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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 24 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CASY CASEYS GEN STORES INC Consumer Cyclical 4,088.0 $3.0M 0.02% -91.0 -2.2% $727.86 +15.7%
462 FAST FASTENAL CO Industrials 64,039.0 $3.0M 0.02% +8K +15.1% $46.40 -1.1%
463 DT DYNATRACE INC Technology 80,341.0 $3.0M 0.02% +4K +5.2% $36.98 +12.0%
464 CFG CITIZENS FINL GROUP INC Financial Services 49,442.0 $3.0M 0.02% +5K +11.0% $59.97 +11.9%
465 NTRS NORTHERN TR CORP Financial Services 21,188.0 $3.0M 0.02% +470.0 +2.3% $139.57 +23.3%
466 CDNS CADENCE DESIGN SYSTEM INC Technology 10,607.0 $2.9M 0.02% +2K +24.9% $277.86 +39.4%
467 AFL AFLAC INC Financial Services 26,853.0 $2.9M 0.02% +2K +7.7% $109.71 +5.2%
468 XLY SELECT SECTOR SPDR TR 27,021.0 $2.9M 0.02% +2K +6.3% $108.98 +7.5%
469 EBAY EBAY INC. Consumer Cyclical 32,351.0 $2.9M 0.02% -606.0 -1.8% $91.02 +18.9%
470 CTVA CORTEVA INC Basic Materials 34,861.0 $2.9M 0.02% +718.0 +2.1% $83.71 -6.1%
471 VBK VANGUARD INDEX FDS 9,607.0 $2.9M 0.02% -673.0 -6.5% $302.25 +18.0%
472 ITW ILLINOIS TOOL WKS INC Industrials 11,152.0 $2.9M 0.02% +1K +10.7% $260.28 +1.5%
473 PCOR PROCORE TECHNOLOGIES INC Technology 50,749.0 $2.9M 0.02% +29K +130.2% $57.00 -29.8%
474 CAH CARDINAL HEALTH INC Healthcare 13,688.0 $2.9M 0.02% +495.0 +3.8% $211.31 +4.9%
475 HCA HCA HEALTHCARE INC Healthcare 6,100.0 $2.9M 0.02% +698.0 +12.9% $473.21 -20.7%
476 CUBE CUBESMART Real Estate 78,494.0 $2.9M 0.02% +17K +28.5% $36.65 +10.8%
477 MKL MARKEL GROUP INC Financial Services 1,500.0 $2.9M 0.02% -231.0 -13.3% $1913.81 -3.5%
478 EW EDWARDS LIFESCIENCES CORP Healthcare 35,328.0 $2.8M 0.02% +2K +5.8% $80.08 +9.1%
479 NU NU HLDGS LTD Financial Services 196,677.0 $2.8M 0.02% +17K +9.6% $14.37 -11.6%
480 RING ISHARES INC 35,574.0 $2.8M 0.02% -897.0 -2.5% $78.98 -9.7%
Page 24 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%