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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 43 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CUZ COUSINS PPTYS INC Real Estate 42,305.0 $1.1M 0.01% NEW $25.78 +16.2%
842 TCOM TRIP COM GROUP LTD Consumer Cyclical 15,111.0 $1.1M 0.01% NEW $71.91 -43.1%
843 GFI GOLD FIELDS LTD Basic Materials 24,830.0 $1.1M 0.01% NEW $43.66 -23.2%
844 DNOW DNOW INC Energy 81,787.0 $1.1M 0.01% NEW $13.25 +2.3%
845 TOL TOLL BROTHERS INC Consumer Cyclical 8,007.0 $1.1M 0.01% NEW $135.22 +21.4%
846 AYI ACUITY INC Industrials 3,007.0 $1.1M 0.01% NEW $360.04 +0.7%
847 FSLR FIRST SOLAR INC Energy 4,141.0 $1.1M 0.01% NEW $261.22 -8.5%
848 HRB BLOCK H & R INC Consumer Cyclical 24,795.0 $1.1M 0.01% NEW $43.58 -14.6%
849 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,870.0 $1.1M 0.01% NEW $184.01 +16.1%
850 JEPI J P MORGAN EXCHANGE TRADED F 18,818.0 $1.1M 0.01% NEW $57.24 -1.9%
851 RS RELIANCE INC Basic Materials 3,726.0 $1.1M 0.01% NEW $288.89 +33.5%
852 TEAM ATLASSIAN CORPORATION Technology 6,637.0 $1.1M 0.01% NEW $162.14 -51.4%
853 CANADIAN PACIFIC KANSAS CITY 14,578.0 $1.1M 0.01% NEW $73.63
854 IXJ ISHARES TR 11,002.0 $1.1M 0.01% NEW $97.40 +1.5%
855 CHYM CHIME FINL INC Financial Services 42,382.0 $1.1M 0.01% NEW $25.17 -19.3%
856 HELO J P MORGAN EXCHANGE TRADED F 16,054.0 $1.1M 0.01% NEW $66.43 +1.0%
857 TWLO TWILIO INC Communication Services 7,495.0 $1.1M 0.01% NEW $142.25 +34.7%
858 DGII DIGI INTL INC Technology 24,610.0 $1.1M 0.01% NEW $43.29 +63.0%
859 G GENPACT LIMITED Technology 22,739.0 $1.1M 0.01% NEW $46.78 -39.0%
860 TDY TELEDYNE TECHNOLOGIES INC Technology 2,080.0 $1.1M 0.01% NEW $510.80 +22.2%
Page 43 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%