Position in EXP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$400,950
+$78,885 QoQ
Shares Held
1,782
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 532 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXP Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $14,295,160 across 8 Building Materials names. EXP ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
|
12,292 | $7,088,796 | |
| 2 | CRH |
Crh Public Ltd Co
|
23,044 | $2,465,708 | |
| 3 | JHX |
James Hardie Industries plc
|
63,866 | $1,672,011 | |
| 4 | VMC |
Vulcan Materials CO
|
5,605 | $1,653,531 | |
| 5 | AMRZ |
Amrize Ltd
|
10,070 | $536,731 | |
| 6 | EXP |
Eagle Materials Inc
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|
1,782 | $400,950 | |
| 7 | USLM |
United States Lime & Minerals Inc
|
2,515 | $263,245 | |
| 8 | CX |
Cemex Sab De CV
|
17,849 | $214,188 |
All Filings in EXP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,950 | 1,782 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $322,065 | 1,700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $677,703 | 3,279 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $505,230 | 2,168 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $402,603 | 1,992 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $201,356 | 816 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $236,448 | 822 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||