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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 6 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STEL STELLAR BANCORP INC Financial Services 8,427.0 $331K 0.00% NEW $39.32 -0.0%
102 FELE FRANKLIN ELEC INC Industrials 3,079.0 $330K 0.00% NEW $107.20 -4.9%
103 CBNK CAPITAL BANCORP INC MD Financial Services 9,222.0 $324K 0.00% NEW $35.12 +6.3%
104 MGEE MGE ENERGY INC Utilities 3,957.0 $323K 0.00% NEW $81.54 -0.4%
105 SPHD INVESCO EXCH TRADED FD TR II 6,345.0 $323K 0.00% NEW $50.84 +4.2%
106 AOM ISHARES TR 6,427.0 $321K 0.00% NEW $49.89 -0.5%
107 BFST BUSINESS FIRST BANCSHARES IN Financial Services 10,422.0 $320K 0.00% NEW $30.73 +4.0%
108 CGUS CAPITAL GROUP CORE EQUITY ET 7,189.0 $320K 0.00% NEW $44.48 +2.0%
109 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 11,450.0 $320K 0.00% NEW $27.92 -15.9%
110 PCTY PAYLOCITY HLDG CORP Technology 3,055.0 $319K 0.00% NEW $104.53 +40.9%
111 IESC IES HOLDINGS INC Industrials 434.0 $319K 0.00% NEW $734.66 +0.6%
112 RBRK RUBRIK INC. Technology 3,950.0 $317K 0.00% NEW $80.28 +25.2%
113 IVOO VANGUARD ADMIRAL FDS INC 2,409.0 $314K 0.00% NEW $130.39 +0.2%
114 COMMUNITY WEST BANCSHARES NE 11,563.0 $311K 0.00% NEW $26.86
115 BHE BENCHMARK ELECTRS INC Technology 3,129.0 $309K 0.00% NEW $98.68 -22.3%
116 PIZ INVESCO EXCH TRADED FD TR II 5,523.0 $309K 0.00% NEW $55.90 -3.9%
117 MTRN MATERION CORP Basic Materials 1,025.0 $305K 0.00% NEW $297.39 -11.2%
118 HAE HAEMONETICS CORP MASS Healthcare 4,058.0 $304K 0.00% NEW $75.00 +39.5%
119 EVN EATON VANCE MUN INCOME TR Financial Services 27,000.0 $304K 0.00% NEW $11.26 -4.5%
120 EUFN ISHARES TR 7,763.0 $303K 0.00% NEW $38.99 +8.2%
Page 6 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%