Position in BHP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$689,973

+$200,215 QoQ

Shares Held

8,282

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#349

of 815 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,035,138 across 2 Other Industrial Metals & Mining names. BHP ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BHP	BHP Group Ltd This page	8,282	$689,973
2	RIO	Rio Tinto PLC	3,636	$345,165

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,973	8,282	+23.0%	Shares	Sole	2026-07-08
2026-03-31	$489,758	6,733	-37.9%	Shares	Sole	2026-05-08
2025-12-31	$654,712	10,845	+1.0%	Shares	Sole	2026-02-04
2025-09-30	$598,643	10,738	+14.5%	Shares	Sole	2025-11-03
2025-06-30	$451,132	9,381	+14.3%	Shares	Sole	2025-09-12
2025-03-31	$398,416	8,208	+10.2%	Shares	Sole	2025-04-30
2024-12-31	$363,539	7,445	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$462,036	7,439	+10.7%	Shares	Sole	2024-10-10
2024-06-30	$383,644	6,720	-9.3%	Shares	Sole	2024-07-10
2024-03-31	$427,540	7,411	-10.7%	Shares	Sole	2024-04-25
2023-12-31	$566,631	8,295	+27.2%	Shares	Sole	2024-01-29
2023-09-30	$370,800	6,519	-18.1%	Shares	Sole	2023-10-20
2023-06-30	$474,853	7,958	+16.4%	Shares	Sole	2023-07-14
2023-03-31	$433,470	6,836	+37.1%	Shares	Sole	2023-04-17
2022-12-31	$309,443	4,987	+90.5%	Shares	Sole	2023-02-09
2022-03-31	$202,240	2,618	+381.2%	Shares	Sole	2022-04-28
2021-03-31	$37,748	544	+39.1%	Shares	Sole	2021-04-12
2020-12-31	$25,547	391	-27.7%	Shares	Sole	2021-02-11
2020-09-30	$27,975	541	+87.2%	Shares	Sole	2020-10-28
2020-06-30	$14,371	289	+73.1%	Shares	Sole	2020-07-20
2020-03-31	$6,127	167	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.