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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 35 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ATO ATMOS ENERGY CORP Utilities 10,364.0 $1.8M 0.01% -254.0 -2.4% $172.26 -3.1%
682 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,558.0 $1.8M 0.01% +899.0 +5.7% $107.78 +2.8%
683 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,352.0 $1.8M 0.01% +2K +13.8% $96.88 +2.0%
684 ALAB ASTERA LABS INC Technology 3,677.0 $1.8M 0.01% +588.0 +19.0% $483.02 -41.0%
685 NKE NIKE INC Consumer Cyclical 42,850.0 $1.8M 0.01% +15K +53.5% $41.05 -0.7%
686 OVV OVINTIV INC Energy 33,268.0 $1.8M 0.01% +5K +18.4% $52.65 +26.9%
687 NJUL INNOVATOR ETFS TRUST 22,613.0 $1.8M 0.01% $77.43 -0.8%
688 GGG GRACO INC Industrials 22,992.0 $1.7M 0.01% -10K -29.9% $75.61 +6.7%
689 CORP PIMCO ETF TR 17,935.0 $1.7M 0.01% -18K -49.7% $96.90 -2.1%
690 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50,929.0 $1.7M 0.01% +1K +2.2% $34.00 +8.5%
691 SWK STANLEY BLACK & DECKER INC Industrials 18,375.0 $1.7M 0.01% +3K +19.0% $94.12 +6.3%
692 XAR SPDR SERIES TRUST 6,091.0 $1.7M 0.01% -76.0 -1.2% $283.80 -3.9%
693 XLG INVESCO EXCHANGE TRADED FD T 28,231.0 $1.7M 0.01% +6K +29.3% $61.23 +1.4%
694 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 36,005.0 $1.7M 0.01% +1K +3.1% $47.81 -8.5%
695 FEZ SPDR INDEX SHS FDS 24,915.0 $1.7M 0.01% -716.0 -2.8% $68.68 +4.5%
696 LNT ALLIANT ENERGY CORP Utilities 22,426.0 $1.7M 0.01% -2K -8.9% $76.29 -11.1%
697 FERG FERGUSON ENTERPRISES INC Industrials 7,208.0 $1.7M 0.01% -509.0 -6.6% $237.35 +2.1%
698 HHH HOWARD HUGHES HOLDINGS INC Real Estate 23,904.0 $1.7M 0.01% -414.0 -1.7% $71.49 -7.0%
699 SHY ISHARES TR 20,811.0 $1.7M 0.01% +3K +14.2% $82.11 -0.1%
700 MFG MIZUHO FINANCIAL GROUP INC Financial Services 178,125.0 $1.7M 0.01% -27K -13.3% $9.58 +7.3%
Page 35 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%