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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 32 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EEMV ISHARES INC 29,059.0 $1.9M 0.01% -2K -7.4% $64.73 +18.4%
622 ESML ISHARES TR 39,942.0 $1.9M 0.01% -2K -4.7% $47.02 +15.9%
623 HPE HEWLETT PACKARD ENTERPRISE C Technology 78,872.0 $1.9M 0.01% +9K +12.9% $23.81 +99.1%
624 RSG REPUBLIC SVCS INC Industrials 8,537.0 $1.9M 0.01% +1K +16.8% $219.02 -6.4%
625 AXON AXON ENTERPRISE INC Industrials 4,380.0 $1.9M 0.01% +253.0 +6.1% $424.73 -0.3%
626 UMC UNITED MICROELECTRONICS CORP Technology 207,053.0 $1.9M 0.01% +9K +4.6% $8.98 +168.2%
627 AME AMETEK INC Industrials 8,626.0 $1.8M 0.01% -75.0 -0.9% $214.37 +10.8%
628 EQIX EQUINIX INC Real Estate 1,885.0 $1.8M 0.01% -196.0 -9.4% $979.98 +11.5%
629 PHM PULTE GROUP INC Consumer Cyclical 15,625.0 $1.8M 0.01% +1K +8.0% $117.61 +7.9%
630 PCG PG&E CORP Utilities 104,574.0 $1.8M 0.01% +24K +30.1% $17.57 -6.2%
631 CBOE CBOE GLOBAL MKTS INC Financial Services 6,523.0 $1.8M 0.01% +331.0 +5.3% $281.07 -11.4%
632 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 98,936.0 $1.8M 0.01% +16K +18.9% $18.52 -15.6%
633 JLL JONES LANG LASALLE INC Real Estate 6,017.0 $1.8M 0.01% -439.0 -6.8% $304.32 -2.3%
634 BIIB BIOGEN INC Healthcare 9,953.0 $1.8M 0.01% -611.0 -5.8% $183.33 +7.2%
635 IVLU ISHARES TR 45,981.0 $1.8M 0.01% -616.0 -1.3% $39.68 +6.4%
636 SPG SIMON PPTY GROUP INC NEW Real Estate 9,778.0 $1.8M 0.01% +705.0 +7.8% $186.53 +13.3%
637 HOLOGIC INC 24,029.0 $1.8M 0.01% +3K +13.1% $75.59
638 TSN TYSON FOODS INC Consumer Defensive 28,342.0 $1.8M 0.01% +3K +10.0% $64.07 -13.4%
639 WTM WHITE MTNS INS GROUP LTD Financial Services 824.0 $1.8M 0.01% -82.0 -9.1% $2196.01 -8.3%
640 WAB WABTEC Industrials 7,232.0 $1.8M 0.01% -258.0 -3.4% $249.92 +9.6%
Page 32 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%