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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 88 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 WFRD WEATHERFORD INTL PLC Energy 3,366.0 $274K 0.00% -164.0 -4.7% $81.50 +11.8%
1742 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 2,691.0 $274K 0.00% NEW $101.88 +9.6%
1743 BKLN INVESCO EXCH TRADED FD TR II 13,422.0 $273K 0.00% -4K -24.3% $20.37 +1.2%
1744 RALLIANT CORP 3,712.0 $273K 0.00% NEW $73.64
1745 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,661.0 $273K 0.00% -20.0 -1.2% $164.27 +1.1%
1746 CLDT CHATHAM LODGING TR Real Estate 20,601.0 $273K 0.00% +6K +37.1% $13.23 +0.9%
1747 MSA MSA SAFETY INC Industrials 1,561.0 $273K 0.00% -889.0 -36.3% $174.58 +8.1%
1748 ACNB ACNB CORP Financial Services 4,589.0 $272K 0.00% NEW $59.38 +7.3%
1749 AXGN AXOGEN INC Healthcare 5,896.0 $272K 0.00% NEW $46.19 +1.2%
1750 INNOVATOR ETFS TRUST 9,726.0 $272K 0.00% $28.00
1751 USRT ISHARES TR 4,091.0 $272K 0.00% $66.45 +1.3%
1752 UTES ETFIS SER TR I 3,318.0 $271K 0.00% $81.73 -8.0%
1753 JBT MAREL CORPORATION 1,864.0 $270K 0.00% NEW $145.01
1754 LRN STRIDE INC Consumer Defensive 3,131.0 $270K 0.00% -750.0 -19.3% $86.24 -2.6%
1755 CWT CALIFORNIA WTR SVC GROUP Utilities 5,543.0 $270K 0.00% NEW $48.65 +2.3%
1756 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 9,771.0 $270K 0.00% NEW $27.59 -1.3%
1757 GALAXY DIGITAL INC. 9,848.0 $269K 0.00% NEW $27.34
1758 PFXF VANECK ETF TRUST 15,055.0 $269K 0.00% +75.0 +0.5% $17.84 +0.6%
1759 PSTL POSTAL REALTY TRUST INC Real Estate 10,882.0 $268K 0.00% NEW $24.64 -8.1%
1760 HWKN HAWKINS INC Basic Materials 1,881.0 $267K 0.00% $142.10 -15.8%
Page 88 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 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%