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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 15 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OI O-I GLASS INC Consumer Cyclical 14,450.0 $139K 0.00% NEW $9.63 -32.5%
282 STNE STONECO LTD Technology 12,802.0 $139K 0.00% NEW $10.84 -13.9%
283 INDI INDIE SEMICONDUCTOR INC Technology 29,623.0 $133K 0.00% NEW $4.49 -8.5%
284 SMR NUSCALE PWR CORP Utilities 12,554.0 $126K 0.00% NEW $10.03 -8.9%
285 BGC BGC GROUP INC Financial Services 11,714.0 $125K 0.00% NEW $10.69 +2.8%
286 EOSE EOS ENERGY ENTERPRISES INC Industrials 19,900.0 $117K 0.00% NEW $5.88 -37.7%
287 ULCC FRONTIER GROUP HLDGS INC Industrials 14,624.0 $116K 0.00% NEW $7.91 -23.1%
288 PACK RANPAK HOLDINGS CORP Consumer Cyclical 15,812.0 $116K 0.00% NEW $7.31 -29.2%
289 ACVA ACV AUCTIONS INC Consumer Cyclical 15,915.0 $114K 0.00% NEW $7.19 +4.3%
290 KOS KOSMOS ENERGY LTD Energy 53,821.0 $114K 0.00% NEW $2.11 +35.3%
291 INN SUMMIT HOTEL PPTYS Real Estate 16,003.0 $112K 0.00% NEW $7.01 -12.8%
292 GOOGL PUT ALPHABET INC Communication Services 300.0 $107K 0.00% NEW $357.37 -3.7%
293 GOOG PUT ALPHABET INC Communication Services 300.0 $106K 0.00% NEW $353.33 -3.5%
294 AI C3 AI INC Technology 11,648.0 $106K 0.00% NEW $9.09 +11.1%
295 LUCD LUCID DIAGNOSTICS INC Healthcare 92,150.0 $99K NEW $1.07 -5.1%
296 ALT ALTIMMUNE INC Healthcare 32,285.0 $98K NEW $3.04 +3.6%
297 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 41,300.0 $95K NEW $2.29 -33.8%
298 NEOG NEOGEN CORP Healthcare 10,449.0 $94K NEW $8.99 +33.6%
299 MBI MBIA INC Financial Services 14,140.0 $92K NEW $6.52 -26.6%
300 DC DAKOTA GOLD CORP Basic Materials 21,359.0 $91K NEW $4.26 +45.8%
Page 15 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%