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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 62 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 IVOG VANGUARD ADMIRAL FDS INC 4,629.0 $556K 0.00% NEW $120.21 +19.4%
1222 IEX IDEX CORP Industrials 3,122.0 $556K 0.00% NEW $177.94 +27.7%
1223 AVT AVNET INC Technology 11,551.0 $555K 0.00% NEW $48.08 +79.6%
1224 FIRST HAWAIIAN INC 21,844.0 $553K 0.00% NEW $25.30
1225 FXD FIRST TR EXCHANGE TRADED FD 8,073.0 $552K 0.00% NEW $68.37 +2.7%
1226 RCI ROGERS COMMUNICATIONS INC Communication Services 14,603.0 $551K 0.00% NEW $37.73 -7.7%
1227 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,400.0 $551K 0.00% NEW $393.30 -23.3%
1228 SAIA SAIA INC Industrials 1,685.0 $550K 0.00% NEW $326.52 +31.8%
1229 EPAM EPAM SYS INC Technology 2,683.0 $550K 0.00% NEW $204.88 -60.6%
1230 LBRDK LIBERTY BROADBAND CORP Communication Services 11,289.0 $549K 0.00% NEW $48.60 -35.5%
1231 GWRE GUIDEWIRE SOFTWARE INC Technology 2,719.0 $547K 0.00% NEW $201.01 -39.6%
1232 VALE VALE S A Basic Materials 41,921.0 $546K 0.00% NEW $13.03 +15.7%
1233 ROKU ROKU INC Communication Services 5,032.0 $546K 0.00% NEW $108.49 +24.8%
1234 MKC MCCORMICK & CO INC Consumer Defensive 8,014.0 $546K 0.00% NEW $68.11 -25.0%
1235 HAS HASBRO INC Consumer Cyclical 6,626.0 $543K 0.00% NEW $82.00 +4.1%
1236 NTR NUTRIEN LTD Basic Materials 8,801.0 $543K 0.00% NEW $61.72 -1.2%
1237 PHG KONINKLIJKE PHILIPS N V Healthcare 20,059.0 $543K 0.00% NEW $27.08 +0.1%
1238 CSL CARLISLE COS INC Industrials 1,698.0 $543K 0.00% NEW $319.86 +21.4%
1239 UFPI UFP INDUSTRIES INC Basic Materials 5,946.0 $541K 0.00% NEW $91.05 +1.3%
1240 CNI CANADIAN NATL RY CO Industrials 5,463.0 $540K 0.00% NEW $98.86 +22.0%
Page 62 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%