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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 50 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AYI ACUITY INC Industrials 2,495.0 $940K 0.01% +719.0 +40.5% $376.67 -8.9%
982 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 12,060.0 $939K 0.01% -353.0 -2.8% $77.87 -8.1%
983 GNSS GENASYS INC Technology 552,430.0 $939K 0.01% +75K +15.6% $1.70 -1.8%
984 CGNX COGNEX CORP Technology 12,958.0 $938K 0.01% +79.0 +0.6% $72.42 -16.4%
985 VST PUT VISTRA CORP Utilities 5,900.0 $936K 0.01% $158.63 -14.1%
986 DNP DNP SELECT INCOME FD INC Financial Services 86,734.0 $936K 0.01% +73K +531.9% $10.79 +0.8%
987 PAVE GLOBAL X FDS 15,861.0 $935K 0.01% $58.92 -4.3%
988 MSM MSC INDL DIRECT INC Industrials 7,834.0 $932K 0.01% +1K +20.0% $118.94 +0.7%
989 BUSE FIRST BUSEY CORP Financial Services 31,556.0 $931K 0.01% +19K +161.2% $29.50 +2.7%
990 FISV FISERV INC Technology 18,973.0 $931K 0.01% -7K -26.2% $49.05 +7.2%
991 TKC TURKCELL ILETISIM Communication Services 157,343.0 $925K 0.01% +40K +34.4% $5.88 -7.1%
992 BPOP POPULAR INC Financial Services 5,618.0 $922K 0.01% -75.0 -1.3% $164.18 +3.0%
993 PB PROSPERITY BANCSHARES INC Financial Services 12,586.0 $919K 0.01% +3K +25.0% $73.03 -0.4%
994 IJT ISHARES TR 5,122.0 $915K 0.01% +75.0 +1.5% $178.60 -2.6%
995 BBY BEST BUY INC Consumer Cyclical 12,049.0 $914K 0.01% +2K +18.1% $75.88 +13.2%
996 M MACYS INC Consumer Cyclical 38,689.0 $911K 0.01% +6K +19.5% $23.55 -3.1%
997 VNT VONTIER CORPORATION Technology 31,410.0 $911K 0.01% -81K -72.0% $29.00 +13.7%
998 PECO PHILLIPS EDISON & CO INC Real Estate 21,728.0 $904K 0.01% +6K +40.1% $41.62 -5.6%
999 RYN RAYONIER INC Real Estate 42,450.0 $903K 0.01% -52K -55.0% $21.28 -0.4%
1000 HR HEALTHCARE RLTY TR Real Estate 44,767.0 $903K 0.00% $20.17 -3.9%
Page 50 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%