Sequoia Financial Advisors, LLC

CIK

1599900

Location

Akron, OH

Portfolio Value

Mid $8,829,753,752

Diversification

Diversified

Filing Date

Global Rank

#73 / 3,406 ▲ 418

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

-0.7%

Period ended 31 days ago

Filed Jul 17, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.0%

SPY

+67.7%

Annualised alpha

-0.7%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,634 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

+0.2 pts

Top 5

22.6%

+0.6 pts

Top 10

32.6%

+1.0 pts

HHI

168

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.2%	$2,670,925,810	246
Financial Services	15.6%	$1,376,707,556	314
Industrials	14.6%	$1,285,255,124	222
Consumer Cyclical	8.1%	$710,865,980	164
Healthcare	8.0%	$708,902,978	167
Communication Services	5.2%	$459,378,992	64
Unclassified	5.1%	$450,305,813	20
Consumer Defensive	4.3%	$380,289,121	74
Energy	3.8%	$336,621,201	91
Basic Materials	2.0%	$178,847,095	95
Utilities	1.8%	$155,615,691	62
Real Estate	1.3%	$116,038,391	115

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCH	Dauch Corp	+277,736	2,525,763	$13,689,635
LPL	LG Display Co., Ltd.	+267,189	504,582	$1,962,823
NVDA	Nvidia Corp	+150,881	2,850,515	$570,359,546
CYPH	Cypherpunk Technologies Inc.	+104,500	152,500	$93,330
NLY	Annaly Capital Management Inc	+92,812	301,362	$6,738,454
BAC	Bank Of America Corp /De/	+78,282	1,064,968	$60,681,876
ROK	Rockwell Automation, Inc	+78,032	91,971	$45,533,002
UWMC	UWM Holdings Corp	+76,160	107,312	$245,744
MPT	Medical Properties Trust Inc	+75,996	133,866	$618,460
GNSS	Genasys Inc.	+74,547	552,430	$939,131
MSFT	Microsoft Corp	+73,226	913,319	$340,686,253
DNP	Dnp Select Income Fund Inc	+73,007	86,734	$935,859
HBAN	Huntington Bancshares Inc /Md/	+72,920	638,779	$11,325,551
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+72,822	91,338	$527,933
KEP	Korea Electric Power Corp	+69,166	136,803	$1,655,316
SUNB	Sunbelt Rentals Holdings, Inc.	+57,836	68,618	$5,133,312
DXC	DXC Technology Co	+56,508	89,521	$792,260
FNB	Fnb Corp/Pa/	+52,508	115,720	$2,207,937
GTM	ZoomInfo Technologies Inc.	+51,787	77,636	$227,473
FMC	Fmc Corp	+51,768	65,414	$752,261
TME	Tencent Music Entertainment Group	+50,124	71,852	$599,964
KLAC	Kla Corp	+49,057	54,263	$16,371,689
PCG	PG&E Corp	+43,684	148,258	$2,493,699
CTSH	Cognizant Technology Solutions Corp	+40,379	98,919	$3,831,132
TKC	Turkcell Iletisim Hizmetleri A S	+40,253	157,343	$925,176
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WYNN	Wynn Resorts Ltd	−805,353	10,345	$1,004,396
DD	DuPont de Nemours, Inc.	−596,920	332,292	$45,072,086
CRM	Salesforce, Inc.	−166,288	192,112	$30,096,265
ACN	Accenture plc	−106,176	57,667	$7,176,081
NMR	Nomura Holdings Inc	−97,951	68,922	$605,135
F	Ford Motor Co	−96,614	275,710	$3,832,369
TSCO	Tractor Supply Co /De/	−88,637	60,981	$1,927,609
GRAB	Grab Holdings Ltd	−81,752	69,958	$263,741
XYL	Xylem Inc.	−81,439	283,835	$33,552,135
VNT	Vontier Corp	−80,685	31,410	$910,890
PANW	Palo Alto Networks Inc	−80,361	108,160	$36,884,723
