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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 58 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 VXF VANGUARD INDEX FDS 3,022.0 $632K 0.00% NEW $209.09 +15.6%
1142 SKYW SKYWEST INC Industrials 6,267.0 $629K 0.00% NEW $100.42 -1.1%
1143 LPL LG DISPLAY CO LTD Technology 149,363.0 $629K 0.00% NEW $4.21 -8.8%
1144 HDV ISHARES TR 5,165.0 $628K 0.00% NEW $121.61 -77.1%
1145 PRINCETON BANCORP INC 18,098.0 $628K 0.00% NEW $34.69
1146 BSMQ INVESCO EXCH TRD SLF IDX FD 26,509.0 $627K 0.00% NEW $23.64 -0.5%
1147 SLG SL GREEN RLTY CORP Real Estate 13,658.0 $626K 0.00% NEW $45.87 +13.7%
1148 FLUTTER ENTMT PLC 2,910.0 $626K 0.00% NEW $215.04
1149 WTS WATTS WATER TECHNOLOGIES INC Industrials 2,263.0 $625K 0.00% NEW $276.02 +30.2%
1150 MZTI MARZETTI COMPANY Consumer Defensive 3,799.0 $625K 0.00% NEW $164.42 -29.5%
1151 PGX INVESCO EXCH TRADED FD TR II 55,411.0 $623K 0.00% NEW $11.24 -3.6%
1152 GEN GEN DIGITAL INC Technology 22,851.0 $621K 0.00% NEW $27.19 -10.1%
1153 KNSL KINSALE CAP GROUP INC Financial Services 1,588.0 $621K 0.00% NEW $391.12 -16.0%
1154 HYGW ISHARES TR 20,731.0 $619K 0.00% NEW $29.86 -2.6%
1155 ONB OLD NATL BANCORP IND Financial Services 27,714.0 $618K 0.00% NEW $22.31 +16.0%
1156 KEX KIRBY CORP Industrials 5,606.0 $618K 0.00% NEW $110.18 +24.1%
1157 ASGN ASGN INC Technology 12,807.0 $617K 0.00% NEW $48.17 -60.0%
1158 GPOR GULFPORT ENERGY CORP Energy 2,959.0 $615K 0.00% NEW $207.99 -21.7%
1159 MGK VANGUARD WORLD FD 1,487.0 $614K 0.00% NEW $412.73 -79.6%
1160 CLFD CLEARFIELD INC Technology 21,023.0 $613K 0.00% NEW $29.15 +32.5%
Page 58 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%