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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 24 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 4,789.0 $612K 0.00% -4K -42.5% $127.89 -5.6%
462 CIBR FIRST TR EXCHANGE-TRADED FD 6,811.0 $612K 0.00% -108.0 -1.6% $89.85 +5.6%
463 PAYC PAYCOM SOFTWARE INC Technology 4,865.0 $611K 0.00% -115.0 -2.3% $125.68 +82.3%
464 EL LAUDER ESTEE COS INC Consumer Defensive 7,705.0 $608K 0.00% -258.0 -3.2% $78.95 +29.1%
465 VPU VANGUARD WORLD FD 3,099.0 $607K 0.00% -3K -48.4% $195.74 -5.5%
466 NMR NOMURA HLDGS INC Financial Services 68,922.0 $605K 0.00% -98K -58.7% $8.78 +10.7%
467 VIAV VIAVI SOLUTIONS INC Technology 12,673.0 $605K 0.00% -121.0 -0.9% $47.75 -18.5%
468 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,789.0 $602K 0.00% -2K -14.5% $51.05 +31.3%
469 PVH PVH CORPORATION Consumer Cyclical 8,050.0 $598K 0.00% -1K -13.6% $74.26 +5.7%
470 SMURFIT WESTROCK PLC 12,919.0 $598K 0.00% -918.0 -6.6% $46.26
471 EMB ISHARES TR 6,189.0 $597K 0.00% -1K -15.8% $96.44 -1.8%
472 WDFC WD 40 CO Basic Materials 2,449.0 $597K 0.00% -386.0 -13.6% $243.64 -10.9%
473 GPC GENUINE PARTS CO Consumer Cyclical 5,055.0 $596K 0.00% -435.0 -7.9% $117.98 +13.5%
474 SPGP INVESCO EXCHANGE TRADED FD T 4,851.0 $593K 0.00% -220.0 -4.3% $122.29 +4.2%
475 DLB DOLBY LABORATORIES INC Technology 11,252.0 $592K 0.00% -3K -20.2% $52.58 +24.1%
476 PK PARK HOTELS & RESORTS INC Real Estate 40,727.0 $580K 0.00% -10K -19.6% $14.25 +10.7%
477 REGCO REGENCY CTRS CORP 7,238.0 $577K 0.00% -1K -12.4% $79.74
478 VFH VANGUARD WORLD FD 4,381.0 $577K 0.00% -735.0 -14.4% $131.60 +6.9%
479 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 51,242.0 $571K 0.00% -23K -30.9% $11.15 -8.3%
480 JKHY HENRY JACK & ASSOC INC Technology 4,111.0 $566K 0.00% -2K -31.9% $137.74 +20.7%
Page 24 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%