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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 21 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IWS ISHARES TR 9,068.0 $1.5M 0.01% +1K +14.5% $164.61 +3.8%
402 SNX TD SYNNEX CORPORATION Technology 5,572.0 $1.5M 0.01% +555.0 +11.1% $267.34 -6.2%
403 NOK NOKIA CORP Technology 112,046.0 $1.5M 0.01% +15K +15.1% $13.28 -23.6%
404 ESI ELEMENT SOLUTIONS INC Basic Materials 30,771.0 $1.5M 0.01% +826.0 +2.8% $47.75 -25.6%
405 AVT AVNET INC Technology 16,533.0 $1.5M 0.01% +795.0 +5.0% $88.82 -2.2%
406 DOV DOVER CORP Industrials 6,492.0 $1.5M 0.01% +1K +20.4% $224.27 -10.9%
407 RPM RPM INTL INC Basic Materials 12,917.0 $1.4M 0.01% +130.0 +1.0% $111.15 -0.8%
408 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,735.0 $1.4M 0.01% +901.0 +18.6% $249.99 -3.9%
409 SOXX ISHARES TR 2,221.0 $1.4M 0.01% +92.0 +4.3% $640.90 -18.5%
410 KDP KEURIG DR PEPPER INC Consumer Defensive 43,331.0 $1.4M 0.01% +9K +27.2% $32.73 -3.3%
411 B BARRICK MNG CORP Basic Materials 38,490.0 $1.4M 0.01% +3K +7.0% $36.73 +26.0%
412 HMC HONDA MOTOR CO LTD Consumer Cyclical 52,013.0 $1.4M 0.01% +846.0 +1.6% $27.11 +20.3%
413 PPL PPL CORP Utilities 38,642.0 $1.4M 0.01% +5K +13.3% $36.35 -3.2%
414 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 23,035.0 $1.4M 0.01% +2K +7.6% $60.22 +18.1%
415 FN FABRINET Technology 2,459.0 $1.4M 0.01% +91.0 +3.8% $562.08 -20.9%
416 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,530.0 $1.4M 0.01% +106.0 +4.4% $541.83 -3.8%
417 FNV FRANCO NEV CORP Basic Materials 6,557.0 $1.4M 0.01% +904.0 +16.0% $208.45 +23.8%
418 USIG ISHARES TR 26,616.0 $1.4M 0.01% +648.0 +2.5% $51.29 -2.0%
419 SWKS SKYWORKS SOLUTIONS INC Technology 20,115.0 $1.4M 0.01% +12K +154.2% $67.80 +0.2%
420 TRP TC ENERGY CORP Energy 20,399.0 $1.4M 0.01% +562.0 +2.8% $66.29 -4.9%
Page 21 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%