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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 30 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 O REALTY INCOME CORP Real Estate 37,446.0 $2.3M 0.01% -6K -13.4% $61.96 +1.0%
582 BTI BRITISH AMERN TOB PLC Consumer Defensive 37,513.0 $2.3M 0.01% +4K +12.2% $61.76 -9.0%
583 SAP SAP SE Technology 14,899.0 $2.3M 0.01% -3K -17.6% $154.11 +41.9%
584 HUM HUMANA INC Healthcare 5,753.0 $2.3M 0.01% +2K +55.6% $397.19 -4.6%
585 XLY SELECT SECTOR SPDR TR 19,437.0 $2.3M 0.01% -8K -28.1% $117.28 +0.6%
586 IDEV ISHARES TR 25,581.0 $2.3M 0.01% +14K +112.2% $89.01 +4.8%
587 IBIT ISHARES BITCOIN TRUST ETF Financial Services 68,170.0 $2.3M 0.01% -1K -1.6% $33.29 +31.2%
588 HAL HALLIBURTON CO Energy 66,712.0 $2.3M 0.01% +16K +32.5% $33.95 +4.1%
589 OXY OCCIDENTAL PETE CORP Energy 46,368.0 $2.3M 0.01% +7K +18.6% $48.57 +26.2%
590 MET METLIFE INC Financial Services 26,574.0 $2.2M 0.01% +3K +11.3% $84.61 +11.5%
591 CRS CARPENTER TECHNOLOGY CORP Industrials 3,632.0 $2.2M 0.01% +969.0 +36.4% $616.86 -20.2%
592 ODFL OLD DOMINION FREIGHT LINE IN Industrials 10,340.0 $2.2M 0.01% -249.0 -2.4% $216.61 -4.7%
593 IDXX IDEXX LABS INC Healthcare 4,243.0 $2.2M 0.01% -458.0 -9.7% $526.39 +5.8%
594 ABNB AIRBNB INC Consumer Cyclical 15,571.0 $2.2M 0.01% +132.0 +0.8% $143.10 +30.9%
595 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 29,151.0 $2.2M 0.01% +744.0 +2.6% $76.40 +5.1%
596 GSY INVESCO ACTIVELY MANAGED EXC 44,177.0 $2.2M 0.01% -39K -46.8% $50.15 +0.3%
597 NVO NOVO-NORDISK A S Healthcare 46,177.0 $2.2M 0.01% +10K +28.9% $47.94 -2.5%
598 NDSN NORDSON CORP Industrials 7,334.0 $2.2M 0.01% -441.0 -5.7% $301.69 +10.1%
599 FNB F N B CORP Financial Services 115,720.0 $2.2M 0.01% +53K +83.1% $19.08 -2.9%
600 MTB M & T BK CORP Financial Services 9,239.0 $2.2M 0.01% +627.0 +7.3% $238.02 +1.0%
Page 30 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%