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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 32 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SJNK SPDR SERIES TRUST 24,667.0 $616K 0.00% +575.0 +2.4% $24.98 +0.2%
622 FUTU FUTU HLDGS LTD Financial Services 4,482.0 $613K 0.00% +166.0 +3.9% $136.77 -29.3%
623 LYG LLOYDS BANKING GROUP PLC Financial Services 121,470.0 $611K 0.00% +7K +6.2% $5.03 +10.1%
624 FLUTTER ENTMT PLC 5,960.0 $608K 0.00% +3K +104.8% $101.95
625 VANGUARD MUN BD FDS 8,068.0 $606K 0.00% +4K +92.8% $75.15
626 PAYC PAYCOM SOFTWARE INC Technology 4,980.0 $605K 0.00% +3K +126.3% $121.54 +2.7%
627 BROOKFIELD WEALTH SOL LTD 14,562.0 $603K 0.00% +10K +207.5% $41.40
628 CRL CHARLES RIV LABS INTL INC Healthcare 3,493.0 $603K 0.00% +285.0 +8.9% $172.49 +7.3%
629 LSTR LANDSTAR SYS INC Industrials 3,751.0 $601K 0.00% +793.0 +26.8% $160.31 +29.4%
630 IEX IDEX CORP Industrials 3,166.0 $600K 0.00% +44.0 +1.4% $189.56 +18.7%
631 CSL CARLISLE COS INC Industrials 1,778.0 $593K 0.00% +80.0 +4.7% $333.64 +8.2%
632 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 12,758.0 $592K 0.00% +4K +41.0% $46.42 +9.9%
633 IYJ ISHARES TR 3,988.0 $588K 0.00% +697.0 +21.2% $147.53 +10.0%
634 M MACYS INC Consumer Cyclical 32,379.0 $586K 0.00% +5K +19.0% $18.09 +33.4%
635 HUN HUNTSMAN CORP Basic Materials 43,886.0 $584K 0.00% +6K +15.0% $13.31 -9.3%
636 PINS PINTEREST INC Communication Services 31,688.0 $581K 0.00% +11K +52.7% $18.34 +10.6%
637 GPC GENUINE PARTS CO Consumer Cyclical 5,490.0 $581K 0.00% +218.0 +4.1% $105.75 +2.8%
638 AXTA AXALTA COATING SYS LTD Basic Materials 20,901.0 $579K 0.00% +7K +55.1% $27.70 +25.6%
639 WDFC WD 40 CO Basic Materials 2,835.0 $578K 0.00% +110.0 +4.0% $203.94 +11.4%
640 ITUB ITAU UNIBANCO HLDG S A Financial Services 68,340.0 $573K 0.00% +439.0 +0.7% $8.38 -7.0%
Page 32 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%