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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 74 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AGX ARGAN INC Industrials 516.0 $412K 0.00% +60.0 +13.2% $798.57 -37.2%
1462 FSS FEDERAL SIGNAL CORP Industrials 3,206.0 $412K 0.00% +27.0 +0.8% $128.49 -4.7%
1463 GFF GRIFFON CORP Industrials 4,216.0 $411K 0.00% +572.0 +15.7% $97.53 +3.1%
1464 CRWV COREWEAVE INC Technology 4,128.0 $411K 0.00% +145.0 +3.6% $99.55 -11.7%
1465 BEONE MEDICINES LTD 1,441.0 $411K 0.00% -187.0 -11.5% $284.97
1466 AMSF AMERISAFE INC Financial Services 12,138.0 $411K 0.00% NEW $33.83 -23.1%
1467 EQBK EQUITY BANCSHARES INC Financial Services 8,321.0 $408K 0.00% NEW $48.99 +1.8%
1468 BWB BRIDGEWATER BANCSHARES INC Financial Services 19,354.0 $407K 0.00% NEW $21.04 +2.8%
1469 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 5,664.0 $407K 0.00% NEW $71.86 -0.4%
1470 TYL TYLER TECHNOLOGIES INC Technology 1,391.0 $407K 0.00% -2K -54.2% $292.55 +19.9%
1471 IMNM IMMUNOME INC Healthcare 19,127.0 $405K 0.00% $21.19 +34.6%
1472 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,853.0 $405K 0.00% -14K -74.1% $83.49 +9.6%
1473 GFS GLOBALFOUNDRIES INC Technology 4,908.0 $404K 0.00% NEW $82.41 -41.7%
1474 U UNITY SOFTWARE INC Technology 14,124.0 $404K 0.00% +2K +21.4% $28.58 +64.2%
1475 ENIC ENEL CHILE SA Utilities 89,652.0 $403K 0.00% +29K +48.8% $4.50 -1.3%
1476 HDEF DBX ETF TR 12,540.0 $403K 0.00% -88.0 -0.7% $32.14 +6.8%
1477 FBT FIRST TR EXCHANGE-TRADED FD 1,625.0 $403K 0.00% $247.89 +9.4%
1478 TEX TEREX CORP NEW Industrials 5,564.0 $403K 0.00% +141.0 +2.6% $72.39 -8.2%
1479 RRC RANGE RES CORP Energy 10,811.0 $402K 0.00% +5K +89.0% $37.19 +10.4%
1480 MORN MORNINGSTAR INC Financial Services 2,575.0 $402K 0.00% +703.0 +37.5% $156.02 +38.4%
Page 74 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%