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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 15 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCG PG&E CORP Utilities 148,258.0 $2.5M 0.01% +44K +41.8% $16.82 +4.9%
282 RGA REINSURANCE GROUP AMER INC Financial Services 11,716.0 $2.5M 0.01% +5K +77.6% $212.65 +13.2%
283 AXON AXON ENTERPRISE INC Industrials 4,443.0 $2.5M 0.01% +63.0 +1.4% $560.66 +15.2%
284 PKX POSCO HOLDINGS INC Basic Materials 48,420.0 $2.5M 0.01% +11K +28.8% $51.38 +13.0%
285 CRH PLC 23,044.0 $2.5M 0.01% +659.0 +2.9% $107.00
286 EPD ENTERPRISE PRODS PARTNERS L Energy 66,928.0 $2.5M 0.01% +1K +1.9% $36.76 +3.7%
287 VOT VANGUARD INDEX FDS 7,967.0 $2.4M 0.01% +2K +29.2% $306.30 -0.2%
288 RH RH Consumer Cyclical 14,800.0 $2.4M 0.01% +967.0 +7.0% $164.73 +3.2%
289 AME AMETEK INC Industrials 9,978.0 $2.4M 0.01% +1K +15.7% $241.95 +0.5%
290 CNC CENTENE CORP DEL Healthcare 37,577.0 $2.4M 0.01% +4K +11.1% $64.19 +0.8%
291 NET CLOUDFLARE INC Technology 9,790.0 $2.4M 0.01% +1K +13.2% $245.29 +19.0%
292 CHT CHUNGHWA TELECOM CO LTD Communication Services 54,069.0 $2.4M 0.01% +6K +13.3% $44.26 -2.8%
293 COHR COHERENT CORP Technology 6,043.0 $2.4M 0.01% +2K +36.6% $394.48 -27.1%
294 TEL TE CONNECTIVITY PLC Technology 11,772.0 $2.4M 0.01% +446.0 +3.9% $201.62 +1.0%
295 TRGP TARGA RES CORP Energy 8,843.0 $2.4M 0.01% +69.0 +0.8% $268.14 +10.8%
296 GIB CGI INC Technology 36,485.0 $2.4M 0.01% +5K +16.0% $64.57 +16.0%
297 HEI HEICO CORP NEW Industrials 6,588.0 $2.3M 0.01% +1K +21.5% $356.19 +2.0%
298 FNDA SCHWAB STRATEGIC TR 61,580.0 $2.3M 0.01% +597.0 +1.0% $38.06 -0.6%
299 SCHO SCHWAB STRATEGIC TR 96,967.0 $2.3M 0.01% +70K +257.4% $24.14 -0.1%
300 EQIX EQUINIX INC Real Estate 2,240.0 $2.3M 0.01% +355.0 +18.8% $1042.19 +3.3%
Page 15 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%