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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 82 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 SCHK SCHWAB STRATEGIC TR 8,230.0 $270K 0.00% NEW $32.80 +7.7%
1622 PRI PRIMERICA INC Financial Services 1,044.0 $270K 0.00% NEW $258.42 +9.9%
1623 THC TENET HEALTHCARE CORP Healthcare 1,355.0 $269K 0.00% NEW $198.72 -4.9%
1624 KSS KOHLS CORP Consumer Cyclical 13,140.0 $268K 0.00% NEW $20.41 -5.6%
1625 NVMI NOVA LTD Technology 815.0 $268K 0.00% NEW $328.39 +48.8%
1626 HWKN HAWKINS INC Basic Materials 1,883.0 $268K 0.00% NEW $142.06 +13.7%
1627 KRYS KRYSTAL BIOTECH INC Healthcare 1,083.0 $267K 0.00% NEW $246.54 +51.0%
1628 GGB GERDAU SA Basic Materials 72,343.0 $267K 0.00% NEW $3.69 +12.5%
1629 PBR PETROLEO BRASILEIRO SA PETRO Energy 22,507.0 $267K 0.00% NEW $11.85 +37.5%
1630 INNOVATOR ETFS TRUST 9,726.0 $266K 0.00% NEW $27.36
1631 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,424.0 $266K 0.00% NEW $109.61 -34.4%
1632 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,833.0 $265K 0.00% NEW $144.83 +6.7%
1633 LPX LOUISIANA PAC CORP Basic Materials 3,285.0 $265K 0.00% NEW $80.76 +2.0%
1634 INDB INDEPENDENT BK CORP MASS Financial Services 3,624.0 $265K 0.00% NEW $73.08 +16.6%
1635 VVV VALVOLINE INC Energy 9,112.0 $265K 0.00% NEW $29.06 +38.3%
1636 TCBI TEXAS CAP BANCSHARES INC Financial Services 2,922.0 $265K 0.00% NEW $90.54 +14.2%
1637 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 8,913.0 $264K 0.00% NEW $29.66 +3.2%
1638 ETHA ISHARES ETHEREUM TR Financial Services 11,779.0 $264K 0.00% NEW $22.43 -47.0%
1639 STWD STARWOOD PPTY TR INC Real Estate 14,632.0 $264K 0.00% NEW $18.01 -6.6%
1640 BOND PIMCO ETF TR 2,831.0 $264K 0.00% NEW $93.08 -0.5%
Page 82 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%