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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 18 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OHI OMEGA HEALTHCARE INVS INC Real Estate 24,113.0 $1.1M 0.01% -2K -6.3% $47.68 -2.2%
342 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,572.0 $1.1M 0.01% -66.0 -1.2% $206.02 +7.6%
343 FTCS FIRST TR EXCHANGE-TRADED FD 12,163.0 $1.1M 0.01% -399.0 -3.2% $93.92 +8.1%
344 USFD US FOODS HLDG CORP Consumer Defensive 11,099.0 $1.1M 0.01% -2K -15.4% $102.25 +7.2%
345 SEIC SEI INVTS CO Financial Services 12,812.0 $1.1M 0.01% -3K -19.0% $87.71 +24.9%
346 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,111.0 $1.1M 0.01% -214.0 -6.4% $359.02 -1.7%
347 EAGG ISHARES TR 23,314.0 $1.1M 0.01% -7K -22.1% $47.41 -1.6%
348 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 16,873.0 $1.1M 0.01% -5K -21.2% $64.01 +16.9%
349 YUMC YUM CHINA HLDGS INC Consumer Cyclical 26,415.0 $1.1M 0.01% -585.0 -2.2% $40.87 +21.2%
350 VONE VANGUARD SCOTTSDALE FDS 3,151.0 $1.1M 0.01% -29.0 -0.9% $338.71 +2.5%
351 NRG NRG ENERGY INC Utilities 7,285.0 $1.1M 0.01% -3K -29.0% $146.05 -22.6%
352 URA GLOBAL X FDS 23,981.0 $1.0M 0.01% -500.0 -2.0% $43.70 +5.4%
353 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,527.0 $1.0M 0.01% -494.0 -7.0% $160.42 +11.3%
354 FNDE SCHWAB STRATEGIC TR 26,331.0 $1.0M 0.01% -430.0 -1.6% $39.68 +5.5%
355 DCI DONALDSON INC Industrials 11,605.0 $1.0M 0.01% -3K -22.5% $89.77 +3.9%
356 ULTA ULTA BEAUTY INC Consumer Cyclical 2,309.0 $1.0M 0.01% -894.0 -27.9% $451.03 +15.6%
357 NYT NEW YORK TIMES CO MTN BE Communication Services 14,572.0 $1.0M 0.01% -4K -23.2% $69.98 -6.1%
358 AVY AVERY DENNISON CORP Industrials 6,251.0 $1.0M 0.01% -2K -28.4% $162.36 +13.2%
359 SJM SMUCKER J M CO Consumer Defensive 9,010.0 $1.0M 0.01% -416.0 -4.4% $112.50 +10.5%
360 TDC TERADATA CORP DEL Technology 29,242.0 $1.0M 0.01% -3K -9.5% $34.65 -20.1%
Page 18 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%