Valeo Financial Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 1722641 CARMEL, IN

Position in PM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,919,917

+$723,777 QoQ

Shares Held

32,723

+4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#612

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $8,535,404 across 3 Tobacco names. PM ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	32,723	$5,919,917
2	MO	Altria Group, Inc.	27,560	$1,982,942
3	BTI	British American Tobacco p.l.c.	10,242	$632,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,919,917	32,723	+4.1%	Shares	Sole	2026-07-08
2026-03-31	$5,196,140	31,427	-25.7%	Shares	Sole	2026-05-08
2025-12-31	$6,781,551	42,279	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$6,637,548	40,922	-1.5%	Shares	Sole	2025-11-03
2025-06-30	$7,566,590	41,545	+1.0%	Shares	Sole	2025-09-12
2025-03-31	$6,527,771	41,125	+2.3%	Shares	Sole	2025-04-30
2024-12-31	$4,836,866	40,190	+0.7%	Shares	Sole	2025-01-30
2024-09-30	$4,844,952	39,909	-9.5%	Shares	Sole	2024-10-10
2024-06-30	$4,467,842	44,092	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$4,068,386	44,405	-11.5%	Shares	Sole	2024-04-25
2023-12-31	$4,718,017	50,149	+4.3%	Shares	Sole	2024-01-29
2023-09-30	$4,449,394	48,060	-0.7%	Shares	Sole	2023-10-20
2023-06-30	$4,725,393	48,406	+7.2%	Shares	Sole	2023-07-14
2023-03-31	$4,389,962	45,141	+4.8%	Shares	Sole	2023-04-17
2022-12-31	$4,360,430	43,083	+17.3%	Shares	Sole	2023-02-09
2022-09-30	$3,049,123	36,732	+2.1%	Shares	Sole	2022-10-31
2022-06-30	$3,551,085	35,964	-4.5%	Shares	Sole	2022-08-03
2022-03-31	$3,539,283	37,676	+4.6%	Shares	Sole	2022-04-28
2021-12-31	$3,422,185	36,023	-0.2%	Shares	Sole	2022-01-07
2021-09-30	$3,420,023	36,080	-1.9%	Shares	Sole	2021-11-02
2021-06-30	$3,645,364	36,781	+1.6%	Shares	Sole	2021-07-22
2021-03-31	$3,213,630	36,214	+18.7%	Shares	Sole	2021-04-12
2020-12-31	$2,525,508	30,505	+15.0%	Shares	Sole	2021-02-11
2020-09-30	$1,989,184	26,526	+20.6%	Shares	Sole	2020-10-28
2020-06-30	$1,540,829	21,993	-9.3%	Shares	Sole	2020-07-20
2020-03-31	$1,768,842	24,244	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.