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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 29 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 OGE OGE ENERGY CORP Utilities 15,930.0 $775K 0.00% +5K +46.0% $48.66 -4.0%
562 SLAB SILICON LABORATORIES INC Technology 3,539.0 $773K 0.00% +2K +191.3% $218.56 -0.2%
563 NTR NUTRIEN LTD Basic Materials 12,259.0 $772K 0.00% +2K +19.0% $62.95 +16.2%
564 SLG SL GREEN RLTY CORP Real Estate 14,694.0 $761K 0.00% +1K +11.3% $51.77 +12.2%
565 FHN FIRST HORIZON CORPORATION Financial Services 29,393.0 $754K 0.00% +5K +18.6% $25.64 -3.7%
566 FMC FMC CORP Basic Materials 65,414.0 $752K 0.00% +52K +379.4% $11.50 -5.4%
567 AOS SMITH A O CORP Industrials 11,982.0 $752K 0.00% +3K +27.9% $62.72 -0.5%
568 MGK VANGUARD WORLD FD 8,525.0 $749K 0.00% +7K +473.3% $87.91 +0.8%
569 OTIS OTIS WORLDWIDE CORP Industrials 10,387.0 $744K 0.00% +1K +12.7% $71.60 +0.2%
570 USFR WISDOMTREE TR 14,657.0 $738K 0.00% +4K +34.6% $50.35 +0.3%
571 TTMI TTM TECHNOLOGIES INC Technology 3,931.0 $735K 0.00% +409.0 +11.6% $187.02 -38.8%
572 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 12,796.0 $732K 0.00% +5K +70.8% $57.22 +18.3%
573 PINS PINTEREST INC Communication Services 34,481.0 $725K 0.00% +3K +8.8% $21.03 +10.5%
574 GTLS CHART INDS INC Industrials 3,457.0 $722K 0.00% +2K +84.4% $208.94 +0.5%
575 MOS MOSAIC CO Basic Materials 34,042.0 $721K 0.00% +12K +56.3% $21.19 +10.2%
576 ASB ASSOCIATED BANC-CORP Financial Services 23,391.0 $720K 0.00% +1K +6.7% $30.77 -0.0%
577 SOUTHSTATE BK CORP 7,180.0 $717K 0.00% +444.0 +6.6% $99.90
578 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 20,293.0 $715K 0.00% +829.0 +4.3% $35.22 +2.3%
579 COOPER COS INC 9,942.0 $713K 0.00% +1K +13.2% $71.71
580 FMNB FARMERS NATIONAL BANC CORP Financial Services 48,815.0 $713K 0.00% +24K +93.4% $14.60 +7.7%
Page 29 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%