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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 11 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HBAN HUNTINGTON BANCSHARES INC Financial Services 638,779.0 $11.3M 0.06% +73K +12.9% $17.73 -3.2%
202 XSMO INVESCO EXCHANGE TRADED FD T 120,337.0 $11.3M 0.06% -8K -6.5% $93.63 -6.8%
203 ASML ASML HLDG NV Technology 5,611.0 $11.2M 0.06% +65.0 +1.2% $1989.50 -12.0%
204 WDC WESTERN DIGITAL CORP Technology 17,263.0 $11.0M 0.06% +579.0 +3.5% $638.71 -27.7%
205 TRV TRAVELERS COMPANIES INC Financial Services 33,397.0 $11.0M 0.06% +4K +12.8% $330.12 +9.7%
206 SNDK SANDISK CORP Technology 4,829.0 $11.0M 0.06% -646.0 -11.8% $2273.75 -31.0%
207 LIN LINDE PLC Basic Materials 21,074.0 $10.9M 0.05% +3K +19.9% $518.93 -7.3%
208 WWD WOODWARD INC Industrials 25,680.0 $10.9M 0.05% +5K +25.1% $425.44 -15.4%
209 ISHARES TR 220,256.0 $10.9M 0.05% -8K -3.5% $49.55
210 XLF SELECT SECTOR SPDR TR 203,162.0 $10.9M 0.05% -28K -11.9% $53.61 +7.2%
211 CCJ CAMECO CORP Energy 106,825.0 $10.9M 0.05% +13K +14.3% $101.86 -3.8%
212 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 11,139.0 $10.7M 0.05% -550.0 -4.7% $964.96 -13.7%
213 SO SOUTHERN CO Utilities 112,262.0 $10.7M 0.05% +4K +4.0% $95.71 -3.7%
214 BSCS INVESCO EXCH TRD SLF IDX FD 525,021.0 $10.7M 0.05% -406K -43.6% $20.36 +0.1%
215 IMTM ISHARES TR 199,961.0 $10.7M 0.05% -1K -0.6% $53.33 +0.6%
216 DIS DISNEY WALT CO Communication Services 110,593.0 $10.6M 0.05% -7K -6.2% $96.25 +11.1%
217 SCHF SCHWAB STRATEGIC TR 382,030.0 $10.6M 0.05% -4K -0.9% $27.70 +1.8%
218 KMI KINDER MORGAN INC DEL Energy 330,455.0 $10.6M 0.05% +13K +4.1% $31.97 +0.3%
219 BSCW INVESCO EXCH TRD SLF IDX FD 512,884.0 $10.5M 0.05% -393K -43.4% $20.51 -0.8%
220 LOW LOWES COS INC Consumer Cyclical 47,504.0 $10.5M 0.05% +922.0 +2.0% $220.49 +0.1%
Page 11 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%