Position in TOL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,511,746
+$471,709 QoQ
Shares Held
9,176
+20.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#301
of 799 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $13,171,312 across 9 Residential Construction names. TOL ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
24,344 | $3,340,240 | |
| 2 | DHI |
Horton D R Inc /De/
|
15,630 | $2,545,814 | |
| 3 | TOL |
Toll Brothers, Inc.
This page
|
9,176 | $1,511,746 | |
| 4 | 18,559 | $1,331,422 | |||
| 5 | LEN |
Lennar Corp /New/
|
14,609 | $1,321,968 | |
| 6 | KBH |
Kb Home
|
15,562 | $974,025 | |
| 7 | NVR |
Nvr Inc
|
140 | $953,875 | |
| 8 | MTH |
Meritage Homes CORP
|
11,228 | $941,467 |
All Filings in TOL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,746 | 9,176 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,040,037 | 7,621 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,082,706 | 8,007 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $925,676 | 6,701 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $525,226 | 4,602 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $217,093 | 2,056 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $268,903 | 2,135 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $332,771 | 2,154 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $215,732 | 1,873 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||