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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 21 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 F FORD MTR CO Consumer Cyclical 275,710.0 $3.8M 0.02% -97K -25.9% $13.90 +3.7%
402 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 98,919.0 $3.8M 0.02% +40K +69.0% $38.73 +59.7%
403 ED CONSOLIDATED EDISON INC Utilities 34,618.0 $3.8M 0.02% -2K -5.2% $110.63 -3.9%
404 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,498.0 $3.8M 0.02% +479.0 +4.3% $330.46 -1.2%
405 XLU SELECT SECTOR SPDR TR 83,362.0 $3.8M 0.02% -4K -4.9% $45.34 -5.7%
406 SPTM SPDR SERIES TRUST 41,532.0 $3.8M 0.02% +858.0 +2.1% $90.79 +2.4%
407 TMUS T-MOBILE US INC Communication Services 22,454.0 $3.8M 0.02% +4K +21.1% $167.73 +9.1%
408 SCHM SCHWAB STRATEGIC TR 102,088.0 $3.8M 0.02% -13K -11.3% $36.87 -1.9%
409 PLD PROLOGIS INC. Real Estate 27,758.0 $3.8M 0.02% $135.47 +4.7%
410 WTV WISDOMTREE TR 36,937.0 $3.8M 0.02% $101.72 +6.5%
411 SBUX STARBUCKS CORP Consumer Cyclical 36,695.0 $3.7M 0.02% -11K -22.9% $102.19 +4.8%
412 DTE DTE ENERGY CO Utilities 24,355.0 $3.7M 0.02% +1K +5.7% $152.37 -11.3%
413 SKM SK TELECOM CO LTD Communication Services 115,030.0 $3.7M 0.02% -2K -2.0% $32.16 +25.3%
414 DVN DEVON ENERGY CORP NEW Energy 89,209.0 $3.7M 0.02% +21K +31.3% $41.32 +18.8%
415 TFC TRUIST FINL CORP Financial Services 73,813.0 $3.7M 0.02% +4K +5.6% $49.82 +1.2%
416 CIEN CIENA CORP Technology 7,463.0 $3.7M 0.02% -254.0 -3.3% $490.56 -19.3%
417 AMP AMERIPRISE FINL INC Financial Services 7,978.0 $3.7M 0.02% -737.0 -8.5% $458.74 +21.1%
418 EBAY EBAY INC. Consumer Cyclical 32,701.0 $3.7M 0.02% +350.0 +1.1% $111.75 -6.8%
419 AKAM AKAMAI TECHNOLOGIES INC Technology 30,710.0 $3.6M 0.02% +4K +13.7% $118.21 -6.6%
420 IBHF ISHARES TR 159,854.0 $3.6M 0.02% -178K -52.7% $22.65 -0.6%
Page 21 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%