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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 93 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 IMMUNITYBIO INC 27,658.0 $242K 0.00% +915.0 +3.4% $8.76
1842 RTO RENTOKIL INITIAL PLC Industrials 8,455.0 $242K 0.00% -2K -22.2% $28.61 -18.2%
1843 LTC LTC PPTYS INC Real Estate 6,261.0 $241K 0.00% NEW $38.45 +5.9%
1844 KWR QUAKER HOUGHTON Basic Materials 1,514.0 $241K 0.00% NEW $158.87 +4.1%
1845 LAD LITHIA MTRS INC Consumer Cyclical 828.0 $241K 0.00% NEW $290.49 +28.4%
1846 TNK TEEKAY TANKERS LTD Energy 3,707.0 $240K 0.00% +20.0 +0.5% $64.87 +41.3%
1847 LNC LINCOLN NATL CORP IND Financial Services 6,780.0 $240K 0.00% $35.35 +20.5%
1848 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,132.0 $239K 0.00% NEW $39.05 +4.5%
1849 NXTG FIRST TR EXCHANGE-TRADED FD 1,556.0 $239K 0.00% NEW $153.34 -1.6%
1850 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,299.0 $239K 0.00% -5K -28.7% $21.11 -21.7%
1851 TLT ISHARES TR 2,755.0 $238K 0.00% -8K -73.2% $86.42 -4.7%
1852 BSAC BANCO SANTANDER CHILE NEW Financial Services 7,230.0 $238K 0.00% -415.0 -5.4% $32.93 +5.4%
1853 TSBK TIMBERLAND BANCORP INC Financial Services 5,307.0 $238K 0.00% NEW $44.81 +3.5%
1854 QUS SPDR SERIES TRUST 1,272.0 $238K 0.00% $186.86 +4.1%
1855 BILL BILL HOLDINGS INC Technology 6,558.0 $237K 0.00% -2K -21.8% $36.16 +31.2%
1856 NEU NEWMARKET CORP Basic Materials 298.0 $236K 0.00% NEW $791.24 +18.1%
1857 TQQQ PROSHARES TR 2,909.0 $236K 0.00% NEW $81.00 -12.9%
1858 VIOV VANGUARD ADMIRAL FDS INC 2,000.0 $235K 0.00% $117.33 +0.8%
1859 AROC ARCHROCK INC Energy 5,751.0 $234K 0.00% NEW $40.71 -20.9%
1860 ILF ISHARES TR 6,910.0 $233K 0.00% $33.75 +0.1%
Page 93 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 30.5%
Financial Services 18.8%
Industrials 13.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 2.3%
Basic Materials 1.5%