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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 5 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DBMF LITMAN GREGORY FDS TR 12,000.0 $367K 0.00% NEW $30.61 +2.2%
82 SATS ECHOSTAR CORP Technology 3,618.0 $367K 0.00% NEW $101.50 -14.3%
83 ACLS AXCELIS TECHNOLOGIES INC Technology 1,937.0 $367K 0.00% NEW $189.45 -28.5%
84 ENR ENERGIZER HLDGS INC Industrials 17,034.0 $365K 0.00% NEW $21.44 +4.2%
85 ENPH ENPHASE ENERGY INC Energy 7,399.0 $364K 0.00% NEW $49.24 -23.7%
86 HALO HALOZYME THERAPEUTICS INC Healthcare 4,588.0 $359K 0.00% NEW $78.27 +34.0%
87 NULV NUSHARES ETF TR 7,150.0 $357K 0.00% NEW $49.99 +6.4%
88 BLACKROCK ETF TRUST 12,583.0 $353K 0.00% NEW $28.03
89 GSBC GREAT SOUTHN BANCORP INC Financial Services 4,454.0 $349K 0.00% NEW $78.41 +1.9%
90 WHR WHIRLPOOL CORP Consumer Cyclical 8,672.0 $342K 0.00% NEW $39.42 -0.4%
91 VMET VERSAMET ROYALTIES CORP Financial Services 27,500.0 $338K 0.00% NEW $12.30 -18.8%
92 PATHWARD FINANCIAL INC 3,870.0 $337K 0.00% NEW $87.06
93 QCRH QCR HLDGS INC Financial Services 3,458.0 $337K 0.00% NEW $97.35 +6.7%
94 SMBC SOUTHERN MO BANCORP INC Financial Services 4,402.0 $335K 0.00% NEW $76.21 -0.5%
95 UCTT ULTRA CLEAN HLDGS INC Technology 2,338.0 $333K 0.00% NEW $142.59 -42.6%
96 CART MAPLEBEAR INC Consumer Cyclical 7,035.0 $333K 0.00% NEW $47.35 +3.3%
97 ALG ALAMO GROUP INC Industrials 2,021.0 $332K 0.00% NEW $164.52 -3.2%
98 ACMR ACM RESH INC Technology 2,616.0 $332K 0.00% NEW $126.89 -33.5%
99 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,580.0 $332K 0.00% NEW $128.55 -1.9%
100 NUVL NUVALENT INC Healthcare 2,685.0 $332K 0.00% NEW $123.50 +0.4%
Page 5 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%