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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 20 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CLS CELESTICA INC Technology 4,363.0 $1.6M 0.01% +40.0 +0.9% $364.80 -17.4%
382 PNW PINNACLE WEST CAP CORP Utilities 14,841.0 $1.6M 0.01% +5K +45.2% $107.00 -7.1%
383 MSCI MSCI INC Financial Services 2,835.0 $1.6M 0.01% +111.0 +4.1% $560.00 +0.9%
384 BKH BLACK HILLS CORP Utilities 21,332.0 $1.6M 0.01% +4K +25.4% $74.40 -1.6%
385 IRM IRON MTN INC DEL Real Estate 12,408.0 $1.6M 0.01% +2K +18.6% $126.31 -3.3%
386 GEF GREIF INC Consumer Cyclical 21,021.0 $1.6M 0.01% +3K +18.6% $74.49 +17.6%
387 EVEREST GROUP LTD 4,380.0 $1.6M 0.01% +2K +64.0% $357.19
388 FTEC FIDELITY COVINGTON TRUST 5,470.0 $1.6M 0.01% +653.0 +13.6% $285.59 -0.7%
389 CPNG COUPANG INC Consumer Cyclical 89,534.0 $1.6M 0.01% +14K +18.0% $17.37 -4.1%
390 CSGP COSTAR GROUP INC Real Estate 54,883.0 $1.6M 0.01% +3K +6.2% $28.32 +19.1%
391 DASH DOORDASH INC Communication Services 8,421.0 $1.6M 0.01% +443.0 +5.5% $184.52 +19.3%
392 IVZ INVESCO LTD Financial Services 58,792.0 $1.6M 0.01% +18K +45.7% $26.39 +22.1%
393 CF CF INDUSTRIES HOLD Basic Materials 14,308.0 $1.5M 0.01% +7K +107.2% $108.26 +10.0%
394 KHC KRAFT HEINZ CO Consumer Defensive 65,543.0 $1.5M 0.01% +4K +6.6% $23.62 +8.7%
395 FTV FORTIVE CORP Technology 25,163.0 $1.5M 0.01% +621.0 +2.5% $61.09 -3.6%
396 ITA ISHARES TR 6,331.0 $1.5M 0.01% +1K +26.7% $242.40 +1.5%
397 MLI MUELLER INDS INC Industrials 12,437.0 $1.5M 0.01% +2K +16.6% $122.93 -49.0%
398 TOL TOLL BROTHERS INC Consumer Cyclical 9,176.0 $1.5M 0.01% +2K +20.4% $164.75 -9.8%
399 SM SM ENERGY COMPANY Energy 57,623.0 $1.5M 0.01% +33K +135.8% $26.10 +38.5%
400 ET ENERGY TRANSFER L P Energy 78,368.0 $1.5M 0.01% +4K +6.1% $19.12 +10.8%
Page 20 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%