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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 75 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 14,742.0 $345K 0.00% NEW $23.39 +6.3%
1482 FSS FEDERAL SIGNAL CORP Industrials 3,179.0 $344K 0.00% -1K -28.8% $108.14 +9.6%
1483 OUTFRONT MEDIA INC 12,969.0 $344K 0.00% NEW $26.50
1484 USHY ISHARES TR 9,320.0 $343K 0.00% +366.0 +4.1% $36.84 +0.5%
1485 TTMI TTM TECHNOLOGIES INC Technology 3,522.0 $343K 0.00% -184.0 -5.0% $97.42 +122.2%
1486 HYG ISHARES TR 4,311.0 $343K 0.00% +775.0 +21.9% $79.56 +0.6%
1487 RTO RENTOKIL INITIAL PLC Industrials 10,874.0 $342K 0.00% +3K +40.8% $31.48 -9.5%
1488 INSTALLED BLDG PRODS INC 1,291.0 $342K 0.00% -173.0 -11.8% $265.15
1489 LRN STRIDE INC Consumer Defensive 3,881.0 $342K 0.00% NEW $88.17 -6.1%
1490 IPGP IPG PHOTONICS CORP Technology 2,983.0 $342K 0.00% -378.0 -11.2% $114.59 +3.0%
1491 FLTR VANECK ETF TRUST 13,362.0 $340K 0.00% +4K +42.8% $25.48 +0.3%
1492 FOX FOX CORP Communication Services 6,390.0 $339K 0.00% -48.0 -0.8% $53.10 -11.6%
1493 OSIS OSI SYSTEMS INC Technology 1,276.0 $339K 0.00% -247.0 -16.2% $265.51 -16.1%
1494 ALAB ASTERA LABS INC Technology 3,089.0 $339K 0.00% -56.0 -1.8% $109.60 +280.5%
1495 HESM HESS MIDSTREAM LP Energy 8,700.0 $338K 0.00% +699.0 +8.7% $38.87 -5.4%
1496 LEGN LEGEND BIOTECH CORP Healthcare 18,682.0 $338K 0.00% NEW $18.09 +54.4%
1497 CENX CENTURY ALUM CO Basic Materials 5,750.0 $337K 0.00% NEW $58.69 -11.9%
1498 PCY INVESCO EXCH TRADED FD TR II 16,080.0 $336K 0.00% -2K -11.0% $20.90 +4.5%
1499 TDIV FIRST TR EXCHANGE TRADED FD 3,586.0 $336K 0.00% +125.0 +3.6% $93.66 +25.9%
1500 HUBG HUB GROUP INC Industrials 9,315.0 $336K 0.00% +705.0 +8.2% $36.04 +23.1%
Page 75 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%