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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 47 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 TEAM ATLASSIAN CORPORATION Technology 13,532.0 $1.1M 0.01% +5K +61.7% $77.79 +120.9%
922 LOGI LOGITECH INTL S A Technology 11,155.0 $1.0M 0.01% +878.0 +8.5% $94.04 +2.1%
923 CNP CENTERPOINT ENERGY INC Utilities 23,806.0 $1.0M 0.01% +2K +9.5% $44.04 -12.0%
924 URA GLOBAL X FDS 23,981.0 $1.0M 0.01% -500.0 -2.0% $43.70 +5.4%
925 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,527.0 $1.0M 0.01% -494.0 -7.0% $160.42 +11.3%
926 FNDE SCHWAB STRATEGIC TR 26,331.0 $1.0M 0.01% -430.0 -1.6% $39.68 +5.5%
927 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,026.0 $1.0M 0.01% +3K +83.6% $148.69 +19.2%
928 DCI DONALDSON INC Industrials 11,605.0 $1.0M 0.01% -3K -22.5% $89.77 +3.9%
929 ULTA ULTA BEAUTY INC Consumer Cyclical 2,309.0 $1.0M 0.01% -894.0 -27.9% $451.03 +15.6%
930 LYV LIVE NATION ENTERTAINMENT IN Communication Services 5,685.0 $1.0M 0.01% +89.0 +1.6% $183.11 -0.7%
931 FEDEX FGHT HLDG CO INC 6,891.0 $1.0M 0.01% NEW $151.00
932 QLYS QUALYS INC Technology 7,527.0 $1.0M 0.01% +5K +170.8% $137.49 +32.4%
933 VSNT VERSANT MEDIA GROUP INC Industrials 28,523.0 $1.0M 0.01% +359.0 +1.3% $36.01 +7.6%
934 NYT NEW YORK TIMES CO MTN BE Communication Services 14,572.0 $1.0M 0.01% -4K -23.2% $69.98 -6.1%
935 AVY AVERY DENNISON CORP Industrials 6,251.0 $1.0M 0.01% -2K -28.4% $162.36 +13.2%
936 SJM SMUCKER J M CO Consumer Defensive 9,010.0 $1.0M 0.01% -416.0 -4.4% $112.50 +10.5%
937 DINO HF SINCLAIR CORP Energy 14,553.0 $1.0M 0.01% +6K +67.5% $69.65 +39.7%
938 TDC TERADATA CORP DEL Technology 29,242.0 $1.0M 0.01% -3K -9.5% $34.65 -20.1%
939 SGOL ETFS GOLD TR Financial Services 26,500.0 $1.0M 0.01% +200.0 +0.8% $38.23 +15.0%
940 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 25,459.0 $1.0M 0.01% $39.57 +15.0%
Page 47 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%