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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 13 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UNILEVER PLC 34,743.0 $2.1M 0.01% -9K -21.4% $60.12
242 NVDA PUT NVIDIA CORPORATION Technology 10,200.0 $2.0M 0.01% -4K -25.6% $200.09 +8.2%
243 RACE FERRARI N V Consumer Cyclical 5,471.0 $2.0M 0.01% -493.0 -8.3% $372.32 +16.8%
244 BIIB BIOGEN INC Healthcare 9,388.0 $2.0M 0.01% -565.0 -5.7% $216.06 -0.1%
245 PYPL PAYPAL HLDGS INC Financial Services 45,854.0 $2.0M 0.01% -6K -11.6% $43.18 +44.0%
246 TSCO TRACTOR SUPPLY CO Consumer Cyclical 60,981.0 $1.9M 0.01% -89K -59.2% $31.61 +10.6%
247 IVLU ISHARES TR 45,563.0 $1.9M 0.01% -418.0 -0.9% $41.82 +6.2%
248 ESML ISHARES TR 33,861.0 $1.9M 0.01% -6K -15.2% $55.93 -0.0%
249 VICR VICOR CORP Technology 4,963.0 $1.9M 0.01% -953.0 -16.1% $379.78 -46.1%
250 IBDT ISHARES TR 74,617.0 $1.9M 0.01% -1K -1.3% $25.25 -0.2%
251 CBRE CBRE GROUP INC Real Estate 13,805.0 $1.9M 0.01% -2K -12.7% $134.69 +13.1%
252 GRMN GARMIN LTD Technology 7,774.0 $1.8M 0.01% -359.0 -4.4% $237.54 +22.8%
253 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,186.0 $1.8M 0.01% -43.0 -0.6% $255.88 +26.1%
254 AEM AGNICO EAGLE MINES LTD Basic Materials 11,845.0 $1.8M 0.01% -375.0 -3.1% $155.12 +39.5%
255 FBND FIDELITY MERRIMACK STR TR 40,359.0 $1.8M 0.01% -19K -31.9% $45.49 -1.3%
256 IQVIA HLDGS INC 9,482.0 $1.8M 0.01% -329.0 -3.4% $193.22
257 LECO LINCOLN ELEC HLDGS INC Industrials 6,830.0 $1.8M 0.01% -131.0 -1.9% $265.51 +5.0%
258 TM TOYOTA MOTOR CORP Consumer Cyclical 10,666.0 $1.8M 0.01% -4K -27.3% $168.42 +17.4%
259 HCA HCA HEALTHCARE INC Healthcare 4,593.0 $1.8M 0.01% -2K -24.7% $389.86 +7.9%
260 ATO ATMOS ENERGY CORP Utilities 10,364.0 $1.8M 0.01% -254.0 -2.4% $172.26 -1.4%
Page 13 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%