Position in TM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,796,367
-$1,226,148 QoQ
Shares Held
10,666
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 639 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Derivatives in TM
reported options exposure · as of Dec 31, 2023CallValue
$18,338
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $75,992,698 across 10 Auto Manufacturers names. TM ranks #5 (2.4% of the industry book) .
| # | 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/
This page
|
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 TM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,367 | 10,666 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,022,515 | 14,666 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,228,792 | 10,412 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,899,434 | 9,940 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,609,080 | 9,341 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,592,830 | 9,023 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,719,768 | 8,837 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,424,274 | 7,976 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,605,120 | 7,831 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,999,345 | 7,944 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,338 | 100 | Call | Sole | 2024-01-26 | |
| 2023-12-31 | $1,389,653 | 7,578 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,281,078 | 7,127 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $17,975 | 100 | Call | Sole | 2023-11-08 | |
| 2023-06-30 | $16,075 | 100 | Call | Sole | 2023-08-08 | |
| 2023-06-30 | $1,126,375 | 7,007 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $864,309 | 6,100 | Shares | Sole | 2023-04-25 | |
| 2023-03-31 | $14,169 | 100 | Call | Sole | 2023-04-25 | |
| 2022-12-31 | $857,722 | 6,280 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $13,658 | 100 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $363,248 | 2,788 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $661,389 | 4,290 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $674,135 | 3,740 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $635,393 | 3,429 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $337,091 | 1,928 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $247,199 | 1,584 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $291,828 | 1,888 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $250,046 | 1,888 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $231,661 | 1,844 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $237,261 | 1,978 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||