Position in HON
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$28,273,866
+$20,403,156 QoQ
Shares Held
125,089
+210.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HON Over Time
Shares Held
Position Value (USD)
Derivatives in HON
reported options exposure · as of Jun 30, 2024CallValue
$40,252
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Conglomerates
Industrials · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $43,991,990 across 8 Conglomerates names. HON ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
This page
|
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
|
10,380 | $81,586 |
All Filings in HON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,273,866 | 125,089 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,870,710 | 40,344 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,030,543 | 40,477 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $50,403,254 | 229,637 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,413,545 | 217,529 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,517,991 | 204,403 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $36,049,944 | 185,037 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $40,252 | 200 | Call | Sole | 2024-07-15 | |
| 2024-06-30 | $36,794,499 | 182,818 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $35,430,681 | 183,152 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $35,439,218 | 179,300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $20,396,624 | 117,142 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,235,161 | 93,241 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,558,175 | 75,268 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,514,232 | 66,909 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,951,385 | 56,881 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $9,329,717 | 56,952 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,691,261 | 58,297 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,993,717 | 10,145 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $962,362 | 4,810 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,962,353 | 24,003 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,699,432 | 22,970 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,506,995 | 22,482 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,500,096 | 22,560 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,115,975 | 22,865 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $2,566,850 | 20,356 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||