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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 42 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SANDISK CORP 4,772.0 $1.1M 0.01% NEW $237.38
822 FNB F N B CORP Financial Services 66,124.0 $1.1M 0.01% NEW $17.10 +12.5%
823 AER AERCAP HOLDINGS NV Industrials 7,862.0 $1.1M 0.01% NEW $143.76 +3.5%
824 EXACT SCIENCES CORP 11,120.0 $1.1M 0.01% NEW $101.56
825 MTBA SIMPLIFY EXCHANGE TRADED FUN 22,391.0 $1.1M 0.01% NEW $50.41 -2.4%
826 MSTR STRATEGY INC Technology 7,426.0 $1.1M 0.01% NEW $151.95 -45.8%
827 BKR BAKER HUGHES COMPANY Energy 24,728.0 $1.1M 0.01% NEW $45.54 +24.2%
828 SGOL ETFS GOLD TR Financial Services 27,385.0 $1.1M 0.01% NEW $41.08 -5.6%
829 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,392.0 $1.1M 0.01% NEW $256.00 -6.8%
830 NVDA CALL NVIDIA CORPORATION Technology 6,000.0 $1.1M 0.01% NEW $186.50 +3.2%
831 FNV FRANCO NEV CORP Basic Materials 5,394.0 $1.1M 0.01% NEW $207.30 +3.8%
832 CRS CARPENTER TECHNOLOGY CORP Industrials 3,506.0 $1.1M 0.01% NEW $314.84 +88.0%
833 VPU VANGUARD WORLD FD 5,959.0 $1.1M 0.01% NEW $185.05 +7.9%
834 BRO BROWN & BROWN INC Financial Services 13,794.0 $1.1M 0.01% NEW $79.70 -19.4%
835 BWA BORGWARNER INC Consumer Cyclical 24,390.0 $1.1M 0.01% NEW $45.06 +51.2%
836 KVUE KENVUE INC Consumer Defensive 63,620.0 $1.1M 0.01% NEW $17.25 +10.9%
837 POR PORTLAND GEN ELEC CO Utilities 22,865.0 $1.1M 0.01% NEW $47.99 +9.5%
838 VMC VULCAN MATLS CO Basic Materials 3,846.0 $1.1M 0.01% NEW $285.21 +9.2%
839 IWS ISHARES TR 7,758.0 $1.1M 0.01% NEW $141.06 +17.1%
840 FDS FACTSET RESH SYS INC Financial Services 3,769.0 $1.1M 0.01% NEW $290.19 -20.1%
Page 42 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%