Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900

13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited

Page 5 of 9 · 172 positions

← Prev 1… 3 4 5 6 7 …9 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	CVSA	ADTALEM GLOBAL ED INC	Consumer Cyclical	2,506	$259K	0.00%	SOLD
82	BFAM	BRIGHT HORIZONS FAM SOL IN D	Consumer Cyclical	2,554	$259K	0.00%	SOLD
83	SFBS	SERVISFIRST BANCSHARES INC	Financial Services	3,537	$254K	0.00%	SOLD
84	BROS	DUTCH BROS INC	Consumer Cyclical	4,126	$253K	0.00%	SOLD
85	ROIV	ROIVANT SCIENCES LTD	Healthcare	11,615	$252K	0.00%	SOLD
86	BRBR	BELLRING BRANDS INC	Consumer Defensive	9,421	$252K	0.00%	SOLD
87	GBCI	GLACIER BANCORP INC NEW	Financial Services	5,664	$250K	0.00%	SOLD
88	CBU	COMMUNITY FINANCIAL SYSTEM I	Financial Services	4,334	$249K	0.00%	SOLD
89	PII	POLARIS INC	Consumer Cyclical	3,871	$245K	0.00%	SOLD
90	ESAB	ESAB CORPORATION	Industrials	2,178	$243K	0.00%	SOLD
91	MAT	MATTEL INC	Consumer Cyclical	12,224	$243K	0.00%	SOLD
92	—	ROOT INC	—	3,352	$242K	0.00%	SOLD
93	W	WAYFAIR INC	Consumer Cyclical	2,410	$242K	0.00%	SOLD
94	CORT	CORCEPT THERAPEUTICS INC	Healthcare	6,904	$240K	0.00%	SOLD
95	AAL	AMERICAN AIRLS GROUP INC	Industrials	15,661	$240K	0.00%	SOLD
96	BBIO	BRIDGEBIO PHARMA INC	Healthcare	3,134	$240K	0.00%	SOLD
97	AX	AXOS FINANCIAL INC	Financial Services	2,778	$239K	0.00%	SOLD
98	ABG	ASBURY AUTOMOTIVE GROUP INC	Consumer Cyclical	1,029	$239K	0.00%	SOLD
99	PLNT	PLANET FITNESS INC	Consumer Cyclical	2,202	$239K	0.00%	SOLD
100	—	DAYFORCE INC	—	3,437	$238K	0.00%	SOLD

Page 5 of 9 · 172 positions

← Prev 1… 3 4 5 6 7 …9 Next →

Sector Allocation

Technology 27.7%

Financial Services 19.0%

Industrials 12.6%

Consumer Cyclical 9.2%

Communication Services 8.3%

Healthcare 7.7%

Consumer Defensive 5.0%

Energy 4.7%

Utilities 2.3%

Basic Materials 2.3%