Sequoia Financial Advisors Options Holdings (Q1 2026)
According to the SEC 13F filed on Jul 17, 2026, the Sequoia Financial Advisors portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 23 call contracts and 13 put contracts across companies such as SPDR S&P 500 (SPY), Progressive Corporation (The) (PGR), Exxon Mobil Corporation (XOM). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 30 of 36 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SPY | SPDR S&P 500 | CALL | 37,700 | $24,517,818.00 |
| Q1 2026 | PGR | Progressive Corporation (The) | PUT | 25,500 | $5,055,120.00 |
| Q1 2026 | XOM | Exxon Mobil Corporation | PUT | 19,400 | $3,291,404.00 |
| Q1 2026 | MSFT | Microsoft Corporation | PUT | 7,000 | $2,591,190.00 |
| Q1 2026 | NVDA | NVIDIA Corporation | PUT | 13,700 | $2,389,280.00 |
| Q1 2026 | JNJ | Johnson & Johnson | PUT | 8,600 | $2,102,184.00 |
| Q1 2026 | AAPL | Apple Inc. | PUT | 7,100 | $1,801,909.00 |
| Q1 2026 | NVDA | NVIDIA Corporation | CALL | 6,000 | $1,046,400.00 |
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 1,800 | $1,038,924.00 |
| Q1 2026 | VST | Vistra Corp. | PUT | 5,900 | $886,947.00 |
| Q1 2026 | ABBV | AbbVie Inc. | PUT | 4,000 | $869,960.00 |
| Q1 2026 | BHC | Bausch Health Companies Inc. | CALL | 147,200 | $794,880.00 |
| Q1 2026 | AVGO | Broadcom Inc. | PUT | 2,300 | $711,873.00 |
| Q1 2026 | ABT | Abbott Laboratories | PUT | 4,400 | $451,748.00 |
| Q1 2026 | JPM | JP Morgan Chase & Co. | PUT | 1,000 | $294,160.00 |
| Q1 2026 | PYPL | PayPal Holdings, Inc. | CALL | 5,000 | $226,150.00 |
| Q1 2026 | AMZN | Amazon.com, Inc. | CALL | 900 | $187,443.00 |
| Q1 2026 | GLD | SPDR Gold Trust | CALL | 300 | $129,087.00 |
| Q1 2026 | MSFT | Microsoft Corporation | CALL | 300 | $111,051.00 |
| Q1 2026 | AAPL | Apple Inc. | CALL | 400 | $101,516.00 |
| Q1 2026 | GS | Goldman Sachs Group, Inc. (The) | CALL | 100 | $84,599.00 |
| Q1 2026 | ORCL | Oracle Corporation | CALL | 500 | $73,555.00 |
| Q1 2026 | WMB | Williams Companies, Inc. (The) | CALL | 1,000 | $72,780.00 |
| Q1 2026 | AVGO | Broadcom Inc. | CALL | 300 | $63,713.00 |
| Q1 2026 | EQT | EQT Corporation | CALL | 1,000 | $63,640.00 |
| Q1 2026 | BABA | Alibaba Group Holding Limited | CALL | 400 | $50,184.00 |
| Q1 2026 | NKE | Nike, Inc. | CALL | 800 | $42,256.00 |
| Q1 2026 | PLTR | Palantir Technologies Inc. | PUT | 200 | $29,256.00 |
| Q1 2026 | GE | GE Aerospace | PUT | 100 | $28,377.00 |
| Q1 2026 | ADBE | Adobe Inc. | CALL | 100 | $24,308.00 |
Note: Notional value represents the total exposure of the options position.