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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 88 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 AROC ARCHROCK INC Energy 8,652.0 $225K 0.00% NEW $26.02 +61.2%
1742 SHOO MADDEN STEVEN LTD Consumer Cyclical 5,398.0 $225K 0.00% NEW $41.64 +3.8%
1743 XBAP INNOVATOR ETFS TRUST 5,808.0 $225K 0.00% NEW $38.67 +7.7%
1744 HURN HURON CONSULTING GROUP INC Industrials 1,296.0 $224K 0.00% NEW $172.91 -42.9%
1745 DRIV GLOBAL X FDS 7,540.0 $223K 0.00% NEW $29.58 +25.2%
1746 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 1,688.0 $223K 0.00% NEW $131.84 -34.7%
1747 ECG EVERUS CONSTR GROUP Industrials 2,598.0 $222K 0.00% NEW $85.56 +81.5%
1748 QUS SPDR SERIES TRUST 1,272.0 $222K 0.00% NEW $174.19 +5.9%
1749 FRPH FRP HLDGS INC Real Estate 9,708.0 $221K 0.00% NEW $22.79 +11.4%
1750 TDTT FLEXSHARES TR 9,181.0 $221K 0.00% NEW $24.06 -0.6%
1751 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,153.0 $220K 0.00% NEW $21.71 +24.2%
1752 IGIB ISHARES TR 4,086.0 $220K 0.00% NEW $53.88 -1.1%
1753 BSY BENTLEY SYS INC Technology 5,762.0 $220K 0.00% NEW $38.17 -21.4%
1754 RLI RLI CORP Financial Services 3,432.0 $220K 0.00% NEW $63.99 -10.0%
1755 TRN TRINITY INDS INC Industrials 8,294.0 $219K 0.00% NEW $26.44 +36.6%
1756 JETS ETF SER SOLUTIONS 7,811.0 $219K 0.00% NEW $28.07 +18.6%
1757 BKF ISHARES INC 5,000.0 $219K 0.00% NEW $43.81 -12.1%
1758 GSEW GOLDMAN SACHS ETF TR 2,571.0 $219K 0.00% NEW $85.12 +10.3%
1759 POWL POWELL INDS INC Industrials 686.0 $219K 0.00% NEW $318.78 -12.2%
1760 BSAC BANCO SANTANDER CHILE NEW Financial Services 7,027.0 $219K 0.00% NEW $31.11 +3.2%
Page 88 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%