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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 33 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CHRD CHORD ENERGY CORPORATION Energy 5,107.0 $584K 0.00% +994.0 +24.2% $114.30 +30.2%
642 QTUM ETF SER SOLUTIONS 3,511.0 $581K 0.00% +646.0 +22.6% $165.37 -9.8%
643 MAA MID-AMER APT CMNTYS INC Real Estate 4,177.0 $580K 0.00% +2K +89.5% $138.96 -5.0%
644 GRUPO CIBEST SA 7,230.0 $574K 0.00% +2K +29.4% $79.43
645 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,938.0 $574K 0.00% +346.0 +21.7% $296.04 +12.9%
646 GEN GEN DIGITAL INC Technology 23,001.0 $572K 0.00% +149.0 +0.7% $24.89 +13.2%
647 SSNC SS&C TECH HLDGS Technology 9,212.0 $572K 0.00% +1K +16.0% $62.05 +32.3%
648 GHC GRAHAM HLDGS CO Consumer Defensive 500.0 $571K 0.00% +75.0 +17.6% $1141.42 +1.0%
649 CLFD CLEARFIELD INC Technology 14,270.0 $568K 0.00% +2K +14.8% $39.79 -30.8%
650 TKO TKO GROUP HOLDINGS INC Communication Services 2,797.0 $563K 0.00% +590.0 +26.7% $201.31 -2.9%
651 VIKING HOLDINGS LTD 5,376.0 $563K 0.00% +3K +90.6% $104.67
652 JEPQ J P MORGAN EXCHANGE TRADED F 9,139.0 $562K 0.00% +50.0 +0.6% $61.46 -2.9%
653 XBI SPDR SERIES TRUST 3,523.0 $557K 0.00% +765.0 +27.7% $158.23 +3.3%
654 DYNF BLACKROCK ETF TRUST 8,193.0 $557K 0.00% +3K +74.1% $68.01 +1.2%
655 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,877.0 $557K 0.00% +53.0 +1.1% $114.18 +1.3%
656 CCI CROWN CASTLE INC Real Estate 7,325.0 $555K 0.00% +353.0 +5.1% $75.73 -0.5%
657 MTCH MATCH GROUP INC NEW Communication Services 14,574.0 $555K 0.00% +3K +21.7% $38.05 +6.0%
658 VNO VORNADO RLTY TR Real Estate 14,064.0 $553K 0.00% +4K +35.5% $39.30 -1.6%
659 UFPI UFP INDUSTRIES INC Basic Materials 6,076.0 $551K 0.00% +4K +141.0% $90.74 -2.9%
660 CLBK COLUMBIA FINL INC Financial Services 25,804.0 $548K 0.00% +9K +57.7% $21.22 -44.6%
Page 33 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%