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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 33 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MTG MGIC INVT CORP WIS Financial Services 57,845.0 $1.7M 0.01% NEW $29.22 -4.7%
642 EEM ISHARES TR 30,799.0 $1.7M 0.01% NEW $54.71 +22.8%
643 KGC KINROSS GOLD CORP Basic Materials 59,809.0 $1.7M 0.01% NEW $28.16 -13.8%
644 SNA SNAP ON INC Industrials 4,875.0 $1.7M 0.01% NEW $344.60 +15.2%
645 SPG SIMON PPTY GROUP INC NEW Real Estate 9,073.0 $1.7M 0.01% NEW $185.10 +22.6%
646 GLPI GAMING & LEISURE PPTYS INC Real Estate 37,573.0 $1.7M 0.01% NEW $44.69 +2.7%
647 HPE HEWLETT PACKARD ENTERPRISE C Technology 69,880.0 $1.7M 0.01% NEW $24.02 +82.0%
648 FICO FAIR ISAAC CORP Technology 991.0 $1.7M 0.01% NEW $1690.81 -30.0%
649 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,212.0 $1.7M 0.01% NEW $397.61 -26.7%
650 WMT CALL WALMART INC Consumer Defensive 15,000.0 $1.7M 0.01% NEW $111.41 +3.8%
651 PPC PILGRIMS PRIDE CORP Consumer Defensive 42,829.0 $1.7M 0.01% NEW $38.99 -26.6%
652 FITB FIFTH THIRD BANCORP Financial Services 35,597.0 $1.7M 0.01% NEW $46.81 +20.3%
653 GSK GSK PLC Healthcare 33,805.0 $1.7M 0.01% NEW $49.04 +7.1%
654 OMC OMNICOM GROUP INC Communication Services 20,462.0 $1.7M 0.01% NEW $80.75 -9.5%
655 LPLA LPL FINL HLDGS INC Financial Services 4,582.0 $1.6M 0.01% NEW $357.17 -24.8%
656 KB KB FINL GROUP INC Financial Services 18,909.0 $1.6M 0.01% NEW $86.04 +14.3%
657 NJUL INNOVATOR ETFS TRUST 22,400.0 $1.6M 0.01% NEW $72.62 +6.5%
658 CELH CELSIUS HLDGS INC Consumer Defensive 35,542.0 $1.6M 0.01% NEW $45.74 -34.7%
659 ARGX ARGENX SE Healthcare 1,929.0 $1.6M 0.01% NEW $840.95 +5.5%
660 PCAR PACCAR INC Industrials 14,778.0 $1.6M 0.01% NEW $109.51 +10.2%
Page 33 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%