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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 50 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 KHC KRAFT HEINZ CO Consumer Defensive 34,457.0 $836K 0.01% NEW $24.25 -2.3%
982 FNDE SCHWAB STRATEGIC TR 23,087.0 $833K 0.01% NEW $36.06 +8.9%
983 HPQ HP INC Technology 37,352.0 $832K 0.01% NEW $22.28 +2.7%
984 XSLV INVESCO EXCH TRADED FD TR II 17,909.0 $830K 0.01% NEW $46.37 +13.7%
985 DDOG DATADOG INC Technology 6,054.0 $823K 0.01% NEW $135.99 +76.3%
986 IYG ISHARES TR 8,898.0 $821K 0.01% NEW $92.25 -2.2%
987 AGO ASSURED GUARANTY LTD Financial Services 9,109.0 $819K 0.01% NEW $89.87 -11.2%
988 RNR RENAISSANCERE HLDGS LTD Financial Services 2,906.0 $817K 0.01% NEW $281.17 +13.7%
989 H HYATT HOTELS CORP Consumer Cyclical 5,093.0 $817K 0.01% NEW $160.33 +23.3%
990 AHR AMERICAN HEALTHCARE REIT INC Real Estate 17,351.0 $817K 0.01% NEW $47.06 +8.4%
991 RKT ROCKET COS INC Financial Services 42,142.0 $816K 0.01% NEW $19.36 -22.5%
992 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,176.0 $815K 0.01% NEW $256.75 +31.3%
993 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5,743.0 $815K 0.01% NEW $141.83 +18.8%
994 DXC DXC TECHNOLOGY CO Technology 55,598.0 $815K 0.01% NEW $14.65 -39.8%
995 EXLS EXLSERVICE HOLDINGS INC Technology 19,166.0 $813K 0.01% NEW $42.44 -38.7%
996 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 11,517.0 $812K 0.01% NEW $70.53 +10.6%
997 TKR TIMKEN CO Industrials 9,596.0 $807K 0.01% NEW $84.13 +67.9%
998 OEF ISHARES TR 2,351.0 $806K 0.00% NEW $342.97 +4.3%
999 MDB MONGODB INC Technology 1,914.0 $803K 0.00% NEW $419.59 -25.2%
1000 UBSI UNITED BANKSHARES INC WEST V Financial Services 20,909.0 $803K 0.00% NEW $38.40 +20.3%
Page 50 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%