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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 53 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 45,785.0 $822K 0.00% +32K +221.7% $17.96 -6.8%
1042 YETI YETI HLDGS INC Consumer Cyclical 16,542.0 $820K 0.00% +3K +18.4% $49.56 -11.7%
1043 FDVV FIDELITY COVINGTON TRUST 13,573.0 $818K 0.00% -299.0 -2.2% $60.29 +4.7%
1044 INGERSOLL RAND INC 9,964.0 $817K 0.00% -3K -25.3% $81.99
1045 UBSI UNITED BANKSHARES INC WEST V Financial Services 17,771.0 $814K 0.00% $45.83 +4.3%
1046 PSTG EVERPURE INC 10,325.0 $814K 0.00% +1K +11.8% $78.79
1047 BRO BROWN & BROWN INC Financial Services 12,656.0 $812K 0.00% +1K +10.4% $64.15 +13.7%
1048 DFTX DEFINIUM THERAPEUTICS INC Healthcare 17,258.0 $812K 0.00% $47.04 -4.5%
1049 AEIS ADVANCED ENERGY INDS Industrials 2,168.0 $808K 0.00% -89.0 -3.9% $372.88 -23.3%
1050 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,721.0 $805K 0.00% +218.0 +6.2% $216.34 +4.1%
1051 CPRT COPART INC Industrials 28,547.0 $805K 0.00% +369.0 +1.3% $28.19 +19.9%
1052 FENI FIDELITY COVINGTON TRUST 19,948.0 $801K 0.00% +1K +5.4% $40.13 +4.0%
1053 NVDA CALL NVIDIA CORPORATION Technology 4,000.0 $800K 0.00% -2K -33.3% $200.09 +7.3%
1054 MHK MOHAWK INDS INC Consumer Cyclical 6,574.0 $798K 0.00% +889.0 +15.6% $121.32 +12.3%
1055 AIQ GLOBAL X FDS 12,153.0 $797K 0.00% +166.0 +1.4% $65.61 -3.3%
1056 H HYATT HOTELS CORP Consumer Cyclical 4,101.0 $795K 0.00% $193.86 -6.8%
1057 IEX IDEX CORP Industrials 3,495.0 $793K 0.00% +329.0 +10.4% $226.96 +3.3%
1058 DXC DXC TECHNOLOGY CO Technology 89,521.0 $792K 0.00% +57K +171.2% $8.85 +22.0%
1059 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 46,722.0 $792K 0.00% +2K +3.5% $16.95 -15.8%
1060 DBEF DBX ETF TR 14,449.0 $789K 0.00% -667.0 -4.4% $54.63 +2.2%
Page 53 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%