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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 23 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ONTO ONTO INNOVATION INC Technology 19,848.0 $3.1M 0.02% NEW $157.86 +105.2%
442 VBK VANGUARD INDEX FDS 10,280.0 $3.1M 0.02% NEW $302.13 +18.3%
443 BSSX INVESCO EXCH TRD SLF IDX FD 119,816.0 $3.1M 0.02% NEW $25.86 -0.4%
444 SDY SPDR SERIES TRUST 22,204.0 $3.1M 0.02% NEW $139.16 +10.0%
445 MSI MOTOROLA SOLUTIONS INC Technology 8,029.0 $3.1M 0.02% NEW $383.34 +5.1%
446 DAL DELTA AIR LINES INC DEL Industrials 44,302.0 $3.1M 0.02% NEW $69.40 +33.4%
447 ITRI ITRON INC Technology 33,089.0 $3.1M 0.02% NEW $92.86 -9.7%
448 FALN ISHARES TR 111,488.0 $3.0M 0.02% NEW $27.30 -0.4%
449 XLY SELECT SECTOR SPDR TR 25,408.0 $3.0M 0.02% NEW $119.41 -4.2%
450 FTRE FORTREA HLDGS INC Healthcare 175,860.0 $3.0M 0.02% NEW $17.25 +2.3%
451 NU NU HLDGS LTD Financial Services 179,537.0 $3.0M 0.02% NEW $16.74 -21.3%
452 BHP BHP GROUP LTD Basic Materials 49,391.0 $3.0M 0.02% NEW $60.37 +34.2%
453 J P MORGAN EXCHANGE TRADED F 47,175.0 $3.0M 0.02% NEW $63.18
454 ESGV VANGUARD WORLD FD 24,588.0 $3.0M 0.02% NEW $120.96 +6.7%
455 CTAS CINTAS CORP Industrials 15,813.0 $3.0M 0.02% NEW $188.07 -8.6%
456 MFC MANULIFE FINL CORP Financial Services 81,740.0 $3.0M 0.02% NEW $36.28 +11.1%
457 SLB SLB LIMITED Energy 76,951.0 $3.0M 0.02% NEW $38.38 +22.5%
458 INFY INFOSYS LTD Technology 164,991.0 $2.9M 0.02% NEW $17.82 -39.5%
459 EA ELECTRONIC ARTS INC Communication Services 14,352.0 $2.9M 0.02% NEW $204.33 +0.5%
460 VSGX VANGUARD WORLD FD 40,842.0 $2.9M 0.02% NEW $71.62 +13.4%
Page 23 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%