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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 77 of 97  ·  1,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 DIOD DIODES INC Technology 6,572.0 $324K 0.00% NEW $49.34 +111.1%
1522 UUUU ENERGY FUELS INC Energy 22,262.0 $324K 0.00% NEW $14.54 +0.6%
1523 DSTX ETF SER SOLUTIONS 10,206.0 $323K 0.00% NEW $31.70 +2.7%
1524 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 26,190.0 $323K 0.00% NEW $12.34 +25.9%
1525 IGF ISHARES TR 5,237.0 $321K 0.00% NEW $61.36 +9.9%
1526 ARMK ARAMARK Industrials 8,710.0 $321K 0.00% NEW $36.86 +52.1%
1527 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,173.0 $319K 0.00% NEW $100.65 +9.6%
1528 BCPC BALCHEM CORP Basic Materials 2,082.0 $319K 0.00% NEW $153.36 +11.6%
1529 QRVO QORVO INC Technology 3,775.0 $319K 0.00% NEW $84.51 +11.1%
1530 ZG ZILLOW GROUP INC Communication Services 4,646.0 $317K 0.00% NEW $68.23 -54.3%
1531 CLOX SERIES PORTFOLIOS TR 12,410.0 $317K 0.00% NEW $25.51 +0.4%
1532 VC VISTEON CORP Consumer Cyclical 3,327.0 $316K 0.00% NEW $95.10 +8.4%
1533 VANGUARD MUN BD FDS 4,185.0 $316K 0.00% NEW $75.57
1534 APPF APPFOLIO INC Technology 1,358.0 $316K 0.00% NEW $232.65 -33.1%
1535 FMUB FIDELITY MERRIMACK STR TR 6,199.0 $316K 0.00% NEW $50.96 +1.0%
1536 BBWI BATH & BODY WORKS INC Consumer Cyclical 15,690.0 $315K 0.00% NEW $20.08 +13.8%
1537 ABEV AMBEV SA Consumer Defensive 127,485.0 $315K 0.00% NEW $2.47 +30.8%
1538 GWX SPDR INDEX SHS FDS 7,678.0 $314K 0.00% NEW $40.86 +6.0%
1539 BILI BILIBILI INC Technology 12,733.0 $313K 0.00% NEW $24.59 -33.0%
1540 BHC CALL BAUSCH HEALTH COS INC Healthcare 45,000.0 $313K 0.00% NEW $6.95 -31.5%
Page 77 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%