VICI	Vici Properties Inc.	−77,166	111,945	$2,972,139
GOSS	Gossamer Bio, Inc.	−71,619	21,951	$3,621
SHW	Sherwin Williams Co	−70,344	68,554	$23,604,513
STLA	Stellantis N.V.	−59,207	38,737	$222,350
CMCSA	Comcast Corp	−58,722	539,097	$13,234,831
RYN	Rayonier Inc	−51,781	42,450	$903,336
MUFG	Mitsubishi Ufj Financial Group Inc	−51,670	80,661	$1,604,347
QXO	QXO, Inc.	−51,427	31,497	$544,268
FBLA	FB Bancorp, Inc. /MD/	−49,866	20,244	$304,874
AEG	Aegon Ltd.	−48,997	72,711	$613,680
CLVT	Clarivate PLC	−48,722	90,009	$194,419
WIT	Wipro Ltd	−48,108	966,489	$2,174,600
SONY	Sony Group Corp	−47,647	123,969	$2,486,818
HLN	Haleon plc	−45,880	56,182	$524,178
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	109,349	$24,144,259
STUB	StubHub Holdings, Inc.	617,968	$7,953,248
BFLX	Cann American Corp.	140,557	$3,600,803
SPCX	Space Exploration Technologies Corp	15,954	$2,725,900
CNK	Cinemark Holdings, Inc.	78,056	$2,476,716
FRMI	Fermi Inc.	201,456	$1,845,336
FBIN	Fortune Brands Innovations, Inc.	22,958	$1,260,394
COHU	Cohu Inc	16,567	$1,224,466
VECO	Veeco Instruments Inc	14,568	$1,104,254
FDXF	FedEx Freight Holding Company, Inc.	6,891	$1,040,541
HIW	Highwoods Properties, Inc.	29,055	$876,298
RHI	Robert Half Inc.	25,400	$779,780
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	25,816	$714,586
CORT	Corcept Therapeutics Inc	7,423	$645,429
BY	Byline Bancorp, Inc.	16,654	$627,189
RVMD	Revolution Medicines, Inc.	3,342	$625,889
GDV	Gabelli Dividend & Income Trust	21,000	$617,400
OGC	OceanaGold Corp	24,251	$608,215
RUN	Sunrun Inc.	44,374	$593,724
GABC	German American Bancorp, Inc.	12,491	$592,822
FMBH	First Mid Bancshares, Inc.	12,320	$592,468
IRDM	Iridium Communications Inc.	10,660	$584,701
CHE	Chemed Corp	1,209	$563,079
CVLT	Commvault Systems Inc	3,792	$537,440
THFF	First Financial Corp /In/	6,755	$523,107
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HOLX	HOLOGIC INC	24,029	$1,816,352
CTRA	Coterra Energy Inc.	44,487	$1,563,273
SAM	Boston Beer Co Inc	4,120	$949,248
AL	SUMISHO AIR LEASE CORP	12,569	$816,230
GDEN	NEW ROYAL HOLDCO I INC.	24,820	$662,445
NXST	Nexstar Media Group, Inc.	3,360	$607,588
FER	Ferrovial N.V.	8,599	$559,364
ONDS	Ondas Inc.	56,162	$507,704
PHI	PLDT Inc.	23,983	$504,602
LI	Li Auto Inc.	24,610	$438,796
CALM	Cal-Maine Foods Inc	5,540	$438,491
IDCC	InterDigital, Inc.	1,400	$422,800
ATR	Aptargroup, Inc.	3,317	$418,008
ASO	Academy Sports & Outdoors, Inc.	6,852	$386,795
KNSL	Kinsale Capital Group, Inc.	1,128	$385,392
AFG	American Financial Group Inc	2,854	$364,484
ZG	Zillow Group, Inc.	8,785	$363,611
TPH	Tri Pointe Homes, Inc.	6,971	$325,754
FAF	First American Financial Corp	4,837	$291,622
PEN	Penumbra Inc	874	$286,995
CLBK	Columbia Financial, Inc./MD/	16,365	$286,551
ACM	Aecom	3,293	$279,312
TFX	Teleflex Inc	2,282	$272,950
BRC	Brady Corp	3,333	$270,772
LBRDA	Liberty Broadband Corp	5,271	$264,709
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,634 tracked positions · $8,829,753,752 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,634 positions by value · page 1 of 33

