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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 83 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,728.0 $316K 0.00% -51.0 -0.5% $32.50 +5.3%
1642 IVOO VANGUARD ADMIRAL FDS INC 2,409.0 $314K 0.00% NEW $130.39 -0.4%
1643 WES WESTERN MIDSTREAM PARTNERS L Energy 7,175.0 $314K 0.00% $43.76 +10.5%
1644 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,784.0 $314K 0.00% -80.0 -2.8% $112.74 +18.2%
1645 IYH ISHARES TR 4,681.0 $314K 0.00% $67.01 +10.3%
1646 KMX CARMAX INC Consumer Cyclical 5,906.0 $312K 0.00% -554.0 -8.6% $52.89 +17.5%
1647 ST SENSATA TECHNOLOGIES HLDG PL Technology 6,543.0 $312K 0.00% -5K -45.6% $47.74 -10.3%
1648 GWRE GUIDEWIRE SOFTWARE INC Technology 2,534.0 $312K 0.00% -820.0 -24.4% $123.05 +53.8%
1649 FOX FOX CORP 6,644.0 $311K 0.00% +254.0 +4.0% $46.84
1650 COMMUNITY WEST BANCSHARES NE 11,563.0 $311K 0.00% NEW $26.86
1651 BHE BENCHMARK ELECTRS INC Technology 3,129.0 $309K 0.00% NEW $98.68 -26.4%
1652 JOE ST JOE CO Real Estate 4,930.0 $309K 0.00% $62.63 +10.0%
1653 PIZ INVESCO EXCH TRADED FD TR II 5,523.0 $309K 0.00% NEW $55.90 -4.1%
1654 STARZ ENTERTAINMENT CORP. 10,688.0 $308K 0.00% $28.86
1655 PMAR INNOVATOR ETFS TRUST 6,440.0 $308K 0.00% $47.77 +1.7%
1656 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,154.0 $308K 0.00% +387.0 +10.3% $74.05 +10.7%
1657 HMY HARMONY GOLD MNG LTD Basic Materials 20,212.0 $307K 0.00% +4K +26.0% $15.21 +54.8%
1658 CENT CENTRAL GARDEN & PET CO 6,888.0 $305K 0.00% +65.0 +0.9% $44.34
1659 FB BANCORP INC 20,244.0 $305K 0.00% -50K -71.1% $15.06
1660 EQH EQUITABLE HLDGS INC Financial Services 6,947.0 $305K 0.00% -2K -26.0% $43.88 +11.4%
Page 83 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%