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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 8 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDX FEDEX CORP Industrials 13,865.0 $4.3M 0.02% -2K -10.4% $313.13 +4.9%
142 WMB WILLIAMS COS INC Energy 56,563.0 $4.2M 0.02% -3K -4.4% $74.34 -1.5%
143 SPYG SPDR SERIES TRUST 34,109.0 $4.1M 0.02% -1K -3.8% $118.99 +1.4%
144 MINT PIMCO ETF TR 40,110.0 $4.0M 0.02% -1K -3.4% $100.81 -0.1%
145 URTH ISHARES INC 19,918.0 $4.0M 0.02% -744.0 -3.6% $202.64 +3.2%
146 VYMI VANGUARD WHITEHALL FDS 40,284.0 $4.0M 0.02% -508.0 -1.2% $98.20 +6.3%
147 SYK STRYKER CORPORATION Healthcare 12,466.0 $3.9M 0.02% -2K -14.1% $314.84 +8.0%
148 MPWR MONOLITHIC PWR SYS INC Technology 2,816.0 $3.9M 0.02% -43.0 -1.5% $1382.38 -5.9%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 41,938.0 $3.9M 0.02% -359.0 -0.8% $92.09 -1.0%
150 IEUR ISHARES TR 51,284.0 $3.9M 0.02% -19K -26.8% $75.17 +3.8%
151 F FORD MTR CO Consumer Cyclical 275,710.0 $3.8M 0.02% -97K -25.9% $13.90 +4.2%
152 ED CONSOLIDATED EDISON INC Utilities 34,618.0 $3.8M 0.02% -2K -5.2% $110.63 -2.4%
153 XLU SELECT SECTOR SPDR TR 83,362.0 $3.8M 0.02% -4K -4.9% $45.34 -2.9%
154 SCHM SCHWAB STRATEGIC TR 102,088.0 $3.8M 0.02% -13K -11.3% $36.87 -1.7%
155 SBUX STARBUCKS CORP Consumer Cyclical 36,695.0 $3.7M 0.02% -11K -22.9% $102.19 +2.7%
156 SKM SK TELECOM CO LTD Communication Services 115,030.0 $3.7M 0.02% -2K -2.0% $32.16 +20.5%
157 CIEN CIENA CORP Technology 7,463.0 $3.7M 0.02% -254.0 -3.3% $490.56 -18.6%
158 AMP AMERIPRISE FINL INC Financial Services 7,978.0 $3.7M 0.02% -737.0 -8.5% $458.74 +22.0%
159 IBHF ISHARES TR 159,854.0 $3.6M 0.02% -178K -52.7% $22.65 -0.6%
160 NOW SERVICENOW INC Technology 36,290.0 $3.6M 0.02% -7K -17.0% $99.28 +28.1%
Page 8 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%