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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 81 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 DSTX ETF SER SOLUTIONS 10,206.0 $333K 0.00% $32.65 +11.8%
1602 CART MAPLEBEAR INC Consumer Cyclical 7,035.0 $333K 0.00% NEW $47.35 +5.2%
1603 ALG ALAMO GROUP INC Industrials 2,021.0 $332K 0.00% NEW $164.52 -0.1%
1604 ACMR ACM RESH INC Technology 2,616.0 $332K 0.00% NEW $126.89 -37.4%
1605 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,580.0 $332K 0.00% NEW $128.55 -0.0%
1606 NUVL NUVALENT INC Healthcare 2,685.0 $332K 0.00% NEW $123.50 +0.4%
1607 STEL STELLAR BANCORP INC Financial Services 8,427.0 $331K 0.00% NEW $39.32 -0.0%
1608 FELE FRANKLIN ELEC INC Industrials 3,079.0 $330K 0.00% NEW $107.20 -2.9%
1609 FLDR FIDELITY MERRIMACK STR TR 6,580.0 $330K 0.00% $50.11 -0.0%
1610 GWX SPDR INDEX SHS FDS 7,531.0 $330K 0.00% -147.0 -1.9% $43.76 +5.6%
1611 SN SHARKNINJA INC Consumer Cyclical 2,161.0 $329K 0.00% -549.0 -20.3% $152.25 +18.7%
1612 CG CARLYLE GROUP INC Financial Services 7,794.0 $328K 0.00% -496.0 -6.0% $42.11 +17.2%
1613 JPM PUT JPMORGAN CHASE & CO Financial Services 1,000.0 $327K 0.00% $327.33 +7.4%
1614 HESM HESS MIDSTREAM LP Energy 8,700.0 $327K 0.00% $37.60 +4.1%
1615 FELC FIDELITY COVINGTON TRUST 7,783.0 $326K 0.00% +432.0 +5.9% $41.91 +3.7%
1616 CLOX SERIES PORTFOLIOS TR 12,708.0 $326K 0.00% +152.0 +1.2% $25.61 -0.4%
1617 TTD THE TRADE DESK INC Technology 17,959.0 $325K 0.00% -6K -25.3% $18.08 -27.1%
1618 UGP ULTRAPAR PARTICIPACOES SA Energy 64,525.0 $324K 0.00% $5.02 +34.3%
1619 CBNK CAPITAL BANCORP INC MD Financial Services 9,222.0 $324K 0.00% NEW $35.12 +4.0%
1620 GKOS GLAUKOS CORP Healthcare 2,311.0 $323K 0.00% +234.0 +11.3% $139.76 +32.3%
Page 81 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%