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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 4 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 221,104.0 $62.2M 0.31% +14K +6.8% $281.21 -17.3%
62 TSLA TESLA INC Consumer Cyclical 144,986.0 $61.0M 0.30% +31K +27.3% $420.60 -19.9%
63 BAC BANK OF AMER CORP Financial Services 1,064,968.0 $60.7M 0.30% +78K +7.9% $56.98 +12.7%
64 ICOW PACER FDS TR 1,431,215.0 $59.6M 0.30% -78K -5.2% $41.63 +7.3%
65 PH PARKER-HANNIFIN CORP Industrials 60,061.0 $58.7M 0.29% +5K +10.0% $978.12 +6.5%
66 MS MORGAN STANLEY Financial Services 280,037.0 $58.5M 0.29% +9K +3.2% $209.04 +4.1%
67 WM WASTE MGMT INC DEL Industrials 233,493.0 $52.0M 0.26% +17K +7.8% $222.88 +0.3%
68 JNJ JOHNSON & JOHNSON Healthcare 203,267.0 $51.6M 0.26% +9K +4.5% $253.97 +6.7%
69 BN BROOKFIELD CORP Financial Services 1,185,621.0 $50.5M 0.25% -27K -2.2% $42.59 -1.1%
70 PG PROCTER & GAMBLE CO Consumer Defensive 339,293.0 $49.8M 0.25% +3K +1.0% $146.64 -2.2%
71 AVRE AMERICAN CENTY ETF TR 1,031,592.0 $48.9M 0.24% +44K +4.5% $47.38 +1.3%
72 IJH ISHARES TR 630,599.0 $48.6M 0.24% +26K +4.3% $77.11 +0.2%
73 BLK BLACKROCK INC Financial Services 49,801.0 $47.9M 0.24% +2K +5.1% $961.57 +20.0%
74 SPYM SPDR SERIES TRUST 526,150.0 $46.2M 0.23% +17K +3.4% $87.88 +2.8%
75 VOO VANGUARD INDEX FDS 66,567.0 $45.7M 0.23% +3K +4.3% $686.82 +2.7%
76 ROK ROCKWELL AUTOMATION INC Industrials 91,971.0 $45.5M 0.23% +78K +559.8% $495.08 -12.4%
77 DUPONT DE NEMOURS INC 332,292.0 $45.1M 0.23% NEW $135.64
78 DFNM DIMENSIONAL ETF TRUST 896,162.0 $43.3M 0.22% +16K +1.8% $48.34 -1.5%
79 SPHQ INVESCO EXCHANGE TRADED FD T 468,394.0 $42.2M 0.21% -81K -14.7% $90.10 -3.8%
80 AMD ADVANCED MICRO DEVICES INC Technology 71,085.0 $41.3M 0.21% +4K +5.5% $580.91 -16.6%
Page 4 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 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%