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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 31 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 3,759.0 $651K 0.00% +467.0 +14.2% $173.13 -7.7%
602 ACA ARCOSA INC Industrials 4,475.0 $650K 0.00% +2K +72.7% $145.29 +0.1%
603 PSO PEARSON PLC Communication Services 40,867.0 $649K 0.00% +1K +3.4% $15.89 +1.1%
604 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 10,485.0 $648K 0.00% +3K +44.2% $61.82 -3.8%
605 NPO ENPRO INC Industrials 1,716.0 $647K 0.00% +34.0 +2.0% $377.02 -17.0%
606 SAIA SAIA INC Industrials 1,533.0 $646K 0.00% +175.0 +12.9% $421.16 -14.6%
607 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,660.0 $645K 0.00% +669.0 +9.6% $84.21 -10.6%
608 MAN MANPOWERGROUP INC WIS Industrials 19,052.0 $643K 0.00% +11K +123.8% $33.77 +79.9%
609 PDN INVESCO EXCH TRADED FD TR II 14,272.0 $642K 0.00% +130.0 +0.9% $44.98 +4.5%
610 VOYA VOYA FINANCIAL INC Financial Services 7,078.0 $641K 0.00% +632.0 +9.8% $90.53 +7.7%
611 MILLROSE PPTYS INC 21,279.0 $639K 0.00% +8K +64.9% $30.05
612 SNDR SCHNEIDER NATIONAL INC Industrials 17,460.0 $638K 0.00% +2K +10.4% $36.53 -3.8%
613 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,305.0 $637K 0.00% +610.0 +9.1% $87.22 +4.7%
614 KEX KIRBY CORP Industrials 4,679.0 $636K 0.00% +357.0 +8.3% $135.97 +2.4%
615 VANGUARD MUN BD FDS 8,222.0 $628K 0.00% +154.0 +1.9% $76.40
616 EXPAND ENERGY CORPORATION 6,872.0 $627K 0.00% +1K +21.8% $91.19
617 TK TEEKAY CORPORATION LTD Energy 62,187.0 $622K 0.00% +5K +8.3% $10.00 +31.8%
618 DVA DAVITA INC Healthcare 2,791.0 $621K 0.00% +164.0 +6.2% $222.48 -21.2%
619 UGI UGI CORP NEW Utilities 17,947.0 $620K 0.00% +3K +20.0% $34.54 +9.7%
620 IBB ISHARES TR 3,258.0 $620K 0.00% +166.0 +5.4% $190.20 +10.8%
Page 31 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%