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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 18 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JKHY HENRY JACK & ASSOC INC Technology 6,036.0 $954K 0.01% -5K -46.8% $158.05 -20.1%
342 VONE VANGUARD SCOTTSDALE FDS 3,180.0 $938K 0.01% -65.0 -2.0% $295.11 +14.3%
343 CPRT COPART INC Industrials 28,178.0 $936K 0.01% -3K -9.2% $33.20 -8.9%
344 LPLA LPL FINL HLDGS INC Financial Services 3,091.0 $930K 0.01% -1K -32.5% $300.84 -2.3%
345 SJM SMUCKER J M CO Consumer Defensive 9,426.0 $909K 0.01% -5K -34.3% $96.44 +15.0%
346 SEB SEABOARD CORP DEL Industrials 160.0 $905K 0.01% -6.0 -3.6% $5654.02 -15.2%
347 VGIT VANGUARD SCOTTSDALE FDS 15,062.0 $897K 0.01% -407.0 -2.6% $59.55 -1.2%
348 CF CF INDUSTRIES HOLD Basic Materials 6,904.0 $896K 0.01% -584.0 -7.8% $129.85 -20.7%
349 SUSC ISHARES TR 38,070.0 $881K 0.01% -12K -23.6% $23.14 -0.1%
350 AMERICA MOVIL SAB DE CV 34,184.0 $871K 0.01% -2K -5.7% $25.48
351 AMKR AMKOR TECHNOLOGY INC Technology 19,317.0 $870K 0.01% -5K -20.4% $45.03 +100.9%
352 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 45,143.0 $864K 0.01% -2K -4.6% $19.15 -5.5%
353 COKE COCA COLA CONS INC Consumer Defensive 4,463.0 $856K 0.01% -663.0 -12.9% $191.73 -5.3%
354 POR PORTLAND GEN ELEC CO Utilities 16,150.0 $852K 0.01% -7K -29.4% $52.77 -4.9%
355 DLB DOLBY LABORATORIES INC Technology 14,095.0 $847K 0.01% -593.0 -4.0% $60.06 -12.9%
356 SNX TD SYNNEX CORPORATION Technology 5,017.0 $846K 0.01% -228.0 -4.3% $168.71 +68.7%
357 WY WEYERHAEUSER CO Real Estate 34,587.0 $845K 0.01% -1K -3.3% $24.43 -0.5%
358 CSW INDUSTRIALS INC 3,214.0 $838K 0.01% -99.0 -3.0% $260.58
359 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 74,153.0 $836K 0.01% -2K -2.3% $11.27 +1.0%
360 IDLV INVESCO EXCH TRADED FD TR II 24,198.0 $834K 0.01% -2K -7.6% $34.45 +0.9%
Page 18 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%