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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 11 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CINF CINCINNATI FINL CORP Financial Services 16,679.0 $2.6M 0.01% -895.0 -5.1% $157.35 +8.2%
202 HOOD ROBINHOOD MKTS INC Financial Services 37,652.0 $2.6M 0.01% -7K -14.8% $69.30 +56.1%
203 MSFT PUT MICROSOFT CORP Technology 7,000.0 $2.6M 0.01% -1K -14.6% $370.17 +2.5%
204 URBN URBAN OUTFITTERS INC Consumer Cyclical 40,442.0 $2.6M 0.01% -2K -5.4% $63.35 +20.6%
205 BXSL BLACKSTONE SECD LENDING FD Financial Services 107,441.0 $2.5M 0.01% -13K -10.7% $23.69 -0.3%
206 BEPC BROOKFIELD RENEWABLE CORP Utilities 63,611.0 $2.5M 0.01% -2K -2.3% $39.83 -6.1%
207 DEHP DIMENSIONAL ETF TRUST 73,598.0 $2.5M 0.01% -3K -4.0% $33.79 +31.6%
208 NI NISOURCE INC Utilities 53,078.0 $2.5M 0.01% -6K -10.3% $46.66 +1.3%
209 ZTS ZOETIS INC Healthcare 20,927.0 $2.5M 0.01% -620.0 -2.9% $118.21 -33.4%
210 MDLZ MONDELEZ INTL INC Consumer Defensive 42,813.0 $2.5M 0.01% -280.0 -0.7% $57.64 +4.3%
211 BNDX VANGUARD CHARLOTTE FDS 51,321.0 $2.5M 0.01% -19K -26.8% $48.05 +0.6%
212 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,104.0 $2.5M 0.01% -796.0 -6.2% $203.18 +7.5%
213 SMH VANECK ETF TRUST 6,336.0 $2.4M 0.01% -1K -18.6% $383.40 +72.1%
214 FMHI FIRST TR EXCH TRADED FD III 50,517.0 $2.4M 0.01% -6K -10.7% $47.54 +2.0%
215 NVDA PUT NVIDIA CORPORATION Technology 13,700.0 $2.4M 0.01% -500.0 -3.5% $174.40 +20.8%
216 BP BP PLC Energy 50,572.0 $2.4M 0.01% -596.0 -1.2% $47.00 -16.8%
217 MCO MOODYS CORP Financial Services 5,443.0 $2.4M 0.01% -250.0 -4.4% $436.27 +3.3%
218 TEL TE CONNECTIVITY PLC Technology 11,326.0 $2.4M 0.01% -182.0 -1.6% $209.02 +4.1%
219 VOOG VANGUARD ADMIRAL FDS INC 5,796.0 $2.4M 0.01% -299.0 -4.9% $407.72 -79.6%
220 PRU PRUDENTIAL FINL INC Financial Services 23,871.0 $2.3M 0.01% -293.0 -1.2% $97.69 +9.0%
Page 11 of 37  ·  725 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%