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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 15 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MBB ISHARES TR 16,573.0 $1.6M 0.01% -8K -31.4% $94.52 -1.6%
282 SON SONOCO PRODS CO Consumer Cyclical 27,732.0 $1.6M 0.01% -1K -3.6% $56.35 +5.2%
283 JBND J P MORGAN EXCHANGE TRADED F 29,171.0 $1.6M 0.01% -27K -48.1% $53.50 -1.7%
284 GLPI GAMING & LEISURE P Real Estate 34,538.0 $1.5M 0.01% -2K -6.7% $44.53 -2.3%
285 BDX BECTON DICKINSON & CO Healthcare 10,070.0 $1.5M 0.01% -3K -25.1% $151.33 +26.4%
286 KIM KIMCO REALTY CORP Real Estate 59,735.0 $1.5M 0.01% -8K -11.7% $25.35 -5.3%
287 RING ISHARES INC 23,326.0 $1.5M 0.01% -12K -34.4% $64.60 +40.4%
288 BKR BAKER HUGHES COMPANY Energy 27,063.0 $1.5M 0.01% -826.0 -3.0% $55.50 +12.4%
289 SNY SANOFI SA Healthcare 34,965.0 $1.5M 0.01% -2K -4.8% $42.66 +7.7%
290 VTRS VIATRIS INC Healthcare 93,790.0 $1.5M 0.01% -5K -5.5% $15.88 +2.5%
291 TKR TIMKEN CO Industrials 10,189.0 $1.5M 0.01% -1K -10.7% $145.32 -13.4%
292 AER AERCAP HOLDINGS NV Industrials 10,132.0 $1.5M 0.01% -605.0 -5.6% $145.77 -0.1%
293 TWLO TWILIO INC Communication Services 7,151.0 $1.5M 0.01% -2K -25.5% $206.32 +6.7%
294 EZU ISHARES INC 21,207.0 $1.5M 0.01% -636.0 -2.9% $69.50 +2.9%
295 EXPD EXPEDITORS INTL WASH INC Industrials 9,028.0 $1.5M 0.01% -1K -12.4% $162.97 +15.4%
296 JLL JONES LANG LASALLE INC Real Estate 4,739.0 $1.5M 0.01% -1K -21.2% $309.95 +23.9%
297 AMG AFFILIATED MANAGERS GROUP Financial Services 4,337.0 $1.5M 0.01% -201.0 -4.4% $338.41 +5.6%
298 CINF CINCINNATI FINL CORP Financial Services 7,872.0 $1.5M 0.01% -9K -52.8% $185.14 -9.0%
299 DG DOLLAR GEN CORP Consumer Defensive 12,653.0 $1.5M 0.01% -407.0 -3.1% $115.11 +6.9%
300 VGK VANGUARD INTL EQUITY INDEX F 16,259.0 $1.4M 0.01% -263.0 -1.6% $88.54 +4.7%
Page 15 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%