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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 87 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 IPGP IPG PHOTONICS CORP Technology 2,395.0 $281K 0.00% -588.0 -19.7% $117.32 -37.6%
1722 TCBI TEXAS CAP BANCSHARES INC Financial Services 2,719.0 $281K 0.00% NEW $103.26 -4.8%
1723 ATLANTA BRAVES HLDGS INC 5,407.0 $281K 0.00% NEW $51.90
1724 XPEV XPENG INC Consumer Cyclical 21,148.0 $280K 0.00% -3K -13.5% $13.24 -7.9%
1725 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 29,807.0 $280K 0.00% +504.0 +1.7% $9.39 +20.0%
1726 TRU TRANSUNION Industrials 3,876.0 $280K 0.00% -2K -34.3% $72.15 +17.3%
1727 NOG NORTHERN OIL & GAS INC Energy 15,376.0 $279K 0.00% NEW $18.15 +50.6%
1728 MYRG MYR GROUP INC Industrials 557.0 $279K 0.00% NEW $500.40 -37.9%
1729 RXI ISHARES TR 1,444.0 $279K 0.00% -43.0 -2.9% $192.96 +4.0%
1730 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 5,331.0 $278K 0.00% NEW $52.17 -13.7%
1731 XMHQ INVESCO EXCHANGE TRADED FD T 2,462.0 $278K 0.00% $112.90 +5.6%
1732 INTERNATIONAL BANCSHARES COR 3,659.0 $278K 0.00% +203.0 +5.9% $75.95
1733 ARCC ARES CAPITAL CORP Financial Services 14,996.0 $278K 0.00% +484.0 +3.3% $18.53 +7.5%
1734 SHM SPDR SERIES TRUST 5,793.0 $278K 0.00% -313.0 -5.1% $47.97 -0.4%
1735 DRH DIAMONDROCK HOSPITALITY CO Real Estate 22,772.0 $277K 0.00% +6K +38.3% $12.18 +5.3%
1736 RCAT RED CAT HLDGS INC Technology 26,040.0 $277K 0.00% +438.0 +1.7% $10.65 -9.7%
1737 AVNT AVIENT CORPORATION Basic Materials 7,493.0 $277K 0.00% -4K -35.0% $36.96 +20.8%
1738 OWL BLUE OWL CAPITAL INC Financial Services 31,649.0 $277K 0.00% +16K +104.0% $8.75 +33.4%
1739 SSD SIMPSON MFG INC Industrials 1,319.0 $276K 0.00% +127.0 +10.7% $209.35 -9.8%
1740 VNQI VANGUARD INTL EQUITY INDEX F 6,143.0 $276K 0.00% -1K -17.9% $44.85 +1.9%
Page 87 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%