Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC declares $4.0B in 169 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 20.0% of its $20.1B 13F portfolio. Largest positions: Apple (0.01% of the company) and NVIDIA (0.01% of the company). Over time: $4.0B in 169 of these companies for Q2 2026, against $112.3M in 35 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $179.6M and sold $95.0M of these stocks, at the quarter's prices: a net purchase of $84.6M; 27 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Sequoia Financial Advisors, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +4.9% in Q3 2026 (SMH -7.1%), ranked 618 of 1,783 active managers. Over the last 12 months, quarter after quarter: +22.5% (SMH +87.2%), ranked 1077 of 1,359 active managers. Over three years, quarter after quarter: +143.8% (SMH +325.8%), ranked 434 of 783 active managers. Over five years, quarter after quarter: +161.1% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL) — $572.5M: 2.0M shares, 0.01% of the company, 2.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
2. NVIDIA (NVDA) — $567.5M: 2.8M shares, 0.01% of the company, 2.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL) — $437.9M: 1.2M shares, 0.01% of the company, 2.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT) — $338.0M: 906,219 shares, 0.01% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN) — $260.6M: 1.1M shares, 0.01% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
6. Broadcom (AVGO) — $251.5M: 665,884 shares, 0.01% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2021
7. Caterpillar (CAT) — $200.5M: 188,272 shares, 0.04% of the company, 1.00% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. Meta Platforms (META) — $154.9M: 275,017 shares, 0.01% of the company, 0.77% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. Quanta Services (PWR) — $97.8M: 135,883 shares, 0.09% of the company, 0.49% of its portfolio (added this quarter); held since Q4 2023
10. Eaton (ETN) — $74.6M: 175,147 shares, 0.05% of the company, 0.37% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. Micron (MU) — $67.2M: 58,236 shares, 0.01% of the company, 0.34% of its portfolio (added this quarter); held since Q4 2021
12. IBM (IBM) — $62.2M: 221,104 shares, 0.02% of the company, 0.31% of its portfolio (added this quarter); held since Q4 2019 or earlier
13. AMD (AMD) — $41.3M: 71,085 shares, 0.00% of the company, 0.21% of its portfolio (added this quarter); held since Q4 2021
14. Applied Materials (AMAT) — $39.7M: 54,921 shares, 0.01% of the company, 0.20% of its portfolio (added this quarter); held since Q4 2021
15. Palo Alto Networks (PANW) — $36.9M: 108,160 shares, 0.01% of the company, 0.18% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants — $1.8B, 44% of its AI holdings, 6 companies
• Chips & compute — $1.0B, 25% of its AI holdings, 27 companies
• Power, electrical & cooling — $575.8M, 14% of its AI holdings, 40 companies
• AI software — $179.4M, 4% of its AI holdings, 25 companies
• Equipment & test — $142.5M, 4% of its AI holdings, 22 companies
• Servers & systems — $125.4M, 3% of its AI holdings, 12 companies
• Memory & storage — $101.7M, 3% of its AI holdings, 5 companies
• Interconnect — $50.5M, 1% of its AI holdings, 9 companies
• Neoclouds & data centers — $32.0M, 1% of its AI holdings, 16 companies
• Optics — $25.9M, 1% of its AI holdings, 7 companies

Biggest changes this quarter

• added to NVIDIA (NVDA): +$31.3M at the quarter's price
• trimmed Palo Alto Networks (PANW): -$27.4M at the quarter's price
• added to Microsoft (MSFT): +$27.4M at the quarter's price
• trimmed Salesforce (CRM): -$26.2M at the quarter's price
• trimmed Accenture (ACN): -$13.2M at the quarter's price
• added to Apple (AAPL): +$11.0M at the quarter's price
• added to Caterpillar (CAT): +$10.1M at the quarter's price
• added to Broadcom (AVGO): +$9.7M at the quarter's price
• added to Micron (MU): +$7.9M at the quarter's price
• added to Meta Platforms (META): +$6.3M at the quarter's price

Other holders of this size

• Sanctuary Advisors, LLC — $4.0B in 163 of these companies
• GILDER GAGNON HOWE & CO LLC — $4.1B in 61 of these companies
• WHITTIER TRUST CO — $4.0B in 115 of these companies
• Egerton Capital (UK) LLP — $4.1B in 7 of these companies
• Mirova US LLC — $4.0B in 16 of these companies
• Altshuler Shaham Ltd — $4.2B in 104 of these companies
• Fundsmith LLP — $4.0B in 8 of these companies
• Hood River Capital Management LLC — $4.2B in 25 of these companies

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