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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 20 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FDX FEDEX CORP Industrials 13,865.0 $4.3M 0.02% -2K -10.4% $313.13 +4.1%
382 RY ROYAL BK CDA Financial Services 20,866.0 $4.3M 0.02% +1K +7.1% $206.97 -0.9%
383 SMH VANECK ETF TRUST 6,475.0 $4.2M 0.02% +139.0 +2.2% $655.89 -14.2%
384 SLB SLB LIMITED Energy 91,201.0 $4.2M 0.02% +8K +9.1% $46.49 +15.2%
385 WMB WILLIAMS COS INC Energy 56,563.0 $4.2M 0.02% -3K -4.4% $74.34 -3.6%
386 SPSM SPDR SERIES TRUST 72,026.0 $4.2M 0.02% +418.0 +0.6% $57.67 -1.3%
387 CFG CITIZENS FINL GROUP INC Financial Services 58,388.0 $4.1M 0.02% +9K +18.1% $70.07 -0.5%
388 SPYG SPDR SERIES TRUST 34,109.0 $4.1M 0.02% -1K -3.8% $118.99 +0.7%
389 MINT PIMCO ETF TR 40,110.0 $4.0M 0.02% -1K -3.4% $100.81 -0.1%
390 URTH ISHARES INC 19,918.0 $4.0M 0.02% -744.0 -3.6% $202.64 +2.6%
391 VYMI VANGUARD WHITEHALL FDS 40,284.0 $4.0M 0.02% -508.0 -1.2% $98.20 +6.1%
392 URI UNITED RENTALS INC Industrials 3,472.0 $3.9M 0.02% +317.0 +10.1% $1132.79 -3.3%
393 SYK STRYKER CORPORATION Healthcare 12,466.0 $3.9M 0.02% -2K -14.1% $314.84 +4.1%
394 VFVA VANGUARD WELLINGTON FD 26,360.0 $3.9M 0.02% $148.43 +8.1%
395 MPWR MONOLITHIC PWR SYS INC Technology 2,816.0 $3.9M 0.02% -43.0 -1.5% $1382.38 -5.2%
396 NTRS NORTHERN TR CORP Financial Services 22,309.0 $3.9M 0.02% +1K +5.3% $173.84 +5.0%
397 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 41,938.0 $3.9M 0.02% -359.0 -0.8% $92.09 -3.3%
398 IEUR ISHARES TR 51,284.0 $3.9M 0.02% -19K -26.8% $75.17 +3.5%
399 XEL XCEL ENERGY INC Utilities 47,995.0 $3.9M 0.02% +5K +11.6% $80.30 -2.0%
400 AZN ASTRAZENECA PLC Healthcare 20,324.0 $3.9M 0.02% $189.62 -13.3%
Page 20 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%