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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 49 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NATWEST GROUP PLC 55,392.0 $977K 0.01% +9K +19.2% $17.63
962 PXF INVESCO EXCH TRADED FD TR II 12,907.0 $976K 0.01% +2K +21.0% $75.64 +5.5%
963 VGIT VANGUARD SCOTTSDALE FDS 16,543.0 $976K 0.01% +1K +9.8% $58.98 -1.1%
964 AHR AMERICAN HEALTHCARE REIT INC Real Estate 18,702.0 $975K 0.01% +899.0 +5.0% $52.15 +7.2%
965 KBH KB HOME Consumer Cyclical 15,562.0 $974K 0.01% -4K -20.6% $62.59 -11.5%
966 MTG MGIC INVT CORP WIS Financial Services 34,319.0 $968K 0.01% +4K +14.6% $28.20 +9.6%
967 INVH INVITATION HOMES INC Real Estate 32,029.0 $968K 0.01% +14K +76.1% $30.21 -0.3%
968 SANM SANMINA CORP Technology 3,819.0 $967K 0.01% -43.0 -1.1% $253.08 -25.4%
969 COIN COINBASE GLOBAL INC Financial Services 6,593.0 $964K 0.01% -2K -26.2% $146.18 +27.6%
970 SECU BLACKROCK ETF TRUST II 19,285.0 $962K 0.01% NEW $49.86 -0.6%
971 FUL FULLER H B CO Basic Materials 16,471.0 $960K 0.01% -403.0 -2.4% $58.29 +0.7%
972 MTDR MATADOR RES CO Energy 19,285.0 $960K 0.01% +9K +80.2% $49.78 +17.3%
973 HRB BLOCK H & R INC Consumer Cyclical 25,097.0 $956K 0.01% -3K -11.0% $38.08 +41.0%
974 GTES GATES INDL CORP PLC Industrials 34,116.0 $954K 0.01% +16K +93.1% $27.97 -7.4%
975 NVR NVR INC Consumer Cyclical 140.0 $954K 0.01% +33.0 +30.8% $6813.44 -6.7%
976 CNO CNO FINL GROUP INC Financial Services 18,699.0 $953K 0.01% -1K -5.5% $50.98 +5.0%
977 AIZ ASSURANT INC Financial Services 3,535.0 $949K 0.01% +735.0 +26.2% $268.53 +5.8%
978 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,174.0 $947K 0.01% -278.0 -6.2% $226.79 -19.2%
979 EWJ ISHARES INC 10,124.0 $944K 0.01% +77.0 +0.8% $93.27 +2.1%
980 MTH MERITAGE HOMES CORP Consumer Cyclical 11,228.0 $941K 0.01% +7K +197.7% $83.85 -14.5%
Page 49 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%