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Home > Institutional Investor > Sequent Asset Management, Llc > Profile

Instuitional Investor - Sequent Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Sequent Asset Management, Llc
Portfolio Value $179,543,621
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Tr 500 Index Ins Prem
 205,216 $40,111,466 22.34%
2.
Sector Spdr Trust
 XLB 70,388 $14,533,715 8.09%
3.
Schlumberger Limited
 SLB 253,729 $10,605,872 5.91%
4.
Spdr Series Trust
 123,235 $9,904,397 5.52%
5.
Dfa Us Small Cap Value
 216,306 $9,595,316 5.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)