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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 40 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LAMR LAMAR ADVERTISING CO Real Estate 1,950.0 $304K 0.00% +361.0 +22.7% $155.98 -1.3%
782 CYTK CYTOKINETICS INC Healthcare 3,516.0 $300K 0.00% +124.0 +3.7% $85.19 -8.7%
783 ITGR INTEGER HLDGS CORP Healthcare 3,180.0 $297K 0.00% +142.0 +4.7% $93.45 +34.1%
784 MNKD MANNKIND CORP Healthcare 69,703.0 $297K 0.00% +20K +41.6% $4.26 +3.2%
785 WTBA WEST BANCORPORATION INC Financial Services 11,186.0 $297K 0.00% +448.0 +4.2% $26.53 +6.0%
786 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,629.0 $296K 0.00% +27.0 +0.8% $81.51 +9.7%
787 CWEN CLEARWAY ENERGY INC Utilities 8,644.0 $295K 0.00% +3K +42.3% $34.18 -1.5%
788 CLH CLEAN HARBORS INC Industrials 988.0 $295K 0.00% +197.0 +24.9% $298.75 +8.9%
789 NLR VANECK ETF TRUST 2,535.0 $294K 0.00% +829.0 +48.6% $115.96 +1.5%
790 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 9,863.0 $289K 0.00% +111.0 +1.1% $29.29 +16.0%
791 LXP INDUSTRIAL TRUST 5,344.0 $288K 0.00% +224.0 +4.4% $53.88
792 BCC BOISE CASCADE CO DEL Basic Materials 3,693.0 $287K 0.00% +157.0 +4.4% $77.63 +7.1%
793 GOVI INVESCO EXCH TRADED FD TR II 10,545.0 $286K 0.00% +1K +12.6% $27.15 -2.0%
794 RDN RADIAN GROUP INC Financial Services 7,540.0 $284K 0.00% +747.0 +11.0% $37.67 -3.5%
795 PEGA PEGASYSTEMS INC Technology 9,406.0 $282K 0.00% +2K +20.2% $29.97 +12.9%
796 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 29,807.0 $280K 0.00% +504.0 +1.7% $9.39 +19.0%
797 INTERNATIONAL BANCSHARES COR 3,659.0 $278K 0.00% +203.0 +5.9% $75.95
798 ARCC ARES CAPITAL CORP Financial Services 14,996.0 $278K 0.00% +484.0 +3.3% $18.53 +6.9%
799 DRH DIAMONDROCK HOSPITALITY CO Real Estate 22,772.0 $277K 0.00% +6K +38.3% $12.18 +4.4%
800 RCAT RED CAT HLDGS INC Technology 26,040.0 $277K 0.00% +438.0 +1.7% $10.65 -7.1%
Page 40 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%