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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 4 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWR QUANTA SVCS INC Industrials 130,436.0 $55.1M 0.31% NEW $422.06 +63.0%
62 BN BROOKFIELD CORP Financial Services 1,195,653.0 $54.9M 0.31% NEW $45.89 -6.6%
63 AMGN AMGEN INC Healthcare 166,255.0 $54.4M 0.30% NEW $327.31 +9.5%
64 BAC BANK AMERICA CORP Financial Services 988,882.0 $54.4M 0.30% NEW $55.00 +5.2%
65 ETN EATON CORP PLC Industrials 161,758.0 $51.5M 0.29% NEW $318.51 +26.4%
66 PH PARKER-HANNIFIN CORP Industrials 56,294.0 $49.5M 0.28% NEW $878.97 +10.2%
67 TSLA TESLA INC Consumer Cyclical 109,703.0 $49.3M 0.28% NEW $449.72 -15.6%
68 MS MORGAN STANLEY Financial Services 271,375.0 $48.2M 0.27% NEW $177.53 +19.4%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 330,408.0 $47.4M 0.26% NEW $143.31 +4.0%
70 SHW SHERWIN WILLIAMS CO Basic Materials 144,944.0 $47.0M 0.26% NEW $324.03 +6.2%
71 XYL XYLEM INC Industrials 344,214.0 $46.9M 0.26% NEW $136.18 -14.5%
72 BLK BLACKROCK INC Financial Services 43,750.0 $46.8M 0.26% NEW $1070.33 -9.9%
73 ABT ABBOTT LABS Healthcare 367,423.0 $46.0M 0.26% NEW $125.29 -24.9%
74 WM WASTE MGMT INC DEL Industrials 204,069.0 $44.8M 0.25% NEW $219.71 +2.6%
75 SPYM SPDR SERIES TRUST 558,238.0 $44.8M 0.25% NEW $80.22 +6.9%
76 MCD MCDONALDS CORP Consumer Cyclical 141,831.0 $43.3M 0.24% NEW $305.63 -11.7%
77 ORCL ORACLE CORP Technology 220,514.0 $43.0M 0.24% NEW $194.91 -23.7%
78 SPHQ INVESCO EXCHANGE TRADED FD T 561,746.0 $42.2M 0.23% NEW $75.05 +15.7%
79 PLTR PALANTIR TECHNOLOGIES INC Technology 234,061.0 $41.6M 0.23% NEW $177.75 -36.5%
80 DFNM DIMENSIONAL ETF TRUST 849,872.0 $40.9M 0.23% NEW $48.17 +0.3%
Page 4 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%