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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 18 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HOLOGIC INC 24,029.0 $1.8M 0.01% +3K +13.1% $75.59
342 TSN TYSON FOODS INC Consumer Defensive 28,342.0 $1.8M 0.01% +3K +10.0% $64.07 -13.4%
343 PPC PILGRIMS PRIDE CORP Consumer Defensive 47,718.0 $1.8M 0.01% +5K +11.4% $37.76 -27.6%
344 FERG FERGUSON ENTERPRISES INC Industrials 7,717.0 $1.8M 0.01% +665.0 +9.4% $233.27 +2.2%
345 EEM ISHARES TR 31,682.0 $1.8M 0.01% +883.0 +2.9% $56.79 +24.7%
346 CLOA BLACKROCK ETF TRUST II 34,645.0 $1.8M 0.01% +11K +45.0% $51.84 +0.1%
347 NET CLOUDFLARE INC Technology 8,651.0 $1.8M 0.01% +2K +21.6% $206.35 +8.6%
348 MTB M & T BK CORP Financial Services 8,612.0 $1.8M 0.01% +93.0 +1.1% $206.72 +8.9%
349 ALC ALCON AG Healthcare 23,563.0 $1.8M 0.01% +8K +55.4% $75.35 -14.2%
350 JEPI J P MORGAN EXCHANGE TRADED F 31,311.0 $1.8M 0.01% +12K +66.4% $56.68 -1.0%
351 ESLT ELBIT SYS LTD Industrials 2,088.0 $1.8M 0.01% +32.0 +1.6% $849.16 -7.2%
352 SNY SANOFI SA Healthcare 36,712.0 $1.8M 0.01% +12K +45.6% $48.18 -12.0%
353 CARR CARRIER GLOBAL CORPORATION Industrials 31,069.0 $1.7M 0.01% +1K +4.4% $56.31 +27.5%
354 HSY HERSHEY CO Consumer Defensive 8,414.0 $1.7M 0.01% +640.0 +8.2% $207.88 -17.0%
355 EFG ISHARES TR 15,575.0 $1.7M 0.01% +2K +13.0% $111.37 +12.3%
356 PCAR PACCAR INC Industrials 15,011.0 $1.7M 0.01% +233.0 +1.6% $115.50 +3.0%
357 LECO LINCOLN ELEC HLDGS INC Industrials 6,961.0 $1.7M 0.01% +1K +25.6% $249.06 +10.5%
358 UAL UNITED AIRLS HLDGS INC Industrials 18,710.0 $1.7M 0.01% +2K +15.1% $92.07 +28.5%
359 MCHP MICROCHIP TECHNOLOGY INC. Technology 26,527.0 $1.7M 0.01% +3K +13.2% $64.61 +54.4%
360 BKR BAKER HUGHES COMPANY Energy 27,889.0 $1.7M 0.01% +3K +12.8% $61.05 -4.3%
Page 18 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%