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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 18 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KGC CALL KINROSS GOLD CORP Basic Materials 700.0 $17K NEW $23.62 +14.8%
342 GDX CALL VANECK ETF TRUST 200.0 $15K NEW $75.45 +17.9%
343 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 50,000.0 $13K NEW $0.26 -28.2%
344 CF CALL CF INDUSTRIES HOLD Basic Materials 100.0 $11K NEW $108.26 +10.6%
345 NOW CALL SERVICENOW INC Technology 100.0 $10K NEW $99.28 +20.4%
346 GDXJ CALL VANECK ETF TRUST 100.0 $10K NEW $98.25 +17.5%
347 MSTR CALL STRATEGY INC Technology 100.0 $9K NEW $86.93 +6.4%
348 USAR CALL USA RARE EARTH INC Basic Materials 200.0 $4K NEW $21.58 -14.2%
349 CALL IMMUNITYBIO INC 300.0 $3K NEW $8.76
Page 18 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%