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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 16 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,317.0 $5.5M 0.03% +27.0 +2.1% $4210.89 -95.9%
302 UPS UNITED PARCEL SVCS INC Industrials 56,116.0 $5.5M 0.03% -5K -7.7% $98.38 +6.6%
303 CL COLGATE PALMOLIVE CO Consumer Defensive 64,773.0 $5.5M 0.03% +10K +19.2% $85.23 +5.0%
304 AVEM AMERICAN CENTY ETF TR 68,475.0 $5.5M 0.03% -4K -5.4% $80.58 +23.7%
305 FDX FEDEX CORP Industrials 15,468.0 $5.5M 0.03% +1K +8.7% $356.18 -8.4%
306 VRT VERTIV HOLDINGS CO Industrials 21,345.0 $5.3M 0.03% +4K +23.0% $250.58 +32.9%
307 ENB ENBRIDGE INC Energy 98,447.0 $5.3M 0.03% -10K -9.2% $54.14 +0.8%
308 DGX QUEST DIAGNOSTICS INC Healthcare 27,030.0 $5.3M 0.03% +328.0 +1.2% $195.98 -0.5%
309 ISRG INTUITIVE SURGICAL INC Healthcare 11,359.0 $5.2M 0.03% +178.0 +1.6% $460.98 -11.8%
310 TXT TEXTRON INC Industrials 59,764.0 $5.2M 0.03% -11K -15.5% $87.56 +2.2%
311 SNOW SNOWFLAKE INC Technology 34,671.0 $5.2M 0.03% +2K +4.7% $150.82 +54.0%
312 IVE ISHARES TR 24,575.0 $5.2M 0.03% -2K -8.3% $211.15 +7.2%
313 MPC MARATHON PETE CORP Energy 21,203.0 $5.2M 0.03% -320.0 -1.5% $244.18 -0.5%
314 VICI VICI PPTYS INC Real Estate 189,111.0 $5.2M 0.03% -719K -79.2% $27.32 -3.8%
315 ZION ZIONS BANCORPORATION NATL AS Financial Services 89,414.0 $5.2M 0.03% -3K -3.1% $57.62 +14.8%
316 TGT TARGET CORP Consumer Defensive 42,414.0 $5.1M 0.03% +829.0 +2.0% $121.20 +7.9%
317 MUNI PIMCO ETF TR 98,494.0 $5.1M 0.03% -7K -6.8% $52.19 +0.6%
318 DXJ WISDOMTREE TR 32,403.0 $5.1M 0.03% $158.58 +12.6%
319 AON AON PLC Financial Services 15,907.0 $5.1M 0.03% +705.0 +4.6% $322.78 -1.6%
320 XLC SELECT SECTOR SPDR TR 46,226.0 $5.1M 0.03% -9K -16.5% $110.86 -1.3%
Page 16 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%