BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 34 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CBRE CBRE GROUP INC Real Estate 13,805.0 $1.9M 0.01% -2K -12.7% $134.69 +12.9%
662 AEE AMEREN CORP Utilities 16,441.0 $1.9M 0.01% +1K +10.0% $113.04 -6.1%
663 GRMN GARMIN LTD Technology 7,774.0 $1.8M 0.01% -359.0 -4.4% $237.54 +24.1%
664 DGII DIGI INTL INC Technology 24,621.0 $1.8M 0.01% $74.95 -0.1%
665 FRMI FERMI INC Utilities 201,456.0 $1.8M 0.01% NEW $9.16 -35.4%
666 FOXA FOX CORP Communication Services 35,335.0 $1.8M 0.01% +389.0 +1.1% $52.16 +31.4%
667 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,186.0 $1.8M 0.01% -43.0 -0.6% $255.88 +25.7%
668 PCAR PACCAR INC Industrials 15,303.0 $1.8M 0.01% +292.0 +1.9% $120.12 +9.1%
669 AEM AGNICO EAGLE MINES LTD Basic Materials 11,845.0 $1.8M 0.01% -375.0 -3.1% $155.12 +39.3%
670 FBND FIDELITY MERRIMACK STR TR 40,359.0 $1.8M 0.01% -19K -31.9% $45.49 -1.3%
671 IQVIA HLDGS INC 9,482.0 $1.8M 0.01% -329.0 -3.4% $193.22
672 NEBIUS GROUP N.V. 6,623.0 $1.8M 0.01% +702.0 +11.9% $276.17
673 RS RELIANCE INC Basic Materials 4,864.0 $1.8M 0.01% +226.0 +4.9% $373.62 +3.8%
674 LECO LINCOLN ELEC HLDGS INC Industrials 6,830.0 $1.8M 0.01% -131.0 -1.9% $265.51 +6.1%
675 PAYX PAYCHEX INC Industrials 18,435.0 $1.8M 0.01% $98.33 +26.6%
676 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,659.0 $1.8M 0.01% +1K +19.0% $271.96 -15.2%
677 BWA BORGWARNER INC Consumer Cyclical 27,127.0 $1.8M 0.01% +2K +8.2% $66.40 +2.1%
678 TM TOYOTA MOTOR CORP Consumer Cyclical 10,666.0 $1.8M 0.01% -4K -27.3% $168.42 +17.2%
679 JEPI J P MORGAN EXCHANGE TRADED F 31,720.0 $1.8M 0.01% +409.0 +1.3% $56.48 +2.6%
680 HCA HCA HEALTHCARE INC Healthcare 4,593.0 $1.8M 0.01% -2K -24.7% $389.86 +10.1%
Page 34 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%