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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 24 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FIS FIDELITY NATL INFORMATION SV Technology 29,240.0 $1.1M 0.01% +3K +13.5% $38.88 +4.7%
462 DNOW DNOW INC Energy 86,530.0 $1.1M 0.01% +2K +2.4% $12.97 +18.5%
463 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 28,795.0 $1.1M 0.01% +17K +136.1% $38.96 +8.3%
464 CRUS CIRRUS LOGIC INC Technology 7,477.0 $1.1M 0.01% +218.0 +3.0% $148.53 -20.6%
465 EXEL EXELIXIS INC Healthcare 20,292.0 $1.1M 0.01% +8K +59.7% $54.41 -0.8%
466 VLYPN VALLEY NATL BANCORP Financial Services 75,084.0 $1.1M 0.01% +14K +22.4% $14.65 +75.4%
467 BEN FRANKLIN RESOURCES INC Financial Services 33,032.0 $1.1M 0.01% +4K +14.4% $33.27 +3.0%
468 SPXC SPX TECHNOLOGIES INC Industrials 4,466.0 $1.1M 0.01% +1K +36.2% $245.17 -16.2%
469 MOH MOLINA HEALTHCARE INC Healthcare 4,777.0 $1.1M 0.01% +2K +71.2% $228.68 -12.9%
470 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,527.0 $1.1M 0.01% +389.0 +9.4% $241.00 +2.0%
471 KRC KILROY REALTY CORP Real Estate 29,083.0 $1.1M 0.01% +16K +125.2% $37.47 -1.3%
472 AGO ASSURED GUARANTY LTD Financial Services 13,577.0 $1.1M 0.01% +1K +8.3% $80.16 -7.0%
473 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,460.0 $1.1M 0.01% +11K +112.6% $52.65 +30.2%
474 THG HANOVER INS GROUP INC Financial Services 5,025.0 $1.1M 0.01% +1K +29.7% $214.12 +4.4%
475 VOD VODAFONE GROUP PLC Communication Services 81,223.0 $1.1M 0.01% +9K +12.9% $13.23 +21.2%
476 SF STIFEL FINL CORP Financial Services 15,393.0 $1.1M 0.01% +2K +13.5% $69.77 +16.0%
477 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,351.0 $1.1M 0.01% +2K +31.0% $168.54 -8.7%
478 WRB BERKLEY W R CORP Financial Services 14,948.0 $1.1M 0.01% +5K +55.0% $70.53 -1.0%
479 TEAM ATLASSIAN CORPORATION Technology 13,532.0 $1.1M 0.01% +5K +61.7% $77.79 +124.4%
480 LOGI LOGITECH INTL S A Technology 11,155.0 $1.0M 0.01% +878.0 +8.5% $94.04 +1.4%
Page 24 of 43  ·  856 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 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%