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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 16 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SLF SUN LIFE FINANCIAL INC. Financial Services 18,221.0 $1.4M 0.01% -207.0 -1.1% $78.42 +0.7%
302 PPG PPG INDS INC Basic Materials 11,721.0 $1.4M 0.01% -2K -11.3% $121.29 -6.3%
303 MGA MAGNA INTL INC Consumer Cyclical 21,541.0 $1.4M 0.01% -698.0 -3.1% $65.66 +11.3%
304 PXH INVESCO EXCH TRADED FD TR II 50,687.0 $1.4M 0.01% -348.0 -0.7% $27.88 +5.3%
305 TSN TYSON FOODS INC Consumer Defensive 24,682.0 $1.4M 0.01% -4K -12.9% $57.25 +2.1%
306 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 87,929.0 $1.4M 0.01% -11K -11.1% $16.03 +13.4%
307 CBOE CBOE GLOBAL MKTS INC Financial Services 5,800.0 $1.4M 0.01% -723.0 -11.1% $242.67 +23.9%
308 AMKR AMKOR TECHNOLOGY INC Technology 16,104.0 $1.4M 0.01% -3K -16.6% $86.23 -41.7%
309 AFRM AFFIRM HLDGS INC Technology 16,519.0 $1.3M 0.01% -455.0 -2.7% $81.55 -5.5%
310 PFF ISHARES TR 44,020.0 $1.3M 0.01% -8K -15.8% $30.49 -0.1%
311 ILMN ILLUMINA INC Healthcare 7,585.0 $1.3M 0.01% -543.0 -6.7% $175.82 +24.8%
312 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 18,559.0 $1.3M 0.01% -754.0 -3.9% $71.74 +1.0%
313 ZTS ZOETIS INC Healthcare 18,476.0 $1.3M 0.01% -2K -11.7% $71.86 +8.2%
314 ALC ALCON AG Healthcare 19,755.0 $1.3M 0.01% -4K -16.2% $67.10 +9.7%
315 ESGD ISHARES TR 12,870.0 $1.3M 0.01% -3K -16.9% $102.81 +4.4%
316 SYF SYNCHRONY FINANCIAL Financial Services 17,385.0 $1.3M 0.01% -191.0 -1.1% $76.05 +4.5%
317 SUSA ISHARES TR 8,563.0 $1.3M 0.01% -4K -32.3% $154.31 +2.4%
318 EGP EASTGROUP PPTYS INC Real Estate 6,470.0 $1.3M 0.01% -3K -30.6% $202.53 -0.8%
319 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,347.0 $1.3M 0.01% -213.0 -4.7% $301.01 -21.5%
320 CORPAY INC 3,924.0 $1.3M 0.01% -119.0 -2.9% $333.27
Page 16 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%