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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 96 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 HSTM HEALTHSTREAM INC Healthcare 8,135.0 $222K 0.00% NEW $27.25 +4.9%
1902 INVA INNOVIVA INC Healthcare 9,758.0 $222K 0.00% +106.0 +1.1% $22.71 -7.5%
1903 PKBK PARKE BANCORP INC Financial Services 6,677.0 $221K 0.00% NEW $33.16 +3.0%
1904 ONEQ FIDELITY COMWLTH TR 2,143.0 $221K 0.00% -433.0 -16.8% $103.21 -0.5%
1905 PIPR PIPER SANDLER COMPANIES Financial Services 3,055.0 $221K 0.00% NEW $72.34 +0.7%
1906 PLMR PALOMAR HLDGS INC Financial Services 1,748.0 $221K 0.00% NEW $126.39 +2.0%
1907 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,233.0 $220K 0.00% NEW $52.09 -5.4%
1908 HCC WARRIOR MET COAL INC Energy 2,715.0 $220K 0.00% +272.0 +11.1% $81.16 +27.4%
1909 VERSIGENT PLC 5,241.0 $220K 0.00% NEW $42.01
1910 ESS ESSEX PPTY TR INC Real Estate 754.0 $220K 0.00% NEW $291.64 -1.3%
1911 FSV FIRSTSERVICE CORP NEW Real Estate 1,547.0 $220K 0.00% NEW $142.11 +0.9%
1912 NWL NEWELL BRANDS INC Consumer Defensive 35,784.0 $220K 0.00% -20K -35.3% $6.14 -5.7%
1913 MP MP MATERIALS CORP Basic Materials 3,921.0 $220K 0.00% NEW $56.01 -1.7%
1914 ROOT INC 3,924.0 $219K 0.00% NEW $55.92
1915 ECPG ENCORE CAP GROUP INC Financial Services 2,346.0 $219K 0.00% NEW $93.29 +5.2%
1916 ICOP ISHARES TR 4,440.0 $219K 0.00% +93.0 +2.1% $49.23 +15.3%
1917 CNA CNA FINL CORP Financial Services 4,496.0 $219K 0.00% -6K -57.0% $48.61 +1.8%
1918 STWD STARWOOD PPTY TR INC Real Estate 13,321.0 $218K 0.00% -16K -54.0% $16.38 +0.2%
1919 DCO DUCOMMUN INC DEL Industrials 1,178.0 $218K 0.00% NEW $185.21 +2.1%
1920 FV FIRST TR EXCHANGE TRADED FD 2,874.0 $218K 0.00% NEW $75.88 -3.5%
Page 96 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%