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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 73 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MOS MOSAIC CO NEW Basic Materials 15,540.0 $374K 0.00% NEW $24.09 -7.1%
1442 SSD SIMPSON MFG INC Industrials 2,312.0 $373K 0.00% NEW $161.47 +30.1%
1443 TMF CALL DIREXION SHS ETF TR 10,000.0 $373K 0.00% NEW $37.32 -1.8%
1444 DHS WISDOMTREE TR 3,660.0 $373K 0.00% NEW $101.82 +12.4%
1445 SIRIUSPOINT LTD 16,994.0 $372K 0.00% NEW $21.89
1446 DV DOUBLEVERIFY HLDGS INC Technology 32,513.0 $372K 0.00% NEW $11.44 -5.4%
1447 EXPAND ENERGY CORPORATION 3,362.0 $371K 0.00% NEW $110.37
1448 PR PERMIAN RESOURCES CORP Energy 26,413.0 $371K 0.00% NEW $14.03 +33.4%
1449 ESS ESSEX PPTY TR INC Real Estate 1,415.0 $370K 0.00% NEW $261.64 +12.9%
1450 FPE FIRST TR EXCH TRADED FD III 20,206.0 $368K 0.00% NEW $18.22 -1.9%
1451 HUBG HUB GROUP INC Industrials 8,610.0 $367K 0.00% NEW $42.61 +2.7%
1452 CIVITAS RESOURCES INC 13,521.0 $366K 0.00% NEW $27.09
1453 EBC EASTERN BANKSHARES INC Financial Services 19,868.0 $366K 0.00% NEW $18.43 +19.9%
1454 XPEV XPENG INC Consumer Cyclical 18,036.0 $366K 0.00% NEW $20.28 -40.4%
1455 TDS TELEPHONE & DATA SYS INC Communication Services 8,879.0 $364K 0.00% NEW $41.00 -6.2%
1456 GRUPO CIBEST SA 5,714.0 $363K 0.00% NEW $63.61
1457 NSA NATIONAL STORAGE AFFILIATES Real Estate 12,838.0 $362K 0.00% NEW $28.21 +61.0%
1458 MMSI MERIT MED SYS INC Healthcare 4,101.0 $361K 0.00% NEW $88.14 -18.6%
1459 FMNB FARMERS NATIONAL BANC CORP Financial Services 27,050.0 $360K 0.00% NEW $13.32 +10.9%
1460 OLN OLIN CORP Basic Materials 17,287.0 $360K 0.00% NEW $20.83 +4.3%
Page 73 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%