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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 45 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 MANH MANHATTAN ASSOCIATES INC Technology 8,264.0 $1.2M 0.01% +3K +43.5% $139.25 +54.1%
882 OHI OMEGA HEALTHCARE INVS INC Real Estate 24,113.0 $1.1M 0.01% -2K -6.3% $47.68 -2.2%
883 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,572.0 $1.1M 0.01% -66.0 -1.2% $206.02 +7.6%
884 INFY INFOSYS LTD Technology 109,291.0 $1.1M 0.01% +27K +32.8% $10.49 +13.8%
885 QQQI NEOS ETF TRUST 20,120.0 $1.1M 0.01% +6K +38.9% $56.79 -4.5%
886 FTCS FIRST TR EXCHANGE-TRADED FD 12,163.0 $1.1M 0.01% -399.0 -3.2% $93.92 +8.1%
887 SHV ISHARES TR 10,335.0 $1.1M 0.01% $110.35 -0.0%
888 BMO BANK MONTREAL MEDIUM Financial Services 6,436.0 $1.1M 0.01% +52.0 +0.8% $176.69 -1.3%
889 FIS FIDELITY NATL INFORMATION SV Technology 29,240.0 $1.1M 0.01% +3K +13.5% $38.88 +6.3%
890 USFD US FOODS HLDG CORP Consumer Defensive 11,099.0 $1.1M 0.01% -2K -15.4% $102.25 +7.2%
891 SEIC SEI INVTS CO Financial Services 12,812.0 $1.1M 0.01% -3K -19.0% $87.71 +24.9%
892 DNOW DNOW INC Energy 86,530.0 $1.1M 0.01% +2K +2.4% $12.97 +20.9%
893 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 28,795.0 $1.1M 0.01% +17K +136.1% $38.96 +10.2%
894 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,111.0 $1.1M 0.01% -214.0 -6.4% $359.02 -1.7%
895 IYW ISHARES TR 4,418.0 $1.1M 0.01% $252.24 -2.0%
896 CRUS CIRRUS LOGIC INC Technology 7,477.0 $1.1M 0.01% +218.0 +3.0% $148.53 -22.4%
897 EAGG ISHARES TR 23,314.0 $1.1M 0.01% -7K -22.1% $47.41 -1.6%
898 VECO VEECO INSTRS INC DEL Technology 14,568.0 $1.1M 0.01% NEW $75.80 -36.9%
899 EXEL EXELIXIS INC Healthcare 20,292.0 $1.1M 0.01% +8K +59.7% $54.41 -0.6%
900 VLYPN VALLEY NATL BANCORP 75,084.0 $1.1M 0.01% +14K +22.4% $14.65
Page 45 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%