Sequoia Financial Advisors Options Holdings (Q4 2022)
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 5 call contracts and 1 put contract across companies such as Texas Instruments Incorporated (TXN), SPDR S&P 500 (SPY), Paramount Global (PARA). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 6 of 6 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2022 | TXN | Texas Instruments Incorporated | PUT | 1,500 | $247,830.00 |
| Q4 2022 | SPY | SPDR S&P 500 | CALL | 200 | $76,486.00 |
| Q4 2022 | PARA | Paramount Global | CALL | 2,000 | $33,760.00 |
| Q4 2022 | UBER | Uber Technologies, Inc. | CALL | 700 | $17,311.00 |
| Q4 2022 | TM | Toyota Motor Corporation | CALL | 100 | $13,658.00 |
| Q4 2022 | UMC | United Microelectronics Corpora | CALL | 200 | $1,306.00 |
Note: Notional value represents the total exposure of the options position.