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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 34 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PCAR PACCAR INC Industrials 15,011.0 $1.7M 0.01% +233.0 +1.6% $115.50 +3.0%
662 LECO LINCOLN ELEC HLDGS INC Industrials 6,961.0 $1.7M 0.01% +1K +25.6% $249.06 +10.5%
663 EGP EASTGROUP PPTYS INC Real Estate 9,330.0 $1.7M 0.01% -3K -23.3% $185.09 +8.0%
664 UAL UNITED AIRLS HLDGS INC Industrials 18,710.0 $1.7M 0.01% +2K +15.1% $92.07 +28.5%
665 HDB HDFC BANK LTD Financial Services 68,946.0 $1.7M 0.01% -5K -7.1% $24.88 +0.7%
666 MCHP MICROCHIP TECHNOLOGY INC. Technology 26,527.0 $1.7M 0.01% +3K +13.2% $64.61 +54.4%
667 BKR BAKER HUGHES COMPANY Energy 27,889.0 $1.7M 0.01% +3K +12.8% $61.05 -4.3%
668 AVAV AEROVIRONMENT INC Industrials 9,297.0 $1.7M 0.01% +3K +42.8% $183.05 -7.3%
669 PAYX PAYCHEX INC Industrials 18,400.0 $1.7M 0.01% +453.0 +2.5% $92.12 +6.6%
670 MET METLIFE INC Financial Services 23,880.0 $1.7M 0.01% -1K -4.3% $70.72 +21.0%
671 ING ING GROEP N.V. Financial Services 64,705.0 $1.7M 0.01% +2K +3.2% $26.05 +20.4%
672 RELX RELX PLC Communication Services 50,662.0 $1.7M 0.01% +29K +137.2% $33.15 -5.9%
673 ULTA ULTA BEAUTY INC Consumer Cyclical 3,203.0 $1.7M 0.01% +118.0 +3.8% $522.77 -12.7%
674 IQVIA HLDGS INC 9,811.0 $1.7M 0.01% +1K +16.9% $170.54
675 SUSA ISHARES TR 12,644.0 $1.7M 0.01% $132.10 +16.0%
676 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,229.0 $1.7M 0.01% -534.0 -6.9% $230.90 +4.3%
677 OVV OVINTIV INC Energy 28,108.0 $1.7M 0.01% +3K +10.7% $59.36 -11.7%
678 FTRE FORTREA HLDGS INC Healthcare 175,917.0 $1.7M 0.01% $9.42 +62.5%
679 AEE AMEREN CORP Utilities 14,948.0 $1.6M 0.01% +4K +42.8% $109.92 -1.1%
680 GLPI GAMING & LEISURE P Real Estate 37,014.0 $1.6M 0.01% -559.0 -1.5% $44.37 +0.5%
Page 34 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%