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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 77 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SPMO INVESCO EXCH TRADED FD TR II 2,323.0 $375K 0.00% NEW $161.54 -7.9%
1522 AM ANTERO MIDSTREAM CORP Energy 16,451.0 $374K 0.00% -4K -17.8% $22.75 -2.7%
1523 SMTC SEMTECH CORP Technology 2,311.0 $374K 0.00% NEW $161.85 -23.3%
1524 SCHI SCHWAB STRATEGIC TR 16,512.0 $374K 0.00% -7K -28.7% $22.64 -2.0%
1525 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,356.0 $374K 0.00% -3K -39.1% $85.75 +1.4%
1526 VIOG VANGUARD ADMIRAL FDS INC 2,432.0 $373K 0.00% $153.42 -2.5%
1527 SMBK SMARTFINANCIAL INC Financial Services 7,915.0 $371K 0.00% NEW $46.92 +8.8%
1528 EPAM EPAM SYS INC Technology 4,678.0 $371K 0.00% NEW $79.35 +39.1%
1529 BLD TOPBUILD COR Industrials 1,043.0 $370K 0.00% -209.0 -16.7% $354.53 -0.0%
1530 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,169.0 $370K 0.00% -35.0 -2.9% $316.09 -9.4%
1531 INSM INSMED INC Healthcare 3,465.0 $369K 0.00% -920.0 -21.0% $106.62 +18.0%
1532 AGCO AGCO CORP Industrials 3,080.0 $369K 0.00% +215.0 +7.5% $119.70 -10.8%
1533 GPOR GULFPORT ENERGY CORP Energy 2,167.0 $368K 0.00% -928.0 -30.0% $169.70 +2.2%
1534 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,705.0 $368K 0.00% -672.0 -10.5% $64.45 +1.6%
1535 DBMF LITMAN GREGORY FDS TR 12,000.0 $367K 0.00% NEW $30.61 +2.5%
1536 SATS ECHOSTAR CORP Technology 3,618.0 $367K 0.00% NEW $101.50 -14.3%
1537 ACLS AXCELIS TECHNOLOGIES INC Technology 1,937.0 $367K 0.00% NEW $189.45 -32.9%
1538 NXT NEXTPOWER INC Technology 3,076.0 $366K 0.00% +527.0 +20.7% $119.14 -27.7%
1539 ARTY ISHARES TR 4,807.0 $366K 0.00% $76.17 -2.6%
1540 ENR ENERGIZER HLDGS INC Industrials 17,034.0 $365K 0.00% NEW $21.44 +0.1%
Page 77 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%