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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 13 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTVA CORTEVA INC Basic Materials 34,861.0 $2.9M 0.02% +718.0 +2.1% $83.71 -6.1%
242 ITW ILLINOIS TOOL WKS INC Industrials 11,152.0 $2.9M 0.02% +1K +10.7% $260.28 +1.5%
243 PCOR PROCORE TECHNOLOGIES INC Technology 50,749.0 $2.9M 0.02% +29K +130.2% $57.00 -29.8%
244 CAH CARDINAL HEALTH INC Healthcare 13,688.0 $2.9M 0.02% +495.0 +3.8% $211.31 +4.9%
245 HCA HCA HEALTHCARE INC Healthcare 6,100.0 $2.9M 0.02% +698.0 +12.9% $473.21 -20.7%
246 CUBE CUBESMART Real Estate 78,494.0 $2.9M 0.02% +17K +28.5% $36.65 +10.8%
247 EW EDWARDS LIFESCIENCES CORP Healthcare 35,328.0 $2.8M 0.02% +2K +5.8% $80.08 +9.1%
248 NU NU HLDGS LTD Financial Services 196,677.0 $2.8M 0.02% +17K +9.6% $14.37 -11.6%
249 GGG GRACO INC Industrials 32,778.0 $2.8M 0.02% +2K +5.7% $84.65 -10.2%
250 EVRG EVERGY INC Utilities 33,628.0 $2.8M 0.01% +339.0 +1.0% $81.92 +0.7%
251 ECL ECOLAB INC Basic Materials 10,345.0 $2.8M 0.01% +2K +29.3% $266.01 +1.2%
252 EXC EXELON CORP Utilities 55,656.0 $2.7M 0.01% +13K +30.3% $49.02 -6.5%
253 IWN ISHARES TR 14,332.0 $2.7M 0.01% +461.0 +3.3% $189.59 +14.4%
254 SOMNIGROUP INTERNATIONAL INC 36,757.0 $2.7M 0.01% +31K +578.9% $73.92
255 FORTINET INC 33,212.0 $2.7M 0.01% +9K +39.3% $81.72
256 JHG JANUS HENDERSON GROUP PLC Financial Services 52,798.0 $2.7M 0.01% +13K +31.1% $51.37 +1.0%
257 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 125,172.0 $2.7M 0.01% +6K +4.6% $21.66 +13.0%
258 APA APA CORPORATION Energy 63,683.0 $2.7M 0.01% +10K +17.6% $42.44 -22.2%
259 IWP ISHARES TR 21,080.0 $2.7M 0.01% +1K +7.0% $128.12 +10.8%
260 GWW WW GRAINGER INC Industrials 2,473.0 $2.7M 0.01% +201.0 +8.8% $1090.62 +25.2%
Page 13 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%