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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 26 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 R RYDER SYS INC Industrials 2,327.0 $476K 0.00% -631.0 -21.3% $204.71 +28.7%
502 BCE BCE INC Communication Services 18,816.0 $475K 0.00% -8K -30.9% $25.24 -7.8%
503 SKYW SKYWEST INC Industrials 5,103.0 $469K 0.00% -1K -18.6% $91.84 +0.9%
504 ROKU ROKU INC Communication Services 4,916.0 $465K 0.00% -116.0 -2.3% $94.62 +45.9%
505 SOFI SOFI TECHNOLOGIES INC Financial Services 29,276.0 $465K 0.00% -20K -40.5% $15.88 +12.8%
506 HYGW ISHARES TR 15,749.0 $465K 0.00% -5K -24.0% $29.50 -1.5%
507 AM ANTERO MIDSTREAM CORP Energy 20,000.0 $456K 0.00% -9K -30.3% $22.80 -4.8%
508 TLK TELEKOMUNIKASI IND Communication Services 24,258.0 $453K 0.00% -20K -45.2% $18.68 -20.3%
509 FIVE FIVE BELOW INC Consumer Cyclical 1,979.0 $452K 0.00% -540.0 -21.4% $228.43 -15.0%
510 INVH INVITATION HOMES INC Real Estate 18,189.0 $452K 0.00% -2K -10.2% $24.85 +14.3%
511 LBRDK LIBERTY BROADBAND CORP Communication Services 8,927.0 $449K 0.00% -2K -20.9% $50.30 -41.1%
512 AVB AVALONBAY CMNTYS INC Real Estate 2,715.0 $444K 0.00% -4K -60.6% $163.37 +8.5%
513 SIRI SIRIUSXM HOLDINGS INC Communication Services 19,213.0 $443K 0.00% -649.0 -3.3% $23.08 +21.4%
514 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,265.0 $441K 0.00% -428.0 -9.1% $103.50 +11.1%
515 TTC TORO CO Industrials 4,717.0 $441K 0.00% -430.0 -8.3% $93.44 -0.9%
516 BLD TOPBUILD COR Industrials 1,252.0 $440K 0.00% -503.0 -28.7% $351.30 +21.4%
517 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,966.0 $437K 0.00% -123.0 -5.9% $222.07 +76.3%
518 CIBR FIRST TR EXCHANGE-TRADED FD 6,919.0 $434K 0.00% -136.0 -1.9% $62.68 +34.9%
519 CUZ COUSINS PPTYS INC Real Estate 19,180.0 $433K 0.00% -23K -54.7% $22.57 +25.3%
520 HL HECLA MINING COMPANY Basic Materials 22,959.0 $428K 0.00% -8K -26.7% $18.63 -14.3%
Page 26 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%