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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 12 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EBAY EBAY INC. Consumer Cyclical 32,701.0 $3.7M 0.02% +350.0 +1.1% $111.75 -7.2%
222 AKAM AKAMAI TECHNOLOGIES INC Technology 30,710.0 $3.6M 0.02% +4K +13.7% $118.21 -4.8%
223 SPGI S&P GLOBAL INC Financial Services 8,864.0 $3.6M 0.02% +778.0 +9.6% $407.27 +5.3%
224 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,848.0 $3.6M 0.02% +190.0 +0.7% $132.52 +4.9%
225 STT STATE STR CORP Financial Services 20,639.0 $3.5M 0.02% +1K +6.3% $169.60 +10.5%
226 CTVA CORTEVA INC Basic Materials 41,265.0 $3.5M 0.02% +6K +18.4% $84.69 -6.9%
227 ROST ROSS STORES INC Consumer Cyclical 16,361.0 $3.5M 0.02% +2K +12.0% $212.85 +11.4%
228 GWW WW GRAINGER INC Industrials 2,559.0 $3.5M 0.02% +86.0 +3.5% $1360.56 -3.8%
229 JBL JABIL INC Technology 9,016.0 $3.5M 0.02% +327.0 +3.8% $385.48 -16.4%
230 FCX FREEPORT MCMORAN INC Basic Materials 54,572.0 $3.4M 0.02% +2K +2.9% $62.89 +7.6%
231 ITRI ITRON INC Technology 39,348.0 $3.4M 0.02% +5K +13.7% $86.53 +15.0%
232 EOG EOG RES INC Energy 26,193.0 $3.4M 0.02% +3K +14.8% $129.73 +15.6%
233 CASY CASEYS GEN STORES INC Consumer Cyclical 4,244.0 $3.4M 0.02% +156.0 +3.8% $794.80 +5.3%
234 OEF ISHARES TR 9,198.0 $3.4M 0.02% +7K +358.1% $365.86 +3.9%
235 PHM PULTE GROUP INC Consumer Cyclical 24,344.0 $3.3M 0.02% +9K +55.8% $137.21 -4.1%
236 CI THE CIGNA GROUP Healthcare 12,092.0 $3.3M 0.02% +2K +14.8% $275.67 +1.5%
237 VMBS VANGUARD SCOTTSDALE FDS 70,501.0 $3.3M 0.02% +965.0 +1.4% $46.81 -1.0%
238 AXS AXIS CAP HLDGS LTD Financial Services 30,646.0 $3.3M 0.02% +159.0 +0.5% $107.44 -7.1%
239 CUBE CUBESMART Real Estate 82,782.0 $3.3M 0.02% +4K +5.5% $39.77 +4.5%
240 GAP GAP INC Consumer Cyclical 172,326.0 $3.2M 0.02% +36K +26.2% $18.68 +7.7%
Page 12 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%