Sequoia Financial Advisors, LLC

CIK

1599900

Location

Akron, OH

Portfolio Value

Mid $2,160,335,648

Diversification

Diversified

Filing Date

Global Rank

#490 / 8,586 ▲ 8

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-3.1%

Period ended 3 months ago

Filed Apr 30, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.6%

SPY

+78.1%

Annualised alpha

-3.1%

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, 2025

Top 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	Positions
Technology	27.8%	$2,160,335,648	212
Financial Services	15.3%	$1,187,296,941	241
Industrials	12.8%	$994,706,352	197
Consumer Cyclical	9.5%	$736,896,902	151
Healthcare	7.9%	$611,343,822	141
Unclassified	5.9%	$460,067,013	20
Communication Services	5.5%	$426,082,168	59
Consumer Defensive	5.0%	$389,723,307	72
Energy	4.8%	$370,252,075	81
Basic Materials	2.4%	$184,826,125	87
Utilities	2.0%	$157,553,075	58
Real Estate	1.3%	$100,449,955	93

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
IAC	IAC 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
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.

Portfolio Positions

Compact Export CSV View 13F filing

212 positions · $2,160,335,648 total · Technology 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 212 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,947,990	-53,330	$494,380,382	−9.1%	22.88%
NVDA	Nvidia Corp Technology	Added	2,699,634	+52,402	$470,816,169	−4.6%	21.79%
MSFT	Microsoft Corp Technology	Reduced	840,093	-20,996	$310,977,225	−25.3%	14.39%
AVGO	Broadcom Inc. Technology	Added	642,760	+6,813	$198,940,647	−9.6%	9.21%
CRM	Salesforce, Inc. Technology	Added	358,400	+28,669	$66,902,528	−23.4%	3.10%
IBM	International Business Machines Corp Technology	Added	206,926	+104	$50,156,793	−18.1%	2.32%
PLTR	Palantir Technologies Inc. Technology	Added	237,096	+3,035	$34,682,402	−16.6%	1.61%
ACN	Accenture plc Technology	Added	163,843	+22,359	$32,488,428	−14.4%	1.50%
PANW	Palo Alto Networks Inc Technology	Reduced	188,521	-32,620	$30,223,686	−25.8%	1.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	66,159	+4,250	$22,358,434	+18.8%	1.03%
QCOM	Qualcomm Inc/De Technology	Reduced	140,027	-3,663	$18,032,677	−26.6%	0.83%
AMAT	Applied Materials Inc /De Technology	Added	51,107	+3,995	$17,467,861	+44.3%	0.81%
MU	Micron Technology Inc Technology	Added	51,394	+7,895	$17,362,948	+39.9%	0.80%
ORCL	Oracle Corp Technology	Reduced	116,170	-104,344	$17,089,768	−60.2%	0.79%
CSCO	Cisco Systems, Inc. Technology	Added	200,092	+2,217	$15,525,138	+1.9%	0.72%
LRCX	Lam Research Corp Technology	Added	70,528	+9,377	$15,069,012	+44.0%	0.70%
AMD	Advanced Micro Devices Inc Technology	Added	67,353	+5,800	$13,701,620	+3.9%	0.63%
FLEX	Flex Ltd. Technology	Added	177,497	+4,220	$11,618,953	+11.0%	0.54%
KEYS	Keysight Technologies, Inc. Technology	Added	39,757	+748	$11,226,184	+41.6%	0.52%
TXN	Texas Instruments Inc Technology	Added	55,108	+9,163	$10,698,667	+34.2%	0.50%
INTU	Intuit Inc. Technology	Added	22,281	+1,768	$9,633,858	−29.1%	0.45%
ZS	Zscaler, Inc. Technology	Added	61,315	+835	$8,601,881	−36.8%	0.40%
GLW	Corning Inc /Ny Technology	Added	60,673	+13,858	$8,249,707	+101.3%	0.38%
DELL	Dell Technologies Inc. Technology	Added	47,970	+5,090	$7,873,316	+45.9%	0.36%
KLAC	Kla Corp Technology	Added	5,206	+651	$7,665,366	+38.5%	0.35%
ASML	Asml Holding NV Technology	Added	5,546	+94	$7,325,323	+25.6%	0.34%
NXPI	NXP Semiconductors N.V. Technology	Reduced	36,956	-95,319	$7,275,158	−74.7%	0.34%
INTC	Intel Corp Technology	Added	147,668	+16,867	$6,516,588	+35.0%	0.30%
ADI	Analog Devices Inc Technology	Added	20,409	+580	$6,492,919	+20.7%	0.30%
ANET	Arista Networks, Inc. Technology	Added	48,547	+7,353	$5,960,600	+10.4%	0.28%
APH	Amphenol Corp /De/ Technology	Added	46,242	+1,657	$5,842,676	−3.0%	0.27%
FFIV	F5, Inc. Technology	Reduced	19,330	-457	$5,592,748	+10.7%	0.26%
SNOW	Snowflake Inc. Technology	Added	34,671	+1,554	$5,229,080	−28.0%	0.24%
SNPS	Synopsys Inc Technology	Added	12,489	+1,651	$4,951,638	−2.7%	0.23%
UBER	Uber Technologies, Inc Technology	Added	67,323	+8,071	$4,842,543	+0.0%	0.22%
STX	Seagate Technology Holdings plc Technology	Added	11,689	+2,211	$4,579,282	+75.4%	0.21%
NOW	ServiceNow, Inc. Technology	Added	43,742	+7,833	$4,573,226	−16.9%	0.21%
WDC	Western Digital Corp Technology	Added	16,684	+3,035	$4,512,855	+91.9%	0.21%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	11,009	+1,905	$4,298,023	+0.7%	0.20%
ADBE	Adobe Inc. Technology	Added	17,271	+2,743	$4,198,234	−17.4%	0.19%
ROP	Roper Technologies Inc Technology	Reduced	11,311	-89	$4,002,510	−21.1%	0.19%
VNT	Vontier Corp Technology	Added	112,095	+4,453	$3,976,009	−0.7%	0.18%
ONTO	Onto Innovation Inc. Technology	Reduced	19,176	-672	$3,932,422	+25.5%	0.18%
MSI	Motorola Solutions, Inc. Technology	Added	8,529	+500	$3,701,330	+20.3%	0.17%
SHOP	Shopify Inc. Technology	Added	30,599	+8,030	$3,629,653	−0.1%	0.17%
CTSH	Cognizant Technology Solutions Corp Technology	Reduced	58,540	-19,320	$3,591,429	−44.4%	0.17%
SONY	Sony Group Corp Technology	Added	171,616	+46,450	$3,552,451	+10.9%	0.16%
SNDK	Sandisk Corp Technology	Added	5,475	+703	$3,478,486	+207.1%	0.16%
MPWR	Monolithic Power Systems Inc Technology	Added	2,859	+171	$3,125,887	+28.3%	0.14%
ITRI	Itron, Inc. Technology	Added	34,605	+1,516	$3,101,646	+0.9%	0.14%