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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 64 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GEN GEN DIGITAL INC Technology 23,001.0 $572K 0.00% +149.0 +0.7% $24.89 +16.2%
1262 SSNC SS&C TECH HLDGS Technology 9,212.0 $572K 0.00% +1K +16.0% $62.05 +33.7%
1263 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 51,242.0 $571K 0.00% -23K -30.9% $11.15 -8.3%
1264 GHC GRAHAM HLDGS CO Consumer Defensive 500.0 $571K 0.00% +75.0 +17.6% $1141.42 +2.2%
1265 CLFD CLEARFIELD INC Technology 14,270.0 $568K 0.00% +2K +14.8% $39.79 -30.8%
1266 JKHY HENRY JACK & ASSOC INC Technology 4,111.0 $566K 0.00% -2K -31.9% $137.74 +20.7%
1267 BAP CREDICORP LTD Financial Services 1,452.0 $566K 0.00% -12.0 -0.8% $389.52 -2.7%
1268 SLYV SPDR SERIES TRUST 5,175.0 $565K 0.00% -434.0 -7.7% $109.11 +1.2%
1269 TFSL TFS FINL CORP Financial Services 31,859.0 $565K 0.00% -14K -29.9% $17.72 -0.5%
1270 CHE CHEMED CORP NEW Healthcare 1,209.0 $563K 0.00% NEW $465.78 +16.1%
1271 TKO TKO GROUP HOLDINGS INC Communication Services 2,797.0 $563K 0.00% +590.0 +26.7% $201.31 -4.1%
1272 VIKING HOLDINGS LTD 5,376.0 $563K 0.00% +3K +90.6% $104.67
1273 JEPQ J P MORGAN EXCHANGE TRADED F 9,139.0 $562K 0.00% +50.0 +0.6% $61.46 -2.6%
1274 FXD FIRST TR EXCHANGE-TRADED FD 8,073.0 $558K 0.00% $69.17 +1.2%
1275 XBI SPDR SERIES TRUST 3,523.0 $557K 0.00% +765.0 +27.7% $158.23 +4.7%
1276 DYNF BLACKROCK ETF TRUST 8,193.0 $557K 0.00% +3K +74.1% $68.01 +1.6%
1277 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,877.0 $557K 0.00% +53.0 +1.1% $114.18 +6.0%
1278 PCOR PROCORE TECHNOLOGIES INC Technology 13,692.0 $556K 0.00% -37K -73.0% $40.62 +56.3%
1279 CCI CROWN CASTLE INC Real Estate 7,325.0 $555K 0.00% +353.0 +5.1% $75.73 -0.3%
1280 MTCH MATCH GROUP INC NEW Communication Services 14,574.0 $555K 0.00% +3K +21.7% $38.05 +7.4%
Page 64 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%