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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 20 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TMUS T-MOBILE US INC Communication Services 18,538.0 $3.9M 0.02% +1K +6.7% $210.03 -13.5%
382 CVS CVS HEALTH CORP Healthcare 54,113.0 $3.9M 0.02% -21K -28.4% $71.82 +36.9%
383 AMP AMERIPRISE FINL INC Financial Services 8,715.0 $3.9M 0.02% +268.0 +3.2% $444.43 +5.2%
384 CENCORA INC 12,321.0 $3.9M 0.02% -107.0 -0.9% $314.13
385 BHP BHP BILLITON LIMITED Basic Materials 53,010.0 $3.9M 0.02% +4K +7.3% $72.74 +20.8%
386 WELL WELLTOWER INC Real Estate 19,477.0 $3.9M 0.02% +475.0 +2.5% $197.71 +4.5%
387 VYMI VANGUARD WHITEHALL FDS 40,792.0 $3.8M 0.02% +2K +5.5% $94.24 +5.3%
388 GL GLOBE LIFE INC Financial Services 27,497.0 $3.8M 0.02% -3K -8.4% $139.17 +22.7%
389 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 24,328.0 $3.8M 0.02% -2K -6.7% $157.28 -14.9%
390 CACC CREDIT ACCEP CORP MICH Financial Services 8,883.0 $3.8M 0.02% +185.0 +2.1% $423.46 +36.9%
391 URTH ISHARES INC 20,662.0 $3.7M 0.02% -1K -5.7% $180.02 +12.6%
392 APP APPLOVIN CORP Technology 9,329.0 $3.7M 0.02% -59.0 -0.6% $397.98 +18.0%
393 MSI MOTOROLA SOLUTIONS INC Technology 8,529.0 $3.7M 0.02% +500.0 +6.2% $433.95 -8.9%
394 BSMT INVESCO EXCH TRD SLF IDX FD 160,243.0 $3.7M 0.02% -9K -5.4% $23.02 +0.5%
395 ALL ALLSTATE CORP Financial Services 17,770.0 $3.7M 0.02% +896.0 +5.3% $207.35 +6.7%
396 SCHY SCHWAB STRATEGIC TR 115,758.0 $3.7M 0.02% -26K -18.4% $31.66 +1.0%
397 PLD PROLOGIS INC. Real Estate 27,674.0 $3.7M 0.02% +1K +5.7% $132.18 +6.3%
398 SHOP SHOPIFY INC Technology 30,599.0 $3.6M 0.02% +8K +35.6% $118.62 -8.2%
399 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 80,820.0 $3.6M 0.02% -2K -2.9% $44.84 +11.5%
400 DAL DELTA AIR LINES INC Industrials 54,240.0 $3.6M 0.02% +10K +22.4% $66.48 +26.6%
Page 20 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%