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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 21 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CPNG COUPANG INC Consumer Cyclical 75,868.0 $1.4M 0.01% +16K +26.7% $18.88 -4.7%
402 ARGX ARGENX SE Healthcare 1,961.0 $1.4M 0.01% +32.0 +1.7% $730.28 +20.2%
403 WDS WOODSIDE ENERGY GROUP LTD Energy 59,891.0 $1.4M 0.01% +4K +6.3% $23.88 -16.0%
404 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,316.0 $1.4M 0.01% +869.0 +60.1% $616.88 +12.0%
405 ET ENERGY TRANSFER L P Energy 73,877.0 $1.4M 0.01% +21K +40.2% $19.30 -2.8%
406 DOW DOW HLDGS INC Basic Materials 34,094.0 $1.4M 0.01% +14K +71.7% $41.65 -23.8%
407 WEC WEC ENERGY GROUP INC Utilities 12,222.0 $1.4M 0.01% +1K +11.9% $115.77 -3.1%
408 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,659.0 $1.4M 0.01% +884.0 +6.0% $90.11 +21.6%
409 RS RELIANCE INC Basic Materials 4,638.0 $1.4M 0.01% +912.0 +24.5% $303.94 +30.4%
410 HDV ISHARES TR 10,338.0 $1.4M 0.01% +5K +100.2% $135.72 -80.1%
411 FNV FRANCO NEV CORP Basic Materials 5,653.0 $1.4M 0.01% +259.0 +4.8% $247.07 -11.3%
412 DLTR DOLLAR TREE INC Consumer Defensive 12,630.0 $1.4M 0.01% +1K +11.1% $109.51 +2.0%
413 KHC KRAFT HEINZ CO Consumer Defensive 61,470.0 $1.4M 0.01% +27K +78.4% $22.49 +1.5%
414 QQQM INVESCO EXCH TRADED FD TR II 5,796.0 $1.4M 0.01% +2K +49.3% $237.60 +28.2%
415 EZU ISHARES INC 21,843.0 $1.4M 0.01% +1K +5.0% $62.64 +10.6%
416 BWA BORGWARNER INC Consumer Cyclical 25,076.0 $1.4M 0.01% +686.0 +2.8% $54.26 +32.4%
417 XME SPDR SERIES TRUST 12,587.0 $1.4M 0.01% +223.0 +1.8% $108.01 +8.3%
418 DFSB DIMENSIONAL ETF TRUST 26,211.0 $1.4M 0.01% +11K +69.6% $51.74 +1.2%
419 RGA REINSURANCE GROUP AMER INC Financial Services 6,598.0 $1.3M 0.01% +2K +50.6% $204.16 +3.1%
420 VTRS VIATRIS INC Healthcare 99,279.0 $1.3M 0.01% +14K +16.7% $13.51 +13.8%
Page 21 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%