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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 80 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 XRAY DENTSPLY SIRONA INC Healthcare 25,402.0 $295K 0.00% +7K +38.2% $11.60 -10.9%
1582 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 890.0 $294K 0.00% -510.0 -36.4% $330.63 -5.3%
1583 CGGO CAPITAL GROUP GBL GROWTH EQT 8,818.0 $294K 0.00% $33.37 +27.2%
1584 JPM PUT JPMORGAN CHASE & CO Financial Services 1,000.0 $294K 0.00% NEW $294.16 +10.6%
1585 RBC RBC BEARINGS INC Industrials 541.0 $294K 0.00% -352.0 -39.4% $543.12 +17.7%
1586 IYM ISHARES TR 1,669.0 $294K 0.00% $175.92 +5.4%
1587 BCPC BALCHEM CORP Basic Materials 1,724.0 $292K 0.00% -358.0 -17.2% $169.53 -2.1%
1588 SHM SPDR SERIES TRUST 6,106.0 $292K 0.00% -4K -36.4% $47.83 +0.2%
1589 FAF FIRST AMERN FINL CORP Financial Services 4,837.0 $292K 0.00% +1K +27.5% $60.29 +13.8%
1590 VANGUARD CALIF TAX FREE FDS 2,935.0 $291K 0.00% $99.08
1591 HWKN HAWKINS INC Basic Materials 1,885.0 $290K 0.00% $153.60 +5.1%
1592 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,708.0 $289K 0.00% -5K -59.7% $78.03 -15.0%
1593 PFBC PREFERRED BK LOS ANGELES CA Financial Services 3,184.0 $289K 0.00% $90.69 +9.2%
1594 FNDB SCHWAB STRATEGIC TR 10,587.0 $288K 0.00% +2K +29.3% $27.20 +11.7%
1595 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 5,173.0 $288K 0.00% -213.0 -4.0% $55.65 -6.8%
1596 IYH ISHARES TR 4,669.0 $288K 0.00% -418.0 -8.2% $61.64 +1.7%
1597 PMAR INNOVATOR ETFS TRUST 6,440.0 $287K 0.00% $44.62 +6.9%
1598 PEN PENUMBRA INC Healthcare 874.0 $287K 0.00% NEW $328.37 -3.4%
1599 SN SHARKNINJA INC Consumer Cyclical 2,710.0 $287K 0.00% +58.0 +2.2% $105.89 +33.0%
1600 CLBK COLUMBIA FINL INC Financial Services 16,365.0 $287K 0.00% -121.0 -0.7% $17.51 +14.4%
Page 80 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%