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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 38 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LDUR PIMCO ETF TR 3,732.0 $358K 0.00% +198.0 +5.6% $95.83 -0.5%
742 AES AES CORP Utilities 25,350.0 $357K 0.00% +7K +38.4% $14.09 +3.8%
743 UGP ULTRAPAR PARTICIPACOES SA Energy 64,807.0 $357K 0.00% +2K +2.8% $5.51 -12.9%
744 GDDY GODADDY INC Technology 4,318.0 $357K 0.00% +147.0 +3.5% $82.67 -6.8%
745 DSGX DESCARTES SYS GROUP INC Technology 4,918.0 $352K 0.00% +1K +42.3% $71.56 -5.9%
746 CLVT CLARIVATE PLC Technology 138,731.0 $351K 0.00% +108K +353.9% $2.53 -19.4%
747 RSPH INVESCO EXCHANGE TRADED FD T 11,547.0 $349K 0.00% +811.0 +7.5% $30.19 +4.4%
748 DEO DIAGEO PLC Consumer Defensive 4,658.0 $347K 0.00% +588.0 +14.4% $74.45 +8.1%
749 USHY ISHARES TR 9,320.0 $343K 0.00% +366.0 +4.1% $36.84 +0.5%
750 HYG ISHARES TR 4,311.0 $343K 0.00% +775.0 +21.9% $79.56 +0.6%
751 RTO RENTOKIL INITIAL PLC Industrials 10,874.0 $342K 0.00% +3K +40.8% $31.48 -9.5%
752 FLTR VANECK ETF TRUST 13,362.0 $340K 0.00% +4K +42.8% $25.48 +0.3%
753 HESM HESS MIDSTREAM LP Energy 8,700.0 $338K 0.00% +699.0 +8.7% $38.87 -5.4%
754 TDIV FIRST TR EXCHANGE TRADED FD 3,586.0 $336K 0.00% +125.0 +3.6% $93.66 +25.9%
755 HUBG HUB GROUP INC Industrials 9,315.0 $336K 0.00% +705.0 +8.2% $36.04 +23.1%
756 WFRD WEATHERFORD INTL PLC Energy 3,530.0 $334K 0.00% +454.0 +14.8% $94.58 -0.5%
757 JAAA JANUS DETROIT STR TR 6,579.0 $331K 0.00% +2K +32.7% $50.37 +0.5%
758 USAR USA RARE EARTH INC Basic Materials 21,715.0 $329K 0.00% +4K +20.8% $15.14 +62.8%
759 ALKS ALKERMES PLC Healthcare 9,272.0 $328K 0.00% +422.0 +4.8% $35.36 +27.2%
760 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 10,724.0 $326K 0.00% +2K +20.3% $30.36 -3.3%
Page 38 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%