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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 17 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FEDERATED HERMES INC 38,627.0 $2.1M 0.01% +438.0 +1.1% $55.22
322 AMER SPORTS INC 62,581.0 $2.1M 0.01% +13K +25.8% $33.84
323 APA APA CORPORATION Energy 64,862.0 $2.1M 0.01% +1K +1.9% $32.57 +33.4%
324 SYBT STOCK YDS BANCORP INC Financial Services 27,581.0 $2.1M 0.01% +4K +18.3% $76.47 +7.2%
325 BSX BOSTON SCIENTIFIC CORP Healthcare 49,355.0 $2.1M 0.01% +1K +2.3% $42.68 +21.9%
326 EFG ISHARES TR 16,698.0 $2.1M 0.01% +1K +7.2% $124.42 +0.8%
327 SCCO SOUTHERN COPPER CORP Basic Materials 11,877.0 $2.1M 0.01% +387.0 +3.4% $174.27 +11.7%
328 RF REGIONS FINANCIAL CORP NEW Financial Services 68,468.0 $2.1M 0.01% +7K +11.8% $30.20 +1.3%
329 WAB WABTEC Industrials 7,656.0 $2.1M 0.01% +424.0 +5.9% $269.59 +8.4%
330 DSI ISHARES TR 14,238.0 $2.0M 0.01% +3K +28.2% $142.39 +2.9%
331 AMT AMERICAN TOWER CORP Real Estate 12,326.0 $2.0M 0.01% +3K +35.4% $163.57 +6.7%
332 CNQ CANADIAN NAT RES LTD MED TER Energy 50,990.0 $2.0M 0.01% +1K +2.3% $39.50 +25.3%
333 KKR KKR & CO INC Financial Services 21,740.0 $2.0M 0.01% +649.0 +3.1% $91.78 +20.4%
334 CMS CMS ENERGY CORP Utilities 25,801.0 $2.0M 0.01% +11K +70.3% $76.50 -7.7%
335 TROW PRICE T ROWE GROUP INC Financial Services 17,284.0 $2.0M 0.01% +8K +90.9% $113.69 -1.3%
336 LPL LG DISPLAY CO LTD Technology 504,582.0 $2.0M 0.01% +267K +112.5% $3.89 -13.4%
337 LITE LUMENTUM HLDGS INC Technology 2,272.0 $1.9M 0.01% +612.0 +36.9% $858.06 -3.5%
338 ON ON SEMICONDUCTOR CORP Technology 20,170.0 $1.9M 0.01% +344.0 +1.7% $94.54 -19.0%
339 GSK GSK PLC Healthcare 36,293.0 $1.9M 0.01% +641.0 +1.8% $52.42 +0.9%
340 ARGX ARGENX SE Healthcare 2,045.0 $1.9M 0.01% +84.0 +4.3% $927.81 +11.3%
Page 17 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%