Sequoia Financial Advisors, LLC

Position in CODI — Compass Diversified Holdings

CIK 1599900 Akron, OH

Position in CODI

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$81,586

+$32,026 QoQ

Shares Held

10,380

+0.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#122

of 173 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Sequoia Financial Advisors, LLC holds $43,991,990 across 8 Conglomerates names. CODI ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	125,089	$28,273,866
2	MMM	3M Co	80,240	$11,653,255
3	DLX	Deluxe Corp	52,595	$1,448,466
4	SEB	Seaboard Corp /De/	160	$904,643
5	MATW	Matthews International Corp	26,730	$690,168
6	VMI	Valmont Industries Inc	1,228	$490,671
7	GHC	Graham Holdings Co	425	$449,335
8	CODI	Compass Diversified Holdings This page	10,380	$81,586

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.