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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 22 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PLD PROLOGIS INC. Real Estate 26,192.0 $3.3M 0.02% NEW $127.66 +9.6%
422 WMB WILLIAMS COS INC Energy 55,551.0 $3.3M 0.02% NEW $60.11 +29.6%
423 CSGP COSTAR GROUP INC Real Estate 49,364.0 $3.3M 0.02% NEW $67.24 -55.0%
424 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,900.0 $3.3M 0.02% NEW $257.22 -13.1%
425 FBND FIDELITY MERRIMACK STR TR 72,039.0 $3.3M 0.02% NEW $46.04 -0.5%
426 XEL XCEL ENERGY INC Utilities 44,852.0 $3.3M 0.02% NEW $73.86 +11.3%
427 DT DYNATRACE INC Technology 76,395.0 $3.3M 0.02% NEW $43.34 +0.1%
428 HQY HEALTHEQUITY INC Healthcare 36,141.0 $3.3M 0.02% NEW $91.61 -3.4%
429 F FORD MTR CO Consumer Cyclical 251,543.0 $3.3M 0.02% NEW $13.12 +7.7%
430 NEM NEWMONT CORP Basic Materials 32,878.0 $3.3M 0.02% NEW $99.85 -3.7%
431 YUM YUM BRANDS INC Consumer Cyclical 21,682.0 $3.3M 0.02% NEW $151.28 +3.4%
432 CMI CUMMINS INC Industrials 6,398.0 $3.3M 0.02% NEW $510.46 +34.4%
433 URBN URBAN OUTFITTERS INC Consumer Cyclical 42,768.0 $3.2M 0.02% NEW $75.26 -2.3%
434 MBB ISHARES TR 33,710.0 $3.2M 0.02% NEW $95.22 -0.3%
435 TFC TRUIST FINL CORP Financial Services 65,118.0 $3.2M 0.02% NEW $49.21 +2.6%
436 SONY SONY GROUP CORP Technology 125,166.0 $3.2M 0.02% NEW $25.60 -23.0%
437 MRSH MARSH & MCLENNAN COS INC Financial Services 17,085.0 $3.2M 0.02% NEW $185.52 -8.9%
438 BXSL BLACKSTONE SECD LENDING FD Financial Services 120,317.0 $3.2M 0.02% NEW $26.33 -8.9%
439 GII SPDR INDEX SHS FDS 45,006.0 $3.1M 0.02% NEW $69.77 +9.9%
440 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 8,952.0 $3.1M 0.02% NEW $350.55 +12.7%
Page 22 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%