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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 3 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAC CAMDEN NATL CORP Financial Services 8,661.0 $470K 0.00% NEW $54.22 +7.6%
42 OLP ONE LIBERTY PPTYS INC Real Estate 18,591.0 $454K 0.00% NEW $24.42 -1.2%
43 HBT HBT FINL INC. Financial Services 14,101.0 $451K 0.00% NEW $31.99 +15.3%
44 LKFN LAKELAND FINL CORP Financial Services 7,207.0 $445K 0.00% NEW $61.72 -0.3%
45 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,485.0 $445K 0.00% NEW $178.97 +21.8%
46 SRCE 1ST SOURCE CORP Financial Services 5,444.0 $444K 0.00% NEW $81.58 +7.2%
47 MBWM MERCANTILE BK CORP Financial Services 7,719.0 $443K 0.00% NEW $57.42 +6.2%
48 UE URBAN EDGE PPTYS Real Estate 19,364.0 $443K 0.00% NEW $22.88 -5.1%
49 VUSB VANGUARD BD INDEX FDS 8,741.0 $435K 0.00% NEW $49.78 -0.1%
50 MBC MASTERBRAND INC Consumer Cyclical 42,255.0 $435K 0.00% NEW $10.29 -13.0%
51 NBHC NATIONAL BK HLDGS CORP Financial Services 9,744.0 $433K 0.00% NEW $44.43 -2.9%
52 ROIV ROIVANT SCIENCES LTD Healthcare 12,168.0 $431K 0.00% NEW $35.39 +5.0%
53 BFS SAUL CTRS INC Real Estate 11,374.0 $425K 0.00% NEW $37.39 -8.6%
54 LIQTECH INTL INC 500,000.0 $424K 0.00% NEW $0.85
55 SHBI SHORE BANCSHARES INC Financial Services 18,196.0 $418K 0.00% NEW $22.95 +3.4%
56 FSBC FIVE STAR BANCORP Financial Services 8,571.0 $417K 0.00% NEW $48.69 -4.5%
57 BHB BAR HBR BANKSHARES Financial Services 11,031.0 $417K 0.00% NEW $37.76 +7.4%
58 AMSF AMERISAFE INC Financial Services 12,138.0 $411K 0.00% NEW $33.83 -21.3%
59 EQBK EQUITY BANCSHARES INC Financial Services 8,321.0 $408K 0.00% NEW $48.99 +4.7%
60 BWB BRIDGEWATER BANCSHARES INC Financial Services 19,354.0 $407K 0.00% NEW $21.04 +6.2%
Page 3 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%