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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 91 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 HOMB HOME BANCSHARES INC Financial Services 7,363.0 $205K 0.00% NEW $27.78 +5.5%
1802 IGEB ISHARES TR 4,478.0 $204K 0.00% NEW $45.66 -0.9%
1803 FULT FULTON FINL CORP PA Financial Services 10,557.0 $204K 0.00% NEW $19.33 +25.2%
1804 NNI NELNET INC Financial Services 1,534.0 $204K 0.00% NEW $132.96 +1.1%
1805 ATHM AUTOHOME INC Communication Services 9,159.0 $204K 0.00% NEW $22.26 -16.6%
1806 GATX GATX CORP Industrials 1,202.0 $204K 0.00% NEW $169.60 +7.5%
1807 FTA FIRST TR EXCHANGE-TRADED ALP 2,361.0 $203K 0.00% NEW $86.15 +13.6%
1808 SMTC SEMTECH CORP Technology 2,754.0 $203K 0.00% NEW $73.69 +103.2%
1809 GKOS GLAUKOS CORP Healthcare 1,796.0 $203K 0.00% NEW $112.91 +27.9%
1810 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 7,669.0 $202K 0.00% NEW $26.37 -32.2%
1811 SEALED AIR CORP NEW 4,874.0 $202K 0.00% NEW $41.43
1812 CDE COEUR MNG INC Basic Materials 11,323.0 $202K 0.00% NEW $17.83 -10.2%
1813 CNM CORE & MAIN INC Industrials 3,881.0 $202K 0.00% NEW $51.97 -5.4%
1814 CART MAPLEBEAR INC Consumer Cyclical 4,470.0 $201K 0.00% NEW $44.98 +5.5%
1815 WEAV WEAVE COMMUNICATIONS INC Technology 26,489.0 $201K 0.00% NEW $7.59 -22.0%
1816 LI LI AUTO INC Consumer Cyclical 11,866.0 $201K 0.00% NEW $16.93 -28.9%
1817 SCHH SCHWAB STRATEGIC TR 9,615.0 $201K 0.00% NEW $20.89 +15.9%
1818 STM STMICROELECTRONICS N V Technology 7,726.0 $200K 0.00% NEW $25.94 +175.3%
1819 GLD CALL SPDR GOLD TR Financial Services 600.0 $200K 0.00% NEW $333.69 +12.0%
1820 VFC V F CORP Consumer Cyclical 11,039.0 $200K 0.00% NEW $18.08 -3.9%
Page 91 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%