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 (2026-06-30)

Sequent Asset Management, LLC (CIK 1509550) reported $237.1M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FXAIX ($54.4M, 22.96%), XLK ($25.8M, 10.88%), SPY ($14.1M, 5.96%), DFSVX ($13.9M, 5.88%), SPYG ($12.3M, 5.21%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FXAIXFidelity Tr 500 Index Ins Prem$54.4M22.96%208,403Trimmed
2XLKSelect Sector SPDR Tr Technolo$25.8M10.88%135,446Trimmed
3SPYState Street Spdr S&P 500 Etf$14.1M5.96%18,938Trimmed
4DFSVXDFA US Small Cap Value$13.9M5.88%229,345Added
5SPYGSPDR S&P 500 Growth$12.3M5.21%103,748Trimmed
6SLBSlb Limited Com Stk$10.4M4.39%223,729Trimmed
7VOOVanguard S&P 500 ETF$7.9M3.34%11,516Trimmed
8FIDZXFidelity Adv Advisor Intl Z$6.4M2.69%158,007Trimmed
9USMViShares Min Vol USA ETF$5.9M2.47%60,752Added
10IWPiShares Rus Mid Cap Growth ETF$5.0M2.09%33,835Hold
11IWOiShares Rus 2000 Growth ETF$4.8M2.03%12,209Hold
12AMZNAmazon.com Inc$4.8M2.01%20,025Added
13CATCaterpillar Inc$3.7M1.56%3,475Added
14IVEiShares S&P 500 Val ETF$3.6M1.53%15,964Trimmed
15AVUVAmerican Century ETF Tr US Sma$3.0M1.28%24,324Added
16FBCGFidelity Covington Trust Blue$3.0M1.25%47,543Added
17VFLOVictoryShares Free Cash Flow E$2.9M1.22%63,068Added
18FQALFidelity Quality Fctor ETF$2.6M1.10%31,938Trimmed
19IWSiShares Rus Mid Cap Value ETF$2.6M1.08%15,536Hold
20IJSiShares SP Smcp600vl ETF$2.5M1.06%18,402Hold
21VVVanguard Large Cap ETF$2.5M1.03%7,127Hold
22FINSXFidelity Contrafund Inc Insigh$2.2M0.93%40,300Added
23XOMExxon Mobil Corp$2.1M0.90%15,672Added
24ETREntergy Corp$2.0M0.85%17,444Hold
25FAOSXFidelity Adv Intl Cap Appreci$1.9M0.80%47,025Trimmed

Source: SEC Form 13F filings · as of 2026-06-30