Sequoia Financial Advisors, LLC

Position in CODI — Compass Diversified Holdings

CIK 1599900 Akron, OH

Position in CODI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$110,768

+$29,182 QoQ

Shares Held

10,391

+0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#132

of 180 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $41,954,477 across 8 Conglomerates names. CODI ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	114,779	$25,699,018
2	MMM	3M Co	78,814	$12,760,774
3	DLX	Deluxe Corp	51,247	$1,223,778
4	VMI	Valmont Industries Inc	1,211	$699,473
5	SEB	Seaboard Corp /De/	145	$647,327
6	GHC	Graham Holdings Co	500	$570,710
7	MATW	Matthews International Corp	9,013	$242,629
8	CODI	Compass Diversified Holdings This page	10,391	$110,768

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,768	10,391	+0.1%	Shares	Sole	2026-07-17
2026-03-31	$81,586	10,380	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$49,560	10,325	-13.2%	Shares	Sole	2026-02-03
2025-09-30	$78,778	11,900	+7.6%	Shares	Sole	2025-10-29
2025-06-30	$69,463	11,061	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$206,079	11,038	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$254,341	11,020	+0.2%	Shares	Sole	2025-08-08
2024-09-30	$243,452	11,001	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$240,461	10,985	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$263,999	10,968	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$245,872	10,952	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$205,174	10,931	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$236,746	10,915	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$207,895	10,896	+0.2%	Shares	Sole	2023-04-25
2022-12-31	$198,324	10,879	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.