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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 23 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ARW ARROW ELECTRS INC Technology 5,756.0 $1.2M 0.01% +492.0 +9.3% $213.41 -1.2%
442 EQT EQT CORP Energy 22,963.0 $1.2M 0.01% +3K +16.2% $53.17 +1.0%
443 NIC NICOLET BANKSHARES INC Financial Services 7,355.0 $1.2M 0.01% +55.0 +0.8% $165.40 +4.7%
444 BLOCK INC 15,836.0 $1.2M 0.01% +857.0 +5.7% $76.00
445 WDS WOODSIDE ENERGY GROUP LTD Energy 62,187.0 $1.2M 0.01% +2K +3.8% $19.32 +25.8%
446 NSA NATIONAL STORAGE AFFILIATES Real Estate 26,870.0 $1.2M 0.01% +6K +28.2% $44.47 -2.4%
447 SPDW SPDR INDEX SHS FDS 23,587.0 $1.2M 0.01% +272.0 +1.2% $50.39 +3.2%
448 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,508.0 $1.2M 0.01% +117.0 +3.5% $338.15 +1.0%
449 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,192.0 $1.2M 0.01% +113.0 +1.1% $115.00 +1.3%
450 VTR VENTAS INC Real Estate 13,194.0 $1.2M 0.01% +300.0 +2.3% $88.80 +4.8%
451 FTS FORTIS INC Utilities 20,445.0 $1.2M 0.01% +765.0 +3.9% $57.23 -4.1%
452 SUSL ISHARES TR 8,723.0 $1.2M 0.01% +209.0 +2.5% $132.76 +3.5%
453 EQNR EQUINOR ASA Energy 36,842.0 $1.2M 0.01% +923.0 +2.6% $31.40 +36.4%
454 NTRA NATERA INC Healthcare 4,257.0 $1.2M 0.01% +578.0 +15.7% $271.46 +22.2%
455 IXJ ISHARES TR 11,744.0 $1.2M 0.01% +742.0 +6.7% $98.38 +8.6%
456 CVE CENOVUS ENERGY INC Energy 46,542.0 $1.2M 0.01% +5K +11.0% $24.81 +32.8%
457 MANH MANHATTAN ASSOCIATES INC Technology 8,264.0 $1.2M 0.01% +3K +43.5% $139.25 +54.1%
458 INFY INFOSYS LTD Technology 109,291.0 $1.1M 0.01% +27K +32.8% $10.49 +13.9%
459 QQQI NEOS ETF TRUST 20,120.0 $1.1M 0.01% +6K +38.9% $56.79 -4.5%
460 BMO BANK MONTREAL MEDIUM Financial Services 6,436.0 $1.1M 0.01% +52.0 +0.8% $176.69 -1.3%
Page 23 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%