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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 78 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ICF ISHARES TR 5,397.0 $365K 0.00% $67.63 +1.4%
1542 SKYW SKYWEST INC Industrials 3,670.0 $365K 0.00% -1K -28.1% $99.34 +1.8%
1543 ENPH ENPHASE ENERGY INC Energy 7,399.0 $364K 0.00% NEW $49.24 -21.6%
1544 UI UBIQUITI INC Technology 682.0 $364K 0.00% -166.0 -19.6% $534.04 +4.7%
1545 CPT CAMDEN PPTY TR Real Estate 3,180.0 $364K 0.00% -597.0 -15.8% $114.50 -6.0%
1546 SIGI SELECTIVE INS GROUP INC Financial Services 3,736.0 $362K 0.00% +792.0 +26.9% $97.01 -5.7%
1547 XLRE SELECT SECTOR SPDR TR 8,187.0 $360K 0.00% -1K -14.7% $44.03 +2.4%
1548 EBC EASTERN BANKSHARES INC Financial Services 16,179.0 $360K 0.00% $22.24 +2.2%
1549 CGDV CAPITAL GROUP DIVIDEND VALUE 7,300.0 $360K 0.00% +2K +30.4% $49.28 +1.9%
1550 VTES VANGUARD WELLINGTON FD 3,549.0 $360K 0.00% -822.0 -18.8% $101.31 -0.5%
1551 HALO HALOZYME THERAPEUTICS INC Healthcare 4,588.0 $359K 0.00% NEW $78.27 +38.2%
1552 TIMB TIM S A Communication Services 16,724.0 $358K 0.00% -4K -19.3% $21.42 -16.7%
1553 NULV NUSHARES ETF TR 7,150.0 $357K 0.00% NEW $49.99 +6.8%
1554 TLN TALEN ENERGY CORP Utilities 928.0 $357K 0.00% -32.0 -3.3% $384.26 -18.2%
1555 LOPE GRAND CANYON ED INC Consumer Defensive 2,490.0 $356K 0.00% +298.0 +13.6% $143.11 +3.0%
1556 OUTFRONT MEDIA INC 10,820.0 $354K 0.00% -2K -16.6% $32.76
1557 URNM SPROTT FDS TR 6,725.0 $354K 0.00% +693.0 +11.5% $52.59 +10.6%
1558 S SENTINELONE INC Technology 20,805.0 $353K 0.00% -2K -9.7% $16.97 +24.9%
1559 BLACKROCK ETF TRUST 12,583.0 $353K 0.00% NEW $28.03
1560 SJNK SPDR SERIES TRUST 14,067.0 $352K 0.00% -11K -43.0% $25.03 -0.6%
Page 78 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%