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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 19 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IJJ ISHARES TR 31,680.0 $4.2M 0.02% $132.50 +9.3%
362 XLV SELECT SECTOR SPDR TR 28,585.0 $4.2M 0.02% -305.0 -1.1% $146.61 +1.9%
363 MINT PIMCO ETF TR 41,534.0 $4.2M 0.02% +2K +5.2% $100.57 +0.1%
364 ADBE ADOBE INC Technology 17,171.0 $4.2M 0.02% +3K +18.2% $243.07 -19.7%
365 COF CAPITAL ONE FINL CORP Financial Services 22,849.0 $4.2M 0.02% -1K -6.0% $182.43 +10.5%
366 GSY INVESCO ACTIVELY MANAGED EXC 83,089.0 $4.2M 0.02% -11K -11.5% $50.12 +0.3%
367 ED CONSOLIDATED EDISON INC Utilities 36,498.0 $4.1M 0.02% +8K +26.2% $113.18 -6.0%
368 VO VANGUARD INDEX FDS 14,007.0 $4.0M 0.02% +162.0 +1.2% $287.19 -72.1%
369 XLU SELECT SECTOR SPDR TR 87,625.0 $4.0M 0.02% -10K -10.3% $45.89 -2.5%
370 EMR EMERSON ELEC CO Industrials 30,680.0 $4.0M 0.02% +3K +10.6% $131.02 +15.0%
371 ROP ROPER TECHNOLOGIES INC Industrials 11,311.0 $4.0M 0.02% -89.0 -0.8% $353.85 -6.7%
372 AZN ASTRAZENECA PLC Healthcare 20,285.0 $4.0M 0.02% NEW $197.22 -11.3%
373 FIX COMFORT SYS USA INC Industrials 2,900.0 $4.0M 0.02% -217.0 -7.0% $1379.03 +42.7%
374 LQD ISHARES TR 36,607.0 $4.0M 0.02% +5K +17.3% $108.99 +0.1%
375 VNT VONTIER CORPORATION Technology 112,095.0 $4.0M 0.02% +4K +4.1% $35.47 -15.7%
376 BIL SPDR SERIES TRUST 43,136.0 $4.0M 0.02% +15K +50.8% $91.64 -0.1%
377 CSX CSX CORP Industrials 95,859.0 $3.9M 0.02% -108K -53.0% $41.05 +11.2%
378 ONTO ONTO INNOVATION INC Technology 19,176.0 $3.9M 0.02% -672.0 -3.4% $205.07 +62.8%
379 CEG CONSTELLATION ENERGY CORP Utilities 14,049.0 $3.9M 0.02% +2K +13.4% $279.25 -1.9%
380 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 42,297.0 $3.9M 0.02% +4K +9.4% $92.31 -5.9%
Page 19 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%