Sequent Asset Management, LLC - Portfolio overview

Sequent Asset Management, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-02-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SLB - Slb Limited Com Stk, 12.99%
2. IWP - iShares Rus Mid Cap Growth ETF, 12.28%
3. VOO - Vanguard S&P 500 ETF, 11.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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