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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 84 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 MTRN MATERION CORP Basic Materials 1,025.0 $305K 0.00% NEW $297.39 -22.0%
1662 HAE HAEMONETICS CORP MASS Healthcare 4,058.0 $304K 0.00% NEW $75.00 +45.1%
1663 LAMR LAMAR ADVERTISING CO Real Estate 1,950.0 $304K 0.00% +361.0 +22.7% $155.98 -3.3%
1664 EVN EATON VANCE MUN INCOME TR Financial Services 27,000.0 $304K 0.00% NEW $11.26 -4.7%
1665 NOCT INNOVATOR ETFS TRUST 4,857.0 $304K 0.00% $62.52 +1.4%
1666 EUFN ISHARES TR 7,763.0 $303K 0.00% NEW $38.99 +8.3%
1667 AAON AAON INC Industrials 2,384.0 $302K 0.00% -100.0 -4.0% $126.87 -37.4%
1668 NVST ENVISTA HOLDINGS CORPORATION Healthcare 11,435.0 $301K 0.00% -551.0 -4.6% $26.35 +3.2%
1669 IYM ISHARES TR 1,675.0 $301K 0.00% $179.53 +8.7%
1670 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,003.0 $300K 0.00% -5K -61.7% $100.06 +7.9%
1671 CYTK CYTOKINETICS INC Healthcare 3,516.0 $300K 0.00% +124.0 +3.7% $85.19 -9.8%
1672 NOVT NOVANTA INC Technology 1,843.0 $299K 0.00% -471.0 -20.4% $162.24 -10.5%
1673 ACT ENACT HLDGS INC Financial Services 6,540.0 $299K 0.00% -6K -46.1% $45.71 +7.6%
1674 SCHK SCHWAB STRATEGIC TR 8,278.0 $299K 0.00% -2K -19.4% $36.06 +2.5%
1675 SSRM SSR MINING IN Basic Materials 10,544.0 $298K 0.00% -201.0 -1.9% $28.28 +33.6%
1676 ABCB AMERIS BANCORP Financial Services 3,299.0 $298K 0.00% -325.0 -9.0% $90.26 -4.5%
1677 ITGR INTEGER HLDGS CORP Healthcare 3,180.0 $297K 0.00% +142.0 +4.7% $93.45 +34.0%
1678 MNKD MANNKIND CORP Healthcare 69,703.0 $297K 0.00% +20K +41.6% $4.26 -2.6%
1679 WTBA WEST BANCORPORATION INC Financial Services 11,186.0 $297K 0.00% +448.0 +4.2% $26.53 +7.6%
1680 PDD PDD HOLDINGS INC Consumer Cyclical 3,885.0 $296K 0.00% -6K -59.2% $76.28 +15.9%
Page 84 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%