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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 38 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 EXP EAGLE MATLS INC Basic Materials 1,782.0 $401K 0.00% +82.0 +4.8% $225.00 -8.0%
742 DRS LEONARDO DRS INC Industrials 9,389.0 $401K 0.00% +1K +15.6% $42.67 -4.6%
743 FNF FIDELITY NATL FINL INC Financial Services 8,476.0 $400K 0.00% +504.0 +6.3% $47.16 +0.3%
744 VPL VANGUARD INTL EQUITY INDEX F 3,401.0 $393K 0.00% +169.0 +5.2% $115.68 -0.5%
745 DHS WISDOMTREE TR 3,455.0 $393K 0.00% +19.0 +0.6% $113.69 +4.9%
746 OTEX OPEN TEXT CORP Technology 17,506.0 $388K 0.00% +1K +8.3% $22.15 +11.4%
747 IJS ISHARES TR 2,803.0 $383K 0.00% +61.0 +2.2% $136.66 +1.3%
748 AVA AVISTA CORP Utilities 9,261.0 $379K 0.00% +233.0 +2.6% $40.91 -8.2%
749 EQR EQUITY RESIDENTIAL Real Estate 5,524.0 $375K 0.00% +1K +26.3% $67.93 -6.3%
750 AGCO AGCO CORP Industrials 3,080.0 $369K 0.00% +215.0 +7.5% $119.70 -10.8%
751 NXT NEXTPOWER INC Technology 3,076.0 $366K 0.00% +527.0 +20.7% $119.14 -27.7%
752 SIGI SELECTIVE INS GROUP INC Financial Services 3,736.0 $362K 0.00% +792.0 +26.9% $97.01 -5.7%
753 CGDV CAPITAL GROUP DIVIDEND VALUE 7,300.0 $360K 0.00% +2K +30.4% $49.28 +1.9%
754 LOPE GRAND CANYON ED INC Consumer Defensive 2,490.0 $356K 0.00% +298.0 +13.6% $143.11 +3.0%
755 URNM SPROTT FDS TR 6,725.0 $354K 0.00% +693.0 +11.5% $52.59 +10.6%
756 FLO FLOWERS FOODS INC Consumer Defensive 44,298.0 $350K 0.00% +32K +266.2% $7.90 -12.0%
757 HYG ISHARES TR 4,373.0 $350K 0.00% +62.0 +1.4% $79.97 -0.4%
758 IRT INDEPENDENCE RLTY TR INC Real Estate 20,946.0 $350K 0.00% +5K +34.1% $16.69 -0.6%
759 MAIN MAIN STR CAP CORP Financial Services 6,691.0 $347K 0.00% +549.0 +8.9% $51.88 +12.4%
760 REXR REXFORD INDL RLTY INC Real Estate 10,325.0 $346K 0.00% +4K +56.2% $33.50 +11.1%
Page 38 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 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%