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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 51 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DDS DILLARDS INC Consumer Cyclical 1,703.0 $900K 0.00% -87.0 -4.9% $528.42 +17.6%
1002 IXN ISHARES TR 6,217.0 $898K 0.00% +2K +61.6% $144.48 -3.5%
1003 PBA PEMBINA PIPELINE CORP Energy 19,372.0 $896K 0.00% -3K -15.2% $46.25 +5.4%
1004 FMS FRESENIUS MEDICAL CARE AG Healthcare 39,527.0 $894K 0.00% +19K +95.0% $22.61 +3.6%
1005 OMC OMNICOM GROUP INC Communication Services 12,271.0 $894K 0.00% -8K -39.3% $72.83 +20.2%
1006 TRMB TRIMBLE INC Technology 17,401.0 $891K 0.00% -6K -24.3% $51.18 +17.7%
1007 BIDU BAIDU INC Communication Services 7,761.0 $887K 0.00% +356.0 +4.8% $114.29 -18.4%
1008 AMERICA MOVIL SAB DE CV 33,945.0 $882K 0.00% -239.0 -0.7% $25.99
1009 FDS FACTSET RESH SYS INC Financial Services 3,834.0 $882K 0.00% +875.0 +29.6% $230.09 +30.3%
1010 UMBF UMB FINL CORP Financial Services 6,163.0 $880K 0.00% +2K +45.6% $142.76 +1.7%
1011 BHC CALL BAUSCH HEALTH COS INC Healthcare 178,300.0 $879K 0.00% +31K +21.1% $4.93 +30.6%
1012 DFSE DIMENSIONAL ETF TRUST 17,942.0 $877K 0.00% +2K +11.5% $48.88 -0.6%
1013 MDB MONGODB INC Technology 2,610.0 $877K 0.00% +701.0 +36.7% $335.84 +28.3%
1014 HIW HIGHWOODS PPTYS INC Real Estate 29,055.0 $876K 0.00% NEW $30.16 +4.1%
1015 MKSI MKS INC. Technology 1,961.0 $872K 0.00% +516.0 +35.7% $444.81 -37.3%
1016 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,865.0 $871K 0.00% +319.0 +1.1% $30.17 +16.0%
1017 AVGO PUT BROADCOM INC Technology 2,300.0 $869K 0.00% $377.75 -2.5%
1018 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 65,342.0 $866K 0.00% +36K +123.2% $13.26 +9.6%
1019 RNR RENAISSANCERE HLDGS LTD Financial Services 2,722.0 $863K 0.00% +71.0 +2.7% $316.91 +2.1%
1020 ESE ESCO TECHNOLOGIES INC Technology 2,462.0 $862K 0.00% +38.0 +1.6% $350.04 -17.9%
Page 51 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%