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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $20.1B AUM 2,163 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 349 New 856 Added 740 Reduced 107 Exited
Page 18 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BALI BLACKROCK ETF TRUST 56,074.0 $1.9M 0.01% +15K +36.8% $33.83 +3.1%
342 BP BP PLC Energy 51,289.0 $1.9M 0.01% +717.0 +1.4% $36.95 +18.3%
343 DFSB DIMENSIONAL ETF TRUST 36,340.0 $1.9M 0.01% +10K +38.6% $52.11 -2.5%
344 GNRC GENERAC HLDGS INC Industrials 6,417.0 $1.9M 0.01% +341.0 +5.6% $292.83 -28.0%
345 BE BLOOM ENERGY CORP Industrials 6,150.0 $1.9M 0.01% +268.0 +4.6% $302.70 -31.7%
346 WEC WEC ENERGY GROUP INC Utilities 15,933.0 $1.9M 0.01% +4K +30.4% $116.77 -6.4%
347 AEE AMEREN CORP Utilities 16,441.0 $1.9M 0.01% +1K +10.0% $113.04 -3.3%
348 FOXA FOX CORP Communication Services 35,335.0 $1.8M 0.01% +389.0 +1.1% $52.16 +30.3%
349 PCAR PACCAR INC Industrials 15,303.0 $1.8M 0.01% +292.0 +1.9% $120.12 +6.1%
350 NEBIUS GROUP N.V. 6,623.0 $1.8M 0.01% +702.0 +11.9% $276.17
351 RS RELIANCE INC Basic Materials 4,864.0 $1.8M 0.01% +226.0 +4.9% $373.62 +6.9%
352 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,659.0 $1.8M 0.01% +1K +19.0% $271.96 -13.7%
353 BWA BORGWARNER INC Consumer Cyclical 27,127.0 $1.8M 0.01% +2K +8.2% $66.40 -0.3%
354 JEPI J P MORGAN EXCHANGE TRADED F 31,720.0 $1.8M 0.01% +409.0 +1.3% $56.48 +2.6%
355 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 16,558.0 $1.8M 0.01% +899.0 +5.7% $107.78 +3.6%
356 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,352.0 $1.8M 0.01% +2K +13.8% $96.88 +2.2%
357 ALAB ASTERA LABS INC Technology 3,677.0 $1.8M 0.01% +588.0 +19.0% $483.02 -40.2%
358 NKE NIKE INC Consumer Cyclical 42,850.0 $1.8M 0.01% +15K +53.5% $41.05 +0.0%
359 OVV OVINTIV INC Energy 33,268.0 $1.8M 0.01% +5K +18.4% $52.65 +24.5%
360 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50,929.0 $1.7M 0.01% +1K +2.2% $34.00 +1.9%
Page 18 of 43  ·  856 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 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%