Position in BDC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$202,215
-$72,959 QoQ
Shares Held
1,761
-25.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $44,410,163 across 14 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
217,870 | $25,591,010 | |
| 2 | CIEN |
Ciena Corp
|
7,463 | $3,661,049 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
77,284 | $3,486,281 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
7,491 | $3,110,937 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
2,272 | $1,949,512 | |
| 6 | DGII |
Digi International Inc
|
24,621 | $1,845,343 | |
| 7 | NOK |
Nokia Corp
|
112,046 | $1,487,970 | |
| 8 | VIAV |
Viavi Solutions Inc.
|
12,673 | $605,135 |
All Filings in BDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,215 | 1,761 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $275,174 | 2,361 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||