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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 16 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TRGP TARGA RES CORP Energy 8,774.0 $2.2M 0.01% +325.0 +3.9% $250.72 +3.1%
302 PKX POSCO HOLDINGS INC Basic Materials 37,608.0 $2.2M 0.01% +14K +58.3% $58.49 +3.8%
303 FITB FIFTH THIRD BANCORP Financial Services 47,073.0 $2.2M 0.01% +11K +32.2% $46.46 +13.5%
304 KEY KEYCORP Financial Services 108,801.0 $2.2M 0.01% +13K +13.3% $20.05 +12.7%
305 FEDERATED HERMES INC 38,189.0 $2.2M 0.01% +3K +9.1% $56.71
306 WIT WIPRO LTD Technology 1,014,597.0 $2.2M 0.01% +235K +30.2% $2.12 +12.7%
307 IBDS ISHARES TR 88,225.0 $2.1M 0.01% +8K +10.3% $24.24 -0.3%
308 IBDR ISHARES TR 88,213.0 $2.1M 0.01% +8K +10.3% $24.24 -0.1%
309 IEF ISHARES TR 22,401.0 $2.1M 0.01% +12K +121.7% $95.44 -1.1%
310 SYY SYSCO CORP Consumer Defensive 29,783.0 $2.1M 0.01% +650.0 +2.2% $71.33 +10.3%
311 BDX BECTON DICKINSON & CO Healthcare 13,444.0 $2.1M 0.01% +3K +24.9% $157.23 -8.4%
312 NNN NNN REIT INC Real Estate 50,105.0 $2.1M 0.01% +12K +30.0% $42.03 +7.1%
313 CSGP COSTAR GROUP INC Real Estate 51,688.0 $2.1M 0.01% +2K +4.7% $40.34 -25.3%
314 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 28,407.0 $2.1M 0.01% +7K +33.5% $72.69 +3.3%
315 FOXA FOX CORP Communication Services 34,946.0 $2.0M 0.01% +3K +7.9% $58.40 -10.6%
316 IWO ISHARES TR 6,475.0 $2.0M 0.01% +418.0 +6.9% $313.81 +24.0%
317 RACE FERRARI N V Consumer Cyclical 5,964.0 $2.0M 0.01% +937.0 +18.6% $338.42 +7.0%
318 GDX VANECK ETF TRUST 21,985.0 $2.0M 0.01% +1K +4.9% $91.77 -10.1%
319 CHT CHUNGHWA TELECOM CO LTD Communication Services 47,725.0 $2.0M 0.01% +12K +35.3% $42.24 +7.3%
320 NUE NUCOR CORP Basic Materials 11,866.0 $2.0M 0.01% +154.0 +1.3% $169.11 +44.2%
Page 16 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%