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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 14 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VGT VANGUARD WORLD FD 66,744.0 $8.0M 0.04% +56K +508.0% $119.52 -0.9%
262 STUBHUB HLDGS INC 617,968.0 $8.0M 0.04% NEW $12.87
263 BND VANGUARD BD INDEX FDS 108,164.0 $7.9M 0.04% -5K -4.0% $73.41 -1.6%
264 VYM VANGUARD WHITEHALL FDS 50,029.0 $7.9M 0.04% -2K -2.9% $158.03 +4.4%
265 CMPR CIMPRESS PLC Communication Services 76,528.0 $7.8M 0.04% $101.70 -13.8%
266 TW TRADEWEB MKTS INC Financial Services 77,150.0 $7.7M 0.04% +9K +14.0% $99.66 +7.4%
267 SPLV INVESCO EXCH TRADED FD TR II 101,327.0 $7.6M 0.04% $74.90 +0.5%
268 XLE SELECT SECTOR SPDR TR 141,274.0 $7.5M 0.04% +5K +3.4% $53.11 +19.8%
269 VRT VERTIV HOLDINGS CO Industrials 22,258.0 $7.5M 0.04% +913.0 +4.3% $334.82 -21.8%
270 TMO THERMO FISHER SCIENTIFIC INC Healthcare 14,810.0 $7.4M 0.04% -1K -6.3% $501.36 +25.5%
271 KMB KIMBERLY-CLARK CORP Consumer Defensive 67,535.0 $7.4M 0.04% +5K +7.6% $109.77 -0.4%
272 GILD GILEAD SCIENCES INC Healthcare 58,662.0 $7.4M 0.04% +8K +16.9% $126.34 +15.7%
273 EVR EVERCORE INC Financial Services 21,658.0 $7.4M 0.04% +5K +32.3% $341.45 -14.5%
274 WAT WATERS CORP Healthcare 19,624.0 $7.4M 0.04% +409.0 +2.1% $375.04 +9.5%
275 JMUB J P MORGAN EXCHANGE TRADED F 144,042.0 $7.3M 0.04% -65K -31.0% $50.66 -1.9%
276 MCK MCKESSON CORP Healthcare 9,530.0 $7.2M 0.04% -180.0 -1.9% $755.58 +13.7%
277 ACN ACCENTURE PLC IRELAND Technology 57,667.0 $7.2M 0.04% -106K -64.8% $124.44 +48.9%
278 DGX QUEST DIAGNOSTICS INC Healthcare 33,797.0 $7.2M 0.04% +7K +25.0% $211.95 +15.3%
279 DUK DUKE ENERGY CORP NEW Utilities 56,447.0 $7.1M 0.04% +2K +3.1% $126.58 -5.3%
280 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 73,945.0 $7.1M 0.04% -4K -4.6% $96.12 -50.3%
Page 14 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 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%