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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 36 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DG DOLLAR GEN CORP Consumer Defensive 13,060.0 $1.6M 0.01% +2K +15.8% $118.73 -4.4%
702 SYBT STOCK YDS BANCORP INC Financial Services 23,308.0 $1.5M 0.01% -189.0 -0.8% $66.29 +10.4%
703 RSPT INVESCO EXCHANGE TRADED FD T 34,078.0 $1.5M 0.01% -865.0 -2.5% $45.26 +41.3%
704 PKG PACKAGING CORP AMER Consumer Cyclical 7,266.0 $1.5M 0.01% +447.0 +6.6% $212.21 +7.9%
705 INCY INCYTE CORP Healthcare 16,377.0 $1.5M 0.01% +3K +21.7% $94.12 +4.4%
706 HHH HOWARD HUGHES HOLDINGS INC Real Estate 24,318.0 $1.5M 0.01% -3K -10.6% $63.26 +5.7%
707 MUR MURPHY OIL CORP Energy 37,112.0 $1.5M 0.01% -3K -7.1% $41.25 -16.9%
708 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 21,406.0 $1.5M 0.01% +2K +13.2% $71.18 -13.5%
709 OMC OMNICOM GROUP INC Communication Services 20,213.0 $1.5M 0.01% -249.0 -1.2% $75.31 -5.3%
710 KIM KIMCO REALTY CORP Real Estate 67,642.0 $1.5M 0.01% +19K +38.8% $22.47 +8.5%
711 JBHT HUNT J B TRANS SVCS INC Industrials 7,165.0 $1.5M 0.01% +718.0 +11.1% $211.90 +28.0%
712 EQNR EQUINOR ASA Energy 35,919.0 $1.5M 0.01% +4K +13.2% $42.20 -23.3%
713 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,560.0 $1.5M 0.01% +348.0 +8.3% $330.84 -15.9%
714 AVY AVERY DENNISON CORP Industrials 8,726.0 $1.5M 0.01% +1K +13.1% $172.68 -8.1%
715 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,131.0 $1.5M 0.01% +1K +9.3% $93.32 +2.5%
716 SHY ISHARES TR 18,220.0 $1.5M 0.01% -6K -25.4% $82.57 -0.7%
717 PFEB INNOVATOR ETFS TRUST 37,428.0 $1.5M 0.01% $40.10 +7.4%
718 NRG NRG ENERGY INC Utilities 10,267.0 $1.5M 0.01% +2K +17.9% $146.14 -7.6%
719 TRMB TRIMBLE INC Technology 22,977.0 $1.5M 0.01% +10K +76.7% $65.23 -24.6%
720 HEI HEICO CORP NEW Industrials 5,424.0 $1.5M 0.01% +3K +148.3% $274.20 +22.9%
Page 36 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%