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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 9 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PDFS PDF SOLUTIONS INC Technology 3,591.0 $254K 0.00% NEW $70.79 -32.3%
162 UPST UPSTART HLDGS INC Financial Services 7,174.0 $254K 0.00% NEW $35.43 -17.8%
163 HNI HNI CORP Industrials 6,254.0 $253K 0.00% NEW $40.41 +17.6%
164 QIAGEN NV 6,446.0 $252K 0.00% NEW $39.10
165 HTH HILLTOP HLDGS INC Financial Services 6,453.0 $250K 0.00% NEW $38.78 +0.6%
166 WHD CACTUS INC Energy 4,885.0 $250K 0.00% NEW $51.23 +42.8%
167 BRKR BRUKER CORP Healthcare 4,158.0 $250K 0.00% NEW $60.18 -5.5%
168 FCPT FOUR CORNERS PPTY TR INC Real Estate 10,162.0 $249K 0.00% NEW $24.55 +1.4%
169 FMAO FARMERS & MERCHANTS BANCORP Financial Services 8,143.0 $249K 0.00% NEW $30.58 +13.9%
170 UMAY INNOVATOR ETFS TRUST 6,528.0 $248K 0.00% NEW $38.00 +1.6%
171 IYT ISHARES TR 2,854.0 $248K 0.00% NEW $86.75 -0.7%
172 WING WINGSTOP INC Consumer Cyclical 1,420.0 $246K 0.00% NEW $173.42 -33.9%
173 WBTN WEBTOON ENTMT INC Technology 21,348.0 $244K 0.00% NEW $11.42 -27.8%
174 EFC ELLINGTON FINANCIAL INC Real Estate 17,889.0 $243K 0.00% NEW $13.61 +0.0%
175 TRNO TERRENO RLTY CORP Real Estate 3,751.0 $243K 0.00% NEW $64.77 +5.8%
176 DEA EASTERLY GOVT PPTYS INC Real Estate 9,742.0 $243K 0.00% NEW $24.93 -1.7%
177 JETS ETF SER SOLUTIONS 7,311.0 $243K 0.00% NEW $33.22 -8.7%
178 ROAD CONSTRUCTION PARTNERS INC Industrials 2,041.0 $242K 0.00% NEW $118.77 -4.4%
179 COFS CHOICEONE FINANCIA Financial Services 7,122.0 $242K 0.00% NEW $34.00 +0.1%
180 LTC LTC PPTYS INC Real Estate 6,261.0 $241K 0.00% NEW $38.45 +4.0%
Page 9 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%