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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 22 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,060.0 $1.3M 0.01% +127.0 +13.6% $1260.65 -9.2%
422 USIG ISHARES TR 25,968.0 $1.3M 0.01% +1K +5.8% $51.23 -0.0%
423 CELH CELSIUS HLDGS INC Consumer Defensive 37,314.0 $1.3M 0.01% +2K +5.0% $35.48 -13.2%
424 YUMC YUM CHINA HLDGS INC Consumer Cyclical 27,000.0 $1.3M 0.01% +162.0 +0.6% $48.78 -12.0%
425 NMR NOMURA HLDGS INC Financial Services 166,873.0 $1.3M 0.01% +117K +236.2% $7.89 +13.7%
426 TDY TELEDYNE TECHNOLOGIES INC Technology 2,165.0 $1.3M 0.01% +85.0 +4.1% $605.09 +2.4%
427 CAE CAE INC Industrials 50,271.0 $1.3M 0.01% +399.0 +0.8% $26.05 -3.8%
428 DB DEUTSCHE BK AG Financial Services 43,863.0 $1.3M 0.01% +20K +86.9% $29.78 +18.4%
429 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 34,930.0 $1.3M 0.01% +21K +149.7% $37.01 +26.6%
430 BURL BURLINGTON STORES INC Consumer Cyclical 3,949.0 $1.3M 0.01% +376.0 +10.5% $325.35 +3.6%
431 VRSN VERISIGN INC Technology 5,158.0 $1.3M 0.01% +1K +39.9% $248.38 +6.5%
432 TPR TAPESTRY INC Consumer Cyclical 9,073.0 $1.3M 0.01% +2K +28.6% $141.11 +1.7%
433 BALI BLACKROCK ETF TRUST 40,996.0 $1.3M 0.01% +3K +8.4% $30.81 +9.5%
434 EQT EQT CORP Energy 19,768.0 $1.3M 0.01% +5K +38.1% $63.64 -20.3%
435 AMG AFFILIATED MANAGERS GROUP Financial Services 4,538.0 $1.3M 0.01% +517.0 +12.9% $276.71 +27.5%
436 KVUE KENVUE INC Consumer Defensive 72,458.0 $1.2M 0.01% +9K +13.9% $17.24 +5.1%
437 HMC HONDA MOTOR CO LTD Consumer Cyclical 51,167.0 $1.2M 0.01% +26K +104.4% $24.31 +8.0%
438 TRP TC ENERGY CORP Energy 19,837.0 $1.2M 0.01% +937.0 +5.0% $62.60 +8.1%
439 ON ON SEMICONDUCTOR CORP Technology 19,826.0 $1.2M 0.01% +2K +11.5% $61.92 +96.4%
440 GFI GOLD FIELDS LTD Basic Materials 26,840.0 $1.2M 0.01% +2K +8.1% $45.40 -15.0%
Page 22 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%