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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 YELP YELP INC Communication Services 8,491.0 $210K 0.00% NEW $24.74 -8.9%
102 AMCOR PLC 5,278.0 $210K 0.00% NEW $39.75
103 WLDN WILLDAN GROUP INC Industrials 2,739.0 $210K 0.00% NEW $76.56 +21.1%
104 IDU ISHARES TR 1,803.0 $209K 0.00% NEW $116.08 -3.1%
105 BIO BIO RAD LABS INC Healthcare 750.0 $209K 0.00% NEW $278.75 +1.3%
106 VTWO VANGUARD SCOTTSDALE FDS 2,084.0 $209K 0.00% NEW $100.14 +19.2%
107 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 5,173.0 $208K 0.00% NEW $40.26 -31.8%
108 VIKING HOLDINGS LTD 2,820.0 $207K 0.00% NEW $73.48
109 ICOP ISHARES TR 4,347.0 $207K 0.00% NEW $47.58 +13.2%
110 OR OR ROYALTIES INC. Basic Materials 5,361.0 $204K 0.00% NEW $38.02 -8.3%
111 VIOV VANGUARD ADMIRAL FDS INC 2,000.0 $203K 0.00% NEW $101.74 +12.9%
112 ARKW ARK ETF TR 1,682.0 $203K 0.00% NEW $120.61 +21.6%
113 WAY WAYSTAR HLDG CORP Technology 8,405.0 $203K 0.00% NEW $24.11 -24.3%
114 PRIM PRIMORIS SVCS CORP Industrials 1,414.0 $202K 0.00% NEW $143.04 -29.2%
115 LAMR LAMAR ADVERTISING CO Real Estate 1,589.0 $201K 0.00% NEW $126.66 +18.2%
116 CTO CTO RLTY GROWTH INC NEW Real Estate 10,406.0 $192K 0.00% NEW $18.49 +11.4%
117 COPY RBB FUND TRUST 12,912.0 $177K 0.00% NEW $13.72 +8.7%
118 PUMP PROPETRO HLDG CORP Energy 12,252.0 $177K 0.00% NEW $14.41 +2.4%
119 FIVN FIVE9 INC Technology 10,494.0 $159K 0.00% NEW $15.17 +27.9%
120 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 11,483.0 $158K 0.00% NEW $13.79 +5.5%
Page 6 of 9  ·  166 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 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%