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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 13 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRGO PERRIGO CO PLC Healthcare 19,890.0 $207K 0.00% NEW $10.39 +31.9%
242 BELFB BEL FUSE INC Technology 617.0 $205K 0.00% NEW $333.04 -21.2%
243 AIN ALBANY INTL CORP Consumer Cyclical 2,758.0 $205K 0.00% NEW $74.50 -21.0%
244 DV DOUBLEVERIFY HLDGS INC Technology 18,905.0 $205K 0.00% NEW $10.84 +22.8%
245 MIDD MIDDLEBY CORP Industrials 1,190.0 $205K 0.00% NEW $172.01 -34.6%
246 VRNS VARONIS SYS INC Technology 4,873.0 $204K 0.00% NEW $41.96 -2.6%
247 ATEN A10 NETWORKS INC Technology 5,467.0 $204K 0.00% NEW $37.36 -31.7%
248 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 4,731.0 $204K 0.00% NEW $43.09 +2.7%
249 IAT ISHARES TR 3,276.0 $204K 0.00% NEW $62.21 -0.1%
250 POWI POWER INTEGRATIONS INC Technology 2,432.0 $204K 0.00% NEW $83.76 -34.5%
251 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 11,472.0 $203K 0.00% NEW $17.73 +2.5%
252 RAMP LIVERAMP HLDGS INC Technology 5,343.0 $201K 0.00% NEW $37.64 +0.0%
253 VC VISTEON CORP Consumer Cyclical 2,025.0 $201K 0.00% NEW $99.21 +6.2%
254 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 11,673.0 $200K 0.00% NEW $17.17 +9.3%
255 IOO ISHARES TR 1,466.0 $200K 0.00% NEW $136.60 +4.9%
256 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 16,582.0 $200K 0.00% NEW $12.06 -7.7%
257 NEWT NEWTEKONE INC Financial Services 13,047.0 $193K 0.00% NEW $14.81 -15.6%
258 SPT SPROUT SOCIAL INC Technology 25,390.0 $192K 0.00% NEW $7.55 +33.4%
259 SE CALL SEA LTD Consumer Cyclical 2,000.0 $192K 0.00% NEW $95.83 +22.3%
260 CLSK CLEANSPARK INC Technology 12,916.0 $188K 0.00% NEW $14.55 -13.4%
Page 13 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%