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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 26 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MRVL MARVELL TECHNOLOGY INC Technology 27,113.0 $2.7M 0.01% +3K +10.2% $99.05 +213.6%
502 TER TERADYNE INC Technology 9,001.0 $2.7M 0.01% +2K +22.5% $296.46 +47.7%
503 IBIT ISHARES BITCOIN TRUST ETF Financial Services 69,295.0 $2.7M 0.01% $38.42 -7.3%
504 ENTERGY CORP NEW 23,636.0 $2.7M 0.01% +9K +64.3% $112.36
505 J P MORGAN EXCHANGE TRADED F 43,244.0 $2.7M 0.01% -4K -8.3% $61.32
506 CTAS CINTAS CORP Industrials 15,673.0 $2.7M 0.01% -140.0 -0.9% $169.14 +1.0%
507 WF WOORI FINL GROUP INC Financial Services 39,779.0 $2.6M 0.01% +4K +10.4% $66.60 -6.1%
508 ICICI BANK LIMITED 102,222.0 $2.6M 0.01% +23K +29.3% $25.90
509 O REALTY INCOME CORP Real Estate 43,224.0 $2.6M 0.01% -5K -10.4% $61.18 -1.5%
510 IDXX IDEXX LABS INC Healthcare 4,701.0 $2.6M 0.01% +716.0 +18.0% $561.84 +0.0%
511 TOTALENERGIES SE 28,905.0 $2.6M 0.01% +768.0 +2.7% $90.98
512 CINF CINCINNATI FINL CORP Financial Services 16,679.0 $2.6M 0.01% -895.0 -5.1% $157.35 +8.2%
513 UNM UNUM GROUP Financial Services 35,745.0 $2.6M 0.01% +6K +22.0% $73.03 +23.2%
514 HOOD ROBINHOOD MKTS INC Financial Services 37,652.0 $2.6M 0.01% -7K -14.8% $69.30 +56.1%
515 MSFT PUT MICROSOFT CORP Technology 7,000.0 $2.6M 0.01% -1K -14.6% $370.17 +2.5%
516 URBN URBAN OUTFITTERS INC Consumer Cyclical 40,442.0 $2.6M 0.01% -2K -5.4% $63.35 +20.6%
517 ADSK AUTODESK INC Technology 10,654.0 $2.6M 0.01% +2K +30.6% $239.39 -19.0%
518 BXSL BLACKSTONE SECD LENDING FD Financial Services 107,441.0 $2.5M 0.01% -13K -10.7% $23.69 -0.3%
519 OXY OCCIDENTAL PETE CORP Energy 39,095.0 $2.5M 0.01% +14K +55.1% $65.00 -20.3%
520 BEPC BROOKFIELD RENEWABLE CORP Utilities 63,611.0 $2.5M 0.01% -2K -2.3% $39.83 -6.1%
Page 26 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%