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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 14 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SILVER BOW MNG CORP 27,692.0 $187K 0.00% NEW $6.76
262 KREF KKR REAL ESTATE FIN TR INC Real Estate 26,775.0 $183K 0.00% NEW $6.84 +9.4%
263 NEXT NEXTDECADE CORP Energy 24,199.0 $182K 0.00% NEW $7.54 -7.2%
264 BV BRIGHTVIEW HLDGS INC Industrials 12,812.0 $182K 0.00% NEW $14.17 -21.3%
265 GUT GABELLI UTIL TR Financial Services 26,868.0 $177K 0.00% NEW $6.59 -2.0%
266 ATOM ATOMERA INC Technology 20,183.0 $176K 0.00% NEW $8.71 -45.0%
267 VFC V F CORP Consumer Cyclical 10,253.0 $171K 0.00% NEW $16.68 -16.4%
268 HGTY HAGERTY INC Financial Services 14,247.0 $170K 0.00% NEW $11.92 +7.5%
269 PDM PIEDMONT REALTY TRUST INC Real Estate 18,315.0 $168K 0.00% NEW $9.15 +6.3%
270 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 12,594.0 $167K 0.00% NEW $13.28 -17.2%
271 MARA MARA HOLDINGS INC Financial Services 11,613.0 $161K 0.00% NEW $13.89 -19.7%
272 PD PAGERDUTY INC Technology 16,656.0 $161K 0.00% NEW $9.65 +25.6%
273 PHR PHREESIA INC Healthcare 15,432.0 $159K 0.00% NEW $10.29 +16.6%
274 CRM CALL SALESFORCE INC Technology 1,000.0 $157K 0.00% NEW $156.66 +31.1%
275 TE T1 ENERGY INC Industrials 16,066.0 $152K 0.00% NEW $9.48 -54.0%
276 AHRT AH RLTY TR INC Financial Services 21,414.0 $152K 0.00% NEW $7.08 -6.4%
277 SD SANDRIDGE ENERGY INC Energy 10,793.0 $148K 0.00% NEW $13.70 +4.7%
278 BRBR BELLRING BRANDS INC Consumer Defensive 11,400.0 $148K 0.00% NEW $12.94 -19.2%
279 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 27,887.0 $145K 0.00% NEW $5.21 -35.3%
280 ALOY REALLOYS INC Basic Materials 10,000.0 $144K 0.00% NEW $14.45 -23.4%
Page 14 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%