Position in GHC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$222,022
+$15,488 QoQ
Shares Held
210
+11.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GHC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. GHC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
4,901 | $1,161,790 | |
| 2 | MMM |
3M Co
|
4,443 | $645,250 | |
| 3 | GHC |
Graham Holdings Co
This page
|
210 | $222,022 | |
| 4 | VMI |
Valmont Industries Inc
|
426 | $170,211 | |
| 5 | DLX |
Deluxe Corp
|
2,347 | $64,633 | |
| 6 | TTI |
Tetra Technologies Inc
|
4,944 | $42,119 | |
| 7 | OTTR |
Otter Tail Corp
|
393 | $34,489 | |
| 8 | CODI |
Compass Diversified Holdings
|
3,513 | $27,608 |
All Filings in GHC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,022 | 210 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $206,534 | 188 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $213,091 | 181 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $162,740 | 172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $87,435 | 91 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,725 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,736 | 80 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $91,640 | 131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $99,030 | 129 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $88,458 | 127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $74,041 | 127 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $72,577 | 127 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $75,671 | 127 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $76,734 | 127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $68,323 | 127 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $71,988 | 127 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $77,656 | 127 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||