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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 15 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RDNT RADNET INC Healthcare 115,120.0 $7.1M 0.04% +2K +1.9% $61.67 +22.5%
282 MLM MARTIN MARIETTA MATLS INC Basic Materials 12,292.0 $7.1M 0.04% +2K +19.0% $576.69 -7.1%
283 VLO VALERO ENERGY CORP Energy 27,186.0 $7.1M 0.04% +2K +9.2% $260.44 +33.0%
284 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 140,856.0 $7.0M 0.04% +32K +29.8% $49.86 +21.5%
285 DFSU DIMENSIONAL ETF TRUST 150,199.0 $7.0M 0.04% -1K -0.8% $46.63 +3.9%
286 BEP BROOKFIELD RENEWABLE ENERGY Utilities 198,536.0 $6.9M 0.03% $34.73 -3.5%
287 FMB FIRST TR EXCH TRADED FD III 134,195.0 $6.9M 0.03% -7K -4.9% $51.37 -1.7%
288 ZION ZIONS BANCORPORATION NATL AS Financial Services 99,262.0 $6.9M 0.03% +10K +11.0% $69.19 -1.3%
289 BYD BOYD GAMING CORP Consumer Cyclical 77,572.0 $6.9M 0.03% +8K +11.0% $88.33 -6.4%
290 IWV ISHARES TR 15,860.0 $6.8M 0.03% $426.40 +2.8%
291 NDAQ NASDAQ INC Financial Services 85,621.0 $6.7M 0.03% +12K +16.9% $78.82 +22.2%
292 DFIS DIMENSIONAL ETF TRUST 192,518.0 $6.7M 0.03% -21K -9.7% $35.03 +6.5%
293 ANNALY CAPITAL MANAGEMENT IN 301,362.0 $6.7M 0.03% +93K +44.5% $22.36
294 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21,053.0 $6.7M 0.03% -9K -29.5% $317.54 -5.3%
295 VSS VANGUARD INTL EQUITY INDEX F 43,099.0 $6.6M 0.03% -1K -2.4% $154.29 +3.2%
296 PSX PHILLIPS 66 Energy 39,247.0 $6.6M 0.03% +2K +5.5% $169.05 +43.3%
297 SNPS SYNOPSYS INC Technology 14,866.0 $6.6M 0.03% +2K +19.0% $446.07 -10.1%
298 ALL ALLSTATE CORP Financial Services 27,857.0 $6.6M 0.03% +10K +56.8% $237.94 +9.2%
299 ATI ATI INC Industrials 33,554.0 $6.6M 0.03% +28K +485.8% $197.10 +9.6%
300 COP CONOCOPHILLIPS Energy 63,098.0 $6.6M 0.03% +357.0 +0.6% $103.96 +25.6%
Page 15 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%