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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 53 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SANM SANMINA CORPORATION Technology 5,022.0 $754K 0.00% NEW $150.07 +57.6%
1042 BBY BEST BUY INC Consumer Cyclical 11,246.0 $753K 0.00% NEW $66.93 +16.1%
1043 AOS SMITH A O CORP Industrials 11,251.0 $752K 0.00% NEW $66.88 -7.7%
1044 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 19,547.0 $752K 0.00% NEW $38.48 -6.8%
1045 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,859.0 $752K 0.00% NEW $76.23 -31.8%
1046 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 14,369.0 $751K 0.00% NEW $52.28 +46.5%
1047 EQNR EQUINOR ASA Energy 31,744.0 $750K 0.00% NEW $23.63 +31.3%
1048 EXR EXTRA SPACE STORAGE INC Real Estate 5,752.0 $749K 0.00% NEW $130.21 +14.6%
1049 ALB ALBEMARLE CORP Basic Materials 5,295.0 $749K 0.00% NEW $141.45 -5.5%
1050 AMERICA MOVIL SAB DE CV 36,232.0 $749K 0.00% NEW $20.67
1051 TROW PRICE T ROWE GROUP INC Financial Services 7,313.0 $749K 0.00% NEW $102.38 +7.7%
1052 WBS WEBSTER FINL CORP Financial Services 11,878.0 $748K 0.00% NEW $62.94 +20.1%
1053 VOD VODAFONE GROUP PLC NEW Communication Services 56,352.0 $744K 0.00% NEW $13.21 +5.1%
1054 IX ORIX CORP Financial Services 25,330.0 $740K 0.00% NEW $29.22 +31.0%
1055 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 15,845.0 $740K 0.00% NEW $46.68 -11.1%
1056 REXR REXFORD INDL RLTY INC Real Estate 19,065.0 $738K 0.00% NEW $38.72 -11.3%
1057 HMC HONDA MOTOR LTD Consumer Cyclical 25,033.0 $738K 0.00% NEW $29.48 -9.0%
1058 SEB SEABOARD CORP DEL Industrials 166.0 $738K 0.00% NEW $4444.83 +6.6%
1059 RHI ROBERT HALF INC. Industrials 27,129.0 $737K 0.00% NEW $27.16 +20.6%
1060 CCK CROWN HLDGS INC Consumer Cyclical 7,152.0 $736K 0.00% NEW $102.97 +7.4%
Page 53 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%