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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 34 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SPIB SPDR SERIES TRUST 7,522.0 $252K 0.00% -781.0 -9.4% $33.46 -1.0%
662 ADEA ADEIA INC Technology 7,620.0 $251K 0.00% -5K -41.8% $32.93 -18.1%
663 INSTALLED BLDG PRODS INC 1,091.0 $251K 0.00% -200.0 -15.5% $229.84
664 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,837.0 $250K 0.00% -336.0 -6.5% $51.60 +7.5%
665 VTWO VANGUARD SCOTTSDALE FDS 2,055.0 $249K 0.00% -29.0 -1.4% $121.40 -0.9%
666 FNDB SCHWAB STRATEGIC TR 8,187.0 $249K 0.00% -2K -22.7% $30.46 +3.5%
667 JPIB J P MORGAN EXCHANGE TRADED F 5,135.0 $248K 0.00% -296.0 -5.5% $48.35 -1.1%
668 BROWN FORMAN CORP 9,286.0 $247K 0.00% -7K -41.2% $26.65
669 EAT BRINKER INTL INC Consumer Cyclical 1,465.0 $246K 0.00% -59.0 -3.9% $168.00 +38.8%
670 GRFS GRIFOLS S A Healthcare 34,688.0 $246K 0.00% -5K -12.7% $7.08 +12.9%
671 ACI ALBERTSONS COMPANIES INC Consumer Defensive 18,099.0 $245K 0.00% -28K -61.0% $13.53 -11.5%
672 NE NOBLE CORP PLC Energy 6,541.0 $244K 0.00% -190.0 -2.8% $37.30 +26.0%
673 MATW MATTHEWS INTL CORP Industrials 9,013.0 $243K 0.00% -18K -66.3% $26.92 -19.5%
674 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 791.0 $243K 0.00% -5.0 -0.6% $306.70 -15.5%
675 RTO RENTOKIL INITIAL PLC Industrials 8,455.0 $242K 0.00% -2K -22.2% $28.61 -18.4%
676 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,299.0 $239K 0.00% -5K -28.7% $21.11 -20.7%
677 TLT ISHARES TR 2,755.0 $238K 0.00% -8K -73.2% $86.42 -4.7%
678 BSAC BANCO SANTANDER CHILE NEW Financial Services 7,230.0 $238K 0.00% -415.0 -5.4% $32.93 +5.0%
679 BILL BILL HOLDINGS INC Technology 6,558.0 $237K 0.00% -2K -21.8% $36.16 +31.1%
680 CENX CENTURY ALUM CO Basic Materials 5,059.0 $233K 0.00% -691.0 -12.0% $46.01 -5.7%
Page 34 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 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%