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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 39 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ETSY INC 4,584.0 $345K 0.00% +429.0 +10.3% $75.33
762 COLD AMERICOLD REALTY TRUST INC Real Estate 21,801.0 $343K 0.00% +3K +15.5% $15.72 -4.1%
763 FVCB FVCBANKCORP INC Financial Services 19,553.0 $342K 0.00% +124.0 +0.6% $17.50 +4.7%
764 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 38,432.0 $341K 0.00% +8K +24.4% $8.87 -5.4%
765 CLOZ SERIES PORTFOLIOS TR 12,876.0 $340K 0.00% +220.0 +1.7% $26.42 -0.3%
766 CDP COPT DEFENSE PROPERTIES Real Estate 9,335.0 $340K 0.00% +1K +18.1% $36.39 +1.2%
767 PSN PARSONS CORP DEL Industrials 6,469.0 $339K 0.00% +654.0 +11.2% $52.39 -10.1%
768 MUSA MURPHY USA INC Consumer Cyclical 627.0 $338K 0.00% +164.0 +35.4% $538.94 +5.4%
769 TLK TELEKOMUNIKASI IND Communication Services 25,034.0 $336K 0.00% +776.0 +3.2% $13.43 +9.8%
770 GGB GERDAU SA Basic Materials 82,870.0 $335K 0.00% +6K +8.3% $4.04 +10.4%
771 AMLP ALPS ETF TR 6,432.0 $334K 0.00% +2K +44.8% $51.85 +5.9%
772 FELC FIDELITY COVINGTON TRUST 7,783.0 $326K 0.00% +432.0 +5.9% $41.91 +4.3%
773 CLOX SERIES PORTFOLIOS TR 12,708.0 $326K 0.00% +152.0 +1.2% $25.61 -0.3%
774 GKOS GLAUKOS CORP Healthcare 2,311.0 $323K 0.00% +234.0 +11.3% $139.76 +35.6%
775 ADT ADT INC DEL Industrials 49,432.0 $321K 0.00% +32K +182.5% $6.50 +13.7%
776 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,377.0 $319K 0.00% +52.0 +1.2% $72.99 +7.3%
777 FOX FOX CORP Communication Services 6,644.0 $311K 0.00% +254.0 +4.0% $46.84 +28.9%
778 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,154.0 $308K 0.00% +387.0 +10.3% $74.05 +1.8%
779 HMY HARMONY GOLD MNG LTD Basic Materials 20,212.0 $307K 0.00% +4K +26.0% $15.21 +38.7%
780 CENT CENTRAL GARDEN & PET CO Consumer Defensive 6,888.0 $305K 0.00% +65.0 +0.9% $44.34 +0.1%
Page 39 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%