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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 27 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FOXA FOX CORP Communication Services 32,376.0 $2.4M 0.01% NEW $73.07 -31.4%
522 SU SUNCOR ENERGY INC NEW Energy 53,120.0 $2.4M 0.01% NEW $44.36 +21.5%
523 ICICI BANK LIMITED 79,042.0 $2.4M 0.01% NEW $29.80
524 WDC WESTERN DIGITAL CORP Technology 13,649.0 $2.4M 0.01% NEW $172.26 +240.4%
525 AXON AXON ENTERPRISE INC Industrials 4,127.0 $2.3M 0.01% NEW $567.99 -18.2%
526 XOM PUT EXXON MOBIL CORP Energy 19,400.0 $2.3M 0.01% NEW $120.34 +13.5%
527 MDLZ MONDELEZ INTL INC Consumer Defensive 43,093.0 $2.3M 0.01% NEW $53.83 +12.9%
528 DVN DEVON ENERGY CORP NEW Energy 63,197.0 $2.3M 0.01% NEW $36.63 +15.2%
529 CASY CASEYS GEN STORES INC Consumer Cyclical 4,179.0 $2.3M 0.01% NEW $552.71 +40.9%
530 TD TORONTO DOMINION BK ONT Financial Services 24,439.0 $2.3M 0.01% NEW $94.20 +27.0%
531 GWW WW GRAINGER INC Industrials 2,272.0 $2.3M 0.01% NEW $1008.98 +34.2%
532 CTVA CORTEVA INC Basic Materials 34,143.0 $2.3M 0.01% NEW $67.03 +23.3%
533 REGN REGENERON PHARMACEUTICALS Healthcare 2,949.0 $2.3M 0.01% NEW $771.87 -18.0%
534 UNM UNUM GROUP Financial Services 29,289.0 $2.3M 0.01% NEW $77.50 +16.3%
535 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 95,505.0 $2.3M 0.01% NEW $23.65 -20.8%
536 FAST FASTENAL CO Industrials 55,664.0 $2.2M 0.01% NEW $40.13 +17.4%
537 ASX ASE TECHNOLOGY HLDG CO LTD Technology 138,624.0 $2.2M 0.01% NEW $16.10 +149.8%
538 TM TOYOTA MOTOR CORP Consumer Cyclical 10,412.0 $2.2M 0.01% NEW $214.06 -19.9%
539 RYN RAYONIER INC Real Estate 102,936.0 $2.2M 0.01% NEW $21.65 +1.2%
540 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 27,657.0 $2.2M 0.01% NEW $80.30 +4.1%
Page 27 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%