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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1927 New
Page 17 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ENB ENBRIDGE INC Energy 108,408.0 $5.2M 0.03% NEW $47.83 +17.6%
322 SRE SEMPRA Utilities 58,147.0 $5.1M 0.03% NEW $88.29 +6.8%
323 COP CONOCOPHILLIPS Energy 54,521.0 $5.1M 0.03% NEW $93.61 +13.2%
324 SNPS SYNOPSYS INC Technology 10,838.0 $5.1M 0.03% NEW $469.70 -3.3%
325 ADBE ADOBE INC Technology 14,528.0 $5.1M 0.03% NEW $349.98 -42.1%
326 ROP ROPER TECHNOLOGIES INC Industrials 11,400.0 $5.1M 0.03% NEW $445.14 -24.0%
327 MDT MEDTRONIC PLC Healthcare 52,733.0 $5.1M 0.03% NEW $96.06 -15.7%
328 FFIV F5 INC Technology 19,787.0 $5.1M 0.03% NEW $255.26 +54.6%
329 HOOD ROBINHOOD MKTS INC Financial Services 44,212.0 $5.0M 0.03% NEW $113.10 -12.7%
330 SPGI S&P GLOBAL INC Financial Services 9,547.0 $5.0M 0.03% NEW $522.61 -21.9%
331 VHT VANGUARD WORLD FD 17,110.0 $4.9M 0.03% NEW $287.86 +4.7%
332 SYK STRYKER CORPORATION Healthcare 13,997.0 $4.9M 0.03% NEW $351.48 -5.3%
333 CMPR CIMPRESS PLC Communication Services 73,010.0 $4.9M 0.03% NEW $66.59 +38.2%
334 HSBC HSBC HLDGS PLC Financial Services 61,723.0 $4.9M 0.03% NEW $78.67 +19.2%
335 UBER UBER TECHNOLOGIES INC Technology 59,252.0 $4.8M 0.03% NEW $81.71 -6.7%
336 MAR MARRIOTT INTL INC NEW Consumer Cyclical 15,564.0 $4.8M 0.03% NEW $310.24 +21.6%
337 INTC INTEL CORP Technology 130,801.0 $4.8M 0.03% NEW $36.90 +247.8%
338 ANNALY CAPITAL MANAGEMENT IN 215,243.0 $4.8M 0.03% NEW $22.36
339 PSX PHILLIPS 66 Energy 36,616.0 $4.7M 0.03% NEW $129.04 +33.0%
340 GSY INVESCO ACTIVELY MANAGED EXC 93,926.0 $4.7M 0.03% NEW $50.25 -0.2%
Page 17 of 97  ·  1,927 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 30.5%
Financial Services 19.9%
Industrials 11.1%
Consumer Cyclical 9.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Defensive 4.3%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.9%