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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 37 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TS TENARIS S A Energy 7,754.0 $430K 0.00% +990.0 +14.6% $55.49 -3.1%
722 NJR NEW JERSEY RES CORP Utilities 7,640.0 $428K 0.00% +932.0 +13.9% $56.04 -1.3%
723 DY DYCOM INDS INC Industrials 843.0 $426K 0.00% +28.0 +3.4% $505.59 -20.6%
724 VOOV VANGUARD ADMIRAL FDS INC 1,933.0 $424K 0.00% +293.0 +17.9% $219.21 +4.6%
725 CRBG COREBRIDGE FINL INC Financial Services 14,676.0 $420K 0.00% +3K +23.7% $28.63 +12.1%
726 OMF ONEMAIN HLDGS INC Financial Services 6,890.0 $420K 0.00% +101.0 +1.5% $60.97 +2.8%
727 PATH UIPATH INC Technology 38,545.0 $419K 0.00% +14K +59.4% $10.87 +43.9%
728 CNH INDL N V 37,074.0 $416K 0.00% +8K +27.4% $11.23
729 IJK ISHARES TR 3,527.0 $414K 0.00% +45.0 +1.3% $117.51 -1.4%
730 MATX MATSON INC Industrials 2,153.0 $414K 0.00% +40.0 +1.9% $192.23 +13.4%
731 AGX ARGAN INC Industrials 516.0 $412K 0.00% +60.0 +13.2% $798.57 -35.6%
732 FSS FEDERAL SIGNAL CORP Industrials 3,206.0 $412K 0.00% +27.0 +0.8% $128.49 -4.8%
733 GFF GRIFFON CORP Industrials 4,216.0 $411K 0.00% +572.0 +15.7% $97.53 +3.6%
734 CRWV COREWEAVE INC Technology 4,128.0 $411K 0.00% +145.0 +3.6% $99.55 -7.9%
735 U UNITY SOFTWARE INC Technology 14,124.0 $404K 0.00% +2K +21.4% $28.58 +65.1%
736 ENIC ENEL CHILE SA Utilities 89,652.0 $403K 0.00% +29K +48.8% $4.50 -0.7%
737 TEX TEREX CORP NEW Industrials 5,564.0 $403K 0.00% +141.0 +2.6% $72.39 -11.2%
738 RRC RANGE RES CORP Energy 10,811.0 $402K 0.00% +5K +89.0% $37.19 +10.9%
739 MORN MORNINGSTAR INC Financial Services 2,575.0 $402K 0.00% +703.0 +37.5% $156.02 +38.3%
740 UDR UDR INC Real Estate 10,057.0 $401K 0.00% +1K +13.4% $39.92 -5.7%
Page 37 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%