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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 66 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 XLB SELECT SECTOR SPDR TR 10,609.0 $539K 0.00% +4K +49.8% $50.83 +5.3%
1302 J JACOBS SOLUTIONS INC Industrials 4,270.0 $538K 0.00% -2K -35.6% $126.00 +19.1%
1303 GNMA ISHARES TR 12,161.0 $538K 0.00% -3K -17.4% $44.23 -1.4%
1304 CVLT COMMVAULT SYS INC Technology 3,792.0 $537K 0.00% NEW $141.73 -5.6%
1305 JNK SPDR SERIES TRUST 5,570.0 $537K 0.00% -1K -20.1% $96.37 -0.5%
1306 AMRIZE LTD 10,070.0 $537K 0.00% -3K -24.4% $53.30
1307 POST POST HLDGS INC Consumer Defensive 6,081.0 $537K 0.00% -1K -18.6% $88.26 -8.8%
1308 OC OWENS CORNING NEW Industrials 3,339.0 $531K 0.00% +1K +42.8% $158.96 -6.9%
1309 ELAN ELANCO ANIMAL HEALTH INC Healthcare 21,532.0 $530K 0.00% -4K -14.6% $24.61 -2.6%
1310 CLX CLOROX CO DEL Consumer Defensive 5,550.0 $530K 0.00% -883.0 -13.7% $95.44 +11.8%
1311 STIP ISHARES TR 5,176.0 $529K 0.00% +147.0 +2.9% $102.16 -1.2%
1312 OSK OSHKOSH CORP Industrials 3,445.0 $529K 0.00% +1K +55.2% $153.46 +2.4%
1313 EEFT EURONET WORLDWIDE INC Technology 7,216.0 $528K 0.00% +1K +16.7% $73.19 -4.3%
1314 SBS COMPANHIA DE SANEAMENTO BASI Utilities 91,338.0 $528K 0.00% +73K +393.3% $5.78 -20.2%
1315 ONB OLD NATL BANCORP IND Financial Services 20,359.0 $527K 0.00% -2K -7.6% $25.90 -0.3%
1316 PNR PENTAIR PLC Industrials 6,875.0 $527K 0.00% -122.0 -1.7% $76.66 -16.0%
1317 PMAY INNOVATOR ETFS TRUST 12,743.0 $526K 0.00% +493.0 +4.0% $41.30 +1.8%
1318 RB GLOBAL INC 4,516.0 $526K 0.00% +175.0 +4.0% $116.45
1319 USAR USA RARE EARTH INC Basic Materials 24,346.0 $525K 0.00% +3K +12.1% $21.58 -10.8%
1320 THFF FIRST FINANCIAL CORPORATION Financial Services 6,755.0 $523K 0.00% NEW $77.44 +2.1%
Page 66 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%