Position in RTO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$241,897
-$100,416 QoQ
Shares Held
8,455
-22.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 284 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $21,538,525 across 13 Specialty Business Services names. RTO ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMPR |
CIMPRESS plc
|
76,528 | $7,782,897 | |
| 2 | GPN |
Global Payments Inc
|
86,940 | $6,308,366 | |
| 3 | CTAS |
Cintas Corp
|
14,235 | $2,421,088 | |
| 4 | RELX |
Relx PLC
|
31,401 | $994,469 | |
| 5 | CPRT |
Copart Inc
|
28,547 | $804,739 | |
| 6 | DLB |
Dolby Laboratories, Inc.
|
11,252 | $591,630 | |
| 7 | RBA |
Rb Global Inc.
|
4,516 | $525,888 | |
| 8 | TRI |
Thomson Reuters Corp /Can/
|
6,153 | $502,515 |
All Filings in RTO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,897 | 8,455 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $342,313 | 10,874 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $227,519 | 7,723 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $219,024 | 7,387 | Shares | Sole | 2024-07-15 | |
| 2023-09-30 | $251,421 | 6,786 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $281,496 | 7,216 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $247,501 | 6,779 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $206,211 | 6,693 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||