Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sequent Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Sequent Asset Management, LLC (CIK 1509550) reported $225.2M across 97 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: FXAIX ($52.0M, 23.09%), XLK ($20.2M, 8.98%), SPY ($13.6M, 6.03%), SPYG ($13.3M, 5.89%), DFSVX ($11.3M, 5.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FXAIXFidelity Tr 500 Index Ins Prem$52.0M23.09%218,689Added
2XLKSelect Sector SPDR Tr Technolo$20.2M8.98%140,391Added
3SPYState Street Spdr S&P 500 Etf$13.6M6.03%19,909Trimmed
4SPYGSPDR S&P 500 Growth$13.3M5.89%124,201Added
5DFSVXDFA US Small Cap Value$11.3M5.03%219,361Added
6SLBSlb Limited Com Stk$9.7M4.32%253,729Added
7IWPiShares Rus Mid Cap Growth ETF$9.2M4.09%67,200Hold
8VOOVanguard S&P 500 ETF$8.5M3.76%13,506Added
9IWOiShares Rus 2000 Growth ETF$8.3M3.68%25,631Hold
10USMViShares Min Vol USA ETF$5.6M2.50%59,865Added
11FIDZXFidelity Adv Advisor Intl Z$5.2M2.30%143,869Added
12AMZNAmazon.com Inc$4.6M2.05%20,017Hold
13IVEiShares S&P 500 Val ETF$2.6M1.15%12,162Hold
14FQALFidelity Quality Fctor ETF$2.4M1.08%32,067Added
15VVVanguard Large Cap ETF$2.2M1.00%7,127Hold
16IWSiShares Rus Mid Cap Value ETF$2.2M0.97%15,536Hold
17IJSiShares SP Smcp600vl ETF$2.1M0.93%18,402Hold
18CATCaterpillar Inc$2.0M0.88%3,465Trimmed
19FINSXFidelity Contrafund Inc Insigh$1.9M0.86%39,480Added
20XOMExxon Mobil Corp$1.8M0.82%15,274Added
21FBCGFidelity Covington Trust Blue$1.7M0.77%31,618Trimmed
22ETREntergy Corp$1.6M0.72%17,444Hold
23BRK/BBerkshire Hathaway Inc Cl B$1.5M0.66%2,974Trimmed
24NOBLProShares S&P 500 Dv Arist$1.4M0.64%13,822Added
25VFLOVictoryShares Free Cash Flow E$1.4M0.62%35,621Trimmed

Source: SEC Form 13F filings · as of 2025-12-31