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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 33 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EL LAUDER ESTEE COS INC Consumer Defensive 7,963.0 $572K 0.00% +2K +24.6% $71.77 +18.2%
642 TEAM ATLASSIAN CORPORATION Technology 8,370.0 $571K 0.00% +2K +26.1% $68.25 +21.2%
643 OLN OLIN CORP Basic Materials 19,202.0 $571K 0.00% +2K +11.1% $29.73 -26.0%
644 PAAS PAN AMERN SILVER CORP Basic Materials 10,412.0 $569K 0.00% +624.0 +6.4% $54.63 -10.3%
645 CNI CANADIAN NATL RY CO Industrials 5,519.0 $567K 0.00% +56.0 +1.0% $102.76 +10.4%
646 SBS COMPANHIA DE SANEAMENTO BASI Utilities 18,516.0 $565K 0.00% +173.0 +0.9% $30.51 -82.8%
647 FHN FIRST HORIZON CORPORATION Financial Services 24,783.0 $564K 0.00% +3K +12.0% $22.76 +9.0%
648 MDU MDU RES GROUP INC Industrials 27,128.0 $562K 0.00% +3K +12.2% $20.72 +2.8%
649 MHK MOHAWK INDS INC Consumer Cyclical 5,685.0 $560K 0.00% +101.0 +1.8% $98.45 +14.1%
650 AIQ GLOBAL X FDS 11,987.0 $559K 0.00% +155.0 +1.3% $46.67 +43.1%
651 MOS MOSAIC CO Basic Materials 21,783.0 $555K 0.00% +6K +40.2% $25.50 -10.2%
652 GRAB GRAB HOLDINGS LIMITED Technology 151,710.0 $555K 0.00% +82K +117.3% $3.66 -2.5%
653 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25,645.0 $554K 0.00% +10K +64.7% $21.62 +22.1%
654 GDXJ VANECK ETF TRUST 4,613.0 $554K 0.00% +758.0 +19.7% $120.04 -10.7%
655 PUK PRUDENTIAL PLC Financial Services 19,440.0 $553K 0.00% +6K +46.0% $28.43 -5.8%
656 SMURFIT WESTROCK PLC 13,837.0 $551K 0.00% +3K +26.4% $39.85
657 USFR WISDOMTREE TR 10,887.0 $548K 0.00% +6K +130.2% $50.34 +0.2%
658 FNDC SCHWAB STRATEGIC TR 11,794.0 $547K 0.00% +1K +11.0% $46.36 +7.4%
659 TTD THE TRADE DESK INC Technology 24,039.0 $545K 0.00% +12K +106.4% $22.69 -18.4%
660 PSTG EVERPURE INC Technology 9,235.0 $545K 0.00% +3K +53.1% $59.04 +46.0%
Page 33 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%