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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 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DD DUPONT DE NEMOURS INC Basic Materials 929,212 $42.6M 0.24% SOLD
2 HON HONEYWELL INTL INC Industrials 125,089 $28.3M 0.16% SOLD
3 IUSB ISHARES TR 70,333 $3.2M 0.02% SOLD
4 HOLOGIC INC 24,029 $1.8M 0.01% SOLD
5 CTRA COTERRA ENERGY INC Energy 44,487 $1.6M 0.01% SOLD
6 CCL CARNIVAL CORP Consumer Cyclical 55,391 $1.4M 0.01% SOLD
7 SAM BOSTON BEER INC Consumer Defensive 4,120 $949K 0.01% SOLD
8 AIR LEASE CORP 12,569 $816K 0.01% SOLD
9 THOMSON REUTERS CORP 8,808 $793K 0.00% SOLD
10 EUSB ISHARES TR 17,462 $760K 0.00% SOLD
11 VAW VANGUARD WORLD FD 3,053 $688K 0.00% SOLD
12 GDEN GOLDEN ENTMT INC Consumer Cyclical 24,820 $662K 0.00% SOLD
13 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,360 $608K 0.00% SOLD
14 FERROVIAL SE 8,599 $559K 0.00% SOLD
15 ONDS ONDAS INC Technology 56,162 $508K 0.00% SOLD
16 PHI PLDT INC Communication Services 23,983 $505K 0.00% SOLD
17 HYGW ISHARES TR 15,749 $465K 0.00% SOLD
18 VIOO VANGUARD ADMIRAL FDS INC 3,917 $450K 0.00% SOLD
19 LI LI AUTO INC Consumer Cyclical 24,610 $439K 0.00% SOLD
20 CALM CAL MAINE FOODS INC Consumer Defensive 5,540 $438K 0.00% SOLD
Page 1 of 6  ·  107 positions
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%