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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,513 | 15.1B $ | 99.02 % |
| 2 | TW | 3 | 27.3M $ | 0.18 % |
| 3 | GB | 18 | 21.4M $ | 0.14 % |
| 4 | KR | 8 | 15.3M $ | 0.10 % |
| 5 | NL | 5 | 11.8M $ | 0.08 % |
| 6 | JP | 6 | 11.5M $ | 0.08 % |
| 7 | IN | 5 | 9.9M $ | 0.06 % |
| 8 | ES | 3 | 6.1M $ | 0.04 % |
| 9 | IL | 3 | 5.8M $ | 0.04 % |
| 10 | AU | 3 | 5.7M $ | 0.04 % |
| 11 | BR | 14 | 5.3M $ | 0.03 % |
| 12 | KY | 7 | 4.4M $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,601 | N-able Inc/US | 10,181 | 47.5K $ | |
| 1,602 | Recursion Pharmaceuticals Inc | 15,162 | 46.5K $ | |
| 1,603 | Prime Medicine Inc | 11,673 | 40.6K $ | |
| 1,604 | LEAP THERAPEUTICS INC | 48,000 | 38.1K $ | |
| 1,605 | ACCO Brands Corp | 12,434 | 37.3K $ | |
| 1,606 | Olaplex Holdings Inc | 17,496 | 35.5K $ | |
| 1,607 | FLUENT INC | 10,190 | 32.2K $ | |
| 1,608 | Gossamer Bio Inc | 90,570 | 29.8K $ | |
| 1,609 | Brandywine Realty Trust | 10,871 | 29.5K $ | |
| 1,610 | VIVOS THERAPEUTICS INC | 24,000 | 28.3K $ | |
| 1,611 | Seer Inc | 16,600 | 27.9K $ | |
| 1,612 | 8x8 Inc | 15,350 | 25.5K $ | |
| 1,613 | Ring Energy Inc | 15,941 | 24.4K $ | |
| 1,614 | Prairie Operating Co | 11,150 | 22.6K $ | |
| 1,615 | Nano Dimension Ltd | 12,156 | 20.7K $ | |
| 1,616 | OPKO Health, Inc. | 16,264 | 18.5K $ | |
| 1,617 | Milestone Scientific Inc | 43,422 | 12.5K $ | |
| 1,618 | Tenaya Therapeutics Inc | 10,725 | 7.4K $ |