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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 37 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CPNG COUPANG INC Consumer Cyclical 59,898.0 $1.4M 0.01% NEW $23.59 -25.5%
722 VGK VANGUARD INTL EQUITY INDEX F 16,886.0 $1.4M 0.01% NEW $83.61 +4.2%
723 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 36,448.0 $1.4M 0.01% NEW $38.73 -31.9%
724 SFLR INNOVATOR ETFS TRUST 38,197.0 $1.4M 0.01% NEW $36.86 +3.0%
725 PKG PACKAGING CORP AMER Consumer Cyclical 6,819.0 $1.4M 0.01% NEW $206.24 +17.1%
726 SJM SMUCKER J M CO Consumer Defensive 14,354.0 $1.4M 0.01% NEW $97.81 +18.2%
727 AVY AVERY DENNISON CORP Industrials 7,715.0 $1.4M 0.01% NEW $181.88 -8.9%
728 NET CLOUDFLARE INC Technology 7,113.0 $1.4M 0.01% NEW $197.15 +20.3%
729 CACI CACI INTL INC Technology 2,627.0 $1.4M 0.01% NEW $532.81 -14.8%
730 DLTR DOLLAR TREE INC Consumer Defensive 11,371.0 $1.4M 0.01% NEW $123.01 +0.7%
731 LEN LENNAR CORP Consumer Cyclical 13,595.0 $1.4M 0.01% NEW $102.80 -9.0%
732 MGA MAGNA INTL INC Consumer Cyclical 26,165.0 $1.4M 0.01% NEW $53.30 +21.1%
733 Q QNITY ELECTRONICS INC Technology 17,032.0 $1.4M 0.01% NEW $81.65 +93.8%
734 PB PROSPERITY BANCSHARES INC Financial Services 20,109.0 $1.4M 0.01% NEW $69.11 +7.6%
735 NRG NRG ENERGY INC Utilities 8,705.0 $1.4M 0.01% NEW $159.24 -6.2%
736 FTV FORTIVE CORP Technology 25,026.0 $1.4M 0.01% NEW $55.21 +11.4%
737 SMOM SYMMETRY PANORAMIC TR 53,477.0 $1.4M 0.01% NEW $25.81 +7.3%
738 XLG INVESCO EXCHANGE TRADED FD T 23,191.0 $1.4M 0.01% NEW $59.28 +0.0%
739 RMD RESMED INC Healthcare 5,694.0 $1.4M 0.01% NEW $240.87 -16.8%
740 B BARRICK MNG CORP Basic Materials 31,212.0 $1.4M 0.01% NEW $43.55 -14.4%
Page 37 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%