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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 68 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 BSMQ INVESCO EXCH TRD SLF IDX FD 21,320.0 $502K 0.00% $23.55 +0.0%
1342 POWL POWELL INDS INC Industrials 1,751.0 $501K 0.00% +1K +205.1% $286.36 -31.0%
1343 PTC PTC INC Technology 4,411.0 $501K 0.00% -2K -26.8% $113.62 +36.1%
1344 RRR RED ROCK RESORTS INC Consumer Cyclical 7,686.0 $500K 0.00% NEW $65.06 -6.1%
1345 FLAGSTAR BANK NATIONAL ASSOC 33,438.0 $500K 0.00% +21K +166.5% $14.94
1346 CDW CDW CORP Technology 3,543.0 $498K 0.00% +889.0 +33.5% $140.62 -2.4%
1347 PLXS PLEXUS CORP Technology 1,653.0 $497K 0.00% +167.0 +11.2% $300.67 -20.1%
1348 DRAM ROUNDHILL ETF TRUST 6,718.0 $496K 0.00% NEW $73.85 -21.9%
1349 VDE VANGUARD WORLD FD 3,300.0 $495K 0.00% -194.0 -5.5% $150.12 +19.6%
1350 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,486.0 $495K 0.00% -28.0 -0.6% $110.40 +16.0%
1351 PGX INVESCO EXCH TRADED FD TR II 45,446.0 $493K 0.00% -6K -11.5% $10.84 -2.2%
1352 PAAS PAN AMERN SILVER CORP Basic Materials 10,997.0 $493K 0.00% +585.0 +5.6% $44.79 +18.5%
1353 PNOV INNOVATOR ETFS TRUST 11,074.0 $491K 0.00% $44.35 +2.1%
1354 ORA ORMAT TECHNOLOGIES INC Utilities 4,510.0 $491K 0.00% +57.0 +1.3% $108.89 -0.5%
1355 G GENPACT LIMITED Technology 17,806.0 $490K 0.00% +7K +57.8% $27.50 +35.1%
1356 LBRT LIBERTY ENERGY INC Energy 18,684.0 $489K 0.00% -3K -13.8% $26.19 -26.1%
1357 PARNASSUS INCOME FDS 16,932.0 $488K 0.00% -21K -55.3% $28.79
1358 COLB COLUMBIA BKG SYS INC Financial Services 15,191.0 $487K 0.00% -174.0 -1.1% $32.05 -3.9%
1359 BMI BADGER METER INC Technology 3,279.0 $487K 0.00% -359.0 -9.9% $148.38 -11.2%
1360 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,398.0 $486K 0.00% +329.0 +6.5% $90.01 +21.1%
Page 68 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%