BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 22 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VMI VALMONT INDS INC Industrials 1,211.0 $699K 0.00% -17.0 -1.4% $577.56 -15.9%
422 ROG ROGERS CORP Technology 4,255.0 $697K 0.00% -30.0 -0.7% $163.73 -22.7%
423 TLH ISHARES TR 6,897.0 $692K 0.00% -3K -32.6% $100.35 -3.6%
424 BALL BALL CORP Consumer Cyclical 11,077.0 $691K 0.00% -1K -9.2% $62.40 +1.9%
425 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,630.0 $687K 0.00% -1K -28.3% $261.39 +30.8%
426 VLTO VERALTO CORP Industrials 7,733.0 $686K 0.00% -657.0 -7.8% $88.68 +11.4%
427 WBS WEBSTER FINL CORP Financial Services 8,957.0 $685K 0.00% -276.0 -3.0% $76.42 +1.5%
428 PINNACLE FINL PARTNERS INC 6,774.0 $683K 0.00% -885.0 -11.6% $100.89
429 LYG LLOYDS BANKING GROUP PLC Financial Services 117,216.0 $683K 0.00% -4K -3.5% $5.83 +3.3%
430 XPO XPO INC Industrials 3,289.0 $675K 0.00% -138.0 -4.0% $205.29 -3.7%
431 DOCU DOCUSIGN INC Technology 15,184.0 $674K 0.00% -5K -23.1% $44.42 +39.6%
432 KRG KITE REALTY GROUP TRUST Real Estate 23,757.0 $674K 0.00% -16K -39.9% $28.38 -7.9%
433 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 25,951.0 $673K 0.00% -13K -33.7% $25.95 +31.3%
434 IVOG VANGUARD ADMIRAL FDS INC 4,576.0 $670K 0.00% -53.0 -1.1% $146.32 -1.6%
435 BBWI BATH & BODY WORKS INC Consumer Cyclical 28,887.0 $668K 0.00% -5K -14.9% $23.13 -15.9%
436 EPR EPR PPTYS Real Estate 11,499.0 $667K 0.00% -7K -36.6% $58.01 +4.0%
437 AXTA AXALTA COATING SYS LTD Basic Materials 19,461.0 $666K 0.00% -1K -6.9% $34.22 +5.8%
438 ANGLOGOLD ASHANTI PLC 8,147.0 $659K 0.00% -953.0 -10.5% $80.89
439 CHYM CHIME FINL INC Financial Services 32,156.0 $659K 0.00% -7K -18.7% $20.48 +60.1%
440 LII LENNOX INTL INC Industrials 1,143.0 $655K 0.00% -274.0 -19.3% $573.07 -29.7%
Page 22 of 37  ·  740 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%