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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 47 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 JKHY HENRY JACK & ASSOC INC Technology 6,036.0 $954K 0.01% -5K -46.8% $158.05 -20.1%
922 VTHR VANGUARD SCOTTSDALE FDS 3,316.0 $954K 0.01% $287.57 +14.8%
923 VICR VICOR CORP Technology 5,916.0 $952K 0.01% +4K +205.7% $161.00 +105.8%
924 SAM BOSTON BEER INC Consumer Defensive 4,120.0 $949K 0.01% +2K +63.4% $230.40 -23.6%
925 PARNASSUS INCOME FDS 37,915.0 $948K 0.01% NEW $25.00
926 CNP CENTERPOINT ENERGY INC Utilities 21,749.0 $939K 0.01% +5K +29.5% $43.16 -0.8%
927 VONE VANGUARD SCOTTSDALE FDS 3,180.0 $938K 0.01% -65.0 -2.0% $295.11 +14.3%
928 DOCU DOCUSIGN INC Technology 19,758.0 $937K 0.01% +15K +334.8% $47.41 -8.3%
929 LOGI LOGITECH INTL S A Technology 10,277.0 $936K 0.01% +4K +58.7% $91.12 +18.1%
930 CPRT COPART INC Industrials 28,178.0 $936K 0.01% -3K -9.2% $33.20 -8.9%
931 LPLA LPL FINL HLDGS INC Financial Services 3,091.0 $930K 0.01% -1K -32.5% $300.84 -2.3%
932 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 8,331.0 $925K 0.01% +524.0 +6.7% $111.06 +13.9%
933 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,282.0 $924K 0.01% +260.0 +6.5% $215.89 -41.5%
934 LPL LG DISPLAY CO LTD Technology 237,393.0 $921K 0.01% +88K +58.9% $3.88 +19.6%
935 HWC HANCOCK WHITNEY CORPORATION Financial Services 14,447.0 $919K 0.01% +2K +19.6% $63.59 +10.5%
936 SJM SMUCKER J M CO Consumer Defensive 9,426.0 $909K 0.01% -5K -34.3% $96.44 +15.0%
937 ENS ENERSYS Industrials 5,221.0 $907K 0.01% +543.0 +11.6% $173.74 +31.2%
938 EPR EPR PPTYS Real Estate 18,130.0 $906K 0.01% +9K +93.3% $49.96 +15.1%
939 SEB SEABOARD CORP DEL Industrials 160.0 $905K 0.01% -6.0 -3.6% $5654.02 -15.2%
940 GNR SPDR INDEX SHS FDS 12,093.0 $903K 0.01% +961.0 +8.6% $74.67 -6.9%
Page 47 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%