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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 4 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 5,664.0 $407K 0.00% NEW $71.86 +0.7%
62 GFS GLOBALFOUNDRIES INC Technology 4,908.0 $404K 0.00% NEW $82.41 -39.5%
63 AROW ARROW FINL CORP Financial Services 9,798.0 $402K 0.00% NEW $40.99 -4.9%
64 ORRF ORRSTOWN FINL SVCS INC Financial Services 9,707.0 $396K 0.00% NEW $40.83 +5.8%
65 HBNC HORIZON BANCORP IND Financial Services 19,810.0 $396K 0.00% NEW $19.98 +1.5%
66 AAL AMERICAN AIRLINES GROUP INC Industrials 21,820.0 $394K 0.00% NEW $18.07 -22.2%
67 IONQ IONQ INC Technology 7,394.0 $394K 0.00% NEW $53.26 -17.2%
68 PFIS PEOPLES FINL SVCS CORP Financial Services 5,921.0 $393K 0.00% NEW $66.37 +7.4%
69 TFLO ISHARES TR 7,753.0 $393K 0.00% NEW $50.63 -0.1%
70 CPB THE CAMPBELLS COMPANY Consumer Defensive 17,416.0 $388K 0.00% NEW $22.27 +2.6%
71 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 33,000.0 $387K 0.00% NEW $11.74 -3.7%
72 QRVO QORVO INC Technology 4,133.0 $385K 0.00% NEW $93.27 +2.6%
73 VSH VISHAY INTERTECHNOLOGY INC Technology 7,159.0 $385K 0.00% NEW $53.78 -37.7%
74 BSRR SIERRA BANCORP Financial Services 9,445.0 $385K 0.00% NEW $40.76 -0.3%
75 AMH AMERICAN HOMES 4 RENT Real Estate 11,337.0 $380K 0.00% NEW $33.52 +0.4%
76 DUOL DUOLINGO INC Technology 3,299.0 $379K 0.00% NEW $115.02 +21.4%
77 SPMO INVESCO EXCH TRADED FD TR II 2,323.0 $375K 0.00% NEW $161.54 -6.6%
78 SMTC SEMTECH CORP Technology 2,311.0 $374K 0.00% NEW $161.85 -16.4%
79 SMBK SMARTFINANCIAL INC Financial Services 7,915.0 $371K 0.00% NEW $46.92 +10.6%
80 EPAM EPAM SYS INC Technology 4,678.0 $371K 0.00% NEW $79.35 +26.3%
Page 4 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%