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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 12 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 O REALTY INCOME CORP Real Estate 37,446.0 $2.3M 0.01% -6K -13.4% $61.96 +2.0%
222 SAP SAP SE Technology 14,899.0 $2.3M 0.01% -3K -17.6% $154.11 +40.9%
223 XLY SELECT SECTOR SPDR TR 19,437.0 $2.3M 0.01% -8K -28.1% $117.28 -0.5%
224 IBIT ISHARES BITCOIN TRUST ETF Financial Services 68,170.0 $2.3M 0.01% -1K -1.6% $33.29 +23.8%
225 ODFL OLD DOMINION FREIGHT LINE IN Industrials 10,340.0 $2.2M 0.01% -249.0 -2.4% $216.61 -5.6%
226 IDXX IDEXX LABS INC Healthcare 4,243.0 $2.2M 0.01% -458.0 -9.7% $526.39 +3.7%
227 GSY INVESCO ACTIVELY MANAGED EXC 44,177.0 $2.2M 0.01% -39K -46.8% $50.15 +0.3%
228 NDSN NORDSON CORP Industrials 7,334.0 $2.2M 0.01% -441.0 -5.7% $301.69 +10.9%
229 FMHI FIRST TR EXCH TRADED FD III 45,272.0 $2.2M 0.01% -5K -10.4% $48.49 -1.9%
230 NOC NORTHROP GRUMMAN CORP Industrials 4,304.0 $2.2M 0.01% -114.0 -2.6% $509.36 +10.7%
231 WSBC WESBANCO INC Financial Services 55,761.0 $2.2M 0.01% -434.0 -0.8% $39.03 +4.7%
232 WIT WIPRO LTD Technology 966,489.0 $2.2M 0.01% -48K -4.7% $2.25 -15.1%
233 AZO AUTOZONE INC Consumer Cyclical 680.0 $2.2M 0.01% -58.0 -7.9% $3197.56 -7.4%
234 EEMV ISHARES INC 28,667.0 $2.2M 0.01% -392.0 -1.4% $75.28 -0.7%
235 IUSG ISHARES TR 11,430.0 $2.1M 0.01% -106.0 -0.9% $188.10 +0.6%
236 EEM ISHARES TR 31,351.0 $2.1M 0.01% -331.0 -1.0% $68.41 -2.6%
237 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,635.0 $2.1M 0.01% -522.0 -10.1% $459.17 +16.1%
238 NNN NNN REIT INC Real Estate 45,353.0 $2.1M 0.01% -5K -9.5% $46.53 -0.9%
239 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 21,874.0 $2.1M 0.01% -469.0 -2.1% $95.98 +36.0%
240 RIO RIO TINTO PLC Basic Materials 22,026.0 $2.1M 0.01% -3K -11.4% $94.93 +7.6%
Page 12 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%