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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 33 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PYPL PAYPAL HLDGS INC Financial Services 45,854.0 $2.0M 0.01% -6K -11.6% $43.18 +42.5%
642 CMS CMS ENERGY CORP Utilities 25,801.0 $2.0M 0.01% +11K +70.3% $76.50 -10.8%
643 TROW PRICE T ROWE GROUP INC Financial Services 17,284.0 $2.0M 0.01% +8K +90.9% $113.69 -1.9%
644 LPL LG DISPLAY CO LTD Technology 504,582.0 $2.0M 0.01% +267K +112.5% $3.89 -15.7%
645 LITE LUMENTUM HLDGS INC Technology 2,272.0 $1.9M 0.01% +612.0 +36.9% $858.06 +1.0%
646 TSCO TRACTOR SUPPLY CO Consumer Cyclical 60,981.0 $1.9M 0.01% -89K -59.2% $31.61 +10.7%
647 ON ON SEMICONDUCTOR CORP Technology 20,170.0 $1.9M 0.01% +344.0 +1.7% $94.54 -21.5%
648 IVLU ISHARES TR 45,563.0 $1.9M 0.01% -418.0 -0.9% $41.82 +6.3%
649 GSK GSK PLC Healthcare 36,293.0 $1.9M 0.01% +641.0 +1.8% $52.42 -0.0%
650 ARGX ARGENX SE Healthcare 2,045.0 $1.9M 0.01% +84.0 +4.3% $927.81 +12.1%
651 BALI BLACKROCK ETF TRUST 56,074.0 $1.9M 0.01% +15K +36.8% $33.83 +2.7%
652 BP BP PLC Energy 51,289.0 $1.9M 0.01% +717.0 +1.4% $36.95 +21.1%
653 ESML ISHARES TR 33,861.0 $1.9M 0.01% -6K -15.2% $55.93 -0.2%
654 DFSB DIMENSIONAL ETF TRUST 36,340.0 $1.9M 0.01% +10K +38.6% $52.11 -2.7%
655 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 100,064.0 $1.9M 0.01% $18.87 +21.0%
656 VICR VICOR CORP Technology 4,963.0 $1.9M 0.01% -953.0 -16.1% $379.78 -47.2%
657 IBDT ISHARES TR 74,617.0 $1.9M 0.01% -1K -1.3% $25.25 -0.2%
658 GNRC GENERAC HLDGS INC Industrials 6,417.0 $1.9M 0.01% +341.0 +5.6% $292.83 -29.7%
659 BE BLOOM ENERGY CORP Industrials 6,150.0 $1.9M 0.01% +268.0 +4.6% $302.70 -33.4%
660 WEC WEC ENERGY GROUP INC Utilities 15,933.0 $1.9M 0.01% +4K +30.4% $116.77 -9.2%
Page 33 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%