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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 17 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BLND BLEND LABS INC Technology 36,373.0 $62K NEW $1.71 -15.2%
322 AIOT POWERFLEET INC Technology 16,139.0 $62K NEW $3.83 -21.9%
323 ENVX ENOVIX CORPORATION Industrials 10,123.0 $61K NEW $6.07 -48.4%
324 NATIONAL CINEMEDIA INC 15,769.0 $60K NEW $3.80
325 META PUT META PLATFORMS INC Communication Services 100.0 $56K NEW $563.29 -3.5%
326 DNUT KRISPY KREME INC Consumer Defensive 15,950.0 $56K NEW $3.53 -8.2%
327 SANA SANA BIOTECHNOLOGY INC Healthcare 15,552.0 $54K NEW $3.49 +4.0%
328 STRATA CRITICAL MEDICAL INC 10,094.0 $53K NEW $5.27
329 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 31,355.0 $53K NEW $1.68 -32.1%
330 CMTG CLAROS MTG TR INC Real Estate 22,386.0 $53K NEW $2.35 -27.7%
331 TBLA TABOOLA.COM LTD Communication Services 10,018.0 $50K NEW $5.00 -23.4%
332 CMCSA CALL COMCAST CORP NEW Communication Services 2,000.0 $49K NEW $24.55 +6.7%
333 VGZ VISTA GOLD CORP Basic Materials 24,789.0 $47K NEW $1.91 +19.4%
334 BUR BURFORD CAPITAL LIMITED Financial Services 10,815.0 $44K NEW $4.10 +1.0%
335 ORGO ORGANOGENESIS HLDGS INC Healthcare 13,534.0 $33K NEW $2.43 -26.3%
336 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 10,530.0 $30K NEW $2.89 +10.4%
337 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 10,262.0 $29K NEW $2.83 -17.0%
338 EVEX EVE HLDG INC Industrials 10,063.0 $25K NEW $2.51 +5.6%
339 RBBN RIBBON COMMUNICATIONS INC Communication Services 10,441.0 $24K NEW $2.34 -12.8%
340 URG UR-ENERGY INC Energy 14,320.0 $19K NEW $1.36 -1.5%
Page 17 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%