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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 86 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 GSEW GOLDMAN SACHS ETF TR 2,778.0 $235K 0.00% +207.0 +8.1% $84.66 +10.1%
1702 FMC FMC CORP Basic Materials 13,646.0 $235K 0.00% -2K -11.3% $17.22 -32.9%
1703 UHAL U HAUL HOLDING COMPANY Industrials 4,917.0 $235K 0.00% NEW $47.78 +30.2%
1704 CAVA CAVA GROUP INC Consumer Cyclical 2,899.0 $235K 0.00% NEW $80.90 +10.2%
1705 FRHC FREEDOM HOLDING CORP Financial Services 1,615.0 $234K 0.00% NEW $144.88 -0.8%
1706 AMLP ALPS ETF TR 4,442.0 $234K 0.00% NEW $52.64 -3.7%
1707 AGNC AGNC INVT CORP Real Estate 23,300.0 $234K 0.00% +4K +20.0% $10.03 +3.5%
1708 MD PEDIATRIX MEDICAL GROUP INC Healthcare 10,925.0 $234K 0.00% NEW $21.39 +10.4%
1709 PRK PARK NATL CORP Financial Services 1,429.0 $234K 0.00% -361.0 -20.2% $163.45 +8.1%
1710 KLIC KULICKE & SOFFA INDS INC Technology 3,554.0 $234K 0.00% NEW $65.72 +85.4%
1711 MTH MERITAGE HOMES CORP Consumer Cyclical 3,772.0 $233K 0.00% +316.0 +9.1% $61.84 +22.5%
1712 IRT INDEPENDENCE RLTY TR INC Real Estate 15,624.0 $233K 0.00% -151.0 -1.0% $14.89 +6.2%
1713 TTEK TETRA TECH INC NEW Industrials 7,723.0 $233K 0.00% -3K -27.6% $30.12 -9.2%
1714 INTERNATIONAL BANCSHARES COR 3,456.0 $233K 0.00% -2K -39.4% $67.29
1715 UFPI UFP INDUSTRIES INC Basic Materials 2,521.0 $232K 0.00% -3K -57.6% $92.12 -6.0%
1716 IGIB ISHARES TR 4,336.0 $231K 0.00% +250.0 +6.1% $53.22 -0.3%
1717 MUSA MURPHY USA INC Consumer Cyclical 463.0 $229K 0.00% -263.0 -36.2% $494.05 +11.6%
1718 VNLA JANUS DETROIT STR TR 4,668.0 $228K 0.00% $48.86 +0.3%
1719 HCC WARRIOR MET COAL INC Energy 2,443.0 $228K 0.00% NEW $93.15 -2.8%
1720 KNF KNIFE RIVER CORP Basic Materials 2,786.0 $227K 0.00% -834.0 -23.0% $81.65 +5.6%
Page 86 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%