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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 1 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUPONT DE NEMOURS INC 332,292.0 $45.1M 0.23% NEW $135.64
2 HONEYWELL INTL INC 114,779.0 $25.7M 0.13% NEW $223.90
3 HONEYWELL AEROSPACE INC 109,349.0 $24.2M 0.12% NEW $221.08
4 STUBHUB HLDGS INC 617,968.0 $8.0M 0.04% NEW $12.87
5 BLACKROCK ETF TRUST 140,557.0 $3.6M 0.02% NEW $25.62
6 SPACE EXPLORATION TECHN CORP 15,954.0 $2.7M 0.01% NEW $170.86
7 CNK CINEMARK HLDGS INC Communication Services 78,056.0 $2.5M 0.01% NEW $31.73 +17.7%
8 CARNIVAL CORP LTD 69,664.0 $2.0M 0.01% NEW $28.57
9 FRMI FERMI INC Utilities 201,456.0 $1.8M 0.01% NEW $9.16 -34.6%
10 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 22,958.0 $1.3M 0.01% NEW $54.90 -16.6%
11 COHU COHU INC Technology 16,567.0 $1.2M 0.01% NEW $73.91 -21.5%
12 VECO VEECO INSTRS INC DEL Technology 14,568.0 $1.1M 0.01% NEW $75.80 -33.5%
13 MTBA SIMPLIFY EXCHANGE TRADED FUN 22,391.0 $1.1M 0.01% NEW $49.07 -0.8%
14 FEDEX FGHT HLDG CO INC 6,891.0 $1.0M 0.01% NEW $151.00
15 SECU BLACKROCK ETF TRUST II 19,285.0 $962K 0.01% NEW $49.86 -0.5%
16 HIW HIGHWOODS PPTYS INC Real Estate 29,055.0 $876K 0.00% NEW $30.16 +2.4%
17 RHI ROBERT HALF INC. Industrials 25,400.0 $780K 0.00% NEW $30.70 +41.7%
18 EVT EATON VANCE TAX ADVT DIV INC Financial Services 25,816.0 $715K 0.00% NEW $27.68 +6.1%
19 EMXC ISHARES INC 6,418.0 $657K 0.00% NEW $102.31 -7.2%
20 SCHJ SCHWAB STRATEGIC TR 26,246.0 $647K 0.00% NEW $24.66 -0.6%
Page 1 of 18  ·  349 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%