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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 92 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 WING WINGSTOP INC Consumer Cyclical 1,420.0 $246K 0.00% NEW $173.42 -34.5%
1822 EAT BRINKER INTL INC Consumer Cyclical 1,465.0 $246K 0.00% -59.0 -3.9% $168.00 +38.8%
1823 GRFS GRIFOLS S A Healthcare 34,688.0 $246K 0.00% -5K -12.7% $7.08 +12.9%
1824 VDC VANGUARD WORLD FD 1,086.0 $245K 0.00% $225.56 +2.1%
1825 ACI ALBERTSONS COMPANIES INC Consumer Defensive 18,099.0 $245K 0.00% -28K -61.0% $13.53 -11.5%
1826 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,137.0 $244K 0.00% +34.0 +1.6% $114.41 -16.4%
1827 NE NOBLE CORP PLC Energy 6,541.0 $244K 0.00% -190.0 -2.8% $37.30 +26.0%
1828 WBTN WEBTOON ENTMT INC Technology 21,348.0 $244K 0.00% NEW $11.42 -26.7%
1829 ARKW ARK ETF TR 1,682.0 $244K 0.00% $144.86 +4.5%
1830 EFC ELLINGTON FINANCIAL INC Real Estate 17,889.0 $243K 0.00% NEW $13.61 +0.1%
1831 XBAP INNOVATOR ETFS TRUST 5,804.0 $243K 0.00% $41.95 +1.5%
1832 EAOR ISHARES TR 6,414.0 $243K 0.00% $37.91 +0.3%
1833 TRNO TERRENO RLTY CORP Real Estate 3,751.0 $243K 0.00% NEW $64.77 +5.6%
1834 DEA EASTERLY GOVT PPTYS INC Real Estate 9,742.0 $243K 0.00% NEW $24.93 -0.6%
1835 JETS ETF SER SOLUTIONS 7,311.0 $243K 0.00% NEW $33.22 -11.9%
1836 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,003.0 $243K 0.00% +295.0 +8.0% $60.67 +25.9%
1837 MATW MATTHEWS INTL CORP Industrials 9,013.0 $243K 0.00% -18K -66.3% $26.92 -19.5%
1838 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 791.0 $243K 0.00% -5.0 -0.6% $306.70 -15.5%
1839 ROAD CONSTRUCTION PARTNERS INC Industrials 2,041.0 $242K 0.00% NEW $118.77 -4.7%
1840 COFS CHOICEONE FINANCIA Financial Services 7,122.0 $242K 0.00% NEW $34.00 -2.2%
Page 92 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%