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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 17 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SMOM SYMMETRY PANORAMIC TR 46,771.0 $1.3M 0.01% -7K -12.5% $27.84 +5.6%
322 NOV NOV INC Energy 69,444.0 $1.3M 0.01% -374.0 -0.5% $18.55 +10.1%
323 ADSK AUTODESK INC Technology 6,591.0 $1.3M 0.01% -4K -38.1% $194.41 +30.6%
324 PPC PILGRIMS PRIDE CORP Consumer Defensive 45,492.0 $1.3M 0.01% -2K -4.7% $28.11 +14.7%
325 CLOA BLACKROCK ETF TRUST II 24,448.0 $1.3M 0.01% -10K -29.4% $51.91 +0.0%
326 HSY HERSHEY CO Consumer Defensive 7,187.0 $1.3M 0.01% -1K -14.6% $175.44 +6.3%
327 ENTG ENTEGRIS INC Technology 6,949.0 $1.2M 0.01% -168.0 -2.4% $179.86 -20.1%
328 KVUE KENVUE INC Consumer Defensive 65,130.0 $1.2M 0.01% -7K -10.1% $19.11 -0.3%
329 EMN EASTMAN CHEM CO Basic Materials 18,557.0 $1.2M 0.01% -568.0 -3.0% $66.98 +10.6%
330 VLUE ISHARES TR 6,220.0 $1.2M 0.01% -2K -21.1% $199.82 +1.4%
331 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 51,247.0 $1.2M 0.01% -1K -2.6% $23.88 -1.1%
332 IEF ISHARES TR 12,675.0 $1.2M 0.01% -10K -43.4% $94.57 -1.8%
333 ALGN ALIGN TECHNOLOGY INC Healthcare 7,079.0 $1.2M 0.01% -382.0 -5.1% $168.66 -3.6%
334 TPR TAPESTRY INC Consumer Cyclical 8,127.0 $1.2M 0.01% -946.0 -10.4% $146.39 -11.1%
335 DB DEUTSCHE BK AG Financial Services 35,041.0 $1.2M 0.01% -9K -20.1% $33.76 +12.0%
336 MTD METTLER TOLEDO INTERNATIONAL Healthcare 921.0 $1.2M 0.01% -139.0 -13.1% $1276.88 +9.3%
337 MUR MURPHY OIL CORP Energy 36,108.0 $1.2M 0.01% -1K -2.7% $32.56 +14.9%
338 CANADIAN PACIFIC KANSAS CITY 13,548.0 $1.2M 0.01% -2K -11.2% $86.65
339 CBT CABOT CORP Basic Materials 12,899.0 $1.2M 0.01% -2K -14.6% $90.82 -6.2%
340 BRX BRIXMOR PPTY GROUP INC Real Estate 36,564.0 $1.2M 0.01% -5K -12.5% $31.53 -7.0%
Page 17 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%