BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 62 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 VPU VANGUARD WORLD FD 3,099.0 $607K 0.00% -3K -48.4% $195.74 -5.5%
1222 ALLY ALLY FINL INC Financial Services 13,197.0 $606K 0.00% +547.0 +4.3% $45.95 -6.6%
1223 IGM ISHARES TR 3,706.0 $606K 0.00% +235.0 +6.8% $163.58 -2.9%
1224 GBANK FINL HLDGS INC 19,988.0 $606K 0.00% $30.31
1225 VIAV VIAVI SOLUTIONS INC Technology 12,673.0 $605K 0.00% -121.0 -0.9% $47.75 -18.5%
1226 NMR NOMURA HLDGS INC Financial Services 68,922.0 $605K 0.00% -98K -58.7% $8.78 +10.7%
1227 FELG FIDELITY COVINGTON TRUST 13,781.0 $603K 0.00% +277.0 +2.0% $43.75 +0.3%
1228 OCEANAGOLD CORP 24,251.0 $603K 0.00% NEW $24.85
1229 EHC ENCOMPASS HEALTH CORP Healthcare 5,961.0 $603K 0.00% +225.0 +3.9% $101.08 +19.0%
1230 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,789.0 $602K 0.00% -2K -14.5% $51.05 +31.3%
1231 AVB AVALONBAY CMNTYS INC Real Estate 3,186.0 $601K 0.00% +471.0 +17.4% $188.68 -2.4%
1232 TME TENCENT MUSIC ENTMT GROUP Communication Services 71,852.0 $600K 0.00% +50K +230.7% $8.35 +5.4%
1233 PVH PVH CORPORATION Consumer Cyclical 8,050.0 $598K 0.00% -1K -13.6% $74.26 +5.7%
1234 SMURFIT WESTROCK PLC 12,919.0 $598K 0.00% -918.0 -6.6% $46.26
1235 BSMY INVESCO EXCH TRD SLF IDX FD 24,212.0 $597K 0.00% $24.65 -2.4%
1236 EMB ISHARES TR 6,189.0 $597K 0.00% -1K -15.8% $96.44 -1.8%
1237 WDFC WD 40 CO Basic Materials 2,449.0 $597K 0.00% -386.0 -13.6% $243.64 -10.9%
1238 GPC GENUINE PARTS CO Consumer Cyclical 5,055.0 $596K 0.00% -435.0 -7.9% $117.98 +13.5%
1239 HXL HEXCEL CORP NEW Industrials 5,942.0 $595K 0.00% +602.0 +11.3% $100.06 -6.2%
1240 RUN SUNRUN INC Energy 44,374.0 $594K 0.00% NEW $13.38 -31.5%
Page 62 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%