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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 19 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WYNN WYNN RESORTS LTD Consumer Cyclical 10,345.0 $1.0M 0.01% -805K -98.7% $97.09 +3.3%
362 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,427.0 $1.0M 0.01% -889.0 -38.4% $703.10 -0.5%
363 RMBS RAMBUS INC DEL Technology 7,542.0 $1.0M 0.01% -336.0 -4.3% $132.74 -31.3%
364 RMD RESMED INC Healthcare 5,105.0 $995K 0.01% -1K -20.6% $194.88 +18.8%
365 RELX RELX PLC Communication Services 31,401.0 $994K 0.01% -19K -38.0% $31.67 +13.4%
366 AVAV AEROVIRONMENT INC Industrials 5,967.0 $985K 0.01% -3K -35.8% $165.07 -2.9%
367 CHKP CHECK POINT SOFTWARE TECH LT Technology 7,484.0 $984K 0.01% -1K -11.8% $131.43 -0.7%
368 SFLR INNOVATOR ETFS TRUST 25,426.0 $981K 0.01% -4K -12.8% $38.58 +0.6%
369 KBH KB HOME Consumer Cyclical 15,562.0 $974K 0.01% -4K -20.6% $62.59 -11.5%
370 SANM SANMINA CORP Technology 3,819.0 $967K 0.01% -43.0 -1.1% $253.08 -25.4%
371 COIN COINBASE GLOBAL INC Financial Services 6,593.0 $964K 0.01% -2K -26.2% $146.18 +27.6%
372 FUL FULLER H B CO Basic Materials 16,471.0 $960K 0.01% -403.0 -2.4% $58.29 +0.7%
373 HRB BLOCK H & R INC Consumer Cyclical 25,097.0 $956K 0.01% -3K -11.0% $38.08 +41.0%
374 CNO CNO FINL GROUP INC Financial Services 18,699.0 $953K 0.01% -1K -5.5% $50.98 +5.0%
375 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,174.0 $947K 0.01% -278.0 -6.2% $226.79 -19.2%
376 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 12,060.0 $939K 0.01% -353.0 -2.8% $77.87 -8.1%
377 FISV FISERV INC Technology 18,973.0 $931K 0.01% -7K -26.2% $49.05 +7.2%
378 BPOP POPULAR INC Financial Services 5,618.0 $922K 0.01% -75.0 -1.3% $164.18 +3.0%
379 VNT VONTIER CORPORATION Technology 31,410.0 $911K 0.01% -81K -72.0% $29.00 +13.7%
380 RYN RAYONIER INC Real Estate 42,450.0 $903K 0.01% -52K -55.0% $21.28 -0.4%
Page 19 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%