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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 94 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 CROX CROCS INC Consumer Cyclical 1,933.0 $233K 0.00% NEW $120.64 +2.0%
1862 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 7,830.0 $233K 0.00% NEW $29.75 +17.0%
1863 CENX CENTURY ALUM CO Basic Materials 5,059.0 $233K 0.00% -691.0 -12.0% $46.01 -5.7%
1864 DON WISDOMTREE TR 4,116.0 $233K 0.00% $56.52 +2.8%
1865 LINE LINEAGE INC Real Estate 5,375.0 $232K 0.00% NEW $43.25 -4.1%
1866 GSEW GOLDMAN SACHS ETF TR 2,460.0 $232K 0.00% -318.0 -11.4% $94.42 +3.4%
1867 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,919.0 $232K 0.00% -2K -35.4% $79.54 +33.9%
1868 IXP ISHARES TR 2,056.0 $232K 0.00% -265.0 -11.4% $112.85 +2.5%
1869 ELF E L F BEAUTY INC Consumer Defensive 3,134.0 $232K 0.00% -377.0 -10.7% $74.00 +33.1%
1870 SCHH SCHWAB STRATEGIC TR 9,775.0 $231K 0.00% -182.0 -1.8% $23.68 +1.6%
1871 LKQ LKQ CORP Consumer Cyclical 8,782.0 $231K 0.00% -9K -50.1% $26.33 -1.3%
1872 AXIA ENERGIA SA 21,887.0 $231K 0.00% +3K +17.3% $10.56
1873 RITM RITHM CAPITAL CORP Real Estate 24,510.0 $230K 0.00% -2K -6.2% $9.39 +8.2%
1874 GLDM WORLD GOLD TR Financial Services 2,897.0 $230K 0.00% +69.0 +2.4% $79.42 +12.8%
1875 MFA MFA FINL INC Real Estate 23,696.0 $230K 0.00% -2K -7.8% $9.69 -7.7%
1876 MXL MAXLINEAR INC Technology 1,793.0 $230K 0.00% NEW $128.03 -49.0%
1877 VAL VALARIS LTD Energy 3,160.0 $229K 0.00% -170.0 -5.1% $72.60 +22.6%
1878 FTA FIRST TR EXCHANGE-TRADED ALP 2,361.0 $229K 0.00% $96.80 +6.8%
1879 CRGY CRESCENT ENERGY COMPANY Energy 23,234.0 $228K 0.00% -169.0 -0.7% $9.82 +40.6%
1880 MSBI MIDLAND STATES BANCORP INC Financial Services 7,325.0 $228K 0.00% NEW $31.14 +4.5%
Page 94 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%