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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 25 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 77,350.0 $3.0M 0.01% -1K -1.3% $38.50 +2.6%
482 VICI VICI PPTYS INC Real Estate 111,945.0 $3.0M 0.01% -77K -40.8% $26.55 +0.1%
483 SCHE SCHWAB STRATEGIC TR 81,637.0 $3.0M 0.01% -3K -3.9% $36.26 +2.0%
484 CEG CONSTELLATION ENERGY CORP Utilities 11,913.0 $3.0M 0.01% -2K -15.2% $248.38 +10.4%
485 ADP AUTOMATIC DATA PROCESSING IN Industrials 13,170.0 $2.9M 0.01% +1K +8.8% $223.94 +24.7%
486 CENCORA INC 10,395.0 $2.9M 0.01% -2K -15.6% $282.98
487 LIBERTY GLOBAL LTD 266,988.0 $2.9M 0.01% -31K -10.3% $11.00
488 SLV ISHARES SILVER TR Financial Services 54,784.0 $2.9M 0.01% +3K +5.3% $53.47 +17.6%
489 BNDX VANGUARD CHARLOTTE FDS 60,323.0 $2.9M 0.01% +9K +17.5% $48.43 -1.7%
490 J P MORGAN EXCHANGE TRADED F 40,241.0 $2.9M 0.01% -3K -6.9% $72.28
491 URBN URBAN OUTFITTERS INC Consumer Cyclical 40,549.0 $2.9M 0.01% $70.86 +5.6%
492 KB KB FINL GROUP INC Financial Services 27,209.0 $2.9M 0.01% +2K +8.9% $104.96 +12.3%
493 TD TORONTO DOMINION BK ONT Financial Services 23,508.0 $2.9M 0.01% +379.0 +1.6% $121.43 -3.2%
494 VST VISTRA CORP Utilities 17,939.0 $2.8M 0.01% -3K -15.6% $158.63 -13.5%
495 XLP SELECT SECTOR SPDR TR 34,110.0 $2.8M 0.01% $83.07 +3.3%
496 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 44,560.0 $2.8M 0.01% +7K +17.3% $63.25 +18.2%
497 JHG JANUS HENDERSON GROUP PLC Financial Services 54,102.0 $2.8M 0.01% +1K +2.5% $51.95 -0.0%
498 NWBI NORTHWEST BANCSHARES INC Financial Services 183,809.0 $2.8M 0.01% +9K +5.2% $15.16 +1.3%
499 WF WOORI FINL GROUP INC Financial Services 48,470.0 $2.8M 0.01% +9K +21.9% $57.40 +18.6%
500 FITB FIFTH THIRD BANCORP Financial Services 49,334.0 $2.8M 0.01% +2K +4.8% $56.37 -2.9%
Page 25 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%