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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 60 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,305.0 $637K 0.00% +610.0 +9.1% $87.22 +10.6%
1182 KEX KIRBY CORP Industrials 4,679.0 $636K 0.00% +357.0 +8.3% $135.97 +2.9%
1183 CRL CHARLES RIV LABS INTL INC Healthcare 2,805.0 $636K 0.00% -688.0 -19.7% $226.78 +30.2%
1184 ARES ARES MANAGEMENT CORPORATION Financial Services 5,698.0 $634K 0.00% -2K -25.4% $111.31 +26.9%
1185 SE SEA LTD Consumer Cyclical 6,610.0 $633K 0.00% -1K -13.4% $95.82 +22.7%
1186 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 304.0 $633K 0.00% -33.0 -9.8% $2081.55 +4.9%
1187 RNG RINGCENTRAL INC Technology 16,215.0 $632K 0.00% -2K -8.9% $38.98 +71.9%
1188 SIL GLOBAL X FDS 8,118.0 $629K 0.00% $77.46 +28.5%
1189 VANGUARD MUN BD FDS 8,222.0 $628K 0.00% +154.0 +1.9% $76.40
1190 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,657.0 $628K 0.00% -118.0 -1.3% $72.51 +11.5%
1191 BY BYLINE BANCORP INC Financial Services 16,654.0 $627K 0.00% NEW $37.66 +1.6%
1192 BSMW INVESCO EXCH TRD SLF IDX FD 24,945.0 $627K 0.00% $25.14 -1.5%
1193 PHG KONINKLIJKE PHILIPS N V Healthcare 23,056.0 $627K 0.00% -8K -25.9% $27.19 +0.8%
1194 EXPAND ENERGY CORPORATION 6,872.0 $627K 0.00% +1K +21.8% $91.19
1195 CGW INVESCO EXCH TRADED FD TR II 9,523.0 $626K 0.00% $65.73 -1.0%
1196 RVMD REVOLUTION MEDICINES INC Healthcare 3,342.0 $626K 0.00% NEW $187.28 +11.8%
1197 FALN ISHARES TR 22,840.0 $622K 0.00% -62K -73.1% $27.24 -0.9%
1198 TK TEEKAY CORPORATION LTD Energy 62,187.0 $622K 0.00% +5K +8.3% $10.00 +32.4%
1199 DVA DAVITA INC Healthcare 2,791.0 $621K 0.00% +164.0 +6.2% $222.48 -21.9%
1200 APLE APPLE HOSPITALITY REIT INC Real Estate 36,899.0 $620K 0.00% -24K -39.5% $16.81 -0.8%
Page 60 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%