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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 82 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 PSMT PRICESMART INC Consumer Defensive 1,652.0 $323K 0.00% -327.0 -16.5% $195.34 -11.5%
1622 MGEE MGE ENERGY INC Utilities 3,957.0 $323K 0.00% NEW $81.54 -3.5%
1623 SPHD INVESCO EXCH TRADED FD TR II 6,345.0 $323K 0.00% NEW $50.84 +4.7%
1624 LDUR PIMCO ETF TR 3,367.0 $322K 0.00% -365.0 -9.8% $95.61 -0.2%
1625 ADT ADT INC DEL Industrials 49,432.0 $321K 0.00% +32K +182.5% $6.50 +13.5%
1626 AOM ISHARES TR 6,427.0 $321K 0.00% NEW $49.89 -0.2%
1627 BFST BUSINESS FIRST BANCSHARES IN Financial Services 10,422.0 $320K 0.00% NEW $30.73 +1.4%
1628 HL HECLA MINING COMPANY Basic Materials 20,746.0 $320K 0.00% -2K -9.6% $15.43 +34.3%
1629 CGUS CAPITAL GROUP CORE EQUITY ET 7,189.0 $320K 0.00% NEW $44.48 +1.5%
1630 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 11,450.0 $320K 0.00% NEW $27.92 -12.2%
1631 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,377.0 $319K 0.00% +52.0 +1.2% $72.99 +7.9%
1632 PCTY PAYLOCITY HLDG CORP Technology 3,055.0 $319K 0.00% NEW $104.53 +46.7%
1633 PFBC PREFERRED BK LOS ANGELES CA Financial Services 3,004.0 $319K 0.00% -180.0 -5.7% $106.26 -1.7%
1634 UUUU ENERGY FUELS INC Energy 21,996.0 $319K 0.00% -175.0 -0.8% $14.50 +4.4%
1635 IESC IES HOLDINGS INC Industrials 434.0 $319K 0.00% NEW $734.66 -6.8%
1636 FMUB FIDELITY MERRIMACK STR TR 6,199.0 $319K 0.00% $51.40 -1.4%
1637 BKLC BNY MELLON ETF TRUST 2,213.0 $317K 0.00% $47.80 +2.4%
1638 RBRK RUBRIK INC. Technology 3,950.0 $317K 0.00% NEW $80.28 +24.7%
1639 LEGN LEGEND BIOTECH CORP Healthcare 10,974.0 $317K 0.00% -8K -41.3% $28.88 -24.4%
1640 OLN OLIN CORP Basic Materials 15,982.0 $317K 0.00% -3K -16.8% $19.82 -7.2%
Page 82 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%