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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 89 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 PDP INVESCO EXCHANGE TRADED FD T 1,760.0 $267K 0.00% NEW $151.73 -10.2%
1762 VVV VALVOLINE INC Energy 6,752.0 $267K 0.00% $39.54 -14.5%
1763 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,388.0 $267K 0.00% NEW $111.79 -7.0%
1764 OGN ORGANON & CO Healthcare 19,697.0 $267K 0.00% NEW $13.54 +1.5%
1765 TECH BIO-TECHNE CORP Healthcare 3,770.0 $266K 0.00% -4K -50.9% $70.65 +2.3%
1766 BSCU INVESCO EXCH TRD SLF IDX FD 15,981.0 $266K 0.00% -16K -49.4% $16.64 -0.5%
1767 BCE BCE INC Communication Services 12,366.0 $266K 0.00% -6K -34.3% $21.51 +10.6%
1768 IOCT INNOVATOR ETFS TRUST 7,176.0 $265K 0.00% $36.99 +2.5%
1769 KTB KONTOOR BRANDS INC Consumer Cyclical 3,180.0 $265K 0.00% -1K -26.3% $83.33 -5.2%
1770 CRK COMSTOCK RES INC Energy 17,712.0 $264K 0.00% NEW $14.92 -7.4%
1771 EMERA INC 4,982.0 $264K 0.00% NEW $53.02
1772 GRAB GRAB HOLDINGS LIMITED Technology 69,958.0 $264K 0.00% -82K -53.9% $3.77 -6.9%
1773 FRPH FRP HLDGS INC Real Estate 10,547.0 $264K 0.00% +503.0 +5.0% $24.99 -12.2%
1774 DRIV GLOBAL X FDS 6,833.0 $264K 0.00% $38.57 -10.8%
1775 PRK PARK NATL CORP Financial Services 1,440.0 $264K 0.00% +11.0 +0.8% $182.99 +10.5%
1776 IREN IREN LIMITED Financial Services 5,757.0 $263K 0.00% NEW $45.73 -6.8%
1777 USLM UNITED STS LIME & MINERALS I Basic Materials 2,515.0 $263K 0.00% $104.67 +14.8%
1778 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 903.0 $263K 0.00% +13.0 +1.5% $291.17 -9.4%
1779 FCF FIRST COMWLTH FINL CORP PA Financial Services 12,903.0 $262K 0.00% +114.0 +0.9% $20.33 +4.5%
1780 GDDY GODADDY INC Technology 3,088.0 $262K 0.00% -1K -28.5% $84.88 +15.7%
Page 89 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%