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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 70 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 BROWN FORMAN CORP 15,796.0 $418K 0.00% -405.0 -2.5% $26.44
1382 SNDR SCHNEIDER NATIONAL INC Industrials 15,810.0 $417K 0.00% -18K -52.6% $26.36 +35.4%
1383 RB GLOBAL INC 4,341.0 $416K 0.00% -197.0 -4.3% $95.86
1384 AA ALCOA CORP Basic Materials 6,258.0 $415K 0.00% +746.0 +13.5% $66.33 -10.5%
1385 DXC DXC TECHNOLOGY CO Technology 33,013.0 $415K 0.00% -23K -40.6% $12.57 -31.6%
1386 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,895.0 $414K 0.00% -292.0 -7.0% $106.21 +13.3%
1387 IGM ISHARES TR 3,471.0 $411K 0.00% +2K +87.0% $118.51 +38.9%
1388 DTD WISDOMTREE TR 4,758.0 $411K 0.00% $86.35 +7.6%
1389 EEFT EURONET WORLDWIDE INC Technology 6,181.0 $410K 0.00% +2K +58.5% $66.37 -0.8%
1390 HDEF DBX ETF TR 12,628.0 $409K 0.00% -324.0 -2.5% $32.41 -2.7%
1391 TDS TELEPHONE & DATA SYS INC Communication Services 9,714.0 $409K 0.00% +835.0 +9.4% $42.10 -6.0%
1392 TRU TRANSUNION Industrials 5,896.0 $408K 0.00% -160.0 -2.6% $69.19 -6.6%
1393 DIOD DIODES INC Technology 5,967.0 $407K 0.00% -605.0 -9.2% $68.26 +75.0%
1394 GRUPO CIBEST SA 5,586.0 $407K 0.00% -128.0 -2.2% $72.81
1395 UUUU ENERGY FUELS INC Energy 22,171.0 $405K 0.00% $18.25 -9.3%
1396 DVA DAVITA INC Healthcare 2,627.0 $404K 0.00% -686.0 -20.7% $153.69 +35.3%
1397 MOOG INC 1,378.0 $403K 0.00% -603.0 -30.4% $292.65
1398 MSA MSA SAFETY INC Industrials 2,450.0 $402K 0.00% +675.0 +38.0% $163.95 +0.3%
1399 CG CARLYLE GROUP INC Financial Services 8,290.0 $401K 0.00% +697.0 +9.2% $48.39 -7.4%
1400 TECH BIO-TECHNE CORP Healthcare 7,673.0 $401K 0.00% -4K -32.7% $52.26 +10.9%
Page 70 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%