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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 15 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,596.0 $6.2M 0.03% NEW $453.36 +8.4%
282 AIR LEASE CORP 95,522.0 $6.1M 0.03% NEW $64.23
283 XLE SELECT SECTOR SPDR TR 136,798.0 $6.1M 0.03% NEW $44.71 +20.5%
284 UPS UNITED PARCEL SERVICE INC Industrials 60,812.0 $6.0M 0.03% NEW $99.19 +9.0%
285 GVI ISHARES TR 56,131.0 $6.0M 0.03% NEW $107.35 -1.0%
286 APH AMPHENOL CORP NEW Technology 44,585.0 $6.0M 0.03% NEW $135.14 +21.1%
287 CVS CVS HEALTH CORP Healthcare 75,546.0 $6.0M 0.03% NEW $79.36 +31.5%
288 WAL WESTERN ALLIANCE BANCORP Financial Services 70,365.0 $5.9M 0.03% NEW $84.07 -2.4%
289 COF CAPITAL ONE FINL CORP Financial Services 24,301.0 $5.9M 0.03% NEW $242.36 -15.8%
290 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 65,014.0 $5.8M 0.03% NEW $89.92 +3.5%
291 ASML ASML HOLDING N V Technology 5,452.0 $5.8M 0.03% NEW $1069.80 +67.8%
292 PGR PUT PROGRESSIVE CORP Financial Services 25,500.0 $5.8M 0.03% NEW $227.72 -1.5%
293 GILD GILEAD SCIENCES INC Healthcare 47,152.0 $5.8M 0.03% NEW $122.74 +4.2%
294 GM GENERAL MTRS CO Consumer Cyclical 70,639.0 $5.7M 0.03% NEW $81.32 -4.0%
295 NVS NOVARTIS AG Healthcare 41,635.0 $5.7M 0.03% NEW $137.87 +12.7%
296 IVE ISHARES TR 26,792.0 $5.7M 0.03% NEW $212.07 +6.8%
297 IEUR ISHARES TR 79,967.0 $5.7M 0.03% NEW $70.98 +4.2%
298 A AGILENT TECHNOLOGIES INC Healthcare 41,570.0 $5.7M 0.03% NEW $136.07 -0.0%
299 EVR EVERCORE INC Financial Services 16,577.0 $5.6M 0.03% NEW $340.24 +0.5%
300 KMB KIMBERLY-CLARK CORP Consumer Defensive 55,851.0 $5.6M 0.03% NEW $100.89 +8.4%
Page 15 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%