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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 11 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 109,279.0 $2.6M 0.01% -44K -28.5% $23.58 +4.1%
202 DHI D R HORTON INC Consumer Cyclical 15,630.0 $2.5M 0.01% -1K -6.1% $162.88 -9.5%
203 MRSH MARSH & MCLENNAN COS INC Financial Services 15,030.0 $2.5M 0.01% -4K -21.1% $166.67 +14.1%
204 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8,536.0 $2.5M 0.01% -85.0 -1.0% $293.17 +2.4%
205 EFAV ISHARES TR 28,495.0 $2.5M 0.01% -9K -23.3% $87.71 +7.1%
206 UBS UBS GROUP AG Financial Services 50,412.0 $2.5M 0.01% -6K -11.3% $49.56 +7.3%
207 SONY SONY GROUP CORP Technology 123,969.0 $2.5M 0.01% -48K -27.8% $20.06 +17.5%
208 BSMT INVESCO EXCH TRD SLF IDX FD 107,886.0 $2.5M 0.01% -52K -32.7% $23.03 -0.2%
209 SHOP SHOPIFY INC Technology 21,652.0 $2.5M 0.01% -9K -29.2% $114.18 +28.9%
210 ENTERGY CORP NEW 21,190.0 $2.4M 0.01% -2K -10.3% $114.86
211 KR KROGER CO Consumer Defensive 43,790.0 $2.4M 0.01% -5K -11.0% $55.53 +1.4%
212 CTAS CINTAS CORP Industrials 14,235.0 $2.4M 0.01% -1K -9.2% $170.08 +19.7%
213 NI NISOURCE INC Utilities 50,445.0 $2.4M 0.01% -3K -5.0% $47.55 -12.4%
214 MELI MERCADOLIBRE INC Consumer Cyclical 1,409.0 $2.4M 0.01% -46.0 -3.2% $1697.15 +13.2%
215 ZS ZSCALER INC Technology 16,876.0 $2.4M 0.01% -44K -72.5% $141.15 +23.9%
216 ESGU ISHARES TR 14,464.0 $2.4M 0.01% -1K -7.6% $163.67 +2.0%
217 WBD WARNER BROS DISCOVERY INC Communication Services 88,574.0 $2.4M 0.01% -2K -2.3% $26.66 +5.9%
218 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 19,109.0 $2.4M 0.01% -5K -21.4% $123.11 +28.8%
219 RDY DR REDDYS LABS LTD Healthcare 162,082.0 $2.3M 0.01% -978.0 -0.6% $14.49 -16.4%
220 BEPC BROOKFIELD RENEWABLE CORP Utilities 63,185.0 $2.3M 0.01% -426.0 -0.7% $37.12 -9.9%
Page 11 of 37  ·  740 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%