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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 32 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AMER SPORTS INC 62,581.0 $2.1M 0.01% +13K +25.8% $33.84
622 APA APA CORPORATION Energy 64,862.0 $2.1M 0.01% +1K +1.9% $32.57 +33.2%
623 NNN NNN REIT INC Real Estate 45,353.0 $2.1M 0.01% -5K -9.5% $46.53 -1.5%
624 SYBT STOCK YDS BANCORP INC Financial Services 27,581.0 $2.1M 0.01% +4K +18.3% $76.47 +7.1%
625 BSX BOSTON SCIENTIFIC CORP Healthcare 49,355.0 $2.1M 0.01% +1K +2.3% $42.68 +18.0%
626 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 21,874.0 $2.1M 0.01% -469.0 -2.1% $95.98 +24.3%
627 RIO RIO TINTO PLC Basic Materials 22,026.0 $2.1M 0.01% -3K -11.4% $94.93 +10.9%
628 UNILEVER PLC 34,743.0 $2.1M 0.01% -9K -21.4% $60.12
629 EFG ISHARES TR 16,698.0 $2.1M 0.01% +1K +7.2% $124.42 +1.0%
630 SCCO SOUTHERN COPPER CORP Basic Materials 11,877.0 $2.1M 0.01% +387.0 +3.4% $174.27 +23.9%
631 RF REGIONS FINANCIAL CORP NEW Financial Services 68,468.0 $2.1M 0.01% +7K +11.8% $30.20 +0.7%
632 WAB WABTEC Industrials 7,656.0 $2.1M 0.01% +424.0 +5.9% $269.59 +10.4%
633 NVDA PUT NVIDIA CORPORATION Technology 10,200.0 $2.0M 0.01% -4K -25.6% $200.09 +7.3%
634 RACE FERRARI N V Consumer Cyclical 5,471.0 $2.0M 0.01% -493.0 -8.3% $372.32 +17.2%
635 BIIB BIOGEN INC Healthcare 9,388.0 $2.0M 0.01% -565.0 -5.7% $216.06 +0.3%
636 DSI ISHARES TR 14,238.0 $2.0M 0.01% +3K +28.2% $142.39 +3.0%
637 AMT AMERICAN TOWER CORP Real Estate 12,326.0 $2.0M 0.01% +3K +35.4% $163.57 +7.5%
638 CNQ CANADIAN NAT RES LTD MED TER Energy 50,990.0 $2.0M 0.01% +1K +2.3% $39.50 +30.1%
639 KKR KKR & CO INC 21,740.0 $2.0M 0.01% +649.0 +3.1% $91.78
640 CARNIVAL CORP LTD 69,664.0 $2.0M 0.01% NEW $28.57
Page 32 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%