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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 60 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 M MACYS INC Consumer Cyclical 32,379.0 $586K 0.00% +5K +19.0% $18.09 +33.4%
1182 CHRD CHORD ENERGY CORPORATION Energy 4,113.0 $585K 0.00% -3K -44.2% $142.18 -13.4%
1183 HUN HUNTSMAN CORP Basic Materials 43,886.0 $584K 0.00% +6K +15.0% $13.31 -9.3%
1184 PINS PINTEREST INC Communication Services 31,688.0 $581K 0.00% +11K +52.7% $18.34 +10.5%
1185 GPC GENUINE PARTS CO Consumer Cyclical 5,490.0 $581K 0.00% +218.0 +4.1% $105.75 +2.8%
1186 PECO PHILLIPS EDISON & CO INC Real Estate 15,512.0 $580K 0.00% -2K -9.2% $37.42 +8.7%
1187 AXTA AXALTA COATING SYS LTD Basic Materials 20,901.0 $579K 0.00% +7K +55.1% $27.70 +25.6%
1188 IVOG VANGUARD ADMIRAL FDS INC 4,629.0 $579K 0.00% $125.04 +15.3%
1189 WDFC WD 40 CO Basic Materials 2,835.0 $578K 0.00% +110.0 +4.0% $203.94 +11.4%
1190 ORI OLD REP INTL CORP Financial Services 14,488.0 $578K 0.00% -18K -55.5% $39.90 -3.0%
1191 KEX KIRBY CORP Industrials 4,322.0 $574K 0.00% -1K -22.9% $132.88 +5.8%
1192 ITUB ITAU UNIBANCO HLDG S A Financial Services 68,340.0 $573K 0.00% +439.0 +0.7% $8.38 -7.0%
1193 EL LAUDER ESTEE COS INC Consumer Defensive 7,963.0 $572K 0.00% +2K +24.6% $71.77 +18.2%
1194 TEAM ATLASSIAN CORPORATION Technology 8,370.0 $571K 0.00% +2K +26.1% $68.25 +21.2%
1195 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,592.0 $571K 0.00% -1K -42.6% $358.79 -12.9%
1196 OLN OLIN CORP Basic Materials 19,202.0 $571K 0.00% +2K +11.1% $29.73 -26.0%
1197 PAAS PAN AMERN SILVER CORP Basic Materials 10,412.0 $569K 0.00% +624.0 +6.4% $54.63 -10.3%
1198 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 6,991.0 $568K 0.00% -2K -21.0% $81.23 +3.7%
1199 CNI CANADIAN NATL RY CO Industrials 5,519.0 $567K 0.00% +56.0 +1.0% $102.76 +10.4%
1200 CCI CROWN CASTLE INC Real Estate 6,972.0 $567K 0.00% -2K -22.3% $81.31 +0.9%
Page 60 of 97  ·  1,921 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 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%