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 104 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TAL TAL ED GROUP Consumer Defensive 11,952.0 $114K 0.00% -170.0 -1.4% $9.57 +25.7%
2062 AGNC AGNC INVT CORP Real Estate 10,433.0 $114K 0.00% -13K -55.2% $10.90 +0.2%
2063 KOS KOSMOS ENERGY LTD Energy 53,821.0 $114K 0.00% NEW $2.11 +29.9%
2064 INN SUMMIT HOTEL PPTYS Real Estate 16,003.0 $112K 0.00% NEW $7.01 -14.0%
2065 CODI COMPASS DIVERSIFIED Industrials 10,391.0 $111K 0.00% $10.66 +11.4%
2066 NOMD NOMAD FOODS LTD Consumer Defensive 10,000.0 $110K 0.00% $10.95 +4.3%
2067 COTY COTY INC Consumer Defensive 50,452.0 $109K 0.00% $2.16 +26.9%
2068 NAT NORDIC AMERICAN TANKERS LIMI Industrials 19,587.0 $109K 0.00% $5.54 +25.1%
2069 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 22,329.0 $108K 0.00% $4.84 +10.9%
2070 GOOGL PUT ALPHABET INC Communication Services 300.0 $107K 0.00% NEW $357.37 -3.7%
2071 GOOG PUT ALPHABET INC Communication Services 300.0 $106K 0.00% NEW $353.33 -3.4%
2072 AI C3 AI INC Technology 11,648.0 $106K 0.00% NEW $9.09 +8.6%
2073 MTA METALLA RTY & STREAMING LTD Basic Materials 13,805.0 $105K 0.00% $7.61 +28.4%
2074 NIO NIO INC Consumer Cyclical 20,700.0 $105K 0.00% -31K -59.7% $5.06 -10.5%
2075 GS CALL GOLDMAN SACHS GROUP INC Financial Services 100.0 $101K 0.00% $1011.37 +2.9%
2076 LUCD LUCID DIAGNOSTICS INC Healthcare 92,150.0 $99K NEW $1.07 -7.5%
2077 CMPX COMPASS THERAPEUTICS INC Healthcare 44,980.0 $99K +29K +189.5% $2.19 +9.1%
2078 ALT ALTIMMUNE INC Healthcare 32,285.0 $98K NEW $3.04 -2.3%
2079 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 41,300.0 $95K NEW $2.29 -37.1%
2080 NEOG NEOGEN CORP Healthcare 10,449.0 $94K NEW $8.99 +28.7%
Page 104 of 109  ·  2,163 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%