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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 47 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BIDU BAIDU INC Communication Services 7,203.0 $941K 0.01% NEW $130.66 -20.2%
922 GNRC GENERAC HLDGS INC Industrials 6,897.0 $941K 0.01% NEW $136.38 +104.3%
923 LEA LEAR CORP Consumer Cyclical 8,184.0 $938K 0.01% NEW $114.60 +19.4%
924 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 44,310.0 $933K 0.01% NEW $21.05 -33.1%
925 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,962.0 $929K 0.01% NEW $103.67 +0.9%
926 VGIT VANGUARD SCOTTSDALE FDS 15,469.0 $927K 0.01% NEW $59.93 -1.3%
927 GOVT ISHARES TR 40,145.0 $924K 0.01% NEW $23.02 -0.7%
928 WCN WASTE CONNECTIONS INC Industrials 5,241.0 $919K 0.01% NEW $175.37 -4.3%
929 EXPO EXPONENT INC Industrials 13,158.0 $914K 0.01% NEW $69.46 -12.4%
930 JD JD.COM INC Consumer Cyclical 31,818.0 $913K 0.01% NEW $28.70 -11.5%
931 AOR ISHARES TR 14,040.0 $913K 0.01% NEW $65.01 +5.9%
932 MEDP MEDPACE HLDGS INC Healthcare 1,624.0 $912K 0.01% NEW $561.65 -6.2%
933 FCN FTI CONSULTING INC Industrials 5,338.0 $912K 0.01% NEW $170.83 -11.5%
934 TDC TERADATA CORP DEL Technology 29,935.0 $911K 0.01% NEW $30.44 +7.9%
935 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 27,498.0 $908K 0.01% NEW $33.02 -7.1%
936 KDP KEURIG DR PEPPER INC Consumer Defensive 32,373.0 $907K 0.01% NEW $28.01 +19.2%
937 CBT CABOT CORP Basic Materials 13,676.0 $906K 0.01% NEW $66.28 +40.9%
938 BXMT BLACKSTONE MTG TR INC Real Estate 47,319.0 $905K 0.01% NEW $19.13 -8.9%
939 DB DEUTSCHE BANK A G Financial Services 23,467.0 $905K 0.01% NEW $38.56 -13.0%
940 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,343.0 $902K 0.01% NEW $207.79 -43.4%
Page 47 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%