Titelia

Holdings of Sequoia Financial Advisors, LLC

1618 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Technology 12.9 %
  • Funds 6.5 %
  • Financials 6.4 %
  • Industrials 5.3 %
  • Communication 4.0 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Consumer staples 2.4 %
  • Energy 1.7 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.2 %
  • Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 0.2 %
  • GB 0.1 %
  • KR 0.1 %
  • NL 0.1 %
  • JP 0.1 %
  • IN 0.1 %
  • ES 0.0 %
  • IL 0.0 %
  • AU 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,51315.1B $99.02 %
2TW327.3M $0.18 %
3GB1821.4M $0.14 %
4KR815.3M $0.10 %
5NL511.8M $0.08 %
6JP611.5M $0.08 %
7IN59.9M $0.06 %
8ES36.1M $0.04 %
9IL35.8M $0.04 %
10AU35.7M $0.04 %
11BR145.3M $0.03 %
12KY74.4M $0.03 %

Positions

RankCompanySharesValueWeight
1,301AGCO Corp 2,865332K $
1,302Janus Detroit Street Trust 6,579331.4K $
1,303Clearfield Inc 12,433329.1K $
1,304USA Rare Earth Inc 21,715328.7K $
1,305United States Lime & Minerals Inc 2,516328.6K $
1,306State Street SPDR Portfolio Short Term Treasury ETF 11,210327.1K $
1,307Oshkosh Corp 2,219326.6K $
1,308First Trust Exchange-Traded Fund 1,625326.3K $
1,309Tri Pointe Homes Inc 6,971325.8K $
1,310Essential Properties Realty Trust Inc 10,724325.6K $
1,311Main Street Capital Corp. 6,142325.3K $
1,312iShares Trust 2,742324.8K $
1,313Eldridge BBB-B CLO ETF 12,656324.6K $
1,314State Street SPDR S&P International Small Cap ETF 7,678324.2K $
1,315Eagle Materials Inc 1,700322.1K $
1,316BILL Holdings Inc 8,389321.3K $
1,317CDW Corp/DE 2,654321.2K $
1,318Terex Corp 5,423320.5K $
1,319Grifols SA 39,742318.7K $
1,320Morningstar Inc 1,872316.5K $
1,321Eastern Bankshares Inc 16,157316K $
1,322Crescent Energy Co 23,403315.9K $
1,323Vanguard FTSE Pacific ETF 3,232315.9K $
1,324Parsons Corp 5,815315K $
1,325Nutanix Inc 8,275314.5K $
1,326Adeia Inc 13,085314.4K $
1,327Trex Co Inc 8,564311.9K $
1,328KT Corp 14,521311.5K $
1,329Bilibili Inc 13,801311.4K $
1,330H World Group Ltd 6,190311.3K $
1,331Powell Industries Inc 574310.6K $
1,332St Joe Co/The 4,937310K $
1,333NIO Inc 51,350309.6K $
1,334CoreWeave Inc 3,983308.6K $
1,335Everus Construction Group Inc 2,612308.4K $
1,336CVB Financial Corp 15,903308.4K $
1,337Aramark 7,593307.8K $
1,338Brighthouse Financial Inc 5,135307.5K $
1,339Nextpower Inc 2,549307.3K $
1,340TALEN ENERGY CORP 960306.5K $
1,341First Busey Corp 12,083305.3K $
1,342Sociedad Quimica y Minera de Chile SA 3,767304.9K $
1,343Envista Holdings Corp 11,986304.1K $
1,344McCormick & Co Inc/MD 6,024303.8K $
1,345Kontoor Brands Inc 4,317303.4K $
1,346Frontdoor Inc 5,720302.4K $
1,347Plexus Corp 1,486301K $
1,348UDR Inc 8,871299.6K $
1,349PriceSmart Inc 1,979297.8K $
1,350Lantheus Holdings Inc 3,916297K $
1,351SentinelOne Inc 23,028296.6K $
1,352Smartstop Self Storage REIT Inc 9,779296.1K $
1,353Western Midstream Partners LP 7,175295.4K $
1,354FVCBankcorp Inc 19,429295.1K $
1,355DENTSPLY SIRONA Inc 25,402294.7K $
1,356Group 1 Automotive Inc 890294.3K $
1,357Capital Group Global Growth Equity ETF 8,818294.3K $
1,358RBC Bearings Inc 541293.8K $
1,359ISHARES TRUST 1,669293.6K $
1,360Balchem Corp 1,724292.3K $
1,361First American Financial Corp 4,837291.6K $
1,362Hawkins Inc 1,885289.5K $
1,363Booz Allen Hamilton Holding Corp 3,708289.3K $
1,364Preferred Bank/Los Angeles CA 3,184288.8K $
1,365Innovator U.S. Equity Power Bu 6,440287.4K $
1,366Penumbra Inc 874287K $
1,367Columbia Financial Inc 16,365286.6K $
1,368Rush Enterprises Inc 4,325285.9K $
1,369iShares MSCI Pacific ex Japan ETF 5,355284.6K $
1,370Corebridge Financial Inc 11,862283K $
1,371Ameris Bancorp 3,624282.6K $
1,372Tenet Healthcare Corp 1,496282.3K $
1,373SiteOne Landscape Supply Inc 2,103279.9K $
1,374AECOM 3,293279.3K $
1,375Reddit Inc 2,071278.9K $
1,376State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 8,303278.5K $
1,377BNY Mellon US Large Cap Core E 2,213276.3K $
1,378Gerdau SA 76,494276.1K $
1,379Dycom Industries Inc 815276.1K $
1,380Arcosa Inc 2,591275K $
1,381BlackRock ETF Trust 4,706273.8K $
1,382Innovator Growth-100 Power Buffer ETF- October 4,857273.8K $
1,383Teleflex Inc 2,282272.9K $
1,384Capital Group Growth ETF 6,777272.4K $
1,385Innovator U.S. Equity Power Bu 6,310272K $
1,386Brady Corp 3,333270.8K $
1,387FormFactor Inc 2,786270.2K $
1,388Vornado Realty Trust 10,376269.7K $
1,389Graphic Packaging Holding Co 27,102269.4K $
1,390Mid-America Apartment Communities, Inc. 2,204269.2K $
1,391Innovator U.S. Equity Power Bu 5,856269.2K $
1,392CarMax Inc 6,460268.6K $
1,393UiPath Inc 24,184268.4K $
1,394Boise Cascade Co 3,536268.2K $
1,395Medical Properties Trust Inc 57,870267.9K $
1,396Grupo Aeroportuario del Sureste SAB de CV 796267.6K $
1,397Integer Holdings Corp 3,038267.3K $
1,398Fidelity Covington Trust 7,351266.7K $
1,399Builders FirstSource Inc 3,228265.8K $
1,400Petroleo Brasileiro SA - Petrobras 14,132265K $