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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 40 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,735.0 $1.4M 0.01% +901.0 +18.6% $249.99 -4.1%
782 SLF SUN LIFE FINANCIAL INC. Financial Services 18,221.0 $1.4M 0.01% -207.0 -1.1% $78.42 +0.7%
783 SOXX ISHARES TR 2,221.0 $1.4M 0.01% +92.0 +4.3% $640.90 -18.9%
784 PPG PPG INDS INC Basic Materials 11,721.0 $1.4M 0.01% -2K -11.3% $121.29 -6.3%
785 KDP KEURIG DR PEPPER INC Consumer Defensive 43,331.0 $1.4M 0.01% +9K +27.2% $32.73 -2.1%
786 MGA MAGNA INTL INC Consumer Cyclical 21,541.0 $1.4M 0.01% -698.0 -3.1% $65.66 +11.3%
787 B BARRICK MNG CORP Basic Materials 38,490.0 $1.4M 0.01% +3K +7.0% $36.73 +29.6%
788 PXH INVESCO EXCH TRADED FD TR II 50,687.0 $1.4M 0.01% -348.0 -0.7% $27.88 +5.3%
789 TSN TYSON FOODS INC Consumer Defensive 24,682.0 $1.4M 0.01% -4K -12.9% $57.25 +2.1%
790 HMC HONDA MOTOR CO LTD Consumer Cyclical 52,013.0 $1.4M 0.01% +846.0 +1.6% $27.11 +23.1%
791 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 87,929.0 $1.4M 0.01% -11K -11.1% $16.03 +13.4%
792 CBOE CBOE GLOBAL MKTS INC Financial Services 5,800.0 $1.4M 0.01% -723.0 -11.1% $242.67 +23.9%
793 PPL PPL CORP Utilities 38,642.0 $1.4M 0.01% +5K +13.3% $36.35 -5.4%
794 AMKR AMKOR TECHNOLOGY INC Technology 16,104.0 $1.4M 0.01% -3K -16.6% $86.23 -41.7%
795 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 23,035.0 $1.4M 0.01% +2K +7.6% $60.22 +19.9%
796 FN FABRINET Technology 2,459.0 $1.4M 0.01% +91.0 +3.8% $562.08 -22.3%
797 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,530.0 $1.4M 0.01% +106.0 +4.4% $541.83 -5.3%
798 DIA STATE STR SPDR DOW JONES IND Financial Services 2,621.0 $1.4M 0.01% $522.42 +1.9%
799 FNV FRANCO NEV CORP Basic Materials 6,557.0 $1.4M 0.01% +904.0 +16.0% $208.45 +27.5%
800 NWE NORTHWESTERN ENERGY GROUP IN Utilities 19,066.0 $1.4M 0.01% $71.62 -3.0%
Page 40 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%