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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 34 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PK PARK HOTELS & RESORTS INC Real Estate 50,637.0 $533K 0.00% +27K +116.7% $10.53 +39.8%
662 LIBERTY MEDIA CORP DEL 6,824.0 $533K 0.00% +2K +43.2% $78.08
663 SLYV SPDR SERIES TRUST 5,609.0 $530K 0.00% +30.0 +0.5% $94.58 +12.9%
664 PBR PETROLEO BRASILEIRO S A Energy 25,509.0 $529K 0.00% +3K +13.3% $20.75 -19.3%
665 BSCU INVESCO EXCH TRD SLF IDX FD 31,584.0 $528K 0.00% +5K +16.8% $16.72 -0.3%
666 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 7,155.0 $527K 0.00% +3K +76.6% $73.70 +13.9%
667 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,596.0 $525K 0.00% +2K +41.4% $93.88 +189.6%
668 PSO PEARSON PLC Communication Services 39,533.0 $519K 0.00% +13K +46.4% $13.13 +13.3%
669 SILJ AMPLIFY ETF TR 17,400.0 $517K 0.00% +2K +11.3% $29.72 -6.1%
670 ZTO ZTO EXPRESS CAYMAN INC Industrials 20,348.0 $512K 0.00% +1K +6.3% $25.17 -12.6%
671 YETI YETI HLDGS INC Consumer Cyclical 13,965.0 $511K 0.00% +936.0 +7.2% $36.59 +33.8%
672 STM STMICROELECTRONICS N V Technology 14,713.0 $508K 0.00% +7K +90.4% $34.55 +126.9%
673 ONDS ONDAS INC Technology 56,162.0 $508K 0.00% +41K +274.4% $9.04 +2.5%
674 BEKE KE HLDGS INC Real Estate 33,911.0 $508K 0.00% +22K +179.5% $14.97 -0.4%
675 PHI PLDT INC Communication Services 23,983.0 $505K 0.00% +190.0 +0.8% $21.04 -17.0%
676 GWRE GUIDEWIRE SOFTWARE INC Technology 3,354.0 $502K 0.00% +635.0 +23.4% $149.56 -27.9%
677 STWD STARWOOD PPTY TR INC Real Estate 28,989.0 $499K 0.00% +14K +98.1% $17.22 -3.0%
678 SUI SUN CMNTYS INC Real Estate 3,933.0 $495K 0.00% +2K +61.6% $125.97 -6.0%
679 CELC CELCUITY INC Healthcare 4,339.0 $495K 0.00% +74.0 +1.7% $114.14 -23.1%
680 ACT ENACT HLDGS INC Financial Services 12,125.0 $495K 0.00% +6K +94.5% $40.81 +3.9%
Page 34 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%