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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 41 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 U UNITY SOFTWARE INC Technology 11,629.0 $255K 0.00% +3K +30.6% $21.94 +25.3%
802 KOPN KOPIN CORP Technology 113,345.0 $255K 0.00% +45K +66.4% $2.25 +119.1%
803 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 29,303.0 $248K 0.00% +6K +26.5% $8.45 +45.3%
804 SCHP SCHWAB STRATEGIC TR 9,303.0 $248K 0.00% +2K +19.4% $26.61 -0.5%
805 ENVA ENOVA INTL INC Financial Services 1,817.0 $247K 0.00% +195.0 +12.0% $135.83 +49.1%
806 HMY HARMONY GOLD MNG LTD Basic Materials 16,040.0 $247K 0.00% +4K +37.0% $15.37 +10.7%
807 MFA MFA FINL INC Real Estate 25,694.0 $246K 0.00% +448.0 +1.8% $9.58 -0.5%
808 VDC VANGUARD WORLD FD 1,082.0 $243K 0.00% +8.0 +0.7% $224.61 +0.7%
809 USRT ISHARES TR 4,080.0 $242K 0.00% +26.0 +0.6% $59.19 +9.2%
810 BHC BAUSCH HEALTH COS INC Healthcare 44,158.0 $238K 0.00% +19K +75.5% $5.40 -11.7%
811 CGDV CAPITAL GROUP DIVIDEND VALUE 5,599.0 $238K 0.00% +781.0 +16.2% $42.54 +15.2%
812 ENIC ENEL CHILE SA Utilities 60,247.0 $237K 0.00% +35K +142.5% $3.94 +16.0%
813 GSEW GOLDMAN SACHS ETF TR 2,778.0 $235K 0.00% +207.0 +8.1% $84.66 +10.1%
814 AGNC AGNC INVT CORP Real Estate 23,300.0 $234K 0.00% +4K +20.0% $10.03 +3.5%
815 MTH MERITAGE HOMES CORP Consumer Cyclical 3,772.0 $233K 0.00% +316.0 +9.1% $61.84 +22.5%
816 IGIB ISHARES TR 4,336.0 $231K 0.00% +250.0 +6.1% $53.22 -0.3%
817 GKOS GLAUKOS CORP Healthcare 2,077.0 $224K 0.00% +281.0 +15.7% $107.66 +21.4%
818 FRPH FRP HLDGS INC Real Estate 10,044.0 $220K 0.00% +336.0 +3.5% $21.88 +8.4%
819 KD KYNDRYL HLDGS INC Technology 16,463.0 $216K 0.00% +6K +58.5% $13.12 -16.2%
820 TFI SPDR SERIES TRUST 4,728.0 $214K 0.00% +103.0 +2.2% $45.34 +0.7%
Page 41 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%