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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 36 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NGG NATIONAL GRID PLC Utilities 20,560.0 $1.7M 0.01% +1K +6.5% $82.87 -3.8%
702 HDB HDFC BANK LTD Financial Services 65,893.0 $1.7M 0.01% -3K -4.4% $25.83 -8.6%
703 NTAP NETAPP INC Technology 10,915.0 $1.7M 0.01% -3K -22.5% $154.75 +24.2%
704 DLTR DOLLAR TREE INC Consumer Defensive 13,920.0 $1.7M 0.01% +1K +10.2% $120.95 +8.7%
705 WTM WHITE MTNS INS GROUP LTD Financial Services 810.0 $1.7M 0.01% -14.0 -1.7% $2072.48 +1.9%
706 REGN REGENERON PHARMACEUTICALS Healthcare 2,687.0 $1.7M 0.01% -502.0 -15.7% $623.65 +33.7%
707 JAMES HARDIE INDS PLC 63,866.0 $1.7M 0.01% -2K -3.6% $26.18
708 SOLV SOLVENTUM CORP Healthcare 21,672.0 $1.7M 0.01% +3K +18.7% $77.15 +16.1%
709 DTM DT MIDSTREAM INC Energy 11,376.0 $1.7M 0.01% +422.0 +3.9% $146.74 -13.6%
710 VRSN VERISIGN INC Technology 6,612.0 $1.7M 0.01% +1K +28.2% $251.58 +12.0%
711 IWY ISHARES TR 5,701.0 $1.7M 0.01% +329.0 +6.1% $290.62 -1.7%
712 KEP KOREA ELEC PWR CORP Utilities 136,803.0 $1.7M 0.01% +69K +102.3% $12.10 -6.9%
713 VMC VULCAN MATLS CO Basic Materials 5,605.0 $1.7M 0.01% +2K +45.3% $295.02 -6.4%
714 GDX VANECK ETF TRUST 21,914.0 $1.7M 0.01% $75.45 +36.3%
715 L LOEWS CORP Financial Services 14,549.0 $1.6M 0.01% -2K -13.2% $113.21 -3.0%
716 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 27,717.0 $1.6M 0.01% +9K +47.2% $59.36 -8.6%
717 KGC KINROSS GOLD CORP Basic Materials 69,273.0 $1.6M 0.01% +5K +7.6% $23.62 +38.7%
718 GNTX GENTEX CORP Consumer Cyclical 64,681.0 $1.6M 0.01% +8K +14.6% $25.27 -6.5%
719 RKLB ROCKET LAB CORP Industrials 16,065.0 $1.6M 0.01% +3K +25.1% $101.65 -28.6%
720 SCHR SCHWAB STRATEGIC TR 66,080.0 $1.6M 0.01% +44K +194.2% $24.66 -1.1%
Page 36 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%