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT CALL + SHARES Technology	Added	1,986,145	+38,155	$574,710,917	+16.2%	6.51%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	2,850,515	+150,881	$570,359,546	+21.1%	6.46%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	913,319	+73,226	$340,686,253	+9.6%	3.86%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	1,093,833	-25,790	$260,704,157	+11.8%	2.95%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	668,184	+25,424	$252,406,506	+26.9%	2.86%
CAT	Caterpillar Inc Industrials	Added	188,272	+9,512	$200,490,852	+58.3%	2.27%
LLY	ELI LILLY & Co Healthcare	Added	154,543	+11,238	$185,363,525	+40.6%	2.10%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Reduced	472,795	-782	$168,962,749	+24.1%	1.91%
GLD	Spdr Gold Trust	Reduced	456,249	-13,259	$168,073,006	−16.8%	1.90%
GS	Goldman Sachs Group Inc CALL + SHARES Financial Services	Added	153,622	+6,469	$155,368,682	+24.8%	1.76%
META	Meta Platforms, Inc. PUT + SHARES Communication Services	Added	275,117	+11,266	$154,970,654	+2.7%	1.76%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	190,862	-5,255	$142,530,015	+11.8%	1.61%
JPM	Jpmorgan Chase & Co PUT + SHARES Financial Services	Added	391,881	+16,204	$128,274,407	+16.1%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	247,243	-5,284	$123,717,924	+2.2%	1.40%
RTX	RTX Corp Industrials	Reduced	601,888	-22,453	$114,196,210	−5.2%	1.29%
XOM	ExxonMobil Holdings Corp PUT + SHARES Energy	Added	751,336	+31,001	$102,722,657	−15.9%	1.16%
PWR	Quanta Services, Inc. Industrials	Added	135,883	+7,039	$97,841,195	+38.3%	1.11%
WMT	Walmart Inc. Consumer Defensive	Added	847,495	+34,435	$95,987,283	−5.0%	1.09%
V	Visa Inc. Financial Services	Added	277,453	+11,666	$95,191,349	+18.5%	1.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	94,833	-2,442	$88,713,426	−8.5%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Added	229,708	+10,654	$81,013,417	+12.4%	0.92%
QQQ	Invesco Qqq Trust, Series 1 CALL + SHARES	Added	108,309	+495	$79,758,747	+28.2%	0.90%
ETN	Eaton Corp plc Industrials	Added	175,147	+10,831	$74,633,639	+27.0%	0.85%
MU	Micron Technology Inc Technology	Added	58,236	+6,842	$67,221,232	+287.2%	0.76%
AMGN	Amgen Inc Healthcare	Added	173,024	+7,513	$62,655,450	+7.6%	0.71%
IBM	International Business Machines Corp Technology	Added	221,104	+14,178	$62,176,655	+24.0%	0.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	144,986	+31,090	$60,981,111	+44.0%	0.69%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,064,968	+78,282	$60,681,876	+26.2%	0.69%
PH	Parker-Hannifin Corp Industrials	Added	60,061	+5,473	$58,746,865	+20.2%	0.67%
MS	Morgan Stanley Financial Services	Added	280,037	+8,596	$58,538,934	+31.0%	0.66%
JNJ	Johnson & Johnson PUT + SHARES Healthcare	Added	206,567	+3,516	$52,461,820	+5.7%	0.59%
WM	Waste Management Inc Industrials	Added	233,493	+16,917	$52,040,919	+4.6%	0.59%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	1,185,621	-26,882	$50,495,598	+2.9%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	339,293	+3,272	$49,753,925	+2.5%	0.56%
BLK	BlackRock, Inc. Financial Services	Added	49,801	+2,398	$47,886,649	+5.0%	0.54%
ROK	Rockwell Automation, Inc Industrials	Added	91,971	+78,032	$45,533,002	+810.2%	0.52%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	332,292	-596,920	$45,072,086	+5.9%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	71,085	+3,732	$41,293,987	+201.4%	0.47%
AMAT	Applied Materials Inc /De Technology	Added	54,921	+3,814	$39,707,883	+127.3%	0.45%
C	Citigroup Inc Financial Services	Added	279,216	+6,806	$39,079,071	+26.5%	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	Added	144,126	+447	$38,958,699	−12.8%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	292,117	-4,929	$37,537,034	+5.1%	0.43%
PANW	Palo Alto Networks Inc Technology	Reduced	108,160	-80,361	$36,884,723	+22.0%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	241,412	+14,878	$36,573,918	+1.1%	0.41%
LNG	Cheniere Energy, Inc. Energy	Added	150,826	+6,366	$36,048,922	−12.1%	0.41%
ABT	Abbott Laboratories PUT + SHARES Healthcare	Added	393,298	+25,838	$35,687,860	−5.4%	0.40%
LH	Labcorp Holdings Inc. Healthcare	Added	127,231	+6,595	$35,624,680	+10.7%	0.40%
PGR	Progressive Corp/Oh/ PUT + SHARES Financial Services	Reduced	160,959	-1,936	$35,161,493	+8.9%	0.40%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	149,799	+9,966	$34,389,356	+13.6%	0.39%
GEV	GE Vernova Inc. Industrials	Reduced	28,951	-205	$34,013,371	+33.6%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.