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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 35 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TRGP TARGA RES CORP Energy 8,449.0 $1.6M 0.01% NEW $184.49 +47.8%
682 HUM HUMANA INC Healthcare 6,084.0 $1.6M 0.01% NEW $256.11 +49.9%
683 UMC UNITED MICROELECTRONICS CORP Technology 197,996.0 $1.6M 0.01% NEW $7.86 +225.4%
684 CBOE CBOE GLOBAL MKTS INC Financial Services 6,192.0 $1.6M 0.01% NEW $250.99 -3.5%
685 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 18,917.0 $1.6M 0.01% NEW $82.02 -19.8%
686 ESGD ISHARES TR 16,305.0 $1.6M 0.01% NEW $95.09 +6.8%
687 RSG REPUBLIC SVCS INC Industrials 7,307.0 $1.5M 0.01% NEW $211.92 +2.1%
688 EIX EDISON INTL Utilities 25,735.0 $1.5M 0.01% NEW $60.02 +26.1%
689 NNN NNN REIT INC Real Estate 38,553.0 $1.5M 0.01% NEW $39.63 +19.8%
690 SYBT STOCK YDS BANCORP INC Financial Services 23,497.0 $1.5M 0.01% NEW $64.95 +17.5%
691 PFEB INNOVATOR ETFS TRUST 37,428.0 $1.5M 0.01% NEW $40.72 +4.8%
692 MLI MUELLER INDS INC Industrials 13,217.0 $1.5M 0.01% NEW $114.80 +11.7%
693 CAE CAE INC Industrials 49,872.0 $1.5M 0.01% NEW $30.42 -16.2%
694 TSN TYSON FOODS INC Consumer Defensive 25,756.0 $1.5M 0.01% NEW $58.62 -0.1%
695 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,096.0 $1.5M 0.01% NEW $185.56 -29.9%
696 IWY ISHARES TR 5,420.0 $1.5M 0.01% NEW $276.94 +0.2%
697 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,851.0 $1.5M 0.01% NEW $191.10 -15.1%
698 DG DOLLAR GEN CORP NEW Consumer Defensive 11,280.0 $1.5M 0.01% NEW $132.77 -10.0%
699 NWE NORTHWESTERN ENERGY GROUP IN Utilities 23,198.0 $1.5M 0.01% NEW $64.54 +13.8%
700 MCHP MICROCHIP TECHNOLOGY INC. Technology 23,435.0 $1.5M 0.01% NEW $63.72 +38.0%
Page 35 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%