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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 22 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BCS BARCLAYS PLC Financial Services 50,299.0 $1.4M 0.01% +1K +2.2% $26.86 +0.0%
422 FANG DIAMONDBACK ENERGY INC Energy 7,686.0 $1.4M 0.01% +259.0 +3.5% $175.78 +18.6%
423 LEA LEAR CORP Consumer Cyclical 10,021.0 $1.3M 0.01% +363.0 +3.8% $134.06 -7.5%
424 STM STMICROELECTRONICS N V Technology 17,929.0 $1.3M 0.01% +3K +21.9% $74.89 -32.7%
425 ENS ENERSYS Industrials 5,734.0 $1.3M 0.01% +513.0 +9.8% $233.80 -17.0%
426 LEN LENNAR CORP Consumer Cyclical 14,609.0 $1.3M 0.01% +735.0 +5.3% $90.49 -3.5%
427 HDV ISHARES TR 47,889.0 $1.3M 0.01% +38K +363.2% $27.41 +9.2%
428 HWC HANCOCK WHITNEY CORPORATION Financial Services 17,434.0 $1.3M 0.01% +3K +20.7% $74.72 +1.9%
429 FICO FAIR ISAAC CORP Technology 1,089.0 $1.3M 0.01% +145.0 +15.4% $1194.92 -2.8%
430 CAE CAE INC Industrials 51,690.0 $1.3M 0.01% +1K +2.8% $25.06 +3.7%
431 NWSA NEWS CORP NEW Communication Services 51,991.0 $1.3M 0.01% +8K +18.9% $24.83 +18.6%
432 DXCM DEXCOM INC Healthcare 19,116.0 $1.3M 0.01% +3K +15.1% $67.35 +33.4%
433 BURL BURLINGTON STORES INC Consumer Cyclical 4,064.0 $1.3M 0.01% +115.0 +2.9% $316.77 +6.5%
434 PRFZ INVESCO EXCHANGE TRADED FD T 22,908.0 $1.3M 0.01% +641.0 +2.9% $55.77 +0.5%
435 RGTI RIGETTI COMPUTING INC Technology 65,906.0 $1.3M 0.01% +3K +5.2% $19.32 -12.0%
436 GIS GENERAL MILLS INC Consumer Defensive 36,290.0 $1.3M 0.01% +10K +38.7% $34.80 +14.9%
437 NTES NETEASE COM INC Technology 9,834.0 $1.3M 0.01% +3K +38.9% $128.14 -0.7%
438 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 14,304.0 $1.2M 0.01% +4K +38.4% $87.04 +4.0%
439 CVNA CARVANA CO Consumer Cyclical 18,750.0 $1.2M 0.01% +15K +401.5% $65.82 +7.1%
440 ZM ZOOM COMMUNICATIONS INC Technology 14,246.0 $1.2M 0.01% +4K +39.4% $86.31 +24.5%
Page 22 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%