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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 25 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JEPQ J P MORGAN EXCHANGE TRADED F 9,089.0 $505K 0.00% -66.0 -0.7% $55.52 +10.5%
482 BSMQ INVESCO EXCH TRD SLF IDX FD 21,320.0 $504K 0.00% -5K -19.6% $23.62 -0.2%
483 SANM SANMINA CORP Technology 3,862.0 $501K 0.00% -1K -23.1% $129.64 +86.3%
484 RCI ROGERS COMMUNICATIONS INC Communication Services 12,989.0 $499K 0.00% -2K -11.1% $38.45 -2.3%
485 ORA ORMAT TECHNOLOGIES INC Utilities 4,453.0 $498K 0.00% -2K -27.2% $111.92 +14.1%
486 AYI ACUITY INC Industrials 1,776.0 $498K 0.00% -1K -40.9% $280.22 +13.3%
487 BAP CREDICORP LTD Financial Services 1,464.0 $497K 0.00% -38.0 -2.5% $339.22 +12.8%
488 ALLY ALLY FINL INC Financial Services 12,650.0 $496K 0.00% -9K -41.9% $39.23 +16.0%
489 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 8,373.0 $496K 0.00% -350.0 -4.0% $59.27 -20.8%
490 MEDP MEDPACE HLDGS INC Healthcare 1,024.0 $492K 0.00% -600.0 -37.0% $480.19 -4.2%
491 VMI VALMONT INDS INC Industrials 1,228.0 $491K 0.00% -278.0 -18.5% $399.50 +42.8%
492 APTIV PLC 7,062.0 $490K 0.00% -3K -31.7% $69.44
493 PAPR INNOVATOR ETFS TRUST 12,316.0 $490K 0.00% -80.0 -0.7% $39.80 +6.0%
494 SLG SL GREEN RLTY CORP Real Estate 13,202.0 $488K 0.00% -456.0 -3.3% $36.94 +36.9%
495 ONB OLD NATL BANCORP IND Financial Services 22,034.0 $487K 0.00% -6K -20.5% $22.10 +12.2%
496 EXPO EXPONENT INC Industrials 7,431.0 $485K 0.00% -6K -43.5% $65.25 -12.8%
497 DAR DARLING INGREDIENTS INC Consumer Defensive 7,834.0 $485K 0.00% -2K -16.7% $61.85 -13.2%
498 CMC COMMERCIAL METALS CO Basic Materials 7,854.0 $482K 0.00% -3K -29.5% $61.43 +17.8%
499 UMBF UMB FINL CORP Financial Services 4,234.0 $478K 0.00% -2K -33.3% $112.79 +18.0%
500 SAIA SAIA INC Industrials 1,358.0 $477K 0.00% -327.0 -19.4% $351.28 +23.9%
Page 25 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%