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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 17 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ES EVERSOURCE ENERGY Utilities 28,952.0 $2.0M 0.01% +4K +13.8% $69.28 +0.4%
322 FNDA SCHWAB STRATEGIC TR 60,983.0 $2.0M 0.01% +5K +9.7% $32.43 +14.0%
323 SCCO SOUTHERN COPPER CORP Basic Materials 11,490.0 $2.0M 0.01% +576.0 +5.3% $172.06 +12.1%
324 GSK GSK PLC Healthcare 35,652.0 $2.0M 0.01% +2K +5.5% $55.19 -8.2%
325 KGC KINROSS GOLD CORP Basic Materials 64,388.0 $2.0M 0.01% +5K +7.7% $30.52 -12.6%
326 HAL HALLIBURTON CO Energy 50,331.0 $2.0M 0.01% +5K +11.0% $38.99 -10.4%
327 E ENI SPA Energy 34,588.0 $2.0M 0.01% +1K +3.7% $56.61 -13.5%
328 BTI BRITISH AMERN TOB PLC Consumer Defensive 33,424.0 $2.0M 0.01% +2K +7.2% $58.47 +0.8%
329 ABNB AIRBNB INC Consumer Cyclical 15,439.0 $1.9M 0.01% +2K +12.4% $126.28 +12.8%
330 RH RH Consumer Cyclical 13,833.0 $1.9M 0.01% +12K +611.9% $139.82 +5.9%
331 GRMN GARMIN LTD Technology 8,133.0 $1.9M 0.01% +1K +14.7% $232.02 +0.9%
332 HPE HEWLETT PACKARD ENTERPRISE C Technology 78,872.0 $1.9M 0.01% +9K +12.9% $23.81 +99.1%
333 RSG REPUBLIC SVCS INC Industrials 8,537.0 $1.9M 0.01% +1K +16.8% $219.02 -6.4%
334 AXON AXON ENTERPRISE INC Industrials 4,380.0 $1.9M 0.01% +253.0 +6.1% $424.73 -0.3%
335 UMC UNITED MICROELECTRONICS CORP Technology 207,053.0 $1.9M 0.01% +9K +4.6% $8.98 +168.2%
336 PHM PULTE GROUP INC Consumer Cyclical 15,625.0 $1.8M 0.01% +1K +8.0% $117.61 +7.9%
337 PCG PG&E CORP Utilities 104,574.0 $1.8M 0.01% +24K +30.1% $17.57 -6.2%
338 CBOE CBOE GLOBAL MKTS INC Financial Services 6,523.0 $1.8M 0.01% +331.0 +5.3% $281.07 -11.4%
339 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 98,936.0 $1.8M 0.01% +16K +18.9% $18.52 -15.6%
340 SPG SIMON PPTY GROUP INC NEW Real Estate 9,778.0 $1.8M 0.01% +705.0 +7.8% $186.53 +13.3%
Page 17 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%