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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 20 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 21,406.0 $1.5M 0.01% +2K +13.2% $71.18 -13.5%
382 KIM KIMCO REALTY CORP Real Estate 67,642.0 $1.5M 0.01% +19K +38.8% $22.47 +8.5%
383 JBHT HUNT J B TRANS SVCS INC Industrials 7,165.0 $1.5M 0.01% +718.0 +11.1% $211.90 +28.0%
384 EQNR EQUINOR ASA Energy 35,919.0 $1.5M 0.01% +4K +13.2% $42.20 -23.3%
385 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,560.0 $1.5M 0.01% +348.0 +8.3% $330.84 -15.9%
386 AVY AVERY DENNISON CORP Industrials 8,726.0 $1.5M 0.01% +1K +13.1% $172.68 -8.1%
387 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,131.0 $1.5M 0.01% +1K +9.3% $93.32 +2.5%
388 NRG NRG ENERGY INC Utilities 10,267.0 $1.5M 0.01% +2K +17.9% $146.14 -7.6%
389 TRMB TRIMBLE INC Technology 22,977.0 $1.5M 0.01% +10K +76.7% $65.23 -24.6%
390 HEI HEICO CORP NEW Industrials 5,424.0 $1.5M 0.01% +3K +148.3% $274.20 +22.9%
391 EXPD EXPEDITORS INTL WASH INC Industrials 10,306.0 $1.5M 0.01% +2K +24.0% $143.24 +12.6%
392 AER AERCAP HOLDINGS NV Industrials 10,737.0 $1.5M 0.01% +3K +36.6% $137.18 +5.7%
393 FANG DIAMONDBACK ENERGY INC Energy 7,427.0 $1.5M 0.01% +3K +60.5% $197.78 -7.2%
394 B BARRICK MNG CORP Basic Materials 35,980.0 $1.5M 0.01% +5K +15.3% $40.79 -1.1%
395 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,188.0 $1.5M 0.01% +422.0 +3.9% $131.01 -6.4%
396 EMN EASTMAN CHEM CO Basic Materials 19,125.0 $1.5M 0.01% +1K +7.0% $76.32 -5.0%
397 LUV SOUTHWEST AIRLS CO Industrials 38,624.0 $1.5M 0.01% +9K +29.4% $37.57 +27.7%
398 RMD RESMED INC Healthcare 6,431.0 $1.4M 0.01% +737.0 +12.9% $224.48 -16.0%
399 NTAP NETAPP INC Technology 14,089.0 $1.4M 0.01% +545.0 +4.0% $102.39 +56.0%
400 CCL CARNIVAL CORP Consumer Cyclical 55,391.0 $1.4M 0.01% +9K +19.5% $25.88 +19.3%
Page 20 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%