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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 8 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JBT MAREL CORPORATION 1,864.0 $270K 0.00% NEW $145.01
142 CWT CALIFORNIA WTR SVC GROUP Utilities 5,543.0 $270K 0.00% NEW $48.65 +2.5%
143 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 9,771.0 $270K 0.00% NEW $27.59 -1.5%
144 GALAXY DIGITAL INC. 9,848.0 $269K 0.00% NEW $27.34
145 PSTL POSTAL REALTY TRUST INC Real Estate 10,882.0 $268K 0.00% NEW $24.64 -7.9%
146 PDP INVESCO EXCHANGE TRADED FD T 1,760.0 $267K 0.00% NEW $151.73 -7.8%
147 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,388.0 $267K 0.00% NEW $111.79 -6.5%
148 OGN ORGANON & CO Healthcare 19,697.0 $267K 0.00% NEW $13.54 +1.0%
149 CRK COMSTOCK RES INC Energy 17,712.0 $264K 0.00% NEW $14.92 -8.4%
150 EMERA INC 4,982.0 $264K 0.00% NEW $53.02
151 IREN IREN LIMITED Financial Services 5,757.0 $263K 0.00% NEW $45.73 -8.2%
152 SITM SITIME CORP Technology 351.0 $262K 0.00% NEW $745.56 -8.8%
153 RNTX REIN THERAPEUTICS INC Healthcare 250,000.0 $260K 0.00% NEW $1.04 -26.0%
154 MPB MID PENN BANCORP INC Financial Services 7,455.0 $260K 0.00% NEW $34.84 +9.3%
155 PII POLARIS INC Consumer Cyclical 3,784.0 $259K 0.00% NEW $68.44 -1.2%
156 APPF APPFOLIO INC Technology 1,602.0 $257K 0.00% NEW $160.35 +27.2%
157 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 3,683.0 $257K 0.00% NEW $69.74 -14.7%
158 AN AUTONATION INC Consumer Cyclical 1,377.0 $256K 0.00% NEW $185.79 +6.0%
159 CWST CASELLA WASTE SYS INC Industrials 2,638.0 $256K 0.00% NEW $96.97 -7.3%
160 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 4,034.0 $255K 0.00% NEW $63.17 +11.6%
Page 8 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%