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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 64 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GDDY GODADDY INC Technology 4,171.0 $518K 0.00% NEW $124.08 -31.9%
1262 STLA STELLANTIS N.V Consumer Cyclical 47,505.0 $517K 0.00% NEW $10.89 -47.8%
1263 PHI PLDT INC Communication Services 23,793.0 $517K 0.00% NEW $21.74 -16.9%
1264 PJAN INNOVATOR ETFS TRUST 10,984.0 $516K 0.00% NEW $47.02 +4.2%
1265 SPTS SPDR SERIES TRUST 17,630.0 $516K 0.00% NEW $29.28 -0.9%
1266 STIP ISHARES TR 5,029.0 $515K 0.00% NEW $102.39 -0.2%
1267 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 13,991.0 $511K 0.00% NEW $36.49 +34.8%
1268 AM ANTERO MIDSTREAM CORP Energy 28,695.0 $510K 0.00% NEW $17.79 +30.4%
1269 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 25,847.0 $509K 0.00% NEW $19.71 -20.7%
1270 BKLN INVESCO EXCH TRADED FD TR II 24,241.0 $509K 0.00% NEW $21.00 -3.3%
1271 VDE VANGUARD WORLD FD 4,034.0 $508K 0.00% NEW $125.92 +20.8%
1272 FNF FIDELITY NATIONAL FINANCIAL Financial Services 9,303.0 $508K 0.00% NEW $54.59 -14.4%
1273 ATR APTARGROUP INC Healthcare 4,163.0 $508K 0.00% NEW $121.96 +3.3%
1274 SLYV SPDR SERIES TRUST 5,579.0 $508K 0.00% NEW $90.97 +19.8%
1275 BSCX INVESCO EXCH TRD SLF IDX FD 23,635.0 $507K 0.00% NEW $21.46 -1.6%
1276 PAAS PAN AMERN SILVER CORP Basic Materials 9,788.0 $507K 0.00% NEW $51.81 -12.3%
1277 BAX BAXTER INTL INC Healthcare 26,527.0 $507K 0.00% NEW $19.11 +15.3%
1278 TOST TOAST INC Technology 14,200.0 $504K 0.00% NEW $35.51 -23.7%
1279 CIBR FIRST TR EXCHANGE TRADED FD 7,055.0 $504K 0.00% NEW $71.45 +19.5%
1280 CYBERARK SOFTWARE LTD 1,129.0 $504K 0.00% NEW $446.06
Page 64 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%