Position in LI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$438,796
+$237,905 QoQ
Shares Held
24,610
+107.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
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 LI Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $75,992,698 across 10 Auto Manufacturers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
144,986 | $60,981,111 | |
| 2 | GM |
General Motors Co
|
62,360 | $4,806,708 | |
| 3 | F |
Ford Motor Co
|
275,710 | $3,832,369 | |
| 4 | RACE |
Ferrari N.V.
|
5,471 | $2,036,798 | |
| 5 | TM |
Toyota Motor Corp/
|
10,666 | $1,796,367 | |
| 6 | HMC |
Honda Motor Co Ltd
|
52,013 | $1,410,072 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
30,097 | $522,182 | |
| 8 | XPEV |
Xpeng Inc.
|
21,148 | $279,999 |
All Filings in LI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,796 | 24,610 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $200,891 | 11,866 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||