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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 37 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FSK FS KKR CAP CORP Financial Services 17,844.0 $187K 0.00% -21K -53.9% $10.50 +13.2%
722 HOPE HOPE BANCORP INC Financial Services 12,401.0 $170K 0.00% -619.0 -4.8% $13.68 +2.1%
723 KD KYNDRYL HLDGS INC Technology 14,912.0 $169K 0.00% -2K -9.4% $11.31 +9.6%
724 BHC BAUSCH HEALTH COS INC Healthcare 30,160.0 $149K 0.00% -14K -31.7% $4.93 +39.2%
725 FRSH FRESHWORKS INC Technology 14,358.0 $145K 0.00% -2K -11.1% $10.12 +28.7%
726 SRI STONERIDGE INC Consumer Cyclical 18,241.0 $134K 0.00% -362.0 -1.9% $7.32 -4.5%
727 XRAY DENTSPLY SIRONA INC Healthcare 11,891.0 $126K 0.00% -14K -53.2% $10.61 +1.9%
728 CCC CCC INTELLIGENT SOLUTIONS HL Technology 24,015.0 $124K 0.00% -5K -16.4% $5.16 +44.8%
729 AMZN CALL AMAZON COM INC Consumer Cyclical 500.0 $119K 0.00% -400.0 -44.4% $238.34 +9.5%
730 TAL TAL ED GROUP Consumer Defensive 11,952.0 $114K 0.00% -170.0 -1.4% $9.57 +20.0%
731 AGNC AGNC INVT CORP Real Estate 10,433.0 $114K 0.00% -13K -55.2% $10.90 +0.3%
732 NIO NIO INC Consumer Cyclical 20,700.0 $105K 0.00% -31K -59.7% $5.06 -10.7%
733 JOBY JOBY AVIATION INC Industrials 10,023.0 $89K -651.0 -6.1% $8.92 -16.5%
734 RCKT ROCKET PHARMACEUTICALS INC Healthcare 17,653.0 $60K -3K -13.2% $3.42 +1.3%
735 AAPL CALL APPLE INC Technology 200.0 $58K -200.0 -50.0% $289.36 +8.9%
736 RXRX RECURSION PHARMACEUTICALS IN Healthcare 11,203.0 $41K -4K -26.1% $3.67 -9.5%
737 DNN DENISON MINES CORP Energy 13,402.0 $41K -3K -18.3% $3.06 +2.0%
738 MSFT CALL MICROSOFT CORP Technology 100.0 $37K -200.0 -66.7% $373.02 +29.3%
739 OLPX OLAPLEX HLDGS INC Consumer Cyclical 17,104.0 $35K -392.0 -2.2% $2.05 +1.0%
740 GOSS GOSSAMER BIO INC Healthcare 21,951.0 $4K -69K -75.8% $0.16 -4.2%
Page 37 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%