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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 66 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CMC COMMERCIAL METALS CO Basic Materials 7,854.0 $482K 0.00% -3K -29.5% $61.43 +17.8%
1302 CNA CNA FINL CORP Financial Services 10,453.0 $480K 0.00% +2K +25.4% $45.92 -3.0%
1303 UMBF UMB FINL CORP Financial Services 4,234.0 $478K 0.00% -2K -33.3% $112.79 +18.0%
1304 SAIA SAIA INC Industrials 1,358.0 $477K 0.00% -327.0 -19.4% $351.28 +23.9%
1305 R RYDER SYS INC Industrials 2,327.0 $476K 0.00% -631.0 -21.3% $204.71 +28.7%
1306 BCE BCE INC Communication Services 18,816.0 $475K 0.00% -8K -30.9% $25.24 -7.8%
1307 FR FIRST INDL RLTY TR INC Real Estate 8,184.0 $473K 0.00% +163.0 +2.0% $57.85 +6.8%
1308 SPYD SPDR SERIES TRUST 10,384.0 $473K 0.00% +603.0 +6.2% $45.52 +4.3%
1309 SKYW SKYWEST INC Industrials 5,103.0 $469K 0.00% -1K -18.6% $91.84 +0.9%
1310 MDB MONGODB INC Technology 1,909.0 $467K 0.00% $244.71 +36.0%
1311 ROKU ROKU INC Communication Services 4,916.0 $465K 0.00% -116.0 -2.3% $94.62 +45.9%
1312 SOFI SOFI TECHNOLOGIES INC Financial Services 29,276.0 $465K 0.00% -20K -40.5% $15.88 +12.8%
1313 HYGW ISHARES TR 15,749.0 $465K 0.00% -5K -24.0% $29.50 -1.5%
1314 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,069.0 $463K 0.00% +305.0 +6.4% $91.37 -4.5%
1315 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 29,277.0 $460K 0.00% +4K +15.5% $15.72 -15.2%
1316 ROG ROGERS CORP Technology 4,285.0 $460K 0.00% $107.33 +51.6%
1317 PICB INVESCO EXCH TRADED FD TR II 19,901.0 $460K 0.00% +154.0 +0.8% $23.10 +0.3%
1318 SNEX STONEX GROUP INC Financial Services 5,694.0 $459K 0.00% +1K +30.1% $80.65 +72.4%
1319 SSL SASOL LTD Basic Materials 35,340.0 $458K 0.00% +9K +34.5% $12.96 -16.9%
1320 FMS FRESENIUS MEDICAL CARE AG Healthcare 20,275.0 $457K 0.00% NEW $22.56 +4.6%
Page 66 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%