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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 13 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NXPI NXP SEMICONDUCTORS N V Technology 32,401.0 $9.1M 0.04% -5K -12.3% $281.03 -19.6%
242 CB CHUBB LIMITED Financial Services 26,597.0 $9.1M 0.04% -682.0 -2.5% $340.74 +0.1%
243 TDG TRANSDIGM GROUP INC Industrials 6,803.0 $9.1M 0.04% +206.0 +3.1% $1332.01 -8.2%
244 APOS APOLLO GLOBAL MGMT INC Financial Services 75,576.0 $8.9M 0.04% +2K +2.7% $118.31 -78.4%
245 DVY ISHARES TR 56,752.0 $8.9M 0.04% +936.0 +1.7% $156.30 +5.9%
246 ITT ITT INC Industrials 44,405.0 $8.8M 0.04% +6K +17.1% $197.76 +8.0%
247 APH AMPHENOL CORP Technology 48,655.0 $8.6M 0.04% +2K +5.2% $176.32 -11.5%
248 CHRW C H ROBINSON WORLDWIDE IN Industrials 45,424.0 $8.6M 0.04% +24K +111.9% $188.34 -23.3%
249 EFA ISHARES TR 82,180.0 $8.5M 0.04% -1K -1.5% $103.88 +3.6%
250 ADI ANALOG DEVICES INC Technology 21,450.0 $8.5M 0.04% +1K +5.1% $397.16 -6.0%
251 MRVL MARVELL TECHNOLOGY INC Technology 28,530.0 $8.5M 0.04% +1K +5.2% $297.89 -20.3%
252 VRTX VERTEX PHARMACEUTICALS INC Healthcare 16,729.0 $8.3M 0.04% +2K +12.3% $496.74 +11.1%
253 ONTO ONTO INNOVATION INC Technology 21,878.0 $8.3M 0.04% +3K +14.1% $378.45 -20.9%
254 ACWV ISHARES INC 68,179.0 $8.2M 0.04% -11K -13.4% $120.23 +5.6%
255 ANET ARISTA NETWORKS INC Technology 48,079.0 $8.2M 0.04% -468.0 -1.0% $169.88 +9.8%
256 AVDE AMERICAN CENTY ETF TR 91,265.0 $8.1M 0.04% $89.20 +5.0%
257 VB VANGUARD INDEX FDS 26,593.0 $8.1M 0.04% -944.0 -3.4% $303.12 +0.9%
258 WCC WESCO INTL INC Industrials 23,336.0 $8.1M 0.04% +5K +28.8% $345.43 -0.5%
259 CRWD CROWDSTRIKE HLDGS INC Technology 10,533.0 $8.0M 0.04% -476.0 -4.3% $190.78 +5.7%
260 PFE PFIZER INC Healthcare 332,178.0 $8.0M 0.04% -22K -6.2% $24.08 +17.3%
Page 13 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%