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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 23 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SDY SPDR SERIES TRUST 21,728.0 $3.2M 0.02% -476.0 -2.1% $145.94 +3.1%
442 ROST ROSS STORES INC Consumer Cyclical 14,603.0 $3.2M 0.02% -1K -9.1% $216.63 +7.5%
443 RY ROYAL BK CDA Financial Services 19,475.0 $3.2M 0.02% -2K -10.1% $161.78 +24.6%
444 VSGX VANGUARD WORLD FD 43,697.0 $3.1M 0.02% +3K +7.0% $71.73 +16.4%
445 MPWR MONOLITHIC PWR SYS INC Technology 2,859.0 $3.1M 0.02% +171.0 +6.4% $1093.33 +43.0%
446 FCX FREEPORT MCMORAN INC Basic Materials 53,020.0 $3.1M 0.02% +17K +45.8% $58.78 +16.8%
447 FE FIRSTENERGY CORP Utilities 61,331.0 $3.1M 0.02% +13K +27.8% $50.66 -8.3%
448 ITRI ITRON INC Technology 34,605.0 $3.1M 0.02% +2K +4.6% $89.63 -9.8%
449 AKAM AKAMAI TECHNOLOGIES INC Technology 27,002.0 $3.1M 0.02% +15K +131.3% $114.85 +8.8%
450 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 78,404.0 $3.1M 0.02% +2K +2.0% $39.52 +0.2%
451 SAP SAP SE Technology 18,091.0 $3.1M 0.02% +7K +59.7% $171.21 -9.3%
452 AXS AXIS CAP HLDGS LTD Financial Services 30,487.0 $3.1M 0.02% -3K -9.0% $101.41 -0.4%
453 SAN BANCO SANTANDER SA Financial Services 273,481.0 $3.1M 0.02% +63K +29.8% $11.28 +19.7%
454 ASX ASE TECHNOLOGY HLDG CO LTD Technology 141,149.0 $3.1M 0.02% +3K +1.8% $21.68 +87.1%
455 BSX BOSTON SCIENTIFIC CORP Healthcare 48,236.0 $3.0M 0.02% +685.0 +1.4% $62.75 -27.8%
456 JBND J P MORGAN EXCHANGE TRADED F 56,251.0 $3.0M 0.02% -16K -21.7% $53.77 -0.6%
457 TM TOYOTA MOTOR CORP Consumer Cyclical 14,666.0 $3.0M 0.02% +4K +40.9% $206.09 -15.6%
458 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 152,886.0 $3.0M 0.02% +54K +54.1% $19.75 +27.7%
459 NOC NORTHROP GRUMMAN CORP Industrials 4,418.0 $3.0M 0.02% +164.0 +3.9% $682.16 -23.6%
460 CIEN CIENA CORP Technology 7,717.0 $3.0M 0.02% +113.0 +1.5% $388.23 +10.3%
Page 23 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%