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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 71 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 APG API GROUP CORP Industrials 10,670.0 $452K 0.00% +2K +16.8% $42.35 -2.8%
1402 EMPIRE ST RLTY OP L P 81,409.0 $452K 0.00% -4K -4.1% $5.55
1403 MGY MAGNOLIA OIL & GAS CORP Energy 17,662.0 $452K 0.00% -6K -26.0% $25.58 +10.0%
1404 HBT HBT FINL INC. Financial Services 14,101.0 $451K 0.00% NEW $31.99 +11.8%
1405 FUTU FUTU HLDGS LTD Financial Services 4,797.0 $450K 0.00% +315.0 +7.0% $93.75 +31.9%
1406 FORM FORMFACTOR INC Technology 2,808.0 $449K 0.00% +22.0 +0.8% $159.93 -28.6%
1407 ULS UL SOLUTIONS INC Industrials 4,404.0 $449K 0.00% +217.0 +5.2% $101.86 -26.3%
1408 NTNX NUTANIX INC Technology 8,795.0 $448K 0.00% +520.0 +6.3% $50.96 +32.7%
1409 DTD WISDOMTREE TR 4,804.0 $448K 0.00% +46.0 +1.0% $93.24 +4.4%
1410 HLI HOULIHAN LOKEY INC Financial Services 3,328.0 $446K 0.00% +710.0 +27.1% $134.13 -3.8%
1411 ALLE ALLEGION PLC Industrials 3,174.0 $446K 0.00% -1K -26.6% $140.47 +15.5%
1412 VIV TELEFONICA BRASIL SA Communication Services 33,820.0 $445K 0.00% -6K -15.0% $13.16 -13.1%
1413 LKFN LAKELAND FINL CORP Financial Services 7,207.0 $445K 0.00% NEW $61.72 -2.4%
1414 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,485.0 $445K 0.00% NEW $178.97 +21.2%
1415 SRCE 1ST SOURCE CORP Financial Services 5,444.0 $444K 0.00% NEW $81.58 +5.2%
1416 ZTO ZTO EXPRESS CAYMAN INC Industrials 19,816.0 $443K 0.00% -532.0 -2.6% $22.38 -4.5%
1417 MBWM MERCANTILE BK CORP Financial Services 7,719.0 $443K 0.00% NEW $57.42 +3.8%
1418 UE URBAN EDGE PPTYS Real Estate 19,364.0 $443K 0.00% NEW $22.88 -6.3%
1419 DEO DIAGEO PLC Consumer Defensive 5,508.0 $443K 0.00% +850.0 +18.2% $80.38 +17.7%
1420 RDDT REDDIT INC Communication Services 2,547.0 $442K 0.00% +476.0 +23.0% $173.58 -11.7%
Page 71 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%