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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 70 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 CAC CAMDEN NATL CORP Financial Services 8,661.0 $470K 0.00% NEW $54.22 +4.5%
1382 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,250.0 $469K 0.00% $110.27 -0.6%
1383 BOND PIMCO ETF TR 5,079.0 $468K 0.00% -198.0 -3.8% $92.22 -1.9%
1384 AA ALCOA CORP Basic Materials 8,964.0 $467K 0.00% +3K +43.2% $52.14 -0.6%
1385 NICE NICE LTD Technology 5,138.0 $467K 0.00% -517.0 -9.1% $90.85 +10.3%
1386 PICB INVESCO EXCH TRADED FD TR II 20,069.0 $465K 0.00% +168.0 +0.8% $23.16 +0.9%
1387 RBLX ROBLOX CORP Technology 8,535.0 $464K 0.00% -3K -23.8% $54.38 -29.4%
1388 DAR DARLING INGREDIENTS INC Consumer Defensive 8,485.0 $463K 0.00% +651.0 +8.3% $54.62 +20.4%
1389 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 26,476.0 $461K 0.00% +7K +34.2% $17.41 +14.6%
1390 SILJ AMPLIFY ETF TR 17,745.0 $460K 0.00% +345.0 +2.0% $25.92 +23.2%
1391 ABEV AMBEV SA Consumer Defensive 146,396.0 $460K 0.00% +23K +19.1% $3.14 -8.3%
1392 BHF BRIGHTHOUSE FINL INC Financial Services 7,241.0 $458K 0.00% +2K +41.0% $63.30 -17.4%
1393 CMC COMMERCIAL METALS CO Basic Materials 7,304.0 $458K 0.00% -550.0 -7.0% $62.75 +5.7%
1394 ENVA ENOVA INTL INC Financial Services 1,903.0 $458K 0.00% +86.0 +4.7% $240.73 +0.9%
1395 CELC CELCUITY INC Healthcare 4,372.0 $457K 0.00% +33.0 +0.8% $104.62 -10.6%
1396 MNDY MONDAY COM LTD Technology 6,312.0 $457K 0.00% +2K +60.2% $72.39 +25.3%
1397 PTNQ PACER FDS TR 5,135.0 $455K 0.00% $88.65 -3.0%
1398 OLP ONE LIBERTY PPTYS INC Real Estate 18,591.0 $454K 0.00% NEW $24.42 -1.0%
1399 PBR PETROLEO BRASILEIRO S A Energy 28,068.0 $454K 0.00% +3K +10.0% $16.16 +18.5%
1400 GDXJ VANECK ETF TRUST 4,613.0 $453K 0.00% $98.25 +35.0%
Page 70 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%