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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 36 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BHF BRIGHTHOUSE FINL INC Financial Services 7,241.0 $458K 0.00% +2K +41.0% $63.30 -16.3%
702 ENVA ENOVA INTL INC Financial Services 1,903.0 $458K 0.00% +86.0 +4.7% $240.73 +0.0%
703 CELC CELCUITY INC Healthcare 4,372.0 $457K 0.00% +33.0 +0.8% $104.62 -12.7%
704 MNDY MONDAY COM LTD Technology 6,312.0 $457K 0.00% +2K +60.2% $72.39 +25.9%
705 PBR PETROLEO BRASILEIRO S A Energy 28,068.0 $454K 0.00% +3K +10.0% $16.16 +17.9%
706 APG API GROUP CORP Industrials 10,670.0 $452K 0.00% +2K +16.8% $42.35 -0.8%
707 FUTU FUTU HLDGS LTD Financial Services 4,797.0 $450K 0.00% +315.0 +7.0% $93.75 +19.5%
708 FORM FORMFACTOR INC Technology 2,808.0 $449K 0.00% +22.0 +0.8% $159.93 -27.9%
709 ULS UL SOLUTIONS INC Industrials 4,404.0 $449K 0.00% +217.0 +5.2% $101.86 -26.1%
710 NTNX NUTANIX INC Technology 8,795.0 $448K 0.00% +520.0 +6.3% $50.96 +31.4%
711 DTD WISDOMTREE TR 4,804.0 $448K 0.00% +46.0 +1.0% $93.24 +4.1%
712 HLI HOULIHAN LOKEY INC Financial Services 3,328.0 $446K 0.00% +710.0 +27.1% $134.13 -3.8%
713 DEO DIAGEO PLC Consumer Defensive 5,508.0 $443K 0.00% +850.0 +18.2% $80.38 +17.3%
714 RDDT REDDIT INC Communication Services 2,547.0 $442K 0.00% +476.0 +23.0% $173.58 -15.2%
715 AR ANTERO RESOURCES CORP Energy 12,581.0 $442K 0.00% +4K +53.9% $35.14 +7.3%
716 ARMK ARAMARK Industrials 7,756.0 $441K 0.00% +163.0 +2.1% $56.90 +5.0%
717 IGEB ISHARES TR 9,680.0 $437K 0.00% +113.0 +1.2% $45.11 -2.1%
718 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,430.0 $436K 0.00% +2K +27.1% $46.19 -0.1%
719 SBAC SBA COMMUNICATIONS CORP Real Estate 2,461.0 $434K 0.00% +343.0 +16.2% $176.44 +2.9%
720 THC TENET HEALTHCARE CORP Healthcare 2,312.0 $433K 0.00% +816.0 +54.5% $187.08 +46.7%
Page 36 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%