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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 78 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 MIDD MIDDLEBY CORP Industrials 2,099.0 $312K 0.00% NEW $148.67 +16.6%
1542 TREX TREX CO INC Industrials 8,886.0 $312K 0.00% NEW $35.08 +41.7%
1543 U HAUL HOLDING COMPANY 6,660.0 $311K 0.00% NEW $46.74
1544 BC BRUNSWICK CORP Consumer Cyclical 4,193.0 $311K 0.00% NEW $74.24 +17.3%
1545 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,499.0 $311K 0.00% NEW $124.56 -6.4%
1546 DOCU DOCUSIGN INC Technology 4,544.0 $311K 0.00% NEW $68.40 -33.9%
1547 VPL VANGUARD INTL EQUITY INDEX F 3,426.0 $310K 0.00% NEW $90.40 +27.3%
1548 TLT ISHARES TR 3,532.0 $308K 0.00% NEW $87.17 +0.2%
1549 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 23,158.0 $308K 0.00% NEW $13.28 -25.1%
1550 CGGO CAPITAL GROUP GBL GROWTH EQT 8,818.0 $306K 0.00% NEW $34.65 +18.9%
1551 NOVT NOVANTA INC Technology 2,565.0 $305K 0.00% NEW $118.99 +32.4%
1552 IGV ISHARES TR 2,878.0 $304K 0.00% NEW $105.68 -16.5%
1553 DSGX DESCARTES SYS GROUP INC Technology 3,457.0 $303K 0.00% NEW $87.66 -19.5%
1554 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,111.0 $302K 0.00% NEW $73.58 +88.6%
1555 FNCL FIDELITY COVINGTON TRUST 3,879.0 $302K 0.00% NEW $77.74 -1.6%
1556 SUI SUN CMNTYS INC Real Estate 2,433.0 $301K 0.00% NEW $123.91 -2.1%
1557 CGGR CAPITAL GROUP GROWTH ETF 6,777.0 $301K 0.00% NEW $44.47 +2.9%
1558 FDIF FIDELITY COVINGTON TRUST 8,415.0 $301K 0.00% NEW $35.81 +9.1%
1559 USLM UNITED STS LIME & MINERALS I Basic Materials 2,504.0 $300K 0.00% NEW $119.74 -11.2%
1560 IOCT INNOVATOR ETFS TRUST 8,590.0 $299K 0.00% NEW $34.86 +5.4%
Page 78 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%