Position in S
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$353,060
+$56,460 QoQ
Shares Held
20,805
-9.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 485 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. S ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
906,219 | $338,037,811 | |
| 2 | PANW |
Palo Alto Networks Inc
|
108,160 | $36,884,723 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
243,293 | $28,384,994 | |
| 4 | ORCL |
Oracle Corp
|
109,489 | $16,045,612 | |
| 5 | FFIV |
F5, Inc.
|
22,144 | $9,211,018 | |
| 6 | SNPS |
Synopsys Inc
|
14,866 | $6,631,276 | |
| 7 | FTNT |
Fortinet, Inc.
|
34,304 | $5,269,780 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30,710 | $3,630,229 |
All Filings in S
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,060 | 20,805 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $296,600 | 23,028 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $167,415 | 11,161 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $288,363 | 16,375 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||