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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 46 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FTEC FIDELITY COVINGTON TRUST 4,327.0 $972K 0.01% NEW $224.70 +21.3%
902 IEF ISHARES TR 10,104.0 $972K 0.01% NEW $96.16 -1.2%
903 ROL ROLLINS INC Consumer Cyclical 16,182.0 $971K 0.01% NEW $60.02 -27.9%
904 NVR NVR INC Consumer Cyclical 133.0 $970K 0.01% NEW $7292.77 -6.4%
905 FLO FLOWERS FOODS INC Consumer Defensive 88,928.0 $968K 0.01% NEW $10.88 -26.7%
906 DXCM DEXCOM INC Healthcare 14,545.0 $965K 0.01% NEW $66.37 +5.7%
907 FDVV FIDELITY COVINGTON TRUST 17,015.0 $965K 0.01% NEW $56.69 +6.0%
908 ON ON SEMICONDUCTOR CORP Technology 17,785.0 $963K 0.01% NEW $54.15 +67.4%
909 FUL FULLER H B CO Basic Materials 16,175.0 $962K 0.01% NEW $59.46 +6.4%
910 AMKR AMKOR TECHNOLOGY INC Technology 24,258.0 $958K 0.01% NEW $39.48 +99.4%
911 DOV DOVER CORP Industrials 4,903.0 $957K 0.01% NEW $195.26 +15.7%
912 HLN HALEON PLC Healthcare 94,957.0 $956K 0.01% NEW $10.07 -8.3%
913 KBH KB HOME Consumer Cyclical 16,951.0 $956K 0.01% NEW $56.41 +10.3%
914 IDEV ISHARES TR 11,575.0 $955K 0.01% NEW $82.48 +6.8%
915 SBRA SABRA HEALTH CARE REIT INC Real Estate 50,282.0 $952K 0.01% NEW $18.94 +3.2%
916 VST PUT VISTRA CORP Utilities 5,900.0 $952K 0.01% NEW $161.33 +1.3%
917 AIZ ASSURANT INC Financial Services 3,945.0 $950K 0.01% NEW $240.85 +9.8%
918 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 59,728.0 $947K 0.01% NEW $15.86 +27.1%
919 TECHNIPFMC PLC 21,215.0 $945K 0.01% NEW $44.56
920 DLB DOLBY LABORATORIES INC Technology 14,688.0 $943K 0.01% NEW $64.22 -16.7%
Page 46 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%