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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 38 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VRSK VERISK ANALYTICS INC Industrials 6,060.0 $1.4M 0.01% NEW $223.69 -18.6%
742 DCI DONALDSON INC Industrials 15,288.0 $1.4M 0.01% NEW $88.66 -0.2%
743 ZM ZOOM COMMUNICATIONS INC Technology 15,666.0 $1.4M 0.01% NEW $86.29 +0.2%
744 AWK AMERICAN WTR WKS CO INC NEW Utilities 10,357.0 $1.4M 0.01% NEW $130.50 +1.7%
745 RGTI RIGETTI COMPUTING INC Technology 60,803.0 $1.3M 0.01% NEW $22.15 -17.1%
746 RPM RPM INTL INC Basic Materials 12,895.0 $1.3M 0.01% NEW $104.00 +8.1%
747 EMB ISHARES TR 13,862.0 $1.3M 0.01% NEW $96.28 +0.3%
748 EZU ISHARES INC 20,805.0 $1.3M 0.01% NEW $64.10 +5.7%
749 CUSHMAN AND WAKEFIELD LTD 82,250.0 $1.3M 0.01% NEW $16.19
750 ENTERGY CORP NEW 14,383.0 $1.3M 0.01% NEW $92.43
751 INCY INCYTE CORP Healthcare 13,455.0 $1.3M 0.01% NEW $98.77 +15.2%
752 LECO LINCOLN ELEC HLDGS INC Industrials 5,540.0 $1.3M 0.01% NEW $239.65 +11.2%
753 APA APA CORPORATION Energy 54,129.0 $1.3M 0.01% NEW $24.46 +35.0%
754 PXH INVESCO EXCH TRADED FD TR II 51,034.0 $1.3M 0.01% NEW $25.81 +6.9%
755 NYT NEW YORK TIMES CO Communication Services 18,961.0 $1.3M 0.01% NEW $69.42 +2.1%
756 IGSB ISHARES TR 24,827.0 $1.3M 0.01% NEW $52.88 -0.8%
757 CNQ CANADIAN NAT RES LTD Energy 38,729.0 $1.3M 0.01% NEW $33.85 +16.7%
758 PNR PENTAIR PLC Industrials 12,551.0 $1.3M 0.01% NEW $104.14 -26.6%
759 AON PUT AON PLC Financial Services 3,700.0 $1.3M 0.01% NEW $352.88 -6.9%
760 FN FABRINET Technology 2,865.0 $1.3M 0.01% NEW $455.28 +15.3%
Page 38 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%