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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 106 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 VVR INVESCO SR INCOME TR Financial Services 24,456.0 $73K $3.00 -2.3%
2102 HPK HIGHPEAK ENERGY INC Energy 10,433.0 $73K NEW $6.99 +12.3%
2103 EOLS EVOLUS INC Healthcare 10,218.0 $71K NEW $6.94 +17.9%
2104 SVRA SAVARA INC Healthcare 11,278.0 $69K NEW $6.16 -12.8%
2105 SABR SABRE CORP Consumer Cyclical 33,069.0 $69K NEW $2.09 +1.0%
2106 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 15,856.0 $67K NEW $4.25 -36.0%
2107 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 10,041.0 $67K NEW $6.67 -15.9%
2108 SVC SERVICE PPTYS TR Real Estate 39,050.0 $66K NEW $1.69 +363.3%
2109 VRRM VERRA MOBILITY CORP Technology 15,288.0 $65K NEW $4.25 +4.7%
2110 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 19,175.0 $64K NEW $3.34 -10.8%
2111 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 10,895.0 $63K NEW $5.80 -6.2%
2112 BLND BLEND LABS INC Technology 36,373.0 $62K NEW $1.71 -15.2%
2113 AIOT POWERFLEET INC Technology 16,139.0 $62K NEW $3.83 -21.9%
2114 ENVX ENOVIX CORPORATION Industrials 10,123.0 $61K NEW $6.07 -48.4%
2115 IAUX I-80 GOLD CORP Basic Materials 42,297.0 $61K $1.44 +9.7%
2116 CLRB CELLECTAR BIOSCIENCES INC Healthcare 21,850.0 $61K +3K +15.9% $2.78 -6.8%
2117 RCKT ROCKET PHARMACEUTICALS INC Healthcare 17,653.0 $60K -3K -13.2% $3.42 -2.3%
2118 NATIONAL CINEMEDIA INC 15,769.0 $60K NEW $3.80
2119 AAPL CALL APPLE INC Technology 200.0 $58K -200.0 -50.0% $289.36 +7.1%
2120 META PUT META PLATFORMS INC Communication Services 100.0 $56K NEW $563.29 -3.5%
Page 106 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%