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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 12 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FCX FREEPORT MCMORAN INC Basic Materials 53,020.0 $3.1M 0.02% +17K +45.8% $58.78 +16.8%
222 FE FIRSTENERGY CORP Utilities 61,331.0 $3.1M 0.02% +13K +27.8% $50.66 -8.3%
223 ITRI ITRON INC Technology 34,605.0 $3.1M 0.02% +2K +4.6% $89.63 -9.8%
224 AKAM AKAMAI TECHNOLOGIES INC Technology 27,002.0 $3.1M 0.02% +15K +131.3% $114.85 +8.8%
225 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 78,404.0 $3.1M 0.02% +2K +2.0% $39.52 +0.2%
226 SAP SAP SE Technology 18,091.0 $3.1M 0.02% +7K +59.7% $171.21 -9.3%
227 SAN BANCO SANTANDER SA Financial Services 273,481.0 $3.1M 0.02% +63K +29.8% $11.28 +19.7%
228 ASX ASE TECHNOLOGY HLDG CO LTD Technology 141,149.0 $3.1M 0.02% +3K +1.8% $21.68 +87.1%
229 BSX BOSTON SCIENTIFIC CORP Healthcare 48,236.0 $3.0M 0.02% +685.0 +1.4% $62.75 -27.8%
230 TM TOYOTA MOTOR CORP Consumer Cyclical 14,666.0 $3.0M 0.02% +4K +40.9% $206.09 -15.6%
231 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 152,886.0 $3.0M 0.02% +54K +54.1% $19.75 +27.7%
232 NOC NORTHROP GRUMMAN CORP Industrials 4,418.0 $3.0M 0.02% +164.0 +3.9% $682.16 -23.6%
233 CIEN CIENA CORP Technology 7,717.0 $3.0M 0.02% +113.0 +1.5% $388.23 +10.3%
234 FAST FASTENAL CO Industrials 64,039.0 $3.0M 0.02% +8K +15.1% $46.40 -1.1%
235 DT DYNATRACE INC Technology 80,341.0 $3.0M 0.02% +4K +5.2% $36.98 +12.0%
236 CFG CITIZENS FINL GROUP INC Financial Services 49,442.0 $3.0M 0.02% +5K +11.0% $59.97 +11.9%
237 NTRS NORTHERN TR CORP Financial Services 21,188.0 $3.0M 0.02% +470.0 +2.3% $139.57 +23.3%
238 CDNS CADENCE DESIGN SYSTEM INC Technology 10,607.0 $2.9M 0.02% +2K +24.9% $277.86 +39.4%
239 AFL AFLAC INC Financial Services 26,853.0 $2.9M 0.02% +2K +7.7% $109.71 +5.2%
240 XLY SELECT SECTOR SPDR TR 27,021.0 $2.9M 0.02% +2K +6.3% $108.98 +7.5%
Page 12 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%