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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 67 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 30,097.0 $522K 0.00% -3K -7.8% $17.35 -2.2%
1322 HLN HALEON PLC Healthcare 56,182.0 $521K 0.00% -46K -45.0% $9.27 +7.9%
1323 PAPR INNOVATOR ETFS TRUST 12,316.0 $520K 0.00% $42.20 +1.6%
1324 ALK ALASKA AIR GROUP INC Industrials 9,951.0 $519K 0.00% -521.0 -5.0% $52.20 -22.6%
1325 SOFI SOFI TECHNOLOGIES INC Financial Services 28,811.0 $517K 0.00% -465.0 -1.6% $17.93 +5.5%
1326 ROL ROLLINS INC Consumer Cyclical 12,334.0 $515K 0.00% -4K -24.6% $41.74 -11.6%
1327 VALE VALE S A Basic Materials 34,228.0 $515K 0.00% -729.0 -2.1% $15.04 -3.0%
1328 IOT SAMSARA INC Technology 15,852.0 $514K 0.00% -7K -30.6% $32.43 +23.2%
1329 FIVE FIVE BELOW INC Consumer Cyclical 2,833.0 $509K 0.00% +854.0 +43.1% $179.76 +39.2%
1330 EFSC ENTERPRISE FINL SVCS CORP Financial Services 7,724.0 $509K 0.00% NEW $65.88 -3.4%
1331 ESNT ESSENT GROUP LTD Financial Services 7,908.0 $508K 0.00% +1K +19.9% $64.28 +5.9%
1332 NG NOVAGOLD RESOURCES INC Basic Materials 85,040.0 $508K 0.00% $5.97 +46.1%
1333 IT GARTNER INC Technology 3,917.0 $508K 0.00% -827.0 -17.4% $129.61 +51.1%
1334 TREX TREX INC Industrials 10,131.0 $507K 0.00% +2K +18.3% $50.04 -6.4%
1335 ADC AGREE RLTY CORP Real Estate 6,659.0 $504K 0.00% -4K -36.4% $75.74 -2.5%
1336 NWN NORTHWEST NAT HLDG CO Utilities 10,272.0 $504K 0.00% NEW $49.06 +0.7%
1337 ALV AUTOLIV INC Consumer Cyclical 4,333.0 $503K 0.00% +600.0 +16.1% $116.17 +7.9%
1338 EUHY ISHARES INC 9,344.0 $503K 0.00% -1K -12.3% $53.86 -0.7%
1339 SNN SMITH & NEPHEW PLC Healthcare 17,466.0 $503K 0.00% +4K +31.4% $28.81 +1.6%
1340 THOMSON REUTERS CORP 6,153.0 $503K 0.00% NEW $81.67
Page 67 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%