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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 12 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 T AT&T INC Communication Services 502,093.0 $10.4M 0.05% -9K -1.9% $20.70 +21.4%
222 BMY BRISTOL-MYERS SQUIBB CO Healthcare 179,874.0 $10.4M 0.05% +12K +6.9% $57.62 +17.3%
223 MTZ MASTEC INC Industrials 24,540.0 $10.2M 0.05% +4K +22.4% $416.07 -34.6%
224 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,327,331.0 $10.2M 0.05% -12K -0.9% $7.68 -20.2%
225 SNOW SNOWFLAKE INC Technology 39,598.0 $10.1M 0.05% +5K +14.2% $254.50 +27.7%
226 SCHA SCHWAB STRATEGIC TR 276,893.0 $10.0M 0.05% -21K -7.0% $36.13 -3.2%
227 VNQ VANGUARD INDEX FDS 103,610.0 $10.0M 0.05% -9K -8.0% $96.43 +2.3%
228 WPC WP CAREY INC Real Estate 139,129.0 $9.9M 0.05% -14K -9.3% $71.50 +0.6%
229 CW CURTISS WRIGHT CORP Industrials 13,097.0 $9.9M 0.05% +2K +13.8% $757.77 -11.1%
230 MO ALTRIA GROUP INC Consumer Defensive 137,847.0 $9.9M 0.05% +8K +5.8% $71.95 -8.2%
231 VEU VANGUARD INTL EQUITY INDEX F 117,596.0 $9.8M 0.05% -5K -4.1% $83.75 +1.4%
232 USB US BANCORP Financial Services 162,867.0 $9.8M 0.05% -2K -0.9% $60.40 +4.0%
233 IEMG ISHARES INC 117,862.0 $9.8M 0.05% +4K +3.8% $82.84 -2.7%
234 TPL TEXAS PACIFIC LAND CORPORATI Energy 22,005.0 $9.6M 0.05% $437.64 -14.7%
235 DGRW WISDOMTREE TR 97,798.0 $9.4M 0.05% -11K -10.0% $95.62 +4.0%
236 FFIV F5 INC Technology 22,144.0 $9.2M 0.05% +3K +14.6% $415.97 -8.0%
237 BK BANK OF NY MELLON CORP Financial Services 63,485.0 $9.2M 0.05% -2K -2.5% $144.61 -0.6%
238 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 182,934.0 $9.1M 0.05% +10K +5.9% $49.98 +7.1%
239 FTAI AVIATION LTD 33,697.0 $9.1M 0.04% +10K +42.1% $270.53
240 MAS MASCO CORP Industrials 111,961.0 $9.1M 0.04% +14K +14.1% $81.37 -7.5%
Page 12 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%