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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 28 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AXON AXON ENTERPRISE INC Industrials 4,443.0 $2.5M 0.01% +63.0 +1.4% $560.66 +12.7%
542 PKX POSCO HOLDINGS INC Basic Materials 48,420.0 $2.5M 0.01% +11K +28.8% $51.38 +11.5%
543 SONY SONY GROUP CORP Technology 123,969.0 $2.5M 0.01% -48K -27.8% $20.06 +19.2%
544 BSMT INVESCO EXCH TRD SLF IDX FD 107,886.0 $2.5M 0.01% -52K -32.7% $23.03 -0.2%
545 CNK CINEMARK HLDGS INC Communication Services 78,056.0 $2.5M 0.01% NEW $31.73 +15.9%
546 SHOP SHOPIFY INC Technology 21,652.0 $2.5M 0.01% -9K -29.2% $114.18 +30.6%
547 CRH PLC 23,044.0 $2.5M 0.01% +659.0 +2.9% $107.00
548 AVUS AMERICAN CENTY ETF TR 19,232.0 $2.5M 0.01% $128.08 +2.0%
549 EPD ENTERPRISE PRODS PARTNERS L 66,928.0 $2.5M 0.01% +1K +1.9% $36.76
550 VOT VANGUARD INDEX FDS 7,967.0 $2.4M 0.01% +2K +29.2% $306.30 -0.2%
551 RH RH Consumer Cyclical 14,800.0 $2.4M 0.01% +967.0 +7.0% $164.73 -5.9%
552 ENTERGY CORP NEW 21,190.0 $2.4M 0.01% -2K -10.3% $114.86
553 KR KROGER CO Consumer Defensive 43,790.0 $2.4M 0.01% -5K -11.0% $55.53 +3.9%
554 CTAS CINTAS CORP Industrials 14,235.0 $2.4M 0.01% -1K -9.2% $170.08 +20.0%
555 AME AMETEK INC Industrials 9,978.0 $2.4M 0.01% +1K +15.7% $241.95 -1.3%
556 CNC CENTENE CORP DEL Healthcare 37,577.0 $2.4M 0.01% +4K +11.1% $64.19 +1.2%
557 SPYV SPDR SERIES TRUST 39,541.0 $2.4M 0.01% $60.79 +4.5%
558 DDOG DATADOG INC Technology 9,229.0 $2.4M 0.01% $260.37 -10.3%
559 NET CLOUDFLARE INC Technology 9,790.0 $2.4M 0.01% +1K +13.2% $245.29 +18.8%
560 NI NISOURCE INC Utilities 50,445.0 $2.4M 0.01% -3K -5.0% $47.55 -14.0%
Page 28 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%