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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 44 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 NSA NATIONAL STORAGE AFFILIATES Real Estate 26,870.0 $1.2M 0.01% +6K +28.2% $44.47 -2.4%
862 ALGN ALIGN TECHNOLOGY INC Healthcare 7,079.0 $1.2M 0.01% -382.0 -5.1% $168.66 -3.6%
863 TPR TAPESTRY INC Consumer Cyclical 8,127.0 $1.2M 0.01% -946.0 -10.4% $146.39 -11.1%
864 SPDW SPDR INDEX SHS FDS 23,587.0 $1.2M 0.01% +272.0 +1.2% $50.39 +3.2%
865 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,508.0 $1.2M 0.01% +117.0 +3.5% $338.15 +1.0%
866 DB DEUTSCHE BK AG Financial Services 35,041.0 $1.2M 0.01% -9K -20.1% $33.76 +12.0%
867 MTD METTLER TOLEDO INTERNATIONAL Healthcare 921.0 $1.2M 0.01% -139.0 -13.1% $1276.88 +9.3%
868 MUR MURPHY OIL CORP Energy 36,108.0 $1.2M 0.01% -1K -2.7% $32.56 +14.9%
869 CANADIAN PACIFIC KANSAS CITY 13,548.0 $1.2M 0.01% -2K -11.2% $86.65
870 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,192.0 $1.2M 0.01% +113.0 +1.1% $115.00 +1.3%
871 VTR VENTAS INC Real Estate 13,194.0 $1.2M 0.01% +300.0 +2.3% $88.80 +4.8%
872 CBT CABOT CORP Basic Materials 12,899.0 $1.2M 0.01% -2K -14.6% $90.82 -6.2%
873 FTS FORTIS INC Utilities 20,445.0 $1.2M 0.01% +765.0 +3.9% $57.23 -4.1%
874 IYR ISHARES TR 11,391.0 $1.2M 0.01% $102.25 +2.4%
875 SUSL ISHARES TR 8,723.0 $1.2M 0.01% +209.0 +2.5% $132.76 +3.6%
876 EQNR EQUINOR ASA Energy 36,842.0 $1.2M 0.01% +923.0 +2.6% $31.40 +36.5%
877 NTRA NATERA INC Healthcare 4,257.0 $1.2M 0.01% +578.0 +15.7% $271.46 +22.3%
878 IXJ ISHARES TR 11,744.0 $1.2M 0.01% +742.0 +6.7% $98.38 +8.6%
879 CVE CENOVUS ENERGY INC Energy 46,542.0 $1.2M 0.01% +5K +11.0% $24.81 +32.7%
880 BRX BRIXMOR PPTY GROUP INC Real Estate 36,564.0 $1.2M 0.01% -5K -12.5% $31.53 -7.0%
Page 44 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%