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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 52 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 9,206.0 $777K 0.00% NEW $84.36 -26.2%
1022 BSMU INVESCO EXCH TRD SLF IDX FD 35,225.0 $776K 0.00% NEW $22.03 -0.5%
1023 BRX BRIXMOR PPTY GROUP INC Real Estate 29,541.0 $775K 0.00% NEW $26.22 +23.8%
1024 ESI ELEMENT SOLUTIONS INC Basic Materials 30,938.0 $773K 0.00% NEW $24.99 +82.7%
1025 CMC COMMERCIAL METALS CO Basic Materials 11,145.0 $771K 0.00% NEW $69.22 -0.0%
1026 OTIS OTIS WORLDWIDE CORP Industrials 8,813.0 $770K 0.00% NEW $87.35 -16.2%
1027 HWC HANCOCK WHITNEY CORPORATION Financial Services 12,084.0 $770K 0.00% NEW $63.68 +16.9%
1028 IRM IRON MTN INC DEL Real Estate 9,273.0 $769K 0.00% NEW $82.95 +59.7%
1029 PAVE GLOBAL X FDS 16,089.0 $769K 0.00% NEW $47.79 +23.1%
1030 BMO BANK MONTREAL QUE Financial Services 5,923.0 $769K 0.00% NEW $129.78 +34.9%
1031 EQT EQT CORP Energy 14,310.0 $767K 0.00% NEW $53.60 -1.7%
1032 BSMV INVESCO EXCH TRD SLF IDX FD 36,270.0 $767K 0.00% NEW $21.13 -0.8%
1033 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,772.0 $766K 0.00% NEW $203.04 -19.2%
1034 FXH FIRST TR EXCHANGE TRADED FD 6,724.0 $765K 0.00% NEW $113.82 +8.0%
1035 SOUTHSTATE BK CORP 8,122.0 $764K 0.00% NEW $94.11
1036 BSMY INVESCO EXCH TRD SLF IDX FD 31,062.0 $764K 0.00% NEW $24.58 +0.2%
1037 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,141.0 $763K 0.00% NEW $242.83 +3.6%
1038 LIBERTY MEDIA CORP DEL 7,742.0 $763K 0.00% NEW $98.51
1039 EXEL EXELIXIS INC Healthcare 17,355.0 $761K 0.00% NEW $43.83 +25.0%
1040 USFD US FOODS HLDG CORP Consumer Defensive 10,015.0 $754K 0.00% NEW $75.32 +30.5%
Page 52 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%