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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 16 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 Q QNITY ELECTRONICS INC Technology 14,255.0 $2.3M 0.01% +2K +13.2% $163.31 -21.1%
302 CBC CENTRAL BANCOMPANY Financial Services 76,582.0 $2.3M 0.01% +2K +2.1% $30.38 +5.2%
303 TOTALENERGIES SE 29,900.0 $2.3M 0.01% +995.0 +3.4% $77.76
304 BTI BRITISH AMERN TOB PLC Consumer Defensive 37,513.0 $2.3M 0.01% +4K +12.2% $61.76 -9.0%
305 HUM HUMANA INC Healthcare 5,753.0 $2.3M 0.01% +2K +55.6% $397.19 -4.7%
306 IDEV ISHARES TR 25,581.0 $2.3M 0.01% +14K +112.2% $89.01 +4.8%
307 HAL HALLIBURTON CO Energy 66,712.0 $2.3M 0.01% +16K +32.5% $33.95 +4.0%
308 OXY OCCIDENTAL PETE CORP Energy 46,368.0 $2.3M 0.01% +7K +18.6% $48.57 +26.2%
309 MET METLIFE INC Financial Services 26,574.0 $2.2M 0.01% +3K +11.3% $84.61 +11.5%
310 CRS CARPENTER TECHNOLOGY CORP Industrials 3,632.0 $2.2M 0.01% +969.0 +36.4% $616.86 -20.2%
311 ABNB AIRBNB INC Consumer Cyclical 15,571.0 $2.2M 0.01% +132.0 +0.8% $143.10 +30.9%
312 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 29,151.0 $2.2M 0.01% +744.0 +2.6% $76.40 +5.1%
313 NVO NOVO-NORDISK A S Healthcare 46,177.0 $2.2M 0.01% +10K +28.9% $47.94 -2.5%
314 FNB F N B CORP Financial Services 115,720.0 $2.2M 0.01% +53K +83.1% $19.08 -2.9%
315 MTB M & T BK CORP Financial Services 9,239.0 $2.2M 0.01% +627.0 +7.3% $238.02 +1.0%
316 ING ING GROEP N.V. Financial Services 69,773.0 $2.2M 0.01% +5K +7.8% $31.38 +11.0%
317 JBHT HUNT J B TRANS SVCS INC Industrials 7,546.0 $2.2M 0.01% +381.0 +5.3% $289.44 -4.8%
318 INCY INCYTE CORP Healthcare 19,250.0 $2.2M 0.01% +3K +17.5% $113.36 +12.7%
319 AAPL PUT APPLE INC Technology 7,500.0 $2.2M 0.01% +400.0 +5.6% $289.36 +6.9%
320 RSG REPUBLIC SVCS INC Industrials 10,144.0 $2.2M 0.01% +2K +18.8% $213.08 +3.6%
Page 16 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%