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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 46 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VTHR VANGUARD SCOTTSDALE FDS 3,318.0 $1.1M 0.01% $331.41 +2.3%
902 BEN FRANKLIN RESOURCES INC Financial Services 33,032.0 $1.1M 0.01% +4K +14.4% $33.27 +3.1%
903 MTBA SIMPLIFY EXCHANGE TRADED FUN 22,391.0 $1.1M 0.01% NEW $49.07 -0.9%
904 SPXC SPX TECHNOLOGIES INC Industrials 4,466.0 $1.1M 0.01% +1K +36.2% $245.17 -15.5%
905 MOH MOLINA HEALTHCARE INC Healthcare 4,777.0 $1.1M 0.01% +2K +71.2% $228.68 -12.4%
906 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,527.0 $1.1M 0.01% +389.0 +9.4% $241.00 +5.5%
907 KRC KILROY REALTY CORP Real Estate 29,083.0 $1.1M 0.01% +16K +125.2% $37.47 -2.4%
908 AGO ASSURED GUARANTY LTD Financial Services 13,577.0 $1.1M 0.01% +1K +8.3% $80.16 -7.1%
909 OUNZ VANECK MERK GOLD ETF Financial Services 28,136.0 $1.1M 0.01% $38.59 +15.0%
910 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 16,873.0 $1.1M 0.01% -5K -21.2% $64.01 +16.9%
911 YUMC YUM CHINA HLDGS INC Consumer Cyclical 26,415.0 $1.1M 0.01% -585.0 -2.2% $40.87 +21.2%
912 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,460.0 $1.1M 0.01% +11K +112.6% $52.65 +28.3%
913 THG HANOVER INS GROUP INC Financial Services 5,025.0 $1.1M 0.01% +1K +29.7% $214.12 +4.2%
914 VOD VODAFONE GROUP PLC Communication Services 81,223.0 $1.1M 0.01% +9K +12.9% $13.23 +20.7%
915 SF STIFEL FINL CORP Financial Services 15,393.0 $1.1M 0.01% +2K +13.5% $69.77 +16.0%
916 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,351.0 $1.1M 0.01% +2K +31.0% $168.54 -9.5%
917 VONE VANGUARD SCOTTSDALE FDS 3,151.0 $1.1M 0.01% -29.0 -0.9% $338.71 +2.5%
918 CUSHMAN AND WAKEFIELD LTD 79,641.0 $1.1M 0.01% $13.39
919 NRG NRG ENERGY INC Utilities 7,285.0 $1.1M 0.01% -3K -29.0% $146.05 -22.6%
920 WRB BERKLEY W R CORP Financial Services 14,948.0 $1.1M 0.01% +5K +55.0% $70.53 -2.7%
Page 46 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%