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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 52 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NG NOVAGOLD RESOURCES INC Basic Materials 84,983.0 $763K 0.00% +2K +1.9% $8.98 -13.1%
1022 SM SM ENERGY COMPANY Energy 24,442.0 $762K 0.00% NEW $31.18 -13.0%
1023 EUSB ISHARES TR 17,462.0 $760K 0.00% NEW $43.50 -0.2%
1024 HR HEALTHCARE RLTY TR Real Estate 44,569.0 $757K 0.00% +8K +23.5% $16.99 +16.5%
1025 ARW ARROW ELECTRS INC Technology 5,264.0 $755K 0.00% +135.0 +2.6% $143.41 +62.3%
1026 MGY MAGNOLIA OIL & GAS CORP Energy 23,866.0 $753K 0.00% +12K +104.1% $31.57 -16.3%
1027 VLYPN VALLEY NATL BANCORP Financial Services 61,355.0 $753K 0.00% +7K +12.8% $12.28 +109.9%
1028 XSLV INVESCO EXCH TRADED FD TR II 15,944.0 $753K 0.00% -2K -11.0% $47.20 +7.4%
1029 RPRX ROYALTY PHARMA PLC Healthcare 15,670.0 $752K 0.00% +4K +34.1% $47.97 +10.4%
1030 IT GARTNER INC Technology 4,744.0 $751K 0.00% +2K +53.0% $158.33 -19.5%
1031 LEIDOS HOLDINGS INC 4,810.0 $748K 0.00% +1K +28.6% $155.53
1032 BRO BROWN & BROWN INC Financial Services 11,460.0 $747K 0.00% -2K -16.9% $65.21 -9.4%
1033 TECK TECK RESOURCES LTD Basic Materials 14,431.0 $747K 0.00% +1K +7.9% $51.75 +24.4%
1034 DBEF DBX ETF TR 15,116.0 $747K 0.00% -2K -14.1% $49.40 +10.7%
1035 RKT ROCKET COS INC Financial Services 52,362.0 $746K 0.00% +10K +24.2% $14.25 +1.2%
1036 AMRIZE LTD 13,313.0 $746K 0.00% NEW $56.02
1037 PXF INVESCO EXCH TRADED FD TR II 10,667.0 $746K 0.00% +3K +31.0% $69.90 +11.3%
1038 FXH FIRST TR EXCHANGE-TRADED FD 6,775.0 $744K 0.00% +51.0 +0.8% $109.77 +5.2%
1039 VLTO VERALTO CORP Industrials 8,390.0 $742K 0.00% +579.0 +7.4% $88.42 -5.0%
1040 CHYM CHIME FINL INC Financial Services 39,542.0 $741K 0.00% -3K -6.7% $18.73 -6.0%
Page 52 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%