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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 37 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 RJF RAYMOND JAMES FINL INC Financial Services 10,707.0 $1.6M 0.01% +2K +18.9% $152.03 +15.2%
722 LUV SOUTHWEST AIRLS CO Industrials 31,570.0 $1.6M 0.01% -7K -18.3% $51.42 -21.5%
723 QQQM INVESCO EXCH TRADED FD TR II 5,335.0 $1.6M 0.01% -461.0 -8.0% $302.97 -3.0%
724 DOW DOW HLDGS INC Basic Materials 59,024.0 $1.6M 0.01% +25K +73.1% $27.36 +18.2%
725 PFEB INNOVATOR ETFS TRUST 37,428.0 $1.6M 0.01% $43.06 +1.8%
726 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,240.0 $1.6M 0.01% +3K +36.7% $131.58 +2.9%
727 E ENI SPA Energy 34,288.0 $1.6M 0.01% -300.0 -0.9% $46.86 +20.5%
728 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 80,661.0 $1.6M 0.01% -52K -39.0% $19.89 +10.8%
729 PKG PACKAGING CORP AMER Consumer Cyclical 6,685.0 $1.6M 0.01% -581.0 -8.0% $238.29 +6.1%
730 CLS CELESTICA INC Technology 4,363.0 $1.6M 0.01% +40.0 +0.9% $364.80 -18.7%
731 ESLT ELBIT SYS LTD Industrials 2,097.0 $1.6M 0.01% $758.79 -2.3%
732 PNW PINNACLE WEST CAP CORP Utilities 14,841.0 $1.6M 0.01% +5K +45.2% $107.00 -9.0%
733 MSCI MSCI INC Financial Services 2,835.0 $1.6M 0.01% +111.0 +4.1% $560.00 +0.6%
734 BKH BLACK HILLS CORP Utilities 21,332.0 $1.6M 0.01% +4K +25.4% $74.40 -3.6%
735 SNA SNAP ON INC Industrials 3,909.0 $1.6M 0.01% -596.0 -13.2% $402.40 -2.2%
736 IRM IRON MTN INC DEL Real Estate 12,408.0 $1.6M 0.01% +2K +18.6% $126.31 -3.4%
737 MBB ISHARES TR 16,573.0 $1.6M 0.01% -8K -31.4% $94.52 -1.5%
738 GEF GREIF INC Consumer Cyclical 21,021.0 $1.6M 0.01% +3K +18.6% $74.49 +18.0%
739 EVEREST GROUP LTD 4,380.0 $1.6M 0.01% +2K +64.0% $357.19
740 SON SONOCO PRODS CO Consumer Cyclical 27,732.0 $1.6M 0.01% -1K -3.6% $56.35 +5.6%
Page 37 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%