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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 16 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SG SWEETGREEN INC Consumer Cyclical 10,202.0 $90K NEW $8.81 -25.3%
302 ADMA ADMA BIOLOGICS INC Healthcare 10,580.0 $89K NEW $8.37 +16.6%
303 ASAN ASANA INC Technology 12,562.0 $88K NEW $7.00 +35.7%
304 HLX HELIX ENERGY SOLUTIONS GRP I Energy 10,057.0 $88K NEW $8.74 +19.7%
305 WEST WESTROCK COFFEE CO Consumer Defensive 10,812.0 $88K NEW $8.11 +2.2%
306 PTON PELOTON INTERACTIVE INC Consumer Cyclical 13,475.0 $80K NEW $5.91 -5.6%
307 LILA LIBERTY LATIN AMERICA LTD Communication Services 10,109.0 $79K NEW $7.84 +4.2%
308 EVH EVOLENT HEALTH INC Healthcare 14,313.0 $78K NEW $5.42 -13.3%
309 GDYN GRID DYNAMICS HLDGS INC Technology 13,235.0 $75K NEW $5.68 +39.3%
310 RZLT REZOLUTE INC Healthcare 14,448.0 $75K NEW $5.20 -10.4%
311 HPK HIGHPEAK ENERGY INC Energy 10,433.0 $73K NEW $6.99 +18.9%
312 EOLS EVOLUS INC Healthcare 10,218.0 $71K NEW $6.94 +20.3%
313 SVRA SAVARA INC Healthcare 11,278.0 $69K NEW $6.16 -10.9%
314 SABR SABRE CORP Consumer Cyclical 33,069.0 $69K NEW $2.09 -0.5%
315 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 15,856.0 $67K NEW $4.25 -34.6%
316 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 10,041.0 $67K NEW $6.67 -16.2%
317 SVC SERVICE PPTYS TR Real Estate 39,050.0 $66K NEW $1.69 +378.7%
318 VRRM VERRA MOBILITY CORP Technology 15,288.0 $65K NEW $4.25 +9.6%
319 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 19,175.0 $64K NEW $3.34 -10.8%
320 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 10,895.0 $63K NEW $5.80 -6.9%
Page 16 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%