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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 10 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KWR QUAKER HOUGHTON Basic Materials 1,514.0 $241K 0.00% NEW $158.87 +3.8%
182 LAD LITHIA MTRS INC Consumer Cyclical 828.0 $241K 0.00% NEW $290.49 +27.6%
183 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,132.0 $239K 0.00% NEW $39.05 +4.0%
184 NXTG FIRST TR EXCHANGE-TRADED FD 1,556.0 $239K 0.00% NEW $153.34 -1.7%
185 TSBK TIMBERLAND BANCORP INC Financial Services 5,307.0 $238K 0.00% NEW $44.81 +3.4%
186 NEU NEWMARKET CORP Basic Materials 298.0 $236K 0.00% NEW $791.24 +17.2%
187 TQQQ PROSHARES TR 2,909.0 $236K 0.00% NEW $81.00 -13.0%
188 AROC ARCHROCK INC Energy 5,751.0 $234K 0.00% NEW $40.71 -20.7%
189 CROX CROCS INC Consumer Cyclical 1,933.0 $233K 0.00% NEW $120.64 +2.0%
190 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 7,830.0 $233K 0.00% NEW $29.75 +17.0%
191 LINE LINEAGE INC Real Estate 5,375.0 $232K 0.00% NEW $43.25 -4.1%
192 MXL MAXLINEAR INC Technology 1,793.0 $230K 0.00% NEW $128.03 -49.0%
193 MSBI MIDLAND STATES BANCORP INC Financial Services 7,325.0 $228K 0.00% NEW $31.14 +4.5%
194 FELV FIDELITY COVINGTON TRUST 5,638.0 $226K 0.00% NEW $40.09 +6.2%
195 PLBC PLUMAS BANCORP Financial Services 3,859.0 $226K 0.00% NEW $58.44 +5.5%
196 SLVM SYLVAMO CORP Basic Materials 5,937.0 $224K 0.00% NEW $37.80 -2.9%
197 OII OCEANEERING INTL INC Energy 5,528.0 $224K 0.00% NEW $40.52 +29.5%
198 IBCP INDEPENDENT BK CORP MICH Financial Services 6,209.0 $224K 0.00% NEW $36.07 +3.3%
199 NBBK NB BANCORP INC Financial Services 10,580.0 $224K 0.00% NEW $21.13 +4.0%
200 ONON ON HLDG AG Consumer Cyclical 6,298.0 $223K 0.00% NEW $35.42 -15.6%
Page 10 of 18  ·  349 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%