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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 55 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BSMS INVESCO EXCH TRD SLF IDX FD 29,880.0 $702K 0.00% NEW $23.50 -0.2%
1082 MSM MSC INDL DIRECT INC Industrials 8,327.0 $700K 0.00% NEW $84.10 +40.5%
1083 GNMA ISHARES TR 15,706.0 $700K 0.00% NEW $44.54 -0.3%
1084 DLN WISDOMTREE TR 7,940.0 $699K 0.00% NEW $88.08 +8.9%
1085 TBBK BANCORP INC DEL Financial Services 10,350.0 $699K 0.00% NEW $67.52 -7.8%
1086 BPOP POPULAR INC Financial Services 5,598.0 $697K 0.00% NEW $124.52 +33.1%
1087 IJT ISHARES TR 4,930.0 $696K 0.00% NEW $141.15 +24.9%
1088 FANG DIAMONDBACK ENERGY INC Energy 4,627.0 $696K 0.00% NEW $150.35 +19.7%
1089 ENSG ENSIGN GROUP INC Healthcare 3,984.0 $694K 0.00% NEW $174.20 -6.4%
1090 RMBS RAMBUS INC DEL Technology 7,534.0 $692K 0.00% NEW $91.89 +24.9%
1091 GNR SPDR INDEX SHS FDS 11,132.0 $692K 0.00% NEW $62.14 +8.3%
1092 SE SEA LTD Consumer Cyclical 5,400.0 $689K 0.00% NEW $127.56 -28.4%
1093 ENS ENERSYS Industrials 4,678.0 $687K 0.00% NEW $146.76 +51.2%
1094 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,802.0 $684K 0.00% NEW $142.49 +25.9%
1095 CHRD CHORD ENERGY CORPORATION Energy 7,370.0 $683K 0.00% NEW $92.70 +25.8%
1096 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 124,458.0 $681K 0.00% NEW $5.47 +10.1%
1097 SOXX ISHARES TR 2,255.0 $679K 0.00% NEW $301.22 +95.9%
1098 QLYS QUALYS INC Technology 5,104.0 $678K 0.00% NEW $132.90 -7.2%
1099 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,987.0 $678K 0.00% NEW $170.02 +35.3%
1100 EXP EAGLE MATLS INC Basic Materials 3,279.0 $678K 0.00% NEW $206.68 +13.1%
Page 55 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%