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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 19 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SWK STANLEY BLACK & DECKER INC Industrials 18,375.0 $1.7M 0.01% +3K +19.0% $94.12 +4.6%
362 XLG INVESCO EXCHANGE TRADED FD T 28,231.0 $1.7M 0.01% +6K +29.3% $61.23 +1.5%
363 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 36,005.0 $1.7M 0.01% +1K +3.1% $47.81 -10.4%
364 SHY ISHARES TR 20,811.0 $1.7M 0.01% +3K +14.2% $82.11 -0.1%
365 NGG NATIONAL GRID PLC Utilities 20,560.0 $1.7M 0.01% +1K +6.5% $82.87 -2.4%
366 DLTR DOLLAR TREE INC Consumer Defensive 13,920.0 $1.7M 0.01% +1K +10.2% $120.95 +7.3%
367 SOLV SOLVENTUM CORP Healthcare 21,672.0 $1.7M 0.01% +3K +18.7% $77.15 +15.5%
368 DTM DT MIDSTREAM INC Energy 11,376.0 $1.7M 0.01% +422.0 +3.9% $146.74 -11.9%
369 VRSN VERISIGN INC Technology 6,612.0 $1.7M 0.01% +1K +28.2% $251.58 +10.3%
370 IWY ISHARES TR 5,701.0 $1.7M 0.01% +329.0 +6.1% $290.62 -2.0%
371 KEP KOREA ELEC PWR CORP Utilities 136,803.0 $1.7M 0.01% +69K +102.3% $12.10 -6.9%
372 VMC VULCAN MATLS CO Basic Materials 5,605.0 $1.7M 0.01% +2K +45.3% $295.02 -7.6%
373 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 27,717.0 $1.6M 0.01% +9K +47.2% $59.36 -6.5%
374 KGC KINROSS GOLD CORP Basic Materials 69,273.0 $1.6M 0.01% +5K +7.6% $23.62 +31.7%
375 GNTX GENTEX CORP Consumer Cyclical 64,681.0 $1.6M 0.01% +8K +14.6% $25.27 -7.0%
376 RKLB ROCKET LAB CORP Industrials 16,065.0 $1.6M 0.01% +3K +25.1% $101.65 -29.0%
377 SCHR SCHWAB STRATEGIC TR 66,080.0 $1.6M 0.01% +44K +194.2% $24.66 -1.0%
378 RJF RAYMOND JAMES FINL INC Financial Services 10,707.0 $1.6M 0.01% +2K +18.9% $152.03 +15.1%
379 DOW DOW HLDGS INC Basic Materials 59,024.0 $1.6M 0.01% +25K +73.1% $27.36 +20.9%
380 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,240.0 $1.6M 0.01% +3K +36.7% $131.58 +4.9%
Page 19 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%