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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 27 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PECO PHILLIPS EDISON & CO INC Real Estate 21,728.0 $904K 0.01% +6K +40.1% $41.62 -5.3%
522 IXN ISHARES TR 6,217.0 $898K 0.00% +2K +61.6% $144.48 -3.7%
523 FMS FRESENIUS MEDICAL CARE AG Healthcare 39,527.0 $894K 0.00% +19K +95.0% $22.61 +3.6%
524 BIDU BAIDU INC Communication Services 7,761.0 $887K 0.00% +356.0 +4.8% $114.29 -19.5%
525 FDS FACTSET RESH SYS INC Financial Services 3,834.0 $882K 0.00% +875.0 +29.6% $230.09 +30.4%
526 UMBF UMB FINL CORP Financial Services 6,163.0 $880K 0.00% +2K +45.6% $142.76 +2.2%
527 BHC CALL BAUSCH HEALTH COS INC Healthcare 178,300.0 $879K 0.00% +31K +21.1% $4.93 +38.1%
528 DFSE DIMENSIONAL ETF TRUST 17,942.0 $877K 0.00% +2K +11.5% $48.88 -1.3%
529 MDB MONGODB INC Technology 2,610.0 $877K 0.00% +701.0 +36.7% $335.84 +25.2%
530 MKSI MKS INC. Technology 1,961.0 $872K 0.00% +516.0 +35.7% $444.81 -36.6%
531 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,865.0 $871K 0.00% +319.0 +1.1% $30.17 +13.8%
532 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 65,342.0 $866K 0.00% +36K +123.2% $13.26 +7.8%
533 RNR RENAISSANCERE HLDGS LTD Financial Services 2,722.0 $863K 0.00% +71.0 +2.7% $316.91 +1.7%
534 ESE ESCO TECHNOLOGIES INC Technology 2,462.0 $862K 0.00% +38.0 +1.6% $350.04 -18.7%
535 CUZ COUSINS PPTYS INC Real Estate 28,620.0 $858K 0.00% +9K +49.2% $29.98 -1.3%
536 SFM SPROUTS FMRS MKT INC Consumer Defensive 10,111.0 $855K 0.00% +2K +26.7% $84.58 -7.3%
537 IP INTERNATIONAL PAPER CO Consumer Cyclical 22,358.0 $852K 0.00% +4K +21.7% $38.10 +5.9%
538 EWBC EAST WEST BANCORP INC Financial Services 6,580.0 $849K 0.00% +1K +27.5% $129.09 +0.6%
539 IDLV INVESCO EXCH TRADED FD TR II 24,338.0 $839K 0.00% +140.0 +0.6% $34.49 +4.3%
540 VRSK VERISK ANALYTICS INC Industrials 4,674.0 $839K 0.00% +942.0 +25.2% $179.54 +4.5%
Page 27 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%