Sequoia Financial Advisors, LLC
Filing Date
Global Rank
#491
/ 8,603
▲ 8
· as of Mar 2026
Top Industry
Semiconductors
10.9%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.1%
SPY
+76.0%
Annualised alpha
-2.5%
Max drawdown
−18.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,411 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.4%
−0.4 pts
Top 5
22.2%
−2.1 pts
Top 10
31.8%
−2.5 pts
HHI
165
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $2,150,213,300 |
| Financial Services | 15.4% | $1,187,111,472 |
| Industrials | 12.9% | $994,666,680 |
| Consumer Cyclical | 9.5% | $730,633,337 |
| Healthcare | 7.9% | $611,343,822 |
| Unclassified | 6.0% | $460,067,013 |
| Communication Services | 5.5% | $426,082,168 |
| Consumer Defensive | 5.0% | $389,273,972 |
| Basic Materials | 3.5% | $269,922,370 |
| Energy | 3.2% | $248,040,039 |
| Utilities | 2.0% | $157,101,136 |
| Real Estate | 1.3% | $100,449,955 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | +235,454 | 1,014,597 | $2,150,945 | |
| DD | DuPont de Nemours, Inc. | +124,692 | 929,212 | $127,673,728 | |
| BHC | Bausch Health Companies Inc. | +121,200 | 191,358 | $1,033,333 | |
| F | Ford Motor Co | +120,781 | 372,324 | $4,296,618 | |
| NMR | Nomura Holdings Inc | +117,233 | 166,873 | $1,316,627 | |
| CLVT | Clarivate PLC | +108,168 | 138,731 | $350,989 | |
| AEG | Aegon Ltd. | +91,402 | 121,708 | $883,600 | |
| LPL | LG Display Co., Ltd. | +88,030 | 237,393 | $921,084 | |
| KMI | Kinder Morgan, Inc. | +87,040 | 317,325 | $10,639,907 | |
| HON | Honeywell International Inc | +84,745 | 125,089 | $29,652,722 | |
| GRAB | Grab Holdings Ltd | +81,902 | 151,710 | $555,258 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +72,603 | 132,331 | $2,245,657 | |
| SAN | Banco Santander, S.A. | +62,839 | 273,481 | $3,084,865 | |
| CMCSA | Comcast Corp | +55,737 | 597,819 | $17,163,383 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +53,655 | 152,886 | $3,019,498 | |
| NVDA | Nvidia Corp | +52,402 | 2,699,634 | $470,816,169 | |
| STLA | Stellantis N.V. | +50,439 | 97,944 | $694,422 | |
| LHX | L3harris Technologies, Inc. /De/ | +47,835 | 60,192 | $20,775,268 | |
| SONY | Sony Group Corp | +46,450 | 171,616 | $3,552,451 | |
| WYNN | Wynn Resorts Ltd | +45,520 | 815,698 | $82,834,131 | |
| KOPN | Kopin Corp | +45,232 | 113,345 | $255,026 | |
| MFG | Mizuho Financial Group Inc | +44,587 | 205,511 | $1,631,757 | |
| ONDS | Ondas Inc. | +41,162 | 56,162 | $507,704 | |
| T | At&T Inc. | +38,501 | 511,590 | $14,830,994 | |
| DBX | Dropbox, Inc. | +37,302 | 47,393 | $1,076,768 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VICI | Vici Properties Inc. | −719,195 | 189,111 | $5,166,512 | |
| HBAN | Huntington Bancshares Inc /Md/ | −125,343 | 565,859 | $8,855,693 | |
| CSX | Csx Corp | −107,925 | 95,859 | $3,935,011 | |
| ORCL | Oracle Corp | −104,344 | 116,170 | $17,089,768 | |
| NXPI | NXP Semiconductors N.V. | −95,319 | 36,956 | $7,275,158 | |
| AL | SUMISHO AIR LEASE CORP | −82,953 | 12,569 | $816,230 | |
| INFY | Infosys Ltd | −82,684 | 82,307 | $1,111,967 | |
| FLO | Flowers Foods Inc | −76,833 | 12,095 | $98,574 | |
| NSC | Norfolk Southern Corp | −62,391 | 15,524 | $4,455,388 | |
| AAPL | Apple Inc. | −53,330 | 1,947,990 | $494,380,382 | |
| FSK | FS KKR Capital Corp | −32,753 | 38,673 | $393,691 | |
| PANW | Palo Alto Networks Inc | −32,620 | 188,521 | $30,223,686 | |
| LUMN | Lumen Technologies, Inc. | −29,361 | 1,339,607 | $9,310,268 | |
| ADT | ADT Inc. | −29,166 | 17,497 | $114,955 | |
| BRK-B | Berkshire Hathaway Inc | −28,248 | 252,527 | $121,010,938 | |
| MTG | Mgic Investment Corp | −27,907 | 29,938 | $785,872 | |
| GNTX | Gentex Corp | −25,783 | 56,433 | $1,233,061 | |
| CUZ | Cousins Properties Inc | −23,125 | 19,180 | $432,892 | |
