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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 15 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HUBS HUBSPOT INC Technology 10,120.0 $2.5M 0.01% +9K +657.5% $244.11 -27.9%
282 REGN REGENERON PHARMACEUTICALS Healthcare 3,189.0 $2.5M 0.01% +240.0 +8.1% $772.67 -21.1%
283 STT STATE STR CORP Financial Services 19,420.0 $2.5M 0.01% +4K +22.3% $126.56 +33.0%
284 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 99,623.0 $2.4M 0.01% +4K +4.3% $24.39 -13.9%
285 CNQ CANADIAN NAT RES LTD MED TER Energy 49,823.0 $2.4M 0.01% +11K +28.6% $48.73 -15.8%
286 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 34,102.0 $2.4M 0.01% +1K +3.7% $69.37 +16.4%
287 DOC HEALTHPEAK PROPERTIES INC Real Estate 143,920.0 $2.4M 0.01% +16K +12.5% $16.43 +19.1%
288 CRH PLC 22,385.0 $2.4M 0.01% +900.0 +4.2% $105.12
289 PYPL PAYPAL HLDGS INC Financial Services 51,881.0 $2.3M 0.01% +15K +39.7% $45.23 -6.0%
290 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 38,002.0 $2.3M 0.01% +8K +28.7% $61.32 +8.7%
291 RIO RIO TINTO PLC Basic Materials 24,856.0 $2.3M 0.01% +3K +15.5% $93.29 +7.3%
292 JBL JABIL INC Technology 8,689.0 $2.3M 0.01% +604.0 +7.5% $265.63 +40.0%
293 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 28,295.0 $2.3M 0.01% +638.0 +2.3% $80.95 -1.3%
294 RDY DR REDDYS LABS LTD Healthcare 163,060.0 $2.3M 0.01% +24K +16.9% $13.85 -4.0%
295 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 132,331.0 $2.2M 0.01% +73K +121.6% $16.97 +24.2%
296 EIX EDISON INTL Utilities 30,629.0 $2.2M 0.01% +5K +19.0% $73.18 -1.8%
297 EME EMCOR GROUP INC Industrials 3,032.0 $2.2M 0.01% +211.0 +7.5% $738.33 +13.3%
298 UBS UBS GROUP AG Financial Services 56,831.0 $2.2M 0.01% +19K +51.3% $39.07 +30.0%
299 ESGU ISHARES TR 15,655.0 $2.2M 0.01% +3K +22.8% $141.42 +15.4%
300 STLD STEEL DYNAMICS INC Basic Materials 12,236.0 $2.2M 0.01% +2K +15.9% $180.00 +38.8%
Page 15 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%