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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 19 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AVAV AEROVIRONMENT INC Industrials 9,297.0 $1.7M 0.01% +3K +42.8% $183.05 -7.3%
362 PAYX PAYCHEX INC Industrials 18,400.0 $1.7M 0.01% +453.0 +2.5% $92.12 +6.6%
363 ING ING GROEP N.V. Financial Services 64,705.0 $1.7M 0.01% +2K +3.2% $26.05 +20.4%
364 RELX RELX PLC Communication Services 50,662.0 $1.7M 0.01% +29K +137.2% $33.15 -5.9%
365 ULTA ULTA BEAUTY INC Consumer Cyclical 3,203.0 $1.7M 0.01% +118.0 +3.8% $522.77 -12.7%
366 IQVIA HLDGS INC 9,811.0 $1.7M 0.01% +1K +16.9% $170.54
367 OVV OVINTIV INC Energy 28,108.0 $1.7M 0.01% +3K +10.7% $59.36 -11.7%
368 AEE AMEREN CORP Utilities 14,948.0 $1.6M 0.01% +4K +42.8% $109.92 -1.1%
369 AMER SPORTS INC 49,748.0 $1.6M 0.01% +3K +6.7% $32.92
370 NGG NATIONAL GRID PLC Utilities 19,305.0 $1.6M 0.01% +474.0 +2.5% $84.60 -6.1%
371 MFG MIZUHO FINANCIAL GROUP INC Financial Services 205,511.0 $1.6M 0.01% +45K +27.7% $7.94 +29.7%
372 NJUL INNOVATOR ETFS TRUST 22,613.0 $1.6M 0.01% +213.0 +0.9% $71.41 +8.1%
373 RF REGIONS FINANCIAL CORP NEW Financial Services 61,241.0 $1.6M 0.01% +13K +27.6% $26.12 +9.6%
374 FEZ SPDR INDEX SHS FDS 25,631.0 $1.6M 0.01% +1K +5.8% $62.08 +12.9%
375 MSTR STRATEGY INC Technology 12,716.0 $1.6M 0.01% +5K +71.2% $124.80 -9.8%
376 CTRA COTERRA ENERGY INC Energy 44,487.0 $1.6M 0.01% +17K +59.8% $35.14 -7.3%
377 COIN COINBASE GLOBAL INC Financial Services 8,935.0 $1.6M 0.01% +2K +28.9% $174.62 -6.5%
378 DG DOLLAR GEN CORP Consumer Defensive 13,060.0 $1.6M 0.01% +2K +15.8% $118.73 -4.4%
379 PKG PACKAGING CORP AMER Consumer Cyclical 7,266.0 $1.5M 0.01% +447.0 +6.6% $212.21 +7.9%
380 INCY INCYTE CORP Healthcare 16,377.0 $1.5M 0.01% +3K +21.7% $94.12 +4.4%
Page 19 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%