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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 79 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 NXT NEXTPOWER INC Technology 2,549.0 $307K 0.00% -1K -36.7% $120.55 +4.4%
1562 TLN TALEN ENERGY CORP Utilities 960.0 $306K 0.00% NEW $319.23 +36.7%
1563 BUSE FIRST BUSEY CORP Financial Services 12,083.0 $305K 0.00% $25.27 +11.7%
1564 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,767.0 $305K 0.00% +210.0 +5.9% $80.94 -1.5%
1565 BIRKENSTOCK HOLDING PLC 8,497.0 $304K 0.00% NEW $35.83
1566 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,986.0 $304K 0.00% +2K +18.1% $25.37 +2.1%
1567 MKC MCCORMICK & CO INC Consumer Defensive 6,024.0 $304K 0.00% -2K -24.8% $50.44 -7.5%
1568 KTB KONTOOR BRANDS INC Consumer Cyclical 4,317.0 $303K 0.00% +245.0 +6.0% $70.29 +11.2%
1569 VIOG VANGUARD ADMIRAL FDS INC 2,432.0 $303K 0.00% $124.46 +18.1%
1570 FTDR FRONTDOOR INC Consumer Cyclical 5,720.0 $302K 0.00% -95.0 -1.6% $52.86 +35.4%
1571 PLXS PLEXUS CORP Technology 1,486.0 $301K 0.00% -292.0 -16.4% $202.54 +48.1%
1572 UDR UDR INC Real Estate 8,871.0 $300K 0.00% -1K -13.8% $33.78 +11.2%
1573 PSMT PRICESMART INC Consumer Defensive 1,979.0 $298K 0.00% -413.0 -17.3% $150.50 +20.9%
1574 LNTH LANTHEUS HLDGS INC Healthcare 3,916.0 $297K 0.00% NEW $75.85 +36.9%
1575 S SENTINELONE INC Technology 23,028.0 $297K 0.00% +12K +106.3% $12.88 +16.6%
1576 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 15,849.0 $296K 0.00% -6K -29.0% $18.70 +9.3%
1577 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,779.0 $296K 0.00% +1K +16.8% $30.28 +7.9%
1578 WES WESTERN MIDSTREAM PARTNERS L Energy 7,175.0 $295K 0.00% $41.17 +4.3%
1579 FVCB FVCBANKCORP INC Financial Services 19,429.0 $295K 0.00% $15.19 +9.5%
1580 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 19,728.0 $295K 0.00% NEW $14.95 +12.2%
Page 79 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%