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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 7 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 DORM DORMAN PRODS INC Consumer Cyclical 1,730 $213K 0.00% SOLD
122 SLM SLM CORP Financial Services 7,852 $212K 0.00% SOLD
123 CONFLUENT INC 7,000 $212K 0.00% SOLD
124 LAUR LAUREATE EDUCATION INC Consumer Defensive 6,282 $212K 0.00% SOLD
125 CFR CULLEN FROST BANKERS INC Financial Services 1,650 $209K 0.00% SOLD
126 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,222 $209K 0.00% SOLD
127 LEU CENTRUS ENERGY CORP Energy 849 $206K 0.00% SOLD
128 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,826 $206K 0.00% SOLD
129 FFIN FIRST FINL BANKSHARES INC Financial Services 6,883 $206K 0.00% SOLD
130 BRKR BRUKER CORP Healthcare 4,351 $205K 0.00% SOLD
131 HOMB HOME BANCSHARES INC Financial Services 7,363 $205K 0.00% SOLD
132 FULT FULTON FINL CORP PA Financial Services 10,557 $204K 0.00% SOLD
133 NNI NELNET INC Financial Services 1,534 $204K 0.00% SOLD
134 ATHM AUTOHOME INC Communication Services 9,159 $204K 0.00% SOLD
135 GATX GATX CORP Industrials 1,202 $204K 0.00% SOLD
136 SMTC SEMTECH CORP Technology 2,754 $203K 0.00% SOLD
137 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 7,669 $202K 0.00% SOLD
138 SEALED AIR CORP NEW 4,874 $202K 0.00% SOLD
139 CNM CORE & MAIN INC Industrials 3,881 $202K 0.00% SOLD
140 CART MAPLEBEAR INC Consumer Cyclical 4,470 $201K 0.00% SOLD
Page 7 of 9  ·  172 positions
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%