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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 68 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 TTC TORO CO Industrials 4,717.0 $441K 0.00% -430.0 -8.3% $93.44 -0.9%
1342 VOYA VOYA FINANCIAL INC Financial Services 6,446.0 $440K 0.00% +1K +26.7% $68.32 +32.0%
1343 BLD TOPBUILD COR Industrials 1,252.0 $440K 0.00% -503.0 -28.7% $351.30 +21.4%
1344 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 3,292.0 $439K 0.00% +2K +84.3% $133.46 +28.1%
1345 WEN WENDYS CO Consumer Cyclical 63,183.0 $439K 0.00% +5K +9.2% $6.95 -2.2%
1346 LI LI AUTO INC Consumer Cyclical 24,610.0 $439K 0.00% +13K +107.4% $17.83 -25.9%
1347 CALM CAL MAINE FOODS INC Consumer Defensive 5,540.0 $438K 0.00% +2K +77.1% $79.15 -1.8%
1348 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,966.0 $437K 0.00% -123.0 -5.9% $222.07 +76.3%
1349 CIBR FIRST TR EXCHANGE-TRADED FD 6,919.0 $434K 0.00% -136.0 -1.9% $62.68 +34.9%
1350 BSCT INVESCO EXCH TRD SLF IDX FD 23,208.0 $433K 0.00% $18.66 -0.4%
1351 CUZ COUSINS PPTYS INC Real Estate 19,180.0 $433K 0.00% -23K -54.7% $22.57 +25.3%
1352 HXL HEXCEL CORP NEW Industrials 5,340.0 $432K 0.00% +119.0 +2.3% $80.93 +20.6%
1353 TOST TOAST INC Technology 16,289.0 $432K 0.00% +2K +14.7% $26.51 -7.0%
1354 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 4,420.0 $431K 0.00% +22.0 +0.5% $97.56 +12.3%
1355 IGEB ISHARES TR 9,567.0 $431K 0.00% +5K +113.6% $45.06 -0.1%
1356 GEN GEN DIGITAL INC Technology 22,852.0 $430K 0.00% $18.83 +28.4%
1357 BSCV INVESCO EXCH TRD SLF IDX FD 26,072.0 $429K 0.00% $16.46 -0.3%
1358 NVMI NOVA LTD Technology 987.0 $429K 0.00% +172.0 +21.1% $434.28 +32.5%
1359 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,514.0 $428K 0.00% +1K +42.3% $94.91 +7.9%
1360 IAC IAC INC Technology 10,702.0 $428K 0.00% NEW $40.03 +6.7%
Page 68 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%