| DXC | DXC Technology Co | −22,585 | 33,013 | $414,973 | |
| CVS | CVS HEALTH Corp | −21,433 | 54,113 | $3,886,395 | |
| MSFT | Microsoft Corp | −20,996 | 840,093 | $310,977,225 | |
| SOFI | SoFi Technologies, Inc. | −20,746 | 29,276 | $464,902 | |
| UNP | Union Pacific Corp | −20,169 | 49,295 | $11,959,952 | |
| TLK | Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk | −20,052 | 24,258 | $453,139 | |
| CTSH | Cognizant Technology Solutions Corp | −19,320 | 58,540 | $3,591,429 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 20,285 | $4,000,607 | |
| QXO | QXO, Inc. | 82,924 | $1,610,384 | |
| GXO | GXO Logistics, Inc. | 25,912 | $1,343,537 | |
| VSNT | Versant Media Group, Inc. | 28,164 | $1,042,631 | |
| SM | SM Energy Co | 24,442 | $762,101 | |
| AMRZ | Amrize Ltd | 13,313 | $745,794 | |
| APLE | Apple Hospitality REIT, Inc. | 60,975 | $701,822 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 10,782 | $701,800 | |
| STXS | Stereotaxis, Inc. | 380,652 | $700,399 | |
| MATW | Matthews International Corp | 26,730 | $690,168 | |
| PNFP | Pinnacle Financial Partners, Inc. | 7,659 | $659,746 | |
| PVH | Pvh Corp. /De/ | 9,312 | $649,605 | |
| NBIS | Nebius Group N.V. | 5,921 | $614,362 | |
| FER | Ferrovial N.V. | 8,599 | $559,364 | |
| GBFH | GBank Financial Holdings Inc. | 19,987 | $534,852 | |
| CEF | Sprott Physical Gold & Silver Trust | 10,905 | $520,386 | |
| FMS | Fresenius Medical Care AG | 20,275 | $457,404 | |
| IPAR | Interparfums Inc | 4,952 | $449,839 | |
| KZIA | Kazia Therapeutics Ltd | 60,000 | $446,400 | |
| PPLI | People Inc | 10,702 | $428,401 | |
| AVNT | Avient Corp | 11,518 | $418,103 | |
| ELS | Equity Lifestyle Properties Inc | 6,377 | $398,052 | |
| BNL | Broadstone Net Lease, Inc. | 21,247 | $388,182 | |
| MRNA | Moderna, Inc. | 7,260 | $368,808 | |
| ULS | UL Solutions Inc. | 4,187 | $358,867 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PENN | PENN Entertainment, Inc. | 432,295 | $6,376,351 | |
| HQY | Healthequity, Inc. | 36,141 | $3,310,877 | |
| EXAS | EXACT SCIENCES CORP | 11,120 | $1,129,347 | |
| ALIT | Alight, Inc. / Delaware | 22,472 | $876,408 | |
| RHI | Robert Half Inc. | 27,129 | $736,823 | |
| EFOR | Everforth Inc | 12,807 | $616,913 | |
| AMH | American Homes 4 Rent | 18,805 | $603,640 | |
| NEU | Newmarket Corp | 868 | $596,541 | |
| OKLO | Oklo Inc. | 7,854 | $563,603 | |
| MMS | Maximus, Inc. | 6,503 | $561,338 | |
| EPAM | EPAM Systems, Inc. | 2,683 | $549,693 | |
| POOL | Pool Corp | 2,328 | $532,530 | |
| AN | Autonation, Inc. | 2,417 | $499,062 | |
| AGL | agilon health, inc. | 27,814 | $479,096 | |
| CHE | Chemed Corp | 1,088 | $465,511 | |
| HLNE | Hamilton Lane INC | 3,414 | $458,534 | |
| HIMS | Hims & Hers Health, Inc. | 13,617 | $442,143 | |
| FSCO | FS Credit Opportunities Corp. | 67,473 | $425,079 | |
| PAG | Penske Automotive Group, Inc. | 2,577 | $407,913 | |
| TXNM | Txnm Energy Inc | 6,622 | $389,903 | |
| WTFC | Wintrust Financial Corp | 2,785 | $389,398 | |
| DV | DoubleVerify Holdings, Inc. | 32,513 | $371,948 | |
| ESS | Essex Property Trust, Inc. | 1,415 | $370,277 | |
| MP | MP Materials Corp. / DE | 7,212 | $364,350 | |
| MMSI | Merit Medical Systems Inc | 4,101 | $361,462 | |
| No positions match the current search. | ||||
1,411 positions ·
$7,724,905,264 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,411 positions by value
· page 1 of 29
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,947,990 | $494,380,382 | 6.40% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,699,634 | $470,816,169 | 6.09% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 840,093 | $310,977,225 | 4.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,119,623 | $233,183,882 | 3.02% | |
