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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1927 New
Page 24 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HWM HOWMET AEROSPACE INC Industrials 14,190.0 $2.9M 0.02% NEW $205.03 +31.1%
462 FIX COMFORT SYS USA INC Industrials 3,117.0 $2.9M 0.02% NEW $933.31 +98.7%
463 MCO MOODYS CORP Financial Services 5,693.0 $2.9M 0.02% NEW $510.81 -11.9%
464 ROST ROSS STORES INC Consumer Cyclical 16,058.0 $2.9M 0.02% NEW $180.14 +18.4%
465 ED CONSOLIDATED EDISON INC Utilities 28,916.0 $2.9M 0.02% NEW $99.32 +12.8%
466 EBAY EBAY INC. Consumer Cyclical 32,957.0 $2.9M 0.02% NEW $87.10 +23.8%
467 CINF CINCINNATI FINL CORP Financial Services 17,574.0 $2.9M 0.02% NEW $163.32 +12.7%
468 EW EDWARDS LIFESCIENCES CORP Healthcare 33,380.0 $2.8M 0.02% NEW $85.25 +6.5%
469 HII HUNTINGTON INGALLS INDS INC Industrials 8,334.0 $2.8M 0.02% NEW $340.09 -17.1%
470 NTRS NORTHERN TR CORP Financial Services 20,718.0 $2.8M 0.02% NEW $136.59 +27.3%
471 SCHE SCHWAB STRATEGIC TR 86,401.0 $2.8M 0.02% NEW $32.75 +8.4%
472 VRT VERTIV HOLDINGS CO Industrials 17,355.0 $2.8M 0.02% NEW $162.01 +87.6%
473 SMH VANECK ETF TRUST 7,785.0 $2.8M 0.02% NEW $360.13 +69.8%
474 CDW CDW CORP Technology 20,535.0 $2.8M 0.02% NEW $136.20 -2.1%
475 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 119,626.0 $2.8M 0.02% NEW $23.31 +4.5%
476 CBRE CBRE GROUP INC Real Estate 17,314.0 $2.8M 0.02% NEW $160.79 -14.5%
477 SAP SAP SE Technology 11,328.0 $2.8M 0.01% NEW $242.91 -36.2%
478 AFL AFLAC INC Financial Services 24,939.0 $2.8M 0.01% NEW $110.27 +9.0%
479 PRU PRUDENTIAL FINL INC Financial Services 24,164.0 $2.7M 0.01% NEW $112.88 -4.1%
480 O REALTY INCOME CORP Real Estate 48,258.0 $2.7M 0.01% NEW $56.37 +12.0%
Page 24 of 97  ·  1,927 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 19.9%
Industrials 11.1%
Consumer Cyclical 9.6%
Communication Services 8.2%
Healthcare 7.9%
Consumer Defensive 4.3%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.9%