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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 23 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ELAN ELANCO ANIMAL HEALTH INC Healthcare 25,218.0 $603K 0.00% -6K -20.3% $23.93 +1.2%
442 MSM MSC INDL DIRECT INC Industrials 6,527.0 $602K 0.00% -2K -21.6% $92.27 +28.4%
443 STAG STAG INDUSTRIAL INC Real Estate 16,570.0 $598K 0.00% -6K -28.1% $36.06 +4.8%
444 H HYATT HOTELS CORP Consumer Cyclical 4,115.0 $592K 0.00% -978.0 -19.2% $143.80 +40.5%
445 BSMY INVESCO EXCH TRD SLF IDX FD 24,212.0 $587K 0.00% -7K -22.1% $24.26 +1.7%
446 RNST RENASANT CORP Financial Services 16,219.0 $586K 0.00% -1K -6.2% $36.13 +15.4%
447 CHRD CHORD ENERGY CORPORATION Energy 4,113.0 $585K 0.00% -3K -44.2% $142.18 -13.4%
448 PECO PHILLIPS EDISON & CO INC Real Estate 15,512.0 $580K 0.00% -2K -9.2% $37.42 +8.7%
449 ORI OLD REP INTL CORP Financial Services 14,488.0 $578K 0.00% -18K -55.5% $39.90 -3.0%
450 KEX KIRBY CORP Industrials 4,322.0 $574K 0.00% -1K -22.9% $132.88 +5.8%
451 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,592.0 $571K 0.00% -1K -42.6% $358.79 -12.9%
452 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 6,991.0 $568K 0.00% -2K -21.0% $81.23 +3.7%
453 CCI CROWN CASTLE INC Real Estate 6,972.0 $567K 0.00% -2K -22.3% $81.31 +0.9%
454 ASB ASSOCIATED BANC-CORP Financial Services 21,917.0 $567K 0.00% -2K -6.7% $25.86 +12.9%
455 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,949.0 $566K 0.00% -314.0 -13.9% $290.29 +18.5%
456 BSMS INVESCO EXCH TRD SLF IDX FD 24,090.0 $564K 0.00% -6K -19.4% $23.40 +0.4%
457 SCHR SCHWAB STRATEGIC TR 22,464.0 $560K 0.00% -11K -32.9% $24.91 -1.2%
458 PGX INVESCO EXCH TRADED FD TR II 51,374.0 $559K 0.00% -4K -7.3% $10.88 +1.0%
459 VALE VALE S A Basic Materials 34,957.0 $556K 0.00% -7K -16.6% $15.91 -3.1%
460 PR PERMIAN RESOURCES CORP Energy 26,027.0 $555K 0.00% -386.0 -1.5% $21.32 -13.6%
Page 23 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%