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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 10 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DCH DAUCH CORP Industrials 2,525,763.0 $13.7M 0.07% +278K +12.3% $5.42 +17.4%
182 VCIT VANGUARD SCOTTSDALE FDS 161,962.0 $13.4M 0.07% -20K -11.2% $82.65 -1.9%
183 VT VANGUARD INTL EQUITY INDEX F 84,429.0 $13.3M 0.07% +2K +2.0% $156.95 +1.9%
184 UNP UNION PAC CORP Industrials 48,685.0 $13.2M 0.07% -610.0 -1.2% $272.00 +11.8%
185 XLI SELECT SECTOR SPDR TR 71,332.0 $13.2M 0.07% -4K -4.9% $185.23 -3.0%
186 CMCSA COMCAST CORP NEW Communication Services 537,097.0 $13.2M 0.07% -61K -10.2% $24.55 +7.6%
187 JMST J P MORGAN EXCHANGE TRADED F 257,948.0 $13.2M 0.07% -14K -5.2% $51.00 -0.1%
188 NVT NVENT ELEC PLC Industrials 76,540.0 $13.0M 0.07% +11K +16.8% $169.61 -9.0%
189 NEE NEXTERA ENERGY INC Utilities 147,124.0 $12.9M 0.06% +2K +1.5% $87.77 -3.1%
190 BDVL BLACKROCK ETF TRUST 496,841.0 $12.9M 0.06% -15K -3.0% $25.98 +2.2%
191 MMM 3M CO Industrials 78,814.0 $12.8M 0.06% -1K -1.8% $161.91 +10.1%
192 BROOKFIELD ASSET MANAGMT LTD 281,732.0 $12.6M 0.06% -10K -3.4% $44.85
193 SUB ISHARES TR 118,563.0 $12.6M 0.06% -5K -4.0% $106.47 -0.1%
194 SCHB SCHWAB STRATEGIC TR 427,052.0 $12.4M 0.06% -12K -2.7% $28.96 +1.8%
195 VOE VANGUARD INDEX FDS 60,957.0 $12.0M 0.06% -322.0 -0.5% $197.60 +5.2%
196 BWXT BWX TECHNOLOGIES INC Industrials 60,999.0 $11.9M 0.06% +9K +18.3% $194.65 -19.6%
197 DE DEERE & CO Industrials 18,385.0 $11.7M 0.06% +2K +14.1% $634.34 -2.1%
198 LMT LOCKHEED MARTIN CORP Industrials 22,606.0 $11.5M 0.06% +1K +6.9% $509.46 +12.2%
199 MPLX MPLX LP Energy 203,936.0 $11.5M 0.06% +4K +1.8% $56.33 +4.1%
200 SCHD SCHWAB STRATEGIC TR 357,685.0 $11.3M 0.06% -27K -6.9% $31.71 +9.8%
Page 10 of 109  ·  2,163 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%