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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 99 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 IOSP INNOSPEC INC Basic Materials 2,540.0 $207K 0.00% NEW $81.39 +15.2%
1962 PETROLEO BRASILEIRO S A 14,116.0 $207K 0.00% $14.64
1963 PRGO PERRIGO CO PLC Healthcare 19,890.0 $207K 0.00% NEW $10.39 +34.4%
1964 LINK INTERLINK ELECTRS INC Technology 42,675.0 $206K 0.00% $4.82 +7.3%
1965 BELFB BEL FUSE INC Technology 617.0 $205K 0.00% NEW $333.04 -20.8%
1966 PRIM PRIMORIS SVCS CORP Industrials 2,073.0 $205K 0.00% +659.0 +46.6% $99.12 -19.4%
1967 AIN ALBANY INTL CORP Consumer Cyclical 2,758.0 $205K 0.00% NEW $74.50 -19.6%
1968 BIV VANGUARD BD INDEX FDS 2,678.0 $205K 0.00% -688.0 -20.4% $76.70 -1.2%
1969 IPAR INTERPARFUMS INC Consumer Defensive 1,835.0 $205K 0.00% -3K -62.9% $111.86 +4.6%
1970 DV DOUBLEVERIFY HLDGS INC Technology 18,905.0 $205K 0.00% NEW $10.84 +22.6%
1971 MIDD MIDDLEBY CORP Industrials 1,190.0 $205K 0.00% NEW $172.01 -34.6%
1972 VRNS VARONIS SYS INC Technology 4,873.0 $204K 0.00% NEW $41.96 +0.8%
1973 JXN JACKSON FINANCIAL INC Financial Services 1,995.0 $204K 0.00% -263.0 -11.7% $102.39 +28.0%
1974 ATEN A10 NETWORKS INC Technology 5,467.0 $204K 0.00% NEW $37.36 -31.1%
1975 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 4,731.0 $204K 0.00% NEW $43.09 +2.6%
1976 IAT ISHARES TR 3,276.0 $204K 0.00% NEW $62.21 +1.2%
1977 POWI POWER INTEGRATIONS INC Technology 2,432.0 $204K 0.00% NEW $83.76 -33.4%
1978 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 11,472.0 $203K 0.00% NEW $17.73 +2.2%
1979 CR CRANE COMPANY Industrials 911.0 $203K 0.00% -530.0 -36.8% $223.18 -6.4%
1980 PTEN PATTERSON-UTI ENERGY INC Energy 22,147.0 $203K 0.00% +11K +107.2% $9.18 +31.4%
Page 99 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%