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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 43 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HSY HERSHEY CO Consumer Defensive 7,187.0 $1.3M 0.01% -1K -14.6% $175.44 +6.3%
842 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 22,958.0 $1.3M 0.01% NEW $54.90 -18.9%
843 NTES NETEASE COM INC Technology 9,834.0 $1.3M 0.01% +3K +38.9% $128.14 +0.0%
844 ENTG ENTEGRIS INC Technology 6,949.0 $1.2M 0.01% -168.0 -2.4% $179.86 -20.1%
845 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 14,304.0 $1.2M 0.01% +4K +38.4% $87.04 +7.8%
846 KVUE KENVUE INC Consumer Defensive 65,130.0 $1.2M 0.01% -7K -10.1% $19.11 -0.3%
847 EMN EASTMAN CHEM CO Basic Materials 18,557.0 $1.2M 0.01% -568.0 -3.0% $66.98 +10.6%
848 VLUE ISHARES TR 6,220.0 $1.2M 0.01% -2K -21.1% $199.82 +1.4%
849 CVNA CARVANA CO Consumer Cyclical 18,750.0 $1.2M 0.01% +15K +401.5% $65.82 +6.2%
850 ZM ZOOM COMMUNICATIONS INC Technology 14,246.0 $1.2M 0.01% +4K +39.4% $86.31 +24.5%
851 ARW ARROW ELECTRS INC Technology 5,756.0 $1.2M 0.01% +492.0 +9.3% $213.41 -1.2%
852 COHU COHU INC Technology 16,567.0 $1.2M 0.01% NEW $73.91 -26.4%
853 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 51,247.0 $1.2M 0.01% -1K -2.6% $23.88 -1.1%
854 EQT EQT CORP Energy 22,963.0 $1.2M 0.01% +3K +16.2% $53.17 +1.0%
855 NIC NICOLET BANKSHARES INC Financial Services 7,355.0 $1.2M 0.01% +55.0 +0.8% $165.40 +4.7%
856 BNS BANK NOVA SCOTIA B C Financial Services 13,932.0 $1.2M 0.01% $86.84 +0.8%
857 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,620.0 $1.2M 0.01% $88.60 -36.6%
858 BLOCK INC 15,836.0 $1.2M 0.01% +857.0 +5.7% $76.00
859 WDS WOODSIDE ENERGY GROUP LTD Energy 62,187.0 $1.2M 0.01% +2K +3.8% $19.32 +25.9%
860 IEF ISHARES TR 12,675.0 $1.2M 0.01% -10K -43.4% $94.57 -1.8%
Page 43 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%