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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 64 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 YETI YETI HLDGS INC Consumer Cyclical 13,965.0 $511K 0.00% +936.0 +7.2% $36.59 +33.8%
1262 STM STMICROELECTRONICS N V Technology 14,713.0 $508K 0.00% +7K +90.4% $34.55 +126.9%
1263 ONDS ONDAS INC Technology 56,162.0 $508K 0.00% +41K +274.4% $9.04 +2.5%
1264 BEKE KE HLDGS INC Real Estate 33,911.0 $508K 0.00% +22K +179.5% $14.97 -0.4%
1265 PJAN INNOVATOR ETFS TRUST 10,984.0 $507K 0.00% $46.13 +7.2%
1266 FELG FIDELITY COVINGTON TRUST 13,504.0 $506K 0.00% NEW $37.49 +16.6%
1267 JEPQ J P MORGAN EXCHANGE TRADED F 9,089.0 $505K 0.00% -66.0 -0.7% $55.52 +10.5%
1268 PHI PLDT INC Communication Services 23,983.0 $505K 0.00% +190.0 +0.8% $21.04 -17.0%
1269 BSMQ INVESCO EXCH TRD SLF IDX FD 21,320.0 $504K 0.00% -5K -19.6% $23.62 -0.2%
1270 ROM PROSHARES TR 6,400.0 $502K 0.00% $78.40 +100.3%
1271 GWRE GUIDEWIRE SOFTWARE INC Technology 3,354.0 $502K 0.00% +635.0 +23.4% $149.56 -27.9%
1272 SANM SANMINA CORP Technology 3,862.0 $501K 0.00% -1K -23.1% $129.64 +86.3%
1273 BSCX INVESCO EXCH TRD SLF IDX FD 23,635.0 $500K 0.00% $21.15 -0.2%
1274 RCI ROGERS COMMUNICATIONS INC Communication Services 12,989.0 $499K 0.00% -2K -11.1% $38.45 -2.3%
1275 STWD STARWOOD PPTY TR INC Real Estate 28,989.0 $499K 0.00% +14K +98.1% $17.22 -3.0%
1276 ORA ORMAT TECHNOLOGIES INC Utilities 4,453.0 $498K 0.00% -2K -27.2% $111.92 +14.1%
1277 AYI ACUITY INC Industrials 1,776.0 $498K 0.00% -1K -40.9% $280.22 +13.3%
1278 NAPR INNOVATOR ETFS TRUST 9,109.0 $498K 0.00% $54.62 +8.5%
1279 BAP CREDICORP LTD Financial Services 1,464.0 $497K 0.00% -38.0 -2.5% $339.22 +12.8%
1280 ALLY ALLY FINL INC Financial Services 12,650.0 $496K 0.00% -9K -41.9% $39.23 +16.0%
Page 64 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%