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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 25 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DXCM DEXCOM INC Healthcare 16,607.0 $1.0M 0.01% +2K +14.2% $62.80 +15.4%
482 BCS BARCLAYS PLC Financial Services 49,200.0 $1.0M 0.01% +3K +6.2% $21.16 +24.3%
483 FUL FULLER H B CO Basic Materials 16,874.0 $1.0M 0.01% +699.0 +4.3% $61.68 +5.2%
484 TYL TYLER TECHNOLOGIES INC Technology 3,035.0 $1.0M 0.01% +1K +95.2% $342.43 -18.5%
485 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,556.0 $1.0M 0.01% +498.0 +3.8% $76.16 +12.4%
486 FNDE SCHWAB STRATEGIC TR 26,761.0 $1.0M 0.01% +4K +15.9% $38.26 +7.0%
487 AGO ASSURED GUARANTY LTD Financial Services 12,540.0 $1.0M 0.01% +3K +37.7% $81.48 -6.1%
488 HLN HALEON PLC Healthcare 102,062.0 $1.0M 0.01% +7K +7.5% $9.98 -10.2%
489 TCOM TRIP COM GROUP LTD Consumer Cyclical 20,413.0 $1.0M 0.01% +5K +35.1% $49.79 -9.4%
490 KBH KB HOME Consumer Cyclical 19,596.0 $1.0M 0.01% +3K +15.6% $51.75 +4.7%
491 RGLD ROYAL GOLD INC Basic Materials 3,982.0 $1.0M 0.01% +90.0 +2.3% $254.51 -15.6%
492 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,546.0 $1.0M 0.01% +1K +3.8% $35.44 -10.2%
493 IDEV ISHARES TR 12,053.0 $1.0M 0.01% +478.0 +4.1% $83.57 +7.2%
494 DNOW DNOW INC Energy 84,501.0 $1.0M 0.01% +3K +3.3% $11.91 +13.4%
495 SF STIFEL FINL CORP Financial Services 13,563.0 $1.0M 0.01% +836.0 +6.6% $73.92 -0.5%
496 FTEC FIDELITY COVINGTON TRUST 4,817.0 $1.0M 0.01% +490.0 +11.3% $208.06 +37.7%
497 ILMN ILLUMINA INC Healthcare 8,128.0 $1.0M 0.01% +1K +19.6% $123.25 +31.4%
498 DECK DECKERS OUTDOOR CORP Consumer Cyclical 9,914.0 $992K 0.01% +952.0 +10.6% $100.09 +9.0%
499 GIS GENERAL MILLS INC Consumer Defensive 26,158.0 $974K 0.01% +4K +15.6% $37.22 -10.2%
500 PDD PDD HOLDINGS INC Consumer Cyclical 9,512.0 $972K 0.01% +4K +62.7% $102.18 -22.1%
Page 25 of 43  ·  848 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 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%