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 35 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CDW CDW CORP Technology 3,543.0 $498K 0.00% +889.0 +33.5% $140.62 -2.6%
682 PLXS PLEXUS CORP Technology 1,653.0 $497K 0.00% +167.0 +11.2% $300.67 -19.8%
683 PAAS PAN AMERN SILVER CORP Basic Materials 10,997.0 $493K 0.00% +585.0 +5.6% $44.79 +14.8%
684 ORA ORMAT TECHNOLOGIES INC Utilities 4,510.0 $491K 0.00% +57.0 +1.3% $108.89 +0.7%
685 G GENPACT LIMITED Technology 17,806.0 $490K 0.00% +7K +57.8% $27.50 +36.1%
686 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,398.0 $486K 0.00% +329.0 +6.5% $90.01 +15.4%
687 APTIV PLC 7,908.0 $485K 0.00% +846.0 +12.0% $61.38
688 PBF PBF ENERGY INC Energy 10,631.0 $484K 0.00% +6K +128.0% $45.52 +53.5%
689 CTO CTO RLTY GROWTH INC NEW Real Estate 22,139.0 $476K 0.00% +12K +112.8% $21.51 +2.3%
690 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,807.0 $476K 0.00% +10.0 +0.6% $263.29 +37.1%
691 NVDL GRANITESHARES ETF TR 15,945.0 $475K 0.00% +11K +200.0% $29.81 +13.7%
692 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 4,452.0 $473K 0.00% +32.0 +0.7% $106.26 +6.1%
693 ASTS AST SPACEMOBILE INC Technology 5,309.0 $472K 0.00% +920.0 +21.0% $88.86 -28.2%
694 SSL SASOL LTD Basic Materials 47,869.0 $470K 0.00% +13K +35.5% $9.82 +24.8%
695 AA ALCOA CORP Basic Materials 8,964.0 $467K 0.00% +3K +43.2% $52.14 -3.7%
696 PICB INVESCO EXCH TRADED FD TR II 20,069.0 $465K 0.00% +168.0 +0.8% $23.16 +0.7%
697 DAR DARLING INGREDIENTS INC Consumer Defensive 8,485.0 $463K 0.00% +651.0 +8.3% $54.62 +25.5%
698 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 26,476.0 $461K 0.00% +7K +34.2% $17.41 +14.0%
699 SILJ AMPLIFY ETF TR 17,745.0 $460K 0.00% +345.0 +2.0% $25.92 +21.1%
700 ABEV AMBEV SA Consumer Defensive 146,396.0 $460K 0.00% +23K +19.1% $3.14 -10.0%
Page 35 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%