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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 8 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVR EVERCORE INC Financial Services 21,658.0 $7.4M 0.04% +5K +32.3% $341.45 -11.2%
142 WAT WATERS CORP Healthcare 19,624.0 $7.4M 0.04% +409.0 +2.1% $375.04 +10.2%
143 DGX QUEST DIAGNOSTICS INC Healthcare 33,797.0 $7.2M 0.04% +7K +25.0% $211.95 +14.0%
144 DUK DUKE ENERGY CORP NEW Utilities 56,447.0 $7.1M 0.04% +2K +3.1% $126.58 -1.9%
145 RDNT RADNET INC Healthcare 115,120.0 $7.1M 0.04% +2K +1.9% $61.67 +23.1%
146 MLM MARTIN MARIETTA MATLS INC Basic Materials 12,292.0 $7.1M 0.04% +2K +19.0% $576.69 -6.8%
147 VLO VALERO ENERGY CORP Energy 27,186.0 $7.1M 0.04% +2K +9.2% $260.44 +33.0%
148 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 140,856.0 $7.0M 0.04% +32K +29.8% $49.86 +22.9%
149 ZION ZIONS BANCORPORATION NATL AS Financial Services 99,262.0 $6.9M 0.03% +10K +11.0% $69.19 +0.6%
150 BYD BOYD GAMING CORP Consumer Cyclical 77,572.0 $6.9M 0.03% +8K +11.0% $88.33 -6.1%
151 NDAQ NASDAQ INC Financial Services 85,621.0 $6.7M 0.03% +12K +16.9% $78.82 +25.0%
152 ANNALY CAPITAL MANAGEMENT IN 301,362.0 $6.7M 0.03% +93K +44.5% $22.36
153 PSX PHILLIPS 66 Energy 39,247.0 $6.6M 0.03% +2K +5.5% $169.05 +43.5%
154 SNPS SYNOPSYS INC Technology 14,866.0 $6.6M 0.03% +2K +19.0% $446.07 -9.0%
155 ALL ALLSTATE CORP Financial Services 27,857.0 $6.6M 0.03% +10K +56.8% $237.94 +10.2%
156 ATI ATI INC Industrials 33,554.0 $6.6M 0.03% +28K +485.8% $197.10 +11.3%
157 COP CONOCOPHILLIPS Energy 63,098.0 $6.6M 0.03% +357.0 +0.6% $103.96 +26.9%
158 FIX COMFORT SYS USA INC Industrials 3,302.0 $6.5M 0.03% +402.0 +13.9% $1982.01 -15.5%
159 IWD ISHARES TR 26,936.0 $6.5M 0.03% +394.0 +1.5% $242.43 +7.2%
160 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 190,940.0 $6.5M 0.03% +21K +12.5% $33.88 +10.5%
Page 8 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%