Sequoia Financial Advisors, LLC
Filing Date
Global Rank
#490
/ 8,588
▲ 8
Top Industry
Semiconductors
10.8%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed Apr 30, 2026 · 48d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.9%
SPY
+76.8%
Annualised alpha
-2.8%
Max drawdown
−18.3%
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
1,412 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.4%
−0.4 pts
Top 5
22.0%
−2.1 pts
Top 10
31.6%
−2.6 pts
HHI
163
Diversified−20
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $2,160,335,648 |
| Financial Services | 15.3% | $1,187,296,941 |
| Industrials | 12.8% | $994,706,352 |
| Consumer Cyclical | 9.5% | $736,896,902 |
| Healthcare | 7.9% | $611,343,822 |
| Unclassified | 5.9% | $460,067,013 |
| Communication Services | 5.5% | $426,082,168 |
| Consumer Defensive | 5.0% | $389,723,307 |
| Energy | 4.8% | $370,252,075 |
| Basic Materials | 2.4% | $184,826,125 |
| Utilities | 2.0% | $157,553,075 |
| 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 | $42,557,909 | |
| 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 | $28,273,866 | |
| 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 | |
| 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 | |
| HAE | Haemonetics Corp | 4,480 | $359,072 | |
| No positions match the current search. | ||||
72 positions ·
$389,723,307 total
· Consumer Defensive only
· 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 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
Held | 10,000 | $96,100 | 0.02% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Reduced | 12,095 | $98,574 | 0.03% | |
| COTY |
Coty Inc.
Consumer Defensive
|
Added | 50,383 | $101,269 | 0.03% | |
| TAL |
TAL Education Group
Consumer Defensive
|
Reduced | 12,122 | $137,827 | 0.04% | |
| HLF |
Herbalife Ltd.
Consumer Defensive
|
NEW | 10,296 | $151,557 | 0.04% | |
| NWL |
Newell Brands Inc.
Consumer Defensive
|
Added | 55,289 | $189,641 | 0.05% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
Reduced | 11,591 | $208,174 | 0.05% | |
| FDP |
Fresh Del Monte Produce Inc
Consumer Defensive
|
NEW | 5,173 | $208,264 | 0.05% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
NEW | 3,511 | $212,801 | 0.05% | |
| CENT |
Central Garden & Pet Co
Consumer Defensive
|
NEW | 6,823 | $250,881 | 0.06% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
NEW | 19,728 | $294,933 | 0.08% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
Reduced | 1,979 | $297,839 | 0.08% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Reduced | 6,024 | $303,850 | 0.08% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
NEW | 3,881 | $342,187 | 0.09% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 4,658 | $346,788 | 0.09% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
Reduced | 122,955 | $359,028 | 0.09% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Reduced | 2,192 | $372,705 | 0.10% | |
| MZTI |
Marzetti Co
Consumer Defensive
|
Reduced | 2,866 | $396,453 | 0.10% | |
| KOF |
Coca Cola Femsa Sab De CV
Consumer Defensive
|
Added | 4,420 | $431,171 | 0.11% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Added | 5,540 | $438,491 | 0.11% | |
| GHC |
Graham Holdings Co
Consumer Defensive
|
Added | 425 | $449,335 | 0.12% | |
| IPAR |
Interparfums Inc
Consumer Defensive
|
NEW | 4,952 | $449,839 | 0.12% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Reduced | 7,834 | $484,532 | 0.12% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Reduced | 12,198 | $525,245 | 0.13% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
Added | 7,155 | $527,323 | 0.14% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Reduced | 23,374 | $529,421 | 0.14% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 7,963 | $571,504 | 0.15% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 7,982 | $615,651 | 0.16% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Reduced | 6,695 | $658,921 | 0.17% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 6,433 | $666,651 | 0.17% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 7,843 | $711,124 | 0.18% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 4,797 | $719,550 | 0.18% | |
| POST |
Post Holdings, Inc.
Consumer Defensive
|
Reduced | 7,475 | $738,978 | 0.19% | |
| SFD |
Smithfield Foods Inc
Consumer Defensive
|
Added | 27,307 | $763,776 | 0.20% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 6,038 | $768,033 | 0.20% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Added | 46,374 | $790,212 | 0.20% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Reduced | 4,463 | $855,735 | 0.22% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 34,072 | $897,115 | 0.23% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Reduced | 9,426 | $909,043 | 0.23% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Added | 8,331 | $925,240 | 0.24% | |
| SAM |
Boston Beer Co Inc
Consumer Defensive
|
Added | 4,120 | $949,248 | 0.24% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 26,158 | $973,600 | 0.25% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Reduced | 67,952 | $1,068,205 | 0.27% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Added | 13,116 | $1,209,426 | 0.31% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 72,458 | $1,249,175 | 0.32% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Added | 37,314 | $1,323,900 | 0.34% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 61,470 | $1,382,460 | 0.35% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Added | 12,630 | $1,383,111 | 0.35% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Added | 16,131 | $1,505,344 | 0.39% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 13,060 | $1,550,613 | 0.40% |