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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 43 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 COTY COTY INC Consumer Defensive 50,383.0 $101K 0.00% +13K +33.6% $2.01 -3.0%
842 CODI COMPASS DIVERSIFIED Industrials 10,380.0 $82K +55.0 +0.5% $7.86 +28.6%
843 RCKT ROCKET PHARMACEUTICALS INC Healthcare 20,349.0 $73K +8K +68.9% $3.58 -6.4%
844 PCT PURECYCLE TECHNOLOGIES INC Industrials 13,451.0 $70K +2K +17.6% $5.19 +67.6%
845 AVGO CALL BROADCOM INC Technology 300.0 $64K +200.0 +200.0% $212.38 +93.7%
846 RXRX RECURSION PHARMACEUTICALS IN Healthcare 15,162.0 $47K +5K +51.5% $3.07 +5.2%
847 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 22,251.0 $31K +10K +81.0% $1.40 +50.0%
848 GOSS GOSSAMER BIO INC Healthcare 90,570.0 $30K +2K +2.4% $0.33 -48.9%
Page 43 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%