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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 103 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 CXM SPRINKLR INC Technology 27,151.0 $140K 0.00% +8K +44.2% $5.16 +33.9%
2042 OI O-I GLASS INC Consumer Cyclical 14,450.0 $139K 0.00% NEW $9.63 -34.0%
2043 STNE STONECO LTD Technology 12,802.0 $139K 0.00% NEW $10.84 -15.9%
2044 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 32,957.0 $137K 0.00% +2K +5.4% $4.16 +69.0%
2045 SRI STONERIDGE INC Consumer Cyclical 18,241.0 $134K 0.00% -362.0 -1.9% $7.32 -4.2%
2046 CIG CIA ENERGETICA DE MINAS GERA Utilities 63,478.0 $133K 0.00% +2K +3.6% $2.10 -9.5%
2047 INDI INDIE SEMICONDUCTOR INC Technology 29,623.0 $133K 0.00% NEW $4.49 -3.3%
2048 XRAY DENTSPLY SIRONA INC Healthcare 11,891.0 $126K 0.00% -14K -53.2% $10.61 +4.7%
2049 SMR NUSCALE PWR CORP Utilities 12,554.0 $126K 0.00% NEW $10.03 -14.0%
2050 BGC BGC GROUP INC Financial Services 11,714.0 $125K 0.00% NEW $10.69 +3.6%
2051 CCC CCC INTELLIGENT SOLUTIONS HL Technology 24,015.0 $124K 0.00% -5K -16.4% $5.16 +38.4%
2052 GNW GENWORTH FINL INC Financial Services 13,025.0 $123K 0.00% +817.0 +6.7% $9.47 +6.4%
2053 ESRT EMPIRE ST RLTY TR INC Real Estate 22,083.0 $119K 0.00% +11K +92.1% $5.41 -13.1%
2054 AMZN CALL AMAZON COM INC Consumer Cyclical 500.0 $119K 0.00% -400.0 -44.4% $238.34 +8.9%
2055 SNAP SNAP INC Communication Services 26,588.0 $118K 0.00% +14K +104.0% $4.44 +15.1%
2056 CERT CERTARA INC Healthcare 17,906.0 $117K 0.00% +2K +12.0% $6.55 +22.3%
2057 EOSE EOS ENERGY ENTERPRISES INC Industrials 19,900.0 $117K 0.00% NEW $5.88 -37.6%
2058 ULCC FRONTIER GROUP HLDGS INC Industrials 14,624.0 $116K 0.00% NEW $7.91 -22.3%
2059 PACK RANPAK HOLDINGS CORP Consumer Cyclical 15,812.0 $116K 0.00% NEW $7.31 -29.1%
2060 ACVA ACV AUCTIONS INC Consumer Cyclical 15,915.0 $114K 0.00% NEW $7.19 +6.1%
Page 103 of 109  ·  2,163 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 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%