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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 86 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 HLNE HAMILTON LANE INC Financial Services 3,654.0 $288K 0.00% NEW $78.83 +33.6%
1702 LXP INDUSTRIAL TRUST 5,344.0 $288K 0.00% +224.0 +4.4% $53.88
1703 HAS HASBRO INC Consumer Cyclical 3,481.0 $288K 0.00% -1K -22.4% $82.59 +13.3%
1704 BCC BOISE CASCADE CO DEL Basic Materials 3,693.0 $287K 0.00% +157.0 +4.4% $77.63 +6.2%
1705 GOVI INVESCO EXCH TRADED FD TR II 10,545.0 $286K 0.00% +1K +12.6% $27.15 -2.8%
1706 FPE FIRST TR EXCH TRADED FD III 15,989.0 $286K 0.00% -3K -17.8% $17.88 -1.2%
1707 PJUL INNOVATOR ETFS TRUST 5,856.0 $286K 0.00% $48.81 +1.6%
1708 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 9,565.0 $286K 0.00% -1K -10.8% $29.85 +3.3%
1709 EPP ISHARES INC 5,355.0 $285K 0.00% $53.26 +9.0%
1710 RDN RADIAN GROUP INC Financial Services 7,540.0 $284K 0.00% +747.0 +11.0% $37.67 -2.9%
1711 LNN LINDSAY CORP Industrials 2,294.0 $284K 0.00% NEW $123.80 -6.2%
1712 IGV ISHARES TR 3,128.0 $283K 0.00% -150.0 -4.6% $90.59 +14.1%
1713 BCPC BALCHEM CORP Basic Materials 1,674.0 $283K 0.00% -50.0 -2.9% $168.97 +7.3%
1714 IONS IONIS PHARMACEUTICALS INC Healthcare 3,567.0 $283K 0.00% NEW $79.29 -24.7%
1715 MMSI MERIT MED SYS INC Healthcare 4,066.0 $282K 0.00% NEW $69.34 +30.9%
1716 PEGA PEGASYSTEMS INC Technology 9,406.0 $282K 0.00% +2K +20.2% $29.97 +12.0%
1717 TDS TELEPHONE & DATA SYS INC Communication Services 7,616.0 $282K 0.00% -2K -21.6% $37.01 -9.2%
1718 KZIA KAZIA THERAPEUTICS LTD Healthcare 20,003.0 $282K 0.00% -40K -66.7% $14.08 -4.8%
1719 SCHZ SCHWAB STRATEGIC TR 12,176.0 $282K 0.00% -5K -28.9% $23.13 -1.6%
1720 DSGX DESCARTES SYS GROUP INC Technology 4,062.0 $281K 0.00% -856.0 -17.4% $69.24 +13.0%
Page 86 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%