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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 67 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 AM ANTERO MIDSTREAM CORP Energy 20,000.0 $456K 0.00% -9K -30.3% $22.80 -4.8%
1322 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,904.0 $455K 0.00% +793.0 +19.3% $92.76 +65.7%
1323 TLK TELEKOMUNIKASI IND Communication Services 24,258.0 $453K 0.00% -20K -45.2% $18.68 -20.3%
1324 PNOV INNOVATOR ETFS TRUST 11,074.0 $452K 0.00% $40.86 +8.4%
1325 FIVE FIVE BELOW INC Consumer Cyclical 1,979.0 $452K 0.00% -540.0 -21.4% $228.43 -15.0%
1326 INVH INVITATION HOMES INC Real Estate 18,189.0 $452K 0.00% -2K -10.2% $24.85 +14.3%
1327 ABT PUT ABBOTT LABORATORIES Healthcare 4,400.0 $452K 0.00% NEW $102.67 -13.9%
1328 IPAR INTERPARFUMS INC Consumer Defensive 4,952.0 $450K 0.00% NEW $90.84 +9.1%
1329 VIOO VANGUARD ADMIRAL FDS INC 3,917.0 $450K 0.00% $114.84 +15.6%
1330 GHC GRAHAM HLDGS CO Consumer Defensive 425.0 $449K 0.00% +64.0 +17.7% $1057.26 +8.3%
1331 LBRDK LIBERTY BROADBAND CORP Communication Services 8,927.0 $449K 0.00% -2K -20.9% $50.30 -41.1%
1332 OKTA OKTA INC Technology 5,686.0 $448K 0.00% +600.0 +11.8% $78.71 +49.7%
1333 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,160.0 $447K 0.00% +1K +24.2% $72.55 +5.8%
1334 KZIA KAZIA THERAPEUTICS LTD Healthcare 60,000.0 $446K 0.00% NEW $7.44 +86.3%
1335 TKO TKO GROUP HOLDINGS INC Communication Services 2,207.0 $445K 0.00% +31.0 +1.4% $201.65 -1.4%
1336 AVB AVALONBAY CMNTYS INC Real Estate 2,715.0 $444K 0.00% -4K -60.6% $163.37 +8.5%
1337 SIRI SIRIUSXM HOLDINGS INC Communication Services 19,213.0 $443K 0.00% -649.0 -3.3% $23.08 +21.4%
1338 VTES VANGUARD WELLINGTON FD 4,371.0 $442K 0.00% +471.0 +12.1% $101.13 +0.1%
1339 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,265.0 $441K 0.00% -428.0 -9.1% $103.50 +11.1%
1340 HEICO CORP NEW 2,088.0 $441K 0.00% +249.0 +13.5% $211.14
Page 67 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%