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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 37 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ESGD ISHARES TR 15,494.0 $1.5M 0.01% -811.0 -5.0% $95.62 +7.9%
722 EXPD EXPEDITORS INTL WASH INC Industrials 10,306.0 $1.5M 0.01% +2K +24.0% $143.24 +12.6%
723 DTM DT MIDSTREAM INC Energy 10,954.0 $1.5M 0.01% -2K -18.5% $134.67 +6.4%
724 NKE NIKE INC Consumer Cyclical 27,923.0 $1.5M 0.01% -721.0 -2.5% $52.82 -14.4%
725 AER AERCAP HOLDINGS NV Industrials 10,737.0 $1.5M 0.01% +3K +36.6% $137.18 +5.7%
726 FANG DIAMONDBACK ENERGY INC Energy 7,427.0 $1.5M 0.01% +3K +60.5% $197.78 -7.2%
727 MSCI MSCI INC Financial Services 2,724.0 $1.5M 0.01% -481.0 -15.0% $538.96 +7.8%
728 B BARRICK MNG CORP Basic Materials 35,980.0 $1.5M 0.01% +5K +15.3% $40.79 -1.1%
729 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,188.0 $1.5M 0.01% +422.0 +3.9% $131.01 -6.4%
730 EMN EASTMAN CHEM CO Basic Materials 19,125.0 $1.5M 0.01% +1K +7.0% $76.32 -5.0%
731 Q QNITY ELECTRONICS INC Technology 12,595.0 $1.5M 0.01% -4K -26.1% $115.38 +46.5%
732 LUV SOUTHWEST AIRLS CO Industrials 38,624.0 $1.5M 0.01% +9K +29.4% $37.57 +27.7%
733 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 52,595.0 $1.4M 0.01% -2K -3.3% $27.54 -16.7%
734 QLTA ISHARES TR 30,385.0 $1.4M 0.01% -5K -13.8% $47.59 -0.2%
735 RMD RESMED INC Healthcare 6,431.0 $1.4M 0.01% +737.0 +12.9% $224.48 -16.0%
736 NTAP NETAPP INC Technology 14,089.0 $1.4M 0.01% +545.0 +4.0% $102.39 +56.0%
737 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,424.0 $1.4M 0.01% -847.0 -25.9% $592.98 -9.5%
738 FISV FISERV INC Technology 25,696.0 $1.4M 0.01% -4K -13.5% $55.80 -14.2%
739 CCL CARNIVAL CORP Consumer Cyclical 55,391.0 $1.4M 0.01% +9K +19.5% $25.88 +19.3%
740 CPNG COUPANG INC Consumer Cyclical 75,868.0 $1.4M 0.01% +16K +26.7% $18.88 -4.7%
Page 37 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%