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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 5 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 200,092.0 $15.5M 0.09% +2K +1.1% $77.59 +54.1%
82 LRCX LAM RESEARCH CORP Technology 70,528.0 $15.1M 0.08% +9K +15.3% $213.66 +82.1%
83 T AT&T INC Communication Services 511,590.0 $14.8M 0.08% +39K +8.1% $28.99 -24.1%
84 VXUS VANGUARD STAR FDS 186,431.0 $14.4M 0.08% +13K +7.5% $77.11 +12.5%
85 JMST J P MORGAN EXCHANGE TRADED F 272,195.0 $13.9M 0.08% +80K +41.6% $50.98 -0.0%
86 AMD ADVANCED MICRO DEVICES INC Technology 67,353.0 $13.7M 0.08% +6K +9.4% $203.43 +164.2%
87 NEE NEXTERA ENERGY INC Utilities 144,907.0 $13.5M 0.07% +12K +8.9% $92.88 -6.6%
88 SUB ISHARES TR 123,473.0 $13.1M 0.07% +1K +1.0% $106.50 +0.1%
89 BROOKFIELD ASSET MANAGMT LTD 291,685.0 $13.0M 0.07% +2K +0.8% $44.45
90 LMT LOCKHEED MARTIN CORP Industrials 21,141.0 $12.8M 0.07% +128.0 +0.6% $604.39 -15.5%
91 IWF ISHARES TR 29,116.0 $12.4M 0.07% +955.0 +3.4% $426.40 -71.1%
92 WSM WILLIAMS SONOMA INC Consumer Cyclical 66,559.0 $12.1M 0.07% +8K +14.5% $182.33 +21.3%
93 BA BOEING CO Industrials 59,906.0 $11.9M 0.07% +10K +18.9% $199.03 +11.9%
94 IWM ISHARES TR 47,383.0 $11.8M 0.07% +3K +7.4% $248.00 +19.2%
95 MMM 3M CO Industrials 80,240.0 $11.7M 0.07% +2K +2.3% $145.23 +10.6%
96 FLEX FLEXTRONICS INTL LTD Technology 177,497.0 $11.6M 0.07% +4K +2.4% $65.46 +125.5%
97 VT VANGUARD INTL EQUITY INDEX F 82,810.0 $11.5M 0.06% +3K +3.4% $138.32 +14.0%
98 MPLX MPLX LP Energy 200,244.0 $11.4M 0.06% +5K +2.7% $57.07 -0.4%
99 KEYS KEYSIGHT TECHNOLOGIES INC Technology 39,757.0 $11.2M 0.06% +748.0 +1.9% $282.37 +28.8%
100 TXN TEXAS INSTRS INC Technology 55,108.0 $10.7M 0.06% +9K +19.9% $194.14 +66.3%
Page 5 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%