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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $20.1B AUM 2,163 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 349 New 856 Added 740 Reduced 107 Exited
Page 11 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DHR DANAHER CORP DEL Healthcare 23,461.0 $4.5M 0.02% +902.0 +4.0% $190.48 +10.1%
202 VO VANGUARD INDEX FDS 55,334.0 $4.5M 0.02% +41K +295.1% $80.57 +3.4%
203 DT DYNATRACE INC Technology 100,563.0 $4.4M 0.02% +20K +25.2% $43.91 +13.0%
204 TER TERADYNE INC Technology 9,114.0 $4.4M 0.02% +113.0 +1.3% $483.85 -21.3%
205 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 87,106.0 $4.4M 0.02% +6K +7.8% $50.53 -1.9%
206 RY ROYAL BK CDA Financial Services 20,866.0 $4.3M 0.02% +1K +7.1% $206.97 +0.8%
207 SMH VANECK ETF TRUST 6,475.0 $4.2M 0.02% +139.0 +2.2% $655.89 -14.2%
208 SLB SLB LIMITED Energy 91,201.0 $4.2M 0.02% +8K +9.1% $46.49 +15.3%
209 SPSM SPDR SERIES TRUST 72,026.0 $4.2M 0.02% +418.0 +0.6% $57.67 +0.1%
210 CFG CITIZENS FINL GROUP INC Financial Services 58,388.0 $4.1M 0.02% +9K +18.1% $70.07 +1.8%
211 URI UNITED RENTALS INC Industrials 3,472.0 $3.9M 0.02% +317.0 +10.1% $1132.79 -1.2%
212 NTRS NORTHERN TR CORP Financial Services 22,309.0 $3.9M 0.02% +1K +5.3% $173.84 +8.5%
213 XEL XCEL ENERGY INC Utilities 47,995.0 $3.9M 0.02% +5K +11.6% $80.30 -1.7%
214 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 98,919.0 $3.8M 0.02% +40K +69.0% $38.73 +58.1%
215 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,498.0 $3.8M 0.02% +479.0 +4.3% $330.46 +1.3%
216 SPTM SPDR SERIES TRUST 41,532.0 $3.8M 0.02% +858.0 +2.1% $90.79 +2.9%
217 TMUS T-MOBILE US INC Communication Services 22,454.0 $3.8M 0.02% +4K +21.1% $167.73 +9.9%
218 DTE DTE ENERGY CO Utilities 24,355.0 $3.7M 0.02% +1K +5.7% $152.37 -8.5%
219 DVN DEVON ENERGY CORP NEW Energy 89,209.0 $3.7M 0.02% +21K +31.3% $41.32 +17.7%
220 TFC TRUIST FINL CORP Financial Services 73,813.0 $3.7M 0.02% +4K +5.6% $49.82 +3.2%
Page 11 of 43  ·  856 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%