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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 38 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FTEC FIDELITY COVINGTON TRUST 5,470.0 $1.6M 0.01% +653.0 +13.6% $285.59 -1.0%
742 JBND J P MORGAN EXCHANGE TRADED F 29,171.0 $1.6M 0.01% -27K -48.1% $53.50 -1.6%
743 CPNG COUPANG INC Consumer Cyclical 89,534.0 $1.6M 0.01% +14K +18.0% $17.37 -5.3%
744 CSGP COSTAR GROUP INC Real Estate 54,883.0 $1.6M 0.01% +3K +6.2% $28.32 +13.9%
745 DASH DOORDASH INC Communication Services 8,421.0 $1.6M 0.01% +443.0 +5.5% $184.52 +21.1%
746 IVZ INVESCO LTD Financial Services 58,792.0 $1.6M 0.01% +18K +45.7% $26.39 +21.3%
747 CF CF INDUSTRIES HOLD Basic Materials 14,308.0 $1.5M 0.01% +7K +107.2% $108.26 +19.8%
748 KHC KRAFT HEINZ CO Consumer Defensive 65,543.0 $1.5M 0.01% +4K +6.6% $23.62 +8.3%
749 GLPI GAMING & LEISURE P Real Estate 34,538.0 $1.5M 0.01% -2K -6.7% $44.53 -2.2%
750 FTV FORTIVE CORP Technology 25,163.0 $1.5M 0.01% +621.0 +2.5% $61.09 -1.7%
751 ITA ISHARES TR 6,331.0 $1.5M 0.01% +1K +26.7% $242.40 -2.1%
752 MLI MUELLER INDS INC Industrials 12,437.0 $1.5M 0.01% +2K +16.6% $122.93 -48.6%
753 BDX BECTON DICKINSON & CO Healthcare 10,070.0 $1.5M 0.01% -3K -25.1% $151.33 +26.9%
754 KIM KIMCO REALTY CORP Real Estate 59,735.0 $1.5M 0.01% -8K -11.7% $25.35 -5.2%
755 TOL TOLL BROTHERS INC Consumer Cyclical 9,176.0 $1.5M 0.01% +2K +20.4% $164.75 -10.7%
756 RING ISHARES INC 23,326.0 $1.5M 0.01% -12K -34.4% $64.60 +40.6%
757 SM SM ENERGY COMPANY Energy 57,623.0 $1.5M 0.01% +33K +135.8% $26.10 +42.5%
758 WTRG ESSENTIAL UTILS INC Utilities 39,212.0 $1.5M 0.01% $38.31 +4.9%
759 BKR BAKER HUGHES COMPANY Energy 27,063.0 $1.5M 0.01% -826.0 -3.0% $55.50 +12.3%
760 ET ENERGY TRANSFER L P Energy 78,368.0 $1.5M 0.01% +4K +6.1% $19.12 +10.8%
Page 38 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%