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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 57 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 TLH ISHARES TR 6,897.0 $692K 0.00% -3K -32.6% $100.35 -3.6%
1122 BALL BALL CORP Consumer Cyclical 11,077.0 $691K 0.00% -1K -9.2% $62.40 +1.9%
1123 RNST RENASANT CORP Financial Services 16,233.0 $691K 0.00% $42.54 -2.4%
1124 SNEX STONEX GROUP INC Financial Services 5,826.0 $690K 0.00% +132.0 +2.3% $118.50 -42.2%
1125 PEBO PEOPLES BANCORP INC Financial Services 17,919.0 $688K 0.00% $38.41 +4.3%
1126 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,630.0 $687K 0.00% -1K -28.3% $261.39 +30.8%
1127 PRINCETON BANCORP INC 18,114.0 $687K 0.00% $37.95
1128 VLTO VERALTO CORP Industrials 7,733.0 $686K 0.00% -657.0 -7.8% $88.68 +11.4%
1129 R RYDER SYS INC Industrials 2,597.0 $685K 0.00% +270.0 +11.6% $263.77 -5.3%
1130 WBS WEBSTER FINL CORP Financial Services 8,957.0 $685K 0.00% -276.0 -3.0% $76.42 +1.5%
1131 PINNACLE FINL PARTNERS INC 6,774.0 $683K 0.00% -885.0 -11.6% $100.89
1132 LYG LLOYDS BANKING GROUP PLC Financial Services 117,216.0 $683K 0.00% -4K -3.5% $5.83 +3.3%
1133 CNI CANADIAN NATL RY CO Industrials 5,725.0 $683K 0.00% +206.0 +3.7% $119.24 +8.9%
1134 SWX SOUTHWEST GAS HLDGS INC Utilities 7,685.0 $682K 0.00% +1K +23.6% $88.68 +0.2%
1135 PR PERMIAN RESOURCES CORP Energy 36,820.0 $678K 0.00% +11K +41.5% $18.41 +29.0%
1136 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,870.0 $677K 0.00% +73.0 +1.5% $139.08 -2.5%
1137 LIBERTY MEDIA CORP DEL 7,734.0 $677K 0.00% +910.0 +13.3% $87.54
1138 XPO XPO INC Industrials 3,289.0 $675K 0.00% -138.0 -4.0% $205.29 -3.7%
1139 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,745.0 $675K 0.00% +463.0 +10.8% $142.21 +5.6%
1140 DOCU DOCUSIGN INC Technology 15,184.0 $674K 0.00% -5K -23.1% $44.42 +39.6%
Page 57 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%