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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 18 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WAL WESTERN ALLIANCE BANCORP Financial Services 65,552.0 $5.4M 0.03% +4K +6.3% $82.20 -2.9%
342 GVI ISHARES TR 50,653.0 $5.4M 0.03% -2K -4.1% $106.09 -0.8%
343 DAL DELTA AIR LINES INC Industrials 56,887.0 $5.3M 0.03% +3K +4.9% $93.66 -12.1%
344 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 61,450.0 $5.3M 0.03% -3K -4.9% $86.09 +16.4%
345 FORTINET INC 34,304.0 $5.3M 0.03% +1K +3.3% $153.62
346 GL GLOBE LIFE INC Financial Services 29,470.0 $5.3M 0.03% +2K +7.2% $178.68 -4.5%
347 COF CAPITAL ONE FINL CORP Financial Services 25,766.0 $5.2M 0.03% +3K +12.8% $200.62 +8.3%
348 ENB ENBRIDGE INC Energy 95,086.0 $5.2M 0.03% -3K -3.4% $54.21 -6.8%
349 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 68,618.0 $5.1M 0.03% +58K +536.4% $74.81 +1.7%
350 EMR EMERSON ELEC CO Industrials 35,733.0 $5.1M 0.03% +5K +16.5% $143.15 +9.1%
351 FNDX SCHWAB STRATEGIC TR 164,436.0 $5.1M 0.03% +5K +3.3% $31.10 +4.5%
352 UMC UNITED MICROELECTRONICS CORP Technology 187,208.0 $5.1M 0.03% -20K -9.6% $27.21 -32.7%
353 ICSH ISHARES TR 100,669.0 $5.1M 0.03% +1K +1.0% $50.58 -0.1%
354 SCHV SCHWAB STRATEGIC TR 146,134.0 $5.1M 0.03% -7K -4.6% $34.81 +0.3%
355 APP APPLOVIN CORP Technology 9,837.0 $5.1M 0.03% +508.0 +5.5% $515.21 -41.0%
356 VEEV VEEVA SYS INC Healthcare 28,344.0 $5.0M 0.03% +2K +8.6% $177.47 +39.6%
357 RVTY REVVITY INC Healthcare 44,766.0 $5.0M 0.03% +6K +15.8% $111.26 +11.6%
358 HII HUNTINGTON INGALLS INDS INC Industrials 17,592.0 $4.9M 0.03% +5K +37.0% $279.89 +6.2%
359 VFMV VANGUARD WELLINGTON FD 34,945.0 $4.9M 0.02% -13K -27.9% $139.36 +4.6%
360 MUNI PIMCO ETF TR 92,580.0 $4.9M 0.02% -6K -6.0% $52.60 -1.7%
Page 18 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%