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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 84 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 IOT SAMSARA INC Technology 7,175.0 $254K 0.00% NEW $35.45 -12.2%
1662 NJR NEW JERSEY RES CORP Utilities 5,511.0 $254K 0.00% NEW $46.12 +24.9%
1663 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,537.0 $254K 0.00% NEW $71.79 +23.3%
1664 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 784.0 $254K 0.00% NEW $323.40 -4.6%
1665 LXP INDUSTRIAL TRUST 5,111.0 $253K 0.00% NEW $49.58
1666 BROS DUTCH BROS INC Consumer Cyclical 4,126.0 $253K 0.00% NEW $61.22 +17.4%
1667 ROIV ROIVANT SCIENCES LTD Healthcare 11,615.0 $252K 0.00% NEW $21.70 +57.0%
1668 BRBR BELLRING BRANDS INC Consumer Defensive 9,421.0 $252K 0.00% NEW $26.73 -56.8%
1669 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,786.0 $252K 0.00% NEW $140.83 +22.7%
1670 JAAA JANUS DETROIT STR TR 4,959.0 $251K 0.00% NEW $50.58 +0.2%
1671 GBCI GLACIER BANCORP INC NEW Financial Services 5,664.0 $250K 0.00% NEW $44.05 +18.1%
1672 JIG J P MORGAN EXCHANGE TRADED F 3,397.0 $249K 0.00% NEW $73.34 +16.1%
1673 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 4,334.0 $249K 0.00% NEW $57.44 +17.5%
1674 CALM CAL MAINE FOODS INC Consumer Defensive 3,128.0 $249K 0.00% NEW $79.57 +0.8%
1675 ONEQ FIDELITY COMWLTH TR 2,722.0 $249K 0.00% NEW $91.40 +8.7%
1676 KTB KONTOOR BRANDS INC Consumer Cyclical 4,072.0 $249K 0.00% NEW $61.09 +36.3%
1677 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 4,184.0 $249K 0.00% NEW $59.43 -0.7%
1678 HTGC HERCULES CAPITAL INC Financial Services 13,201.0 $248K 0.00% NEW $18.82 -17.2%
1679 ALKS ALKERMES PLC Healthcare 8,850.0 $248K 0.00% NEW $27.98 +96.9%
1680 ACT ENACT HLDGS INC Financial Services 6,235.0 $247K 0.00% NEW $39.64 +14.1%
Page 84 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%