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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 72 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 AR ANTERO RESOURCES CORP Energy 12,581.0 $442K 0.00% +4K +53.9% $35.14 +8.0%
1422 ARMK ARAMARK Industrials 7,756.0 $441K 0.00% +163.0 +2.1% $56.90 +5.0%
1423 CEF SPROTT ASSET MANAGEMENT LP Financial Services 10,905.0 $439K 0.00% $40.23 +17.4%
1424 ILCG ISHARES TR 3,740.0 $438K 0.00% $117.02 -1.8%
1425 IGEB ISHARES TR 9,680.0 $437K 0.00% +113.0 +1.2% $45.11 -2.2%
1426 GXO GXO LOGISTICS INCORPORATED Industrials 8,593.0 $436K 0.00% -17K -66.8% $50.70 -9.8%
1427 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,430.0 $436K 0.00% +2K +27.1% $46.19 +1.8%
1428 VUSB VANGUARD BD INDEX FDS 8,741.0 $435K 0.00% NEW $49.78 -0.1%
1429 MBC MASTERBRAND INC Consumer Cyclical 42,255.0 $435K 0.00% NEW $10.29 -11.5%
1430 SBAC SBA COMMUNICATIONS CORP Real Estate 2,461.0 $434K 0.00% +343.0 +16.2% $176.44 +3.5%
1431 NBHC NATIONAL BK HLDGS CORP Financial Services 9,744.0 $433K 0.00% NEW $44.43 -5.8%
1432 THC TENET HEALTHCARE CORP Healthcare 2,312.0 $433K 0.00% +816.0 +54.5% $187.08 +50.1%
1433 EXPO EXPONENT INC Industrials 7,345.0 $432K 0.00% -86.0 -1.2% $58.76 +19.5%
1434 ALKS ALKERMES PLC Healthcare 8,237.0 $432K 0.00% -1K -11.2% $52.40 -7.8%
1435 ROIV ROIVANT SCIENCES LTD Healthcare 12,168.0 $431K 0.00% NEW $35.39 +2.6%
1436 TS TENARIS S A Energy 7,754.0 $430K 0.00% +990.0 +14.6% $55.49 -5.1%
1437 SBRA SABRA HEALTH CARE REIT INC Real Estate 22,040.0 $430K 0.00% -14K -39.0% $19.51 +4.5%
1438 NJR NEW JERSEY RES CORP Utilities 7,640.0 $428K 0.00% +932.0 +13.9% $56.04 -4.5%
1439 DKNG DRAFTKINGS INC NEW Consumer Cyclical 16,945.0 $428K 0.00% -9K -33.9% $25.26 +3.6%
1440 DY DYCOM INDS INC Industrials 843.0 $426K 0.00% +28.0 +3.4% $505.59 -22.3%
Page 72 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%