Position in MP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$219,615
-$134,631 QoQ
Shares Held
3,921
-44.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 238 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MP Over Time
Shares Held
Position Value (USD)
Derivatives in MP
reported options exposure · as of Dec 31, 2025CallValue
$10,104
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 Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $8,632,263 across 9 Other Industrial Metals & Mining names. MP ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
55,237 | $4,601,794 | |
| 2 | RIO |
Rio Tinto PLC
|
22,026 | $2,090,928 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
24,346 | $525,386 | |
| 4 | VALE |
Vale S.A.
|
34,228 | $514,789 | |
| 5 | MTRN |
MATERION Corp
|
1,025 | $304,824 | |
| 6 | MP |
MP Materials Corp. / DE
This page
|
3,921 | $219,615 | |
| 7 | SBMT |
Silver Bow Mining Corp.
|
27,692 | $187,197 | |
| 8 | ALOY |
Realloys Inc.
|
10,000 | $144,500 |
All Filings in MP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,615 | 3,921 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $354,246 | 7,012 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $10,104 | 200 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $264,255 | 3,940 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $60,363 | 900 | Put | Sole | 2025-10-29 | |
| 2022-03-31 | $937,681 | 16,353 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $411,051 | 9,050 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $282,012 | 8,750 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $200,887 | 5,450 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||