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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 91 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 QQQJ INVESCO EXCH TRADED FD TR II 5,573.0 $253K 0.00% $45.44 +0.3%
1802 HNI HNI CORP Industrials 6,254.0 $253K 0.00% NEW $40.41 +17.8%
1803 QIAGEN NV 6,446.0 $252K 0.00% NEW $39.10
1804 SPIB SPDR SERIES TRUST 7,522.0 $252K 0.00% -781.0 -9.4% $33.46 -1.0%
1805 ADEA ADEIA INC Technology 7,620.0 $251K 0.00% -5K -41.8% $32.93 -18.2%
1806 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 9,819.0 $251K 0.00% +676.0 +7.4% $25.55 +0.9%
1807 INSTALLED BLDG PRODS INC 1,091.0 $251K 0.00% -200.0 -15.5% $229.84
1808 KT KT CORP Communication Services 14,484.0 $250K 0.00% $17.28 +7.9%
1809 HTH HILLTOP HLDGS INC Financial Services 6,453.0 $250K 0.00% NEW $38.78 -0.2%
1810 WHD CACTUS INC Energy 4,885.0 $250K 0.00% NEW $51.23 +35.6%
1811 BRKR BRUKER CORP Healthcare 4,158.0 $250K 0.00% NEW $60.18 -0.3%
1812 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,837.0 $250K 0.00% -336.0 -6.5% $51.60 +6.7%
1813 FCPT FOUR CORNERS PPTY TR INC Real Estate 10,162.0 $249K 0.00% NEW $24.55 +3.9%
1814 VTWO VANGUARD SCOTTSDALE FDS 2,055.0 $249K 0.00% -29.0 -1.4% $121.40 -1.0%
1815 FNDB SCHWAB STRATEGIC TR 8,187.0 $249K 0.00% -2K -22.7% $30.46 +3.8%
1816 FMAO FARMERS & MERCHANTS BANCORP Financial Services 8,143.0 $249K 0.00% NEW $30.58 +10.1%
1817 JPIB J P MORGAN EXCHANGE TRADED F 5,135.0 $248K 0.00% -296.0 -5.5% $48.35 -1.1%
1818 UMAY INNOVATOR ETFS TRUST 6,528.0 $248K 0.00% NEW $38.00 +1.5%
1819 IYT ISHARES TR 2,854.0 $248K 0.00% NEW $86.75 -0.3%
1820 BROWN FORMAN CORP 9,286.0 $247K 0.00% -7K -41.2% $26.65
Page 91 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%