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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 37 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TDS TELEPHONE & DATA SYS INC Communication Services 9,714.0 $409K 0.00% +835.0 +9.4% $42.10 -6.0%
722 MSA MSA SAFETY INC Industrials 2,450.0 $402K 0.00% +675.0 +38.0% $163.95 +0.3%
723 CG CARLYLE GROUP INC Financial Services 8,290.0 $401K 0.00% +697.0 +9.2% $48.39 -7.4%
724 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,421.0 $400K 0.00% +701.0 +10.4% $53.88 -9.6%
725 TS TENARIS S A Energy 6,764.0 $394K 0.00% +103.0 +1.6% $58.18 -1.6%
726 ALV AUTOLIV INC Consumer Cyclical 3,733.0 $393K 0.00% +391.0 +11.7% $105.16 +12.4%
727 XLRE SELECT SECTOR SPDR TR 9,595.0 $392K 0.00% +206.0 +2.2% $40.83 +7.4%
728 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 22,771.0 $390K 0.00% +6K +31.9% $17.12 +19.9%
729 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,852.0 $387K 0.00% +2K +50.4% $56.45 -8.2%
730 IXN ISHARES TR 3,846.0 $384K 0.00% +138.0 +3.7% $99.97 +46.4%
731 KMPR KEMPER CORP Financial Services 12,559.0 $384K 0.00% +3K +29.2% $30.56 -18.1%
732 MOH MOLINA HEALTHCARE INC Healthcare 2,790.0 $372K 0.00% +34.0 +1.2% $133.28 +46.6%
733 NJR NEW JERSEY RES CORP Utilities 6,708.0 $368K 0.00% +1K +21.7% $54.92 +0.4%
734 MTCH MATCH GROUP INC NEW Communication Services 11,971.0 $368K 0.00% +1K +13.3% $30.71 +15.4%
735 ASTS AST SPACEMOBILE INC Technology 4,389.0 $364K 0.00% +1K +47.8% $82.87 -2.7%
736 ZG ZILLOW GROUP INC Communication Services 8,785.0 $364K 0.00% +4K +89.1% $41.39 -22.1%
737 AVA AVISTA CORP Utilities 9,028.0 $362K 0.00% +385.0 +4.5% $40.14 -0.9%
738 DRS LEONARDO DRS INC Industrials 8,124.0 $362K 0.00% +896.0 +12.4% $44.52 +3.5%
739 MILLROSE PPTYS INC 12,901.0 $361K 0.00% +3K +33.2% $28.00
740 OTEX OPEN TEXT CORP Technology 16,169.0 $360K 0.00% +2K +14.4% $22.24 -7.0%
Page 37 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%