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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 85 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 DRS LEONARDO DRS INC Industrials 7,228.0 $246K 0.00% NEW $34.09 +24.6%
1682 PII POLARIS INC Consumer Cyclical 3,871.0 $245K 0.00% NEW $63.25 +14.7%
1683 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,557.0 $245K 0.00% NEW $68.80 +4.1%
1684 PK PARK HOTELS & RESORTS INC Real Estate 23,367.0 $244K 0.00% NEW $10.46 +41.3%
1685 ESAB ESAB CORPORATION Industrials 2,178.0 $243K 0.00% NEW $111.72 -9.9%
1686 BE BLOOM ENERGY CORP Industrials 2,799.0 $243K 0.00% NEW $86.89 +190.0%
1687 NE NOBLE CORP PLC Energy 8,598.0 $243K 0.00% NEW $28.24 +35.7%
1688 MAT MATTEL INC Consumer Cyclical 12,224.0 $243K 0.00% NEW $19.84 -29.5%
1689 ROOT INC 3,352.0 $242K 0.00% NEW $72.23
1690 W WAYFAIR INC Consumer Cyclical 2,410.0 $242K 0.00% NEW $100.41 -5.9%
1691 MSFT CALL MICROSOFT CORP Technology 500.0 $242K 0.00% NEW $483.62 -22.9%
1692 RNG RINGCENTRAL INC Technology 8,367.0 $242K 0.00% NEW $28.88 +28.7%
1693 ETSY INC 4,358.0 $242K 0.00% NEW $55.44
1694 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,638.0 $242K 0.00% NEW $66.39 +18.8%
1695 WFRD WEATHERFORD INTL PLC Energy 3,076.0 $241K 0.00% NEW $78.26 +5.7%
1696 BKLC BNY MELLON ETF TRUST 1,840.0 $241K 0.00% NEW $130.80 +7.3%
1697 IPGP IPG PHOTONICS CORP Technology 3,361.0 $241K 0.00% NEW $71.60 +49.7%
1698 CORT CORCEPT THERAPEUTICS INC Healthcare 6,904.0 $240K 0.00% NEW $34.80 +150.9%
1699 AAL AMERICAN AIRLS GROUP INC Industrials 15,661.0 $240K 0.00% NEW $15.33 +16.6%
1700 RPV INVESCO EXCHANGE TRADED FD T 2,320.0 $240K 0.00% NEW $103.36 +11.6%
Page 85 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%