Position in H
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$794,937
+$203,242 QoQ
Shares Held
4,101
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 524 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $12,134,111 across 7 Lodging names. H ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
15,007 | $5,561,444 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
11,498 | $3,799,629 | |
| 3 | H |
Hyatt Hotels Corp
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|
4,101 | $794,937 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
3,759 | $650,758 | |
| 5 | WH |
Wyndham Hotels & Resorts, Inc.
|
7,660 | $645,048 | |
| 6 | CHH |
Choice Hotels International Inc /De
|
4,250 | $468,647 | |
| 7 | HTHT |
H World Group Ltd
|
5,121 | $213,648 |
All Filings in H
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,937 | 4,101 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $591,695 | 4,115 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $816,509 | 5,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $578,364 | 4,075 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $567,816 | 4,066 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $393,715 | 3,214 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $496,998 | 3,166 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $513,675 | 3,375 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||