| GLD |
Spdr Gold Trust
|
Reduced | 469,508 | $202,024,597 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 642,760 | $198,940,647 | 2.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 263,851 | $150,957,072 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 473,577 | $136,181,802 | 1.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 143,305 | $131,807,639 | 1.71% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Added | 929,212 | $127,673,728 | 1.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 196,117 | $127,542,729 | 1.65% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 178,760 | $126,644,309 | 1.64% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 147,153 | $124,489,966 | 1.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 252,527 | $121,010,938 | 1.57% | |
| RTX |
RTX Corp
Industrials
|
Added | 624,341 | $120,435,378 | 1.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 375,677 | $110,509,146 | 1.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 813,060 | $101,047,096 | 1.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 97,275 | $96,927,728 | 1.25% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
Added | 815,698 | $82,834,131 | 1.07% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 265,787 | $80,331,462 | 1.04% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 219,054 | $72,044,670 | 0.93% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 128,844 | $70,737,932 | 0.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 358,400 | $66,902,528 | 0.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 107,814 | $62,228,084 | 0.81% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 164,316 | $58,770,903 | 0.76% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 165,511 | $58,235,045 | 0.75% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 206,926 | $50,156,793 | 0.65% | |
| WM |
Waste Management Inc
Industrials
|
Added | 216,576 | $49,766,999 | 0.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 203,051 | $49,633,786 | 0.64% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 1,212,503 | $49,069,996 | 0.64% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 54,588 | $48,869,361 | 0.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 336,021 | $48,534,873 | 0.63% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 986,686 | $48,100,942 | 0.62% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 47,403 | $45,587,939 | 0.59% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 271,441 | $44,671,045 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 143,679 | $44,653,996 | 0.58% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 138,898 | $44,523,753 | 0.58% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 365,274 | $43,650,243 | 0.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 113,896 | $42,340,838 | 0.55% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 144,460 | $40,991,969 | 0.53% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 367,460 | $37,727,118 | 0.49% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 226,534 | $36,177,479 | 0.47% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Reduced | 163,518 | $35,764,656 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 297,046 | $35,731,663 | 0.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 237,096 | $34,682,402 | 0.45% | |
| CVX |
Chevron Corp
Energy
|
Added | 160,718 | $33,252,554 | 0.43% | |
| ACN |
Accenture plc
Technology
|
Added | 163,843 | $32,488,428 | 0.42% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 162,895 | $32,292,304 | 0.42% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 343,001 | $32,235,233 | 0.42% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 120,636 | $32,186,891 | 0.42% |