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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 57 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SWKS SKYWORKS SOLUTIONS INC Technology 10,288.0 $652K 0.00% NEW $63.41 +7.2%
1122 WRB BERKLEY W R CORP Financial Services 9,301.0 $652K 0.00% NEW $70.12 +1.6%
1123 LOGI LOGITECH INTL S A Technology 6,476.0 $649K 0.00% NEW $100.22 -2.8%
1124 GPC GENUINE PARTS CO Consumer Cyclical 5,272.0 $648K 0.00% NEW $122.97 -5.7%
1125 BCE BCE INC Communication Services 27,210.0 $648K 0.00% NEW $23.82 -3.8%
1126 SCHC SCHWAB STRATEGIC TR 14,196.0 $646K 0.00% NEW $45.53 +4.9%
1127 COLB COLUMBIA BKG SYS INC Financial Services 23,099.0 $646K 0.00% NEW $27.95 +15.0%
1128 CNP CENTERPOINT ENERGY INC Utilities 16,789.0 $644K 0.00% NEW $38.34 +17.5%
1129 MORN MORNINGSTAR INC Financial Services 2,960.0 $643K 0.00% NEW $217.31 -28.8%
1130 RDDT REDDIT INC Communication Services 2,796.0 $643K 0.00% NEW $229.87 -27.4%
1131 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 299.0 $642K 0.00% NEW $2146.98 -3.2%
1132 CNX CNX RES CORP Energy 17,444.0 $641K 0.00% NEW $36.77 -8.3%
1133 TECK TECK RESOURCES LTD Basic Materials 13,377.0 $641K 0.00% NEW $47.89 +21.6%
1134 CRL CHARLES RIV LABS INTL INC Healthcare 3,208.0 $640K 0.00% NEW $199.47 +8.2%
1135 SWX SOUTHWEST GAS HLDGS INC Utilities 7,986.0 $639K 0.00% NEW $80.02 +13.6%
1136 QQQI NEOS ETF TRUST 11,824.0 $637K 0.00% NEW $53.86 +1.5%
1137 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,064.0 $636K 0.00% NEW $90.03 -1.3%
1138 VLYPN VALLEY NATL BANCORP Financial Services 54,404.0 $635K 0.00% NEW $11.68 +120.0%
1139 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,603.0 $635K 0.00% NEW $137.97 +6.0%
1140 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,058.0 $634K 0.00% NEW $48.58 +70.2%
Page 57 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%