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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 27 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,391.0 $900K 0.01% +215.0 +6.8% $265.32 +27.4%
522 KDP KEURIG DR PEPPER INC Consumer Defensive 34,072.0 $897K 0.01% +2K +5.2% $26.33 +16.8%
523 HRB BLOCK H & R INC Consumer Cyclical 28,196.0 $895K 0.01% +3K +13.7% $31.74 +8.3%
524 TLT ISHARES TR 10,299.0 $893K 0.01% +7K +191.6% $86.69 +0.1%
525 ANGLOGOLD ASHANTI PLC 9,100.0 $886K 0.01% +3K +44.3% $97.36
526 AEGON LTD 121,708.0 $884K 0.01% +91K +301.6% $7.26
527 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,452.0 $883K 0.01% +872.0 +24.4% $198.31 +17.5%
528 RGTI RIGETTI COMPUTING INC Technology 62,623.0 $879K 0.01% +2K +3.0% $14.04 +52.1%
529 ROL ROLLINS INC Consumer Cyclical 16,365.0 $874K 0.01% +183.0 +1.1% $53.41 -15.8%
530 EVEREST GROUP LTD 2,671.0 $873K 0.01% +565.0 +26.8% $326.88
531 IYG ISHARES TR 10,531.0 $872K 0.01% +2K +18.4% $82.84 +9.4%
532 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18,754.0 $869K 0.01% +13K +212.4% $46.36 +76.8%
533 BMO BANK MONTREAL MEDIUM Financial Services 6,384.0 $864K 0.01% +461.0 +7.8% $135.34 +26.2%
534 CCK CROWN HLDGS INC Consumer Cyclical 8,564.0 $859K 0.01% +1K +19.7% $100.25 +1.3%
535 PTC PTC INC Technology 6,023.0 $858K 0.01% +1K +32.0% $142.50 -19.5%
536 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,596.0 $853K 0.01% +794.0 +16.5% $152.51 +12.3%
537 PHG KONINKLIJKE PHILIPS N V Healthcare 31,116.0 $853K 0.01% +11K +55.1% $27.40 -2.3%
538 EWJ ISHARES INC 10,047.0 $848K 0.01% +276.0 +2.8% $84.44 +14.0%
539 J JACOBS SOLUTIONS INC Industrials 6,633.0 $844K 0.01% +97.0 +1.5% $127.29 -5.0%
540 SCMB SCHWAB STRATEGIC TR 33,065.0 $842K 0.01% +5K +19.9% $25.48 +1.1%
Page 27 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%