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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 12 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LIN LINDE PLC Basic Materials 17,578.0 $8.7M 0.05% +2K +11.2% $495.76 +3.3%
222 SCHA SCHWAB STRATEGIC TR 297,745.0 $8.7M 0.05% $29.08 +21.0%
223 TRV TRAVELERS COMPANIES INC Financial Services 29,615.0 $8.6M 0.05% -439.0 -1.5% $291.68 +5.5%
224 ZS ZSCALER INC Technology 61,315.0 $8.6M 0.05% +835.0 +1.4% $140.29 -11.0%
225 MO ALTRIA GROUP INC Consumer Defensive 130,297.0 $8.6M 0.05% +11K +9.6% $65.99 +4.7%
226 USB US BANCORP Financial Services 164,385.0 $8.5M 0.05% +2K +0.9% $52.01 +11.8%
227 DVY ISHARES TR 55,816.0 $8.5M 0.05% -2K -2.8% $151.41 +1.2%
228 MCK MCKESSON CORP Healthcare 9,710.0 $8.4M 0.05% +168.0 +1.8% $865.33 -13.3%
229 XLE SELECT SECTOR SPDR TR 136,576.0 $8.4M 0.05% $61.26 -12.2%
230 BND VANGUARD BD INDEX FDS 112,706.0 $8.3M 0.05% -26K -18.6% $73.64 -0.4%
231 COP CONOCOPHILLIPS Energy 62,741.0 $8.3M 0.05% +8K +15.1% $132.00 -18.4%
232 GLW CORNING INC Technology 60,673.0 $8.2M 0.05% +14K +29.6% $135.97 +43.4%
233 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 29,859.0 $8.2M 0.05% $275.18 +13.6%
234 APOS APOLLO GLOBAL MGMT INC Financial Services 73,615.0 $8.2M 0.05% -4K -5.3% $111.42 -77.0%
235 EFA ISHARES TR 83,435.0 $8.1M 0.04% -1K -1.3% $97.13 +7.5%
236 CME CME GROUP INC Financial Services 27,139.0 $8.0M 0.04% +950.0 +3.6% $295.35 -16.6%
237 TW TRADEWEB MKTS INC Financial Services 67,678.0 $8.0M 0.04% -8K -10.1% $117.66 -15.4%
238 IEMG ISHARES INC 113,506.0 $7.9M 0.04% -3K -2.7% $69.75 +22.8%
239 DELL DELL TECHNOLOGIES INC Technology 47,970.0 $7.9M 0.04% +5K +11.9% $164.13 +149.8%
240 CW CURTISS WRIGHT CORP Industrials 11,514.0 $7.8M 0.04% -445.0 -3.7% $681.13 +13.3%
Page 12 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%