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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 10 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VO VANGUARD INDEX FDS 14,007.0 $4.0M 0.02% +162.0 +1.2% $287.19 -72.1%
182 EMR EMERSON ELEC CO Industrials 30,680.0 $4.0M 0.02% +3K +10.6% $131.02 +15.0%
183 LQD ISHARES TR 36,607.0 $4.0M 0.02% +5K +17.3% $108.99 +0.1%
184 VNT VONTIER CORPORATION Technology 112,095.0 $4.0M 0.02% +4K +4.1% $35.47 -15.7%
185 BIL SPDR SERIES TRUST 43,136.0 $4.0M 0.02% +15K +50.8% $91.64 -0.1%
186 CEG CONSTELLATION ENERGY CORP Utilities 14,049.0 $3.9M 0.02% +2K +13.4% $279.25 -1.9%
187 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 42,297.0 $3.9M 0.02% +4K +9.4% $92.31 -5.9%
188 TMUS T-MOBILE US INC Communication Services 18,538.0 $3.9M 0.02% +1K +6.7% $210.03 -13.5%
189 AMP AMERIPRISE FINL INC Financial Services 8,715.0 $3.9M 0.02% +268.0 +3.2% $444.43 +5.2%
190 BHP BHP BILLITON LIMITED Basic Materials 53,010.0 $3.9M 0.02% +4K +7.3% $72.74 +20.8%
191 WELL WELLTOWER INC Real Estate 19,477.0 $3.9M 0.02% +475.0 +2.5% $197.71 +4.5%
192 VYMI VANGUARD WHITEHALL FDS 40,792.0 $3.8M 0.02% +2K +5.5% $94.24 +5.3%
193 CACC CREDIT ACCEP CORP MICH Financial Services 8,883.0 $3.8M 0.02% +185.0 +2.1% $423.46 +36.9%
194 MSI MOTOROLA SOLUTIONS INC Technology 8,529.0 $3.7M 0.02% +500.0 +6.2% $433.95 -8.9%
195 ALL ALLSTATE CORP Financial Services 17,770.0 $3.7M 0.02% +896.0 +5.3% $207.35 +6.7%
196 PLD PROLOGIS INC. Real Estate 27,674.0 $3.7M 0.02% +1K +5.7% $132.18 +6.3%
197 SHOP SHOPIFY INC Technology 30,599.0 $3.6M 0.02% +8K +35.6% $118.62 -8.2%
198 DAL DELTA AIR LINES INC Industrials 54,240.0 $3.6M 0.02% +10K +22.4% $66.48 +26.6%
199 DFSI DIMENSIONAL ETF TRUST 84,723.0 $3.6M 0.02% +2K +1.9% $42.40 +8.3%
200 SCHM SCHWAB STRATEGIC TR 115,062.0 $3.6M 0.02% +608.0 +0.5% $30.96 +16.6%
Page 10 of 43  ·  848 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 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%