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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 56 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 GDEN GOLDEN ENTMT INC Consumer Cyclical 24,820.0 $662K 0.00% $26.69 +7.0%
1102 RNG RINGCENTRAL INC Technology 17,808.0 $662K 0.00% +9K +112.8% $37.19 -5.8%
1103 HPQ HP INC Technology 34,437.0 $662K 0.00% -3K -7.8% $19.21 +22.3%
1104 DLS WISDOMTREE TR 8,108.0 $661K 0.00% -134.0 -1.6% $81.50 +5.8%
1105 PINNACLE FINL PARTNERS INC 7,659.0 $660K 0.00% NEW $86.14
1106 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,695.0 $659K 0.00% -369.0 -5.2% $98.42 -13.4%
1107 SCHO SCHWAB STRATEGIC TR 27,134.0 $659K 0.00% -5K -16.5% $24.27 -0.7%
1108 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,503.0 $659K 0.00% -681.0 -16.3% $187.98 +20.8%
1109 LII LENNOX INTL INC Industrials 1,417.0 $658K 0.00% +193.0 +15.8% $464.19 +14.7%
1110 EMLC VANECK ETF TRUST 26,173.0 $657K 0.00% +4K +18.5% $25.11 +1.9%
1111 IP INTERNATIONAL PAPER CO Consumer Cyclical 18,370.0 $656K 0.00% +4K +27.9% $35.70 +3.1%
1112 SPXC SPX TECHNOLOGIES INC Industrials 3,280.0 $656K 0.00% -986.0 -23.1% $199.94 +21.5%
1113 BBY BEST BUY INC Consumer Cyclical 10,204.0 $655K 0.00% -1K -9.3% $64.20 +16.4%
1114 GPOR GULFPORT ENERGY CORP Energy 3,095.0 $655K 0.00% +136.0 +4.6% $211.57 -24.0%
1115 GNMA ISHARES TR 14,715.0 $652K 0.00% -991.0 -6.3% $44.33 -0.4%
1116 PVH PVH CORPORATION Consumer Cyclical 9,312.0 $650K 0.00% NEW $69.76 +10.5%
1117 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,775.0 $648K 0.00% -154.0 -1.7% $73.90 -0.6%
1118 IMO IMPERIAL OIL LTD Energy 4,911.0 $643K 0.00% +536.0 +12.2% $130.83 -14.0%
1119 SMCI SUPER MICRO COMPUTER INC Technology 28,204.0 $642K 0.00% +8K +42.8% $22.77 +34.7%
1120 FDS FACTSET RESH SYS INC Financial Services 2,959.0 $642K 0.00% -810.0 -21.5% $217.00 +2.0%
Page 56 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%