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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 49 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18,754.0 $869K 0.01% +13K +212.4% $46.36 +76.8%
962 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 45,143.0 $864K 0.01% -2K -4.6% $19.15 -5.5%
963 BMO BANK MONTREAL MEDIUM Financial Services 6,384.0 $864K 0.01% +461.0 +7.8% $135.34 +26.2%
964 CCK CROWN HLDGS INC Consumer Cyclical 8,564.0 $859K 0.01% +1K +19.7% $100.25 +1.3%
965 PTC PTC INC Technology 6,023.0 $858K 0.01% +1K +32.0% $142.50 -19.5%
966 COKE COCA COLA CONS INC Consumer Defensive 4,463.0 $856K 0.01% -663.0 -12.9% $191.73 -5.3%
967 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,596.0 $853K 0.01% +794.0 +16.5% $152.51 +12.3%
968 PHG KONINKLIJKE PHILIPS N V Healthcare 31,116.0 $853K 0.01% +11K +55.1% $27.40 -2.3%
969 POR PORTLAND GEN ELEC CO Utilities 16,150.0 $852K 0.01% -7K -29.4% $52.77 -4.9%
970 EWJ ISHARES INC 10,047.0 $848K 0.01% +276.0 +2.8% $84.44 +14.0%
971 DLB DOLBY LABORATORIES INC Technology 14,095.0 $847K 0.01% -593.0 -4.0% $60.06 -12.9%
972 SNX TD SYNNEX CORPORATION Technology 5,017.0 $846K 0.01% -228.0 -4.3% $168.71 +68.7%
973 WY WEYERHAEUSER CO Real Estate 34,587.0 $845K 0.01% -1K -3.3% $24.43 -0.5%
974 J JACOBS SOLUTIONS INC Industrials 6,633.0 $844K 0.01% +97.0 +1.5% $127.29 -5.0%
975 SCMB SCHWAB STRATEGIC TR 33,065.0 $842K 0.01% +5K +19.9% $25.48 +1.1%
976 AHR AMERICAN HEALTHCARE REIT INC Real Estate 17,803.0 $840K 0.01% +452.0 +2.6% $47.16 -1.4%
977 CSW INDUSTRIALS INC 3,214.0 $838K 0.01% -99.0 -3.0% $260.58
978 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 74,153.0 $836K 0.01% -2K -2.3% $11.27 +1.0%
979 ENTG ENTEGRIS INC Technology 7,117.0 $834K 0.01% +839.0 +13.4% $117.24 +52.5%
980 IDLV INVESCO EXCH TRADED FD TR II 24,198.0 $834K 0.01% -2K -7.6% $34.45 +0.9%
Page 49 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%