Position in DLX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,223,778
-$224,688 QoQ
Shares Held
51,247
-2.6% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 243 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $41,954,477 across 8 Conglomerates names. DLX ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
114,779 | $25,699,018 | |
| 2 | MMM |
3M Co
|
78,814 | $12,760,774 | |
| 3 | DLX |
Deluxe Corp
This page
|
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
|
10,391 | $110,768 |
All Filings in DLX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,778 | 51,247 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,448,466 | 52,595 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,214,059 | 54,369 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,029,313 | 53,167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $929,414 | 58,417 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $986,354 | 62,388 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $526,572 | 23,310 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||