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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 55 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FMC FMC CORP Basic Materials 65,414.0 $752K 0.00% +52K +379.4% $11.50 -4.2%
1082 AOS SMITH A O CORP Industrials 11,982.0 $752K 0.00% +3K +27.9% $62.72 +0.6%
1083 MGK VANGUARD WORLD FD 8,525.0 $749K 0.00% +7K +473.3% $87.91 +1.2%
1084 WDAY WORKDAY INC Technology 6,118.0 $749K 0.00% -2K -26.9% $122.42 +63.4%
1085 DLN WISDOMTREE TR 7,766.0 $748K 0.00% $96.32 +4.6%
1086 XSLV INVESCO EXCH TRADED FD TR II 14,255.0 $747K 0.00% -2K -10.6% $52.41 +1.2%
1087 OTIS OTIS WORLDWIDE CORP Industrials 10,387.0 $744K 0.00% +1K +12.7% $71.60 -0.2%
1088 WCN WASTE CONNECTIONS INC Industrials 4,455.0 $743K 0.00% -632.0 -12.4% $166.70 +1.6%
1089 USFR WISDOMTREE TR 14,657.0 $738K 0.00% +4K +34.6% $50.35 +0.3%
1090 TTMI TTM TECHNOLOGIES INC Technology 3,931.0 $735K 0.00% +409.0 +11.6% $187.02 -40.9%
1091 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 12,796.0 $732K 0.00% +5K +70.8% $57.22 +16.6%
1092 JD JD.COM INC Consumer Cyclical 28,578.0 $728K 0.00% -11K -28.1% $25.48 +15.3%
1093 HUBS HUBSPOT INC Technology 3,982.0 $727K 0.00% -6K -60.6% $182.53 +31.5%
1094 PINS PINTEREST INC Communication Services 34,481.0 $725K 0.00% +3K +8.8% $21.03 +11.3%
1095 GTLS CHART INDS INC Industrials 3,457.0 $722K 0.00% +2K +84.4% $208.94 +0.5%
1096 EXR EXTRA SPACE STORAGE INC Real Estate 4,971.0 $722K 0.00% -485.0 -8.9% $145.30 +1.0%
1097 MOS MOSAIC CO Basic Materials 34,042.0 $721K 0.00% +12K +56.3% $21.19 +15.2%
1098 ASB ASSOCIATED BANC-CORP Financial Services 23,391.0 $720K 0.00% +1K +6.7% $30.77 +0.2%
1099 SOUTHSTATE BK CORP 7,180.0 $717K 0.00% +444.0 +6.6% $99.90
1100 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,688.0 $717K 0.00% -216.0 -4.4% $152.96 -23.1%
Page 55 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%