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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 14 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GGG GRACO INC Industrials 22,992.0 $1.7M 0.01% -10K -29.9% $75.61 +6.7%
262 CORP PIMCO ETF TR 17,935.0 $1.7M 0.01% -18K -49.7% $96.90 -2.1%
263 XAR SPDR SERIES TRUST 6,091.0 $1.7M 0.01% -76.0 -1.2% $283.80 -3.9%
264 FEZ SPDR INDEX SHS FDS 24,915.0 $1.7M 0.01% -716.0 -2.8% $68.68 +4.5%
265 LNT ALLIANT ENERGY CORP Utilities 22,426.0 $1.7M 0.01% -2K -8.9% $76.29 -11.1%
266 FERG FERGUSON ENTERPRISES INC Industrials 7,208.0 $1.7M 0.01% -509.0 -6.6% $237.35 +2.1%
267 HHH HOWARD HUGHES HOLDINGS INC Real Estate 23,904.0 $1.7M 0.01% -414.0 -1.7% $71.49 -7.0%
268 MFG MIZUHO FINANCIAL GROUP INC Financial Services 178,125.0 $1.7M 0.01% -27K -13.3% $9.58 +7.3%
269 HDB HDFC BANK LTD Financial Services 65,893.0 $1.7M 0.01% -3K -4.4% $25.83 -8.6%
270 NTAP NETAPP INC Technology 10,915.0 $1.7M 0.01% -3K -22.5% $154.75 +24.2%
271 WTM WHITE MTNS INS GROUP LTD Financial Services 810.0 $1.7M 0.01% -14.0 -1.7% $2072.48 +1.9%
272 REGN REGENERON PHARMACEUTICALS Healthcare 2,687.0 $1.7M 0.01% -502.0 -15.7% $623.65 +33.7%
273 JAMES HARDIE INDS PLC 63,866.0 $1.7M 0.01% -2K -3.6% $26.18
274 L LOEWS CORP Financial Services 14,549.0 $1.6M 0.01% -2K -13.2% $113.21 -3.0%
275 LUV SOUTHWEST AIRLS CO Industrials 31,570.0 $1.6M 0.01% -7K -18.3% $51.42 -21.5%
276 QQQM INVESCO EXCH TRADED FD TR II 5,335.0 $1.6M 0.01% -461.0 -8.0% $302.97 -3.0%
277 E ENI SPA Energy 34,288.0 $1.6M 0.01% -300.0 -0.9% $46.86 +20.5%
278 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 80,661.0 $1.6M 0.01% -52K -39.0% $19.89 +10.8%
279 PKG PACKAGING CORP AMER Consumer Cyclical 6,685.0 $1.6M 0.01% -581.0 -8.0% $238.29 +6.1%
280 SNA SNAP ON INC Industrials 3,909.0 $1.6M 0.01% -596.0 -13.2% $402.40 -2.2%
Page 14 of 37  ·  740 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 31.5%
Financial Services 19.3%
Industrials 14.1%
Healthcare 8.2%
Consumer Cyclical 8.1%
Communication Services 5.3%
Consumer Defensive 4.5%
Energy 3.9%
Utilities 2.3%
Basic Materials 1.5%