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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 61 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ASB ASSOCIATED BANC-CORP Financial Services 21,917.0 $567K 0.00% -2K -6.7% $25.86 +12.9%
1202 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,949.0 $566K 0.00% -314.0 -13.9% $290.29 +18.5%
1203 SBS COMPANHIA DE SANEAMENTO BASI Utilities 18,516.0 $565K 0.00% +173.0 +0.9% $30.51 -82.8%
1204 FHN FIRST HORIZON CORPORATION Financial Services 24,783.0 $564K 0.00% +3K +12.0% $22.76 +9.0%
1205 BSMS INVESCO EXCH TRD SLF IDX FD 24,090.0 $564K 0.00% -6K -19.4% $23.40 +0.4%
1206 MDU MDU RES GROUP INC Industrials 27,128.0 $562K 0.00% +3K +12.2% $20.72 +2.8%
1207 MHK MOHAWK INDS INC Consumer Cyclical 5,685.0 $560K 0.00% +101.0 +1.8% $98.45 +14.1%
1208 SCHR SCHWAB STRATEGIC TR 22,464.0 $560K 0.00% -11K -32.9% $24.91 -1.2%
1209 AIQ GLOBAL X FDS 11,987.0 $559K 0.00% +155.0 +1.3% $46.67 +43.1%
1210 FERROVIAL SE 8,599.0 $559K 0.00% NEW $65.05
1211 EUHY ISHARES INC 10,661.0 $559K 0.00% NEW $52.46 +2.3%
1212 PGX INVESCO EXCH TRADED FD TR II 51,374.0 $559K 0.00% -4K -7.3% $10.88 +1.0%
1213 VALE VALE S A Basic Materials 34,957.0 $556K 0.00% -7K -16.6% $15.91 -3.1%
1214 MOS MOSAIC CO Basic Materials 21,783.0 $555K 0.00% +6K +40.2% $25.50 -10.2%
1215 GRAB GRAB HOLDINGS LIMITED Technology 151,710.0 $555K 0.00% +82K +117.3% $3.66 -2.5%
1216 PR PERMIAN RESOURCES CORP Energy 26,027.0 $555K 0.00% -386.0 -1.5% $21.32 -13.6%
1217 EHC ENCOMPASS HEALTH CORP Healthcare 5,736.0 $555K 0.00% -3K -30.6% $96.73 +1.3%
1218 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25,645.0 $554K 0.00% +10K +64.7% $21.62 +22.1%
1219 BMI BADGER METER INC Technology 3,638.0 $554K 0.00% -413.0 -10.2% $152.35 -11.1%
1220 GDXJ VANECK ETF TRUST 4,613.0 $554K 0.00% +758.0 +19.7% $120.04 -10.7%
Page 61 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%