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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 32 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NFG NATIONAL FUEL GAS CO Energy 8,025.0 $620K 0.00% +768.0 +10.6% $77.21 +8.7%
622 MPT MEDICAL PROPERTIES TRUST INC Financial Services 133,866.0 $618K 0.00% +76K +131.3% $4.62 -11.7%
623 ORI OLD REP INTL CORP Financial Services 15,081.0 $617K 0.00% +593.0 +4.1% $40.92 +2.2%
624 PODD INSULET CORP Healthcare 4,042.0 $615K 0.00% +834.0 +26.0% $152.26 -3.5%
625 HEICO CORP NEW 2,384.0 $615K 0.00% +296.0 +14.2% $257.92
626 OGS ONE GAS INC Utilities 7,933.0 $611K 0.00% +681.0 +9.4% $77.07 +5.6%
627 FR FIRST INDL RLTY TR INC Real Estate 9,903.0 $607K 0.00% +2K +21.0% $61.31 +2.1%
628 ALLY ALLY FINL INC Financial Services 13,197.0 $606K 0.00% +547.0 +4.3% $45.95 -8.0%
629 IGM ISHARES TR 3,706.0 $606K 0.00% +235.0 +6.8% $163.58 -3.2%
630 FELG FIDELITY COVINGTON TRUST 13,781.0 $603K 0.00% +277.0 +2.0% $43.75 -0.2%
631 EHC ENCOMPASS HEALTH CORP Healthcare 5,961.0 $603K 0.00% +225.0 +3.9% $101.08 +19.6%
632 AVB AVALONBAY CMNTYS INC Real Estate 3,186.0 $601K 0.00% +471.0 +17.4% $188.68 -2.4%
633 TME TENCENT MUSIC ENTMT GROUP Communication Services 71,852.0 $600K 0.00% +50K +230.7% $8.35 +6.0%
634 HXL HEXCEL CORP NEW Industrials 5,942.0 $595K 0.00% +602.0 +11.3% $100.06 -5.9%
635 HRL HORMEL FOODS CORP Consumer Defensive 23,871.0 $592K 0.00% +497.0 +2.1% $24.82 -3.0%
636 BANR BANNER CORP Financial Services 8,898.0 $591K 0.00% +54.0 +0.6% $66.44 +7.9%
637 FNDC SCHWAB STRATEGIC TR 12,166.0 $591K 0.00% +372.0 +3.1% $48.56 +4.6%
638 IEI ISHARES TR 5,020.0 $590K 0.00% +920.0 +22.4% $117.45 -0.8%
639 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 7,416.0 $587K 0.00% +1K +20.4% $79.22 +5.3%
640 MEDP MEDPACE HLDGS INC Healthcare 1,108.0 $587K 0.00% +84.0 +8.2% $529.59 +15.7%
Page 32 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%