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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 45 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,650.0 $1.0M 0.01% NEW $218.02 -33.2%
882 PBA PEMBINA PIPELINE CORP Energy 26,583.0 $1.0M 0.01% NEW $38.06 +24.0%
883 AFRM AFFIRM HLDGS INC Technology 13,507.0 $1.0M 0.01% NEW $74.43 +6.8%
884 VONE VANGUARD SCOTTSDALE FDS 3,245.0 $1.0M 0.01% NEW $309.02 +7.0%
885 ARES ARES MANAGEMENT CORPORATION Financial Services 6,171.0 $997K 0.01% NEW $161.62 -32.5%
886 GMAB GENMAB A/S Healthcare 32,337.0 $996K 0.01% NEW $30.80 -15.2%
887 VTHR VANGUARD SCOTTSDALE FDS 3,314.0 $995K 0.01% NEW $300.30 +8.0%
888 OVV OVINTIV INC Energy 25,391.0 $995K 0.01% NEW $39.19 +35.7%
889 HLI HOULIHAN LOKEY INC Financial Services 5,707.0 $994K 0.01% NEW $174.19 -20.5%
890 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 16,862.0 $993K 0.01% NEW $58.87 +22.0%
891 BNS BANK NOVA SCOTIA HALIFAX Financial Services 13,430.0 $990K 0.01% NEW $73.69 +16.9%
892 KIM KIMCO RLTY CORP Real Estate 48,736.0 $988K 0.01% NEW $20.27 +27.7%
893 MAA MID-AMER APT CMNTYS INC Real Estate 7,102.0 $987K 0.01% NEW $138.91 +1.3%
894 VTR VENTAS INC Real Estate 12,746.0 $986K 0.01% NEW $77.38 +15.1%
895 ALLY ALLY FINL INC Financial Services 21,753.0 $985K 0.01% NEW $45.29 +4.2%
896 THG HANOVER INS GROUP INC Financial Services 5,383.0 $984K 0.01% NEW $182.77 +16.3%
897 QQQM INVESCO EXCH TRADED FD TR II 3,882.0 $982K 0.01% NEW $252.91 +15.0%
898 HSIC HENRY SCHEIN INC Healthcare 12,936.0 $978K 0.01% NEW $75.58 +12.4%
899 CMS CMS ENERGY CORP Utilities 13,941.0 $975K 0.01% NEW $69.93 +12.7%
900 CSW INDUSTRIALS INC 3,313.0 $972K 0.01% NEW $293.53
Page 45 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%