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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 97 of 109  ·  2,163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 BSCT INVESCO EXCH TRD SLF IDX FD 11,730.0 $218K 0.00% -11K -49.5% $18.57 +0.1%
1922 KSS KOHLS CORP Consumer Cyclical 12,292.0 $218K 0.00% -3K -17.2% $17.72 +6.3%
1923 MCY MERCURY GENL CORP NEW Financial Services 2,040.0 $218K 0.00% NEW $106.62 -2.2%
1924 VIRT VIRTU FINL INC Financial Services 3,651.0 $217K 0.00% NEW $59.57 +0.7%
1925 KMPR KEMPER CORP Financial Services 8,064.0 $217K 0.00% -4K -35.8% $26.96 -0.9%
1926 AXSM AXSOME THERAPEUTICS INC. Healthcare 887.0 $217K 0.00% NEW $244.77 -10.9%
1927 RIG TRANSOCEAN LTD Energy 44,338.0 $217K 0.00% +13K +40.3% $4.89 +19.4%
1928 BSCR INVESCO EXCH TRD SLF IDX FD 11,027.0 $216K 0.00% -11K -49.1% $19.61 +0.2%
1929 PYPL CALL PAYPAL HLDGS INC Financial Services 5,000.0 $216K 0.00% $43.18 +41.8%
1930 GH GUARDANT HEALTH INC Healthcare 1,439.0 $216K 0.00% NEW $150.03 +8.9%
1931 CIVB CIVISTA BANCSHARES INC Financial Services 7,648.0 $216K 0.00% NEW $28.22 -2.6%
1932 BXP BXP INC Real Estate 3,249.0 $215K 0.00% NEW $66.31 +1.4%
1933 HBCP HOMEBANCORP INC Financial Services 3,142.0 $215K 0.00% NEW $68.52 +1.4%
1934 AMTB AMERANT BANCORP INC Financial Services 8,415.0 $215K 0.00% NEW $25.52 +11.8%
1935 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 534.0 $215K 0.00% NEW $401.84 +0.3%
1936 CX CEMEX SA EURO MTN BE 144A Basic Materials 17,849.0 $214K 0.00% +338.0 +1.9% $12.00 -11.2%
1937 HTHT H WORLD GROUP LTD Consumer Cyclical 5,121.0 $214K 0.00% -1K -17.3% $41.72 +16.5%
1938 PEB PEBBLEBROOK HOTEL TR Real Estate 11,001.0 $214K 0.00% +910.0 +9.0% $19.41 -5.3%
1939 STN STANTEC INC Industrials 3,089.0 $213K 0.00% NEW $68.91 +8.5%
1940 NAVI NAVIENT CORPORATION Financial Services 24,956.0 $212K 0.00% NEW $8.51 +8.7%
Page 97 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%