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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 39 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IWS ISHARES TR 9,068.0 $1.5M 0.01% +1K +14.5% $164.61 +4.5%
762 SNY SANOFI SA Healthcare 34,965.0 $1.5M 0.01% -2K -4.8% $42.66 +7.5%
763 SNX TD SYNNEX CORPORATION Technology 5,572.0 $1.5M 0.01% +555.0 +11.1% $267.34 -6.4%
764 VTRS VIATRIS INC Healthcare 93,790.0 $1.5M 0.01% -5K -5.5% $15.88 +2.8%
765 NOK NOKIA CORP Technology 112,046.0 $1.5M 0.01% +15K +15.1% $13.28 -23.2%
766 TKR TIMKEN CO Industrials 10,189.0 $1.5M 0.01% -1K -10.7% $145.32 -13.9%
767 AER AERCAP HOLDINGS NV Industrials 10,132.0 $1.5M 0.01% -605.0 -5.6% $145.77 +0.4%
768 TWLO TWILIO INC Communication Services 7,151.0 $1.5M 0.01% -2K -25.5% $206.32 +9.2%
769 EZU ISHARES INC 21,207.0 $1.5M 0.01% -636.0 -2.9% $69.50 +2.9%
770 EXPD EXPEDITORS INTL WASH INC Industrials 9,028.0 $1.5M 0.01% -1K -12.4% $162.97 +15.2%
771 ESI ELEMENT SOLUTIONS INC Basic Materials 30,771.0 $1.5M 0.01% +826.0 +2.8% $47.75 -26.1%
772 JLL JONES LANG LASALLE INC Real Estate 4,739.0 $1.5M 0.01% -1K -21.2% $309.95 +25.0%
773 AVT AVNET INC Technology 16,533.0 $1.5M 0.01% +795.0 +5.0% $88.82 -0.2%
774 AMG AFFILIATED MANAGERS GROUP Financial Services 4,337.0 $1.5M 0.01% -201.0 -4.4% $338.41 +5.3%
775 CINF CINCINNATI FINL CORP Financial Services 7,872.0 $1.5M 0.01% -9K -52.8% $185.14 -9.1%
776 DG DOLLAR GEN CORP Consumer Defensive 12,653.0 $1.5M 0.01% -407.0 -3.1% $115.11 +7.2%
777 DOV DOVER CORP Industrials 6,492.0 $1.5M 0.01% +1K +20.4% $224.27 -10.0%
778 TDY TELEDYNE TECHNOLOGIES INC Technology 2,174.0 $1.5M 0.01% $666.99 -4.6%
779 VGK VANGUARD INTL EQUITY INDEX F 16,259.0 $1.4M 0.01% -263.0 -1.6% $88.54 +4.7%
780 RPM RPM INTL INC Basic Materials 12,917.0 $1.4M 0.01% +130.0 +1.0% $111.15 -2.3%
Page 39 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%