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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $393M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 12 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INTC INTEL CORP Technology 5,629.0 $208K 0.05% NEW $36.90 +257.5%
222 IUSB ISHARES TR 4,392.0 $204K 0.05% NEW $46.54 -0.7%
223 CSCO CISCO SYS INC Technology 2,627.0 $202K 0.05% NEW $77.04 +55.4%
224 GYLD ARROW ETF TR 14,955.0 $202K 0.05% NEW $13.49 +3.2%
225 SIXJ AIM ETF PRODUCTS TRUST 5,846.0 $200K 0.05% NEW $34.28 +5.7%
226 JASPER THERAPEUTICS INC 12,500.0 $23K 0.01% NEW $1.83
Page 12 of 12  ·  226 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.7%
Technology 20.7%
Consumer Cyclical 17.1%
Communication Services 14.2%
Consumer Defensive 7.7%
Industrials 4.8%
Healthcare 3.5%
Real Estate 3.5%
Energy 2.7%
Utilities 1.1%