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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 56 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 LSTR LANDSTAR SYS INC Industrials 3,461.0 $716K 0.00% -290.0 -7.7% $206.83 -13.5%
1102 DBX DROPBOX INC Technology 26,040.0 $715K 0.00% -21K -45.1% $27.47 +26.6%
1103 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 20,293.0 $715K 0.00% +829.0 +4.3% $35.22 +3.4%
1104 EVT EATON VANCE TAX ADVT DIV INC Financial Services 25,816.0 $715K 0.00% NEW $27.68 +5.0%
1105 COOPER COS INC 9,942.0 $713K 0.00% +1K +13.2% $71.71
1106 FMNB FARMERS NATIONAL BANC CORP Financial Services 48,815.0 $713K 0.00% +24K +93.4% $14.60 +7.9%
1107 ALB ALBEMARLE CORP Basic Materials 5,253.0 $709K 0.00% +663.0 +14.4% $135.02 +4.7%
1108 RKT ROCKET COS INC Financial Services 44,835.0 $706K 0.00% -8K -14.4% $15.75 -11.1%
1109 BUNGE GLOBAL SA 6,610.0 $705K 0.00% +572.0 +9.5% $106.72
1110 CBSH COMMERCE BANCSHARES INC Financial Services 12,189.0 $704K 0.00% +8K +196.3% $57.75 +1.6%
1111 GMAB GENMAB A/S Healthcare 25,599.0 $703K 0.00% -2K -5.7% $27.47 +21.0%
1112 LIBERTY MEDIA CORP DEL 7,379.0 $702K 0.00% +86.0 +1.2% $95.14
1113 SIRI SIRIUSXM HOLDINGS INC Communication Services 23,736.0 $701K 0.00% +5K +23.5% $29.54 -3.4%
1114 MZTI MARZETTI COMPANY Consumer Defensive 6,133.0 $700K 0.00% +3K +114.0% $114.16 +0.8%
1115 VMI VALMONT INDS INC Industrials 1,211.0 $699K 0.00% -17.0 -1.4% $577.56 -16.8%
1116 CNX CNX RES CORP Energy 20,580.0 $698K 0.00% +2K +8.0% $33.93 +7.4%
1117 ROG ROGERS CORP Technology 4,255.0 $697K 0.00% -30.0 -0.7% $163.73 -25.1%
1118 EMLC VANECK ETF TRUST 27,192.0 $695K 0.00% +1K +3.9% $25.56 +1.1%
1119 ECG EVERUS CONSTR GROUP Industrials 4,183.0 $694K 0.00% +2K +60.1% $165.95 -26.7%
1120 SCHC SCHWAB STRATEGIC TR 14,408.0 $693K 0.00% +225.0 +1.6% $48.12 +6.5%
Page 56 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%