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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 16 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AWK AMERICAN WTR WKS CO INC NEW Utilities 8,953.0 $1.2M 0.01% -1K -13.6% $136.09 -8.1%
302 SYF SYNCHRONY FINANCIAL Financial Services 17,576.0 $1.2M 0.01% -230.0 -1.3% $68.02 +10.6%
303 XLG INVESCO EXCHANGE TRADED FD T 21,841.0 $1.2M 0.01% -1K -5.8% $54.55 +13.2%
304 GNRC GENERAC HLDGS INC Industrials 6,076.0 $1.2M 0.01% -821.0 -11.9% $195.34 +42.9%
305 MLI MUELLER INDS INC Industrials 10,666.0 $1.2M 0.01% -3K -19.3% $110.80 +24.0%
306 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 25,569.0 $1.2M 0.01% -8K -23.7% $46.19 -10.0%
307 BKH BLACK HILLS CORP Utilities 17,007.0 $1.2M 0.01% -6K -26.1% $69.41 +4.8%
308 SGOL ETFS GOLD TR Financial Services 26,300.0 $1.2M 0.01% -1K -4.0% $44.62 -10.0%
309 FTCS FIRST TR EXCHANGE-TRADED FD 12,562.0 $1.2M 0.01% -85.0 -0.7% $92.76 +0.2%
310 AWI ARMSTRONG WORLD INDS INC NEW Industrials 7,021.0 $1.2M 0.01% -830.0 -10.6% $164.80 -4.2%
311 SHV ISHARES TR 10,333.0 $1.1M 0.01% -1K -11.8% $110.39 -0.1%
312 OHI OMEGA HEALTHCARE INVS INC Real Estate 25,730.0 $1.1M 0.01% -691.0 -2.6% $43.82 +1.6%
313 CACI CACI INTL INC Technology 2,061.0 $1.1M 0.01% -566.0 -21.6% $543.87 -14.2%
314 RL RALPH LAUREN CORP Consumer Cyclical 3,239.0 $1.1M 0.01% -105.0 -3.1% $344.04 +20.0%
315 INFY INFOSYS LTD Technology 82,307.0 $1.1M 0.01% -83K -50.1% $13.51 -21.8%
316 CNC CENTENE CORP DEL Healthcare 33,817.0 $1.1M 0.01% -2K -6.5% $32.74 +86.4%
317 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,638.0 $1.1M 0.01% -232.0 -4.0% $196.05 +8.9%
318 FTS FORTIS INC Utilities 19,680.0 $1.1M 0.01% -2K -9.9% $55.79 +0.5%
319 SWK STANLEY BLACK & DECKER INC Industrials 15,441.0 $1.1M 0.01% -1K -7.0% $71.06 +22.1%
320 IYR ISHARES TR 11,391.0 $1.1M 0.01% -1K -10.6% $94.56 +6.2%
Page 16 of 37  ·  725 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%