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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 40 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AVB AVALONBAY CMNTYS INC Real Estate 6,891.0 $1.2M 0.01% NEW $181.31 +4.9%
782 MUR MURPHY OIL CORP Energy 39,933.0 $1.2M 0.01% NEW $31.25 +10.8%
783 ALGN ALIGN TECHNOLOGY INC Healthcare 7,986.0 $1.2M 0.01% NEW $156.15 +14.3%
784 CLS CELESTICA INC Technology 4,201.0 $1.2M 0.01% NEW $295.61 +14.2%
785 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 14,193.0 $1.2M 0.01% NEW $87.42 -27.2%
786 EXPD EXPEDITORS INTL WASH INC Industrials 8,314.0 $1.2M 0.01% NEW $149.02 +7.9%
787 PPL PPL CORP Utilities 35,336.0 $1.2M 0.01% NEW $35.02 +5.7%
788 CHD CHURCH & DWIGHT CO INC Consumer Defensive 14,752.0 $1.2M 0.01% NEW $83.85 +18.8%
789 CLOA BLACKROCK ETF TRUST II 23,894.0 $1.2M 0.01% NEW $51.74 +0.3%
790 DDS DILLARDS INC Consumer Cyclical 2,037.0 $1.2M 0.01% NEW $606.34 -4.7%
791 SWK STANLEY BLACK & DECKER INC Industrials 16,613.0 $1.2M 0.01% NEW $74.28 +23.8%
792 LUV SOUTHWEST AIRLS CO Industrials 29,852.0 $1.2M 0.01% NEW $41.33 +25.6%
793 OUNZ VANECK MERK GOLD ETF Financial Services 29,736.0 $1.2M 0.01% NEW $41.48 -5.6%
794 SUSB ISHARES TR 48,563.0 $1.2M 0.01% NEW $25.24 -0.9%
795 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 21,278.0 $1.2M 0.01% NEW $57.49 +33.6%
796 SNY SANOFI SA Healthcare 25,207.0 $1.2M 0.01% NEW $48.46 -11.4%
797 CPRT COPART INC Industrials 31,046.0 $1.2M 0.01% NEW $39.15 -22.0%
798 CPT CAMDEN PPTY TR Real Estate 11,030.0 $1.2M 0.01% NEW $110.08 +5.7%
799 DLX DELUXE CORP Communication Services 54,369.0 $1.2M 0.01% NEW $22.33 +7.2%
800 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,518.0 $1.2M 0.01% NEW $480.66 +7.8%
Page 40 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%