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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 34 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RBC RBC BEARINGS INC Industrials 847.0 $546K 0.00% +306.0 +56.6% $644.06 -21.7%
662 ICL ICL GROUP LTD Basic Materials 109,069.0 $543K 0.00% +38K +53.3% $4.98 +10.8%
663 KOPN KOPIN CORP Technology 120,789.0 $541K 0.00% +7K +6.6% $4.48 +9.2%
664 MKC MCCORMICK & CO INC Consumer Defensive 10,729.0 $541K 0.00% +5K +78.1% $50.42 +9.5%
665 XLB SELECT SECTOR SPDR TR 10,609.0 $539K 0.00% +4K +49.8% $50.83 +3.1%
666 OC OWENS CORNING NEW Industrials 3,339.0 $531K 0.00% +1K +42.8% $158.96 -7.4%
667 STIP ISHARES TR 5,176.0 $529K 0.00% +147.0 +2.9% $102.16 -1.1%
668 OSK OSHKOSH CORP Industrials 3,445.0 $529K 0.00% +1K +55.2% $153.46 -0.5%
669 EEFT EURONET WORLDWIDE INC Technology 7,216.0 $528K 0.00% +1K +16.7% $73.19 -5.2%
670 SBS COMPANHIA DE SANEAMENTO BASI Utilities 91,338.0 $528K 0.00% +73K +393.3% $5.78 -22.8%
671 PMAY INNOVATOR ETFS TRUST 12,743.0 $526K 0.00% +493.0 +4.0% $41.30 +1.6%
672 RB GLOBAL INC 4,516.0 $526K 0.00% +175.0 +4.0% $116.45
673 USAR USA RARE EARTH INC Basic Materials 24,346.0 $525K 0.00% +3K +12.1% $21.58 -20.7%
674 FIVE FIVE BELOW INC Consumer Cyclical 2,833.0 $509K 0.00% +854.0 +43.1% $179.76 +31.5%
675 ESNT ESSENT GROUP LTD Financial Services 7,908.0 $508K 0.00% +1K +19.9% $64.28 +6.6%
676 TREX TREX INC Industrials 10,131.0 $507K 0.00% +2K +18.3% $50.04 -5.5%
677 ALV AUTOLIV INC Consumer Cyclical 4,333.0 $503K 0.00% +600.0 +16.1% $116.17 +4.8%
678 SNN SMITH & NEPHEW PLC Healthcare 17,466.0 $503K 0.00% +4K +31.4% $28.81 +0.8%
679 POWL POWELL INDS INC Industrials 1,751.0 $501K 0.00% +1K +205.1% $286.36 -31.1%
680 FLAGSTAR BANK NATIONAL ASSOC 33,438.0 $500K 0.00% +21K +166.5% $14.94
Page 34 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%