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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 35 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FLR FLUOR CORP Industrials 10,575.0 $493K 0.00% +2K +28.3% $46.65 +15.0%
682 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 32,654.0 $491K 0.00% +7K +26.3% $15.05 +9.8%
683 BOND PIMCO ETF TR 5,277.0 $487K 0.00% +2K +86.4% $92.28 -0.2%
684 BEONE MEDICINES LTD 1,628.0 $483K 0.00% +65.0 +4.2% $296.97
685 CNA CNA FINL CORP Financial Services 10,453.0 $480K 0.00% +2K +25.4% $45.92 -3.0%
686 FR FIRST INDL RLTY TR INC Real Estate 8,184.0 $473K 0.00% +163.0 +2.0% $57.85 +6.8%
687 SPYD SPDR SERIES TRUST 10,384.0 $473K 0.00% +603.0 +6.2% $45.52 +4.3%
688 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,069.0 $463K 0.00% +305.0 +6.4% $91.37 -4.5%
689 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 29,277.0 $460K 0.00% +4K +15.5% $15.72 -15.2%
690 PICB INVESCO EXCH TRADED FD TR II 19,901.0 $460K 0.00% +154.0 +0.8% $23.10 +0.3%
691 SNEX STONEX GROUP INC Financial Services 5,694.0 $459K 0.00% +1K +30.1% $80.65 +72.4%
692 SSL SASOL LTD Basic Materials 35,340.0 $458K 0.00% +9K +34.5% $12.96 -16.9%
693 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,904.0 $455K 0.00% +793.0 +19.3% $92.76 +65.7%
694 GHC GRAHAM HLDGS CO Consumer Defensive 425.0 $449K 0.00% +64.0 +17.7% $1057.26 +8.3%
695 OKTA OKTA INC Technology 5,686.0 $448K 0.00% +600.0 +11.8% $78.71 +49.7%
696 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,160.0 $447K 0.00% +1K +24.2% $72.55 +5.8%
697 TKO TKO GROUP HOLDINGS INC Communication Services 2,207.0 $445K 0.00% +31.0 +1.4% $201.65 -1.4%
698 VTES VANGUARD WELLINGTON FD 4,371.0 $442K 0.00% +471.0 +12.1% $101.13 +0.1%
699 HEICO CORP NEW 2,088.0 $441K 0.00% +249.0 +13.5% $211.14
700 VOYA VOYA FINANCIAL INC Financial Services 6,446.0 $440K 0.00% +1K +26.7% $68.32 +32.5%
Page 35 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%