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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 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BWXT BWX TECHNOLOGIES INC Industrials 51,574.0 $10.5M 0.06% $204.49 +0.4%
202 TPL TEXAS PACIFIC LAND CORPORATI Energy 22,085.0 $10.5M 0.06% +21K +1358.7% $474.56 -25.2%
203 JMUB J P MORGAN EXCHANGE TRADED F 208,705.0 $10.4M 0.06% +15K +7.6% $49.99 +1.0%
204 WPC WP CAREY INC Real Estate 153,460.0 $10.4M 0.06% +3K +1.9% $67.96 +4.8%
205 SO SOUTHERN CO Utilities 107,975.0 $10.4M 0.06% +10K +10.7% $96.52 -3.6%
206 BMY BRISTOL-MYERS SQUIBB CO Healthcare 168,316.0 $10.2M 0.06% +15K +9.9% $60.65 -11.0%
207 CCJ CAMECO CORP Energy 93,426.0 $10.1M 0.06% -3K -2.8% $108.61 -2.0%
208 VNQ VANGUARD INDEX FDS 112,620.0 $10.0M 0.06% -234K -67.5% $88.70 +7.7%
209 PFE PFIZER INC Healthcare 354,125.0 $9.9M 0.06% +15K +4.5% $28.08 -10.2%
210 XSMO INVESCO EXCHANGE TRADED FD T 128,764.0 $9.8M 0.06% -17K -11.7% $76.02 +18.4%
211 IMTM ISHARES TR 201,093.0 $9.7M 0.05% -4K -1.8% $48.02 +11.9%
212 INTU INTUIT Technology 22,281.0 $9.6M 0.05% +2K +8.6% $432.39 -38.2%
213 SCHF SCHWAB STRATEGIC TR 385,679.0 $9.5M 0.05% $24.75 +14.1%
214 DGRW WISDOMTREE TR 108,637.0 $9.5M 0.05% -3K -3.0% $87.84 +9.2%
215 ACWV ISHARES INC 78,766.0 $9.4M 0.05% +1K +1.4% $119.51 -0.2%
216 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,339,607.0 $9.3M 0.05% -29K -2.1% $6.95 +18.0%
217 VEU VANGUARD INTL EQUITY INDEX F 122,649.0 $9.2M 0.05% +24K +23.9% $75.10 +13.1%
218 DE DEERE & CO Industrials 16,119.0 $9.1M 0.05% -827.0 -4.9% $563.31 +4.6%
219 CB CHUBB LTD SWITZ Financial Services 27,279.0 $8.9M 0.05% $325.93 -0.8%
220 HBAN HUNTINGTON BANCSHARES INC Financial Services 565,859.0 $8.9M 0.05% -125K -18.1% $15.65 +7.7%
Page 11 of 97  ·  1,921 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%