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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 12 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BXP BXP INC Real Estate 3,249.0 $215K 0.00% NEW $66.31 +2.2%
222 HBCP HOMEBANCORP INC Financial Services 3,142.0 $215K 0.00% NEW $68.52 +1.3%
223 AMTB AMERANT BANCORP INC Financial Services 8,415.0 $215K 0.00% NEW $25.52 +11.7%
224 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 534.0 $215K 0.00% NEW $401.84 -0.9%
225 STN STANTEC INC Industrials 3,089.0 $213K 0.00% NEW $68.91 +7.2%
226 NAVI NAVIENT CORPORATION Financial Services 24,956.0 $212K 0.00% NEW $8.51 +6.9%
227 XSD SPDR SERIES TRUST 340.0 $212K 0.00% NEW $623.70 -20.4%
228 U HAUL HOLDING COMPANY 3,674.0 $212K 0.00% NEW $57.70
229 POOL POOL CORP Industrials 983.0 $211K 0.00% NEW $214.91 -11.4%
230 ESTC ELASTIC N V Technology 3,701.0 $211K 0.00% NEW $57.02 +50.6%
231 RPD RAPID7 INC Technology 26,021.0 $211K 0.00% NEW $8.10 +46.2%
232 ISTR INVESTAR HOLDING CORP Financial Services 7,021.0 $210K 0.00% NEW $29.96 +0.4%
233 CSWC CAPITAL SOUTHWEST CORP Financial Services 8,825.0 $210K 0.00% NEW $23.77 +3.8%
234 XHR XENIA HOTELS & RESORTS INC Real Estate 10,272.0 $209K 0.00% NEW $20.36 -4.9%
235 CNS COHEN & STEERS INC Financial Services 2,741.0 $209K 0.00% NEW $76.14 +6.0%
236 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,199.0 $207K 0.00% NEW $173.03 -53.8%
237 XRMI GLOBAL X FDS 12,060.0 $207K 0.00% NEW $17.19 +1.3%
238 WKC WORLD KINECT CORPORATION Energy 6,280.0 $207K 0.00% NEW $32.94 +9.0%
239 CXW CORECIVIC INC Real Estate 6,807.0 $207K 0.00% NEW $30.38 +10.3%
240 IOSP INNOSPEC INC Basic Materials 2,540.0 $207K 0.00% NEW $81.39 +14.2%
Page 12 of 18  ·  349 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%