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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 25 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CNP CENTERPOINT ENERGY INC Utilities 23,806.0 $1.0M 0.01% +2K +9.5% $44.04 -12.0%
482 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,026.0 $1.0M 0.01% +3K +83.6% $148.69 +19.3%
483 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,685.0 $1.0M 0.01% +89.0 +1.6% $183.11 -0.7%
484 QLYS QUALYS INC Technology 7,527.0 $1.0M 0.01% +5K +170.8% $137.49 +32.4%
485 VSNT VERSANT MEDIA GROUP INC Industrials 28,523.0 $1.0M 0.01% +359.0 +1.3% $36.01 +7.6%
486 DINO HF SINCLAIR CORP Energy 14,553.0 $1.0M 0.01% +6K +67.5% $69.65 +39.7%
487 SGOL ETFS GOLD TR Financial Services 26,500.0 $1.0M 0.01% +200.0 +0.8% $38.23 +15.0%
488 GFI GOLD FIELDS LTD Basic Materials 29,976.0 $1.0M 0.01% +3K +11.7% $33.59 +42.3%
489 IX ORIX CORP Financial Services 26,360.0 $1.0M 0.01% +373.0 +1.4% $38.04 +1.3%
490 DECK DECKERS OUTDOOR CORP Consumer Cyclical 10,097.0 $1.0M 0.01% +183.0 +1.9% $99.29 -7.7%
491 VXF VANGUARD INDEX FDS 4,056.0 $999K 0.01% +805.0 +24.8% $246.23 -0.3%
492 HST HOST HOTELS & RESORTS INC Real Estate 41,909.0 $994K 0.01% +5K +13.3% $23.71 -2.2%
493 STRL STERLING INFRASTRUCTURE INC Industrials 1,179.0 $990K 0.01% +225.0 +23.6% $839.36 -38.4%
494 CSW INDUSTRIALS INC 3,534.0 $984K 0.01% +320.0 +10.0% $278.30
495 RPRX ROYALTY PHARMA PLC Healthcare 17,513.0 $982K 0.01% +2K +11.8% $56.07 +9.3%
496 TECHNIPFMC PLC 14,808.0 $982K 0.01% +386.0 +2.7% $66.30
497 TECK TECK RESOURCES LTD Basic Materials 16,451.0 $978K 0.01% +2K +14.0% $59.46 +16.4%
498 NATWEST GROUP PLC 55,392.0 $977K 0.01% +9K +19.2% $17.63
499 PXF INVESCO EXCH TRADED FD TR II 12,907.0 $976K 0.01% +2K +21.0% $75.64 +5.5%
500 VGIT VANGUARD SCOTTSDALE FDS 16,543.0 $976K 0.01% +1K +9.8% $58.98 -1.1%
Page 25 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%