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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 28 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TECH BIO-TECHNE CORP Healthcare 7,673.0 $401K 0.00% -4K -32.7% $52.26 +10.9%
542 GTES GATES INDL CORP PLC Industrials 17,665.0 $399K 0.00% -1K -5.8% $22.61 +24.2%
543 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 7,273.0 $399K 0.00% -1K -14.8% $54.81 +21.3%
544 SCHZ SCHWAB STRATEGIC TR 17,131.0 $398K 0.00% -7K -29.8% $23.22 -0.4%
545 MZTI MARZETTI COMPANY Consumer Defensive 2,866.0 $396K 0.00% -933.0 -24.6% $138.33 -22.6%
546 FSK FS KKR CAP CORP Financial Services 38,673.0 $394K 0.00% -33K -45.9% $10.18 +0.9%
547 STRL STERLING INFRASTRUCTURE INC Industrials 954.0 $389K 0.00% -180.0 -15.9% $407.27 +111.6%
548 NVDL GRANITESHARES ETF TR 5,315.0 $386K 0.00% -3K -36.1% $72.57 +37.4%
549 KNSL KINSALE CAP GROUP INC Financial Services 1,128.0 $385K 0.00% -460.0 -29.0% $341.66 -9.6%
550 ESNT ESSENT GROUP LTD Financial Services 6,593.0 $385K 0.00% -13K -67.0% $58.44 +0.0%
551 ALK ALASKA AIR GROUP INC Industrials 10,472.0 $385K 0.00% -3K -20.5% $36.78 +33.9%
552 NGVT INGEVITY CORP Basic Materials 5,354.0 $381K 0.00% -482.0 -8.3% $71.23 +3.1%
553 BAX BAXTER INTL INC Healthcare 22,437.0 $377K 0.00% -4K -15.4% $16.80 +18.4%
554 HLI HOULIHAN LOKEY INC Financial Services 2,618.0 $376K 0.00% -3K -54.1% $143.62 -2.0%
555 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,797.0 $376K 0.00% -1K -42.8% $209.10 +12.9%
556 DHS WISDOMTREE TR 3,436.0 $375K 0.00% -224.0 -6.1% $109.21 +2.3%
557 LOPE GRAND CANYON ED INC Consumer Defensive 2,192.0 $373K 0.00% -676.0 -23.6% $170.03 -16.7%
558 BOKF BOK FINL CORP Financial Services 2,907.0 $372K 0.00% -1K -28.8% $128.06 +1.8%
559 APG API GROUP CORP Industrials 9,139.0 $370K 0.00% -5K -37.3% $40.52 +5.0%
560 FNF FIDELITY NATL FINL INC Financial Services 7,972.0 $370K 0.00% -1K -14.3% $46.38 +1.0%
Page 28 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%