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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 85 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,681.0 $246K 0.00% -601.0 -26.3% $146.36 +19.0%
1682 ILF ISHARES TR 6,910.0 $245K 0.00% $35.52 -4.6%
1683 BOX BOX INC Technology 10,363.0 $245K 0.00% NEW $23.64 +5.1%
1684 QLYS QUALYS INC Technology 2,780.0 $244K 0.00% -2K -45.5% $87.85 +26.7%
1685 VDC VANGUARD WORLD FD 1,082.0 $243K 0.00% +8.0 +0.7% $224.61 +0.7%
1686 CDP COPT DEFENSE PROPERTIES Real Estate 7,902.0 $242K 0.00% NEW $30.60 +9.5%
1687 USRT ISHARES TR 4,080.0 $242K 0.00% +26.0 +0.6% $59.19 +9.2%
1688 LPG DORIAN LPG LTD Energy 7,034.0 $241K 0.00% NEW $34.20 +15.7%
1689 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,204.0 $240K 0.00% NEW $199.65 +37.7%
1690 LNC LINCOLN NATL CORP IND Financial Services 6,768.0 $240K 0.00% -3K -33.2% $35.50 +4.7%
1691 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 6,597.0 $240K 0.00% NEW $36.39 -1.4%
1692 RPV INVESCO EXCHANGE TRADED FD T 2,235.0 $240K 0.00% -85.0 -3.7% $107.39 +5.1%
1693 JXN JACKSON FINANCIAL INC Financial Services 2,258.0 $239K 0.00% -2K -45.0% $105.71 +1.0%
1694 CWEN CLEARWAY ENERGY INC Utilities 6,073.0 $239K 0.00% NEW $39.29 -4.8%
1695 BHC BAUSCH HEALTH COS INC Healthcare 44,158.0 $238K 0.00% +19K +75.5% $5.40 -11.7%
1696 CGDV CAPITAL GROUP DIVIDEND VALUE 5,599.0 $238K 0.00% +781.0 +16.2% $42.54 +15.2%
1697 UEC URANIUM ENERGY CORP Energy 17,623.0 $238K 0.00% -4K -19.5% $13.50 -11.0%
1698 ENIC ENEL CHILE SA Utilities 60,247.0 $237K 0.00% +35K +142.5% $3.94 +16.0%
1699 LXP INDUSTRIAL TRUST 5,120.0 $237K 0.00% $46.26
1700 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 7,650.0 $236K 0.00% -937.0 -10.9% $30.85 +6.5%
Page 85 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%