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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 32 of 37  ·  740 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SCHK SCHWAB STRATEGIC TR 8,278.0 $299K 0.00% -2K -19.4% $36.06 +2.5%
622 SSRM SSR MINING IN Basic Materials 10,544.0 $298K 0.00% -201.0 -1.9% $28.28 +33.6%
623 ABCB AMERIS BANCORP Financial Services 3,299.0 $298K 0.00% -325.0 -9.0% $90.26 -4.5%
624 PDD PDD HOLDINGS INC Consumer Cyclical 3,885.0 $296K 0.00% -6K -59.2% $76.28 +15.9%
625 BEKE KE HLDGS INC Real Estate 20,332.0 $295K 0.00% -14K -40.0% $14.53 +22.2%
626 DOX AMDOCS LTD Technology 5,771.0 $292K 0.00% -672.0 -10.4% $50.54 +21.5%
627 DFIC DIMENSIONAL ETF TRUST 7,799.0 $291K 0.00% -2K -22.5% $37.26 +5.8%
628 USHY ISHARES TR 7,828.0 $290K 0.00% -1K -16.0% $37.02 -0.5%
629 HAS HASBRO INC Consumer Cyclical 3,481.0 $288K 0.00% -1K -22.4% $82.59 +13.3%
630 FPE FIRST TR EXCH TRADED FD III 15,989.0 $286K 0.00% -3K -17.8% $17.88 -1.2%
631 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 9,565.0 $286K 0.00% -1K -10.8% $29.85 +3.3%
632 IGV ISHARES TR 3,128.0 $283K 0.00% -150.0 -4.6% $90.59 +14.1%
633 BCPC BALCHEM CORP Basic Materials 1,674.0 $283K 0.00% -50.0 -2.9% $168.97 +7.3%
634 TDS TELEPHONE & DATA SYS INC Communication Services 7,616.0 $282K 0.00% -2K -21.6% $37.01 -9.2%
635 KZIA KAZIA THERAPEUTICS LTD Healthcare 20,003.0 $282K 0.00% -40K -66.7% $14.08 -4.8%
636 SCHZ SCHWAB STRATEGIC TR 12,176.0 $282K 0.00% -5K -28.9% $23.13 -1.6%
637 DSGX DESCARTES SYS GROUP INC Technology 4,062.0 $281K 0.00% -856.0 -17.4% $69.24 +13.0%
638 IPGP IPG PHOTONICS CORP Technology 2,395.0 $281K 0.00% -588.0 -19.7% $117.32 -37.6%
639 XPEV XPENG INC Consumer Cyclical 21,148.0 $280K 0.00% -3K -13.5% $13.24 -7.9%
640 TRU TRANSUNION Industrials 3,876.0 $280K 0.00% -2K -34.3% $72.15 +17.3%
Page 32 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%