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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 $172,520,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Tr 500 Index Ins Prem
 288,430 $47,732,303 27.66%
2.
Schlumberger Limited
 SLB 277,774 $14,455,359 8.37%
3.
Sector Spdr Trust
 XLB 70,886 $13,644,137 7.9%
4.
Dfa Us Small Cap Value
 212,255 $9,538,721 5.52%
5.
Vanguard S&P 500 Etf
 19,579 $8,552,361 4.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)