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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 9 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 A AGILENT TECHNOLOGIES INC Healthcare 48,278.0 $6.4M 0.03% +6K +14.3% $132.83 +16.2%
162 DLR DIGITAL RLTY TR INC Real Estate 35,551.0 $6.4M 0.03% +2K +5.3% $179.58 +5.0%
163 STE STERIS PLC Healthcare 30,305.0 $6.4M 0.03% +2K +8.3% $210.57 +12.3%
164 GLOBUS MED INC 80,753.0 $6.4M 0.03% +402.0 +0.5% $79.01
165 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,432.0 $6.4M 0.03% +10K +148.0% $386.72 +3.4%
166 CDNS CADENCE DESIGN SYSTEM INC Technology 16,776.0 $6.3M 0.03% +6K +58.2% $375.31 -15.9%
167 CL COLGATE PALMOLIVE CO Consumer Defensive 67,984.0 $6.2M 0.03% +3K +5.0% $91.68 -0.6%
168 TXT TEXTRON INC Industrials 67,439.0 $6.2M 0.03% +8K +12.8% $91.73 -5.2%
169 UPS UNITED PARCEL SVCS INC Industrials 56,624.0 $6.1M 0.03% +508.0 +0.9% $107.50 -3.9%
170 PNC PNC FINL SVCS GROUP INC Financial Services 24,717.0 $6.1M 0.03% +4K +17.9% $246.22 +0.7%
171 PSA PUBLIC STORAGE Real Estate 18,914.0 $6.0M 0.03% +183.0 +1.0% $318.30 +2.2%
172 RRX REGAL REXNORD CORPORATION Industrials 24,910.0 $5.9M 0.03% +23K +1196.7% $238.19 -29.4%
173 HWM HOWMET AEROSPACE INC Industrials 21,778.0 $5.9M 0.03% +7K +44.1% $268.86 +6.5%
174 AON AON PLC Financial Services 17,646.0 $5.9M 0.03% +2K +10.9% $331.70 +5.2%
175 BKNG BOOKING HOLDINGS INC Consumer Cyclical 32,786.0 $5.8M 0.03% +31K +2389.4% $178.24 +20.9%
176 MPC MARATHON PETE CORP Energy 22,789.0 $5.8M 0.03% +2K +7.5% $255.66 +42.0%
177 SRE SEMPRA Utilities 62,622.0 $5.8M 0.03% +813.0 +1.3% $92.71 -7.0%
178 CVS CVS HEALTH CORP Healthcare 55,759.0 $5.8M 0.03% +2K +3.0% $103.45 -9.0%
179 CACC CREDIT ACCEP CORP MICH Financial Services 8,994.0 $5.7M 0.03% +111.0 +1.2% $636.74 -8.9%
180 IVE ISHARES TR 24,950.0 $5.7M 0.03% +375.0 +1.5% $227.06 +5.2%
Page 9 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%