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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 23 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EOG EOG RES INC Energy 26,193.0 $3.4M 0.02% +3K +14.8% $129.73 +17.3%
442 CASY CASEYS GEN STORES INC Consumer Cyclical 4,244.0 $3.4M 0.02% +156.0 +3.8% $794.80 +4.2%
443 XLV SELECT SECTOR SPDR TR 21,213.0 $3.4M 0.02% -7K -25.8% $158.66 +8.7%
444 OEF ISHARES TR 9,198.0 $3.4M 0.02% +7K +358.1% $365.86 +3.0%
445 LIONSGATE STUDIOS CORP 219,284.0 $3.4M 0.02% $15.31
446 GII SPDR INDEX SHS FDS 44,122.0 $3.3M 0.02% $75.71 -1.1%
447 PHM PULTE GROUP INC Consumer Cyclical 24,344.0 $3.3M 0.02% +9K +55.8% $137.21 -7.0%
448 CI THE CIGNA GROUP Healthcare 12,092.0 $3.3M 0.02% +2K +14.8% $275.67 -0.5%
449 VMBS VANGUARD SCOTTSDALE FDS 70,501.0 $3.3M 0.02% +965.0 +1.4% $46.81 -1.2%
450 YUM YUM BRANDS INC Consumer Cyclical 20,633.0 $3.3M 0.02% -2K -8.2% $159.86 -4.7%
451 VBK VANGUARD INDEX FDS 9,016.0 $3.3M 0.02% -591.0 -6.2% $365.70 -2.6%
452 SDY SPDR SERIES TRUST 21,665.0 $3.3M 0.02% $152.18 +3.9%
453 AXS AXIS CAP HLDGS LTD Financial Services 30,646.0 $3.3M 0.02% +159.0 +0.5% $107.44 -8.2%
454 CUBE CUBESMART Real Estate 82,782.0 $3.3M 0.02% +4K +5.5% $39.77 +3.5%
455 SHEL SHELL PLC Energy 42,146.0 $3.3M 0.02% -6K -12.7% $77.54 +20.8%
456 GAP GAP INC Consumer Cyclical 172,326.0 $3.2M 0.02% +36K +26.2% $18.68 +5.2%
457 UAL UNITED AIRLS HLDGS INC Industrials 23,613.0 $3.2M 0.02% +5K +26.2% $135.99 -17.9%
458 IWP ISHARES TR 21,867.0 $3.2M 0.02% +787.0 +3.7% $146.41 -2.8%
459 VOOG VANGUARD ADMIRAL FDS INC 38,583.0 $3.2M 0.02% +33K +565.7% $82.62 +0.7%
460 CAH CARDINAL HEALTH INC Healthcare 13,356.0 $3.2M 0.02% -332.0 -2.4% $237.55 -3.8%
Page 23 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%