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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $468M AUM 269 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 128 Added 85 Reduced 2 Exited
Page 12 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FBT FIRST TR EXCHANGE-TRADED FD 1,194.0 $296K 0.06% +44.0 +3.8% $247.89 +9.9%
222 ETN EATON CORP PLC Industrials 686.0 $292K 0.06% +82.0 +13.6% $425.83 -3.9%
223 VTIP VANGUARD MALVERN FDS 5,784.0 $291K 0.06% +843.0 +17.1% $50.23 -0.8%
224 LOW LOWES COS INC Consumer Cyclical 1,307.0 $288K 0.06% -30.0 -2.2% $220.49 -2.7%
225 JBND J P MORGAN EXCHANGE TRADED F 5,374.0 $288K 0.06% +669.0 +14.2% $53.50 -1.0%
226 POCT INNOVATOR ETFS TRUST 6,187.0 $287K 0.06% +71.0 +1.2% $46.41 +2.0%
227 CAT CATERPILLAR INC Industrials 266.0 $284K 0.06% -19.0 -6.7% $1066.42 -23.9%
228 SUB ISHARES TR 2,663.0 $284K 0.06% +45.0 +1.7% $106.47 -0.1%
229 PJAN INNOVATOR ETFS TRUST 5,696.0 $282K 0.06% $49.49 +2.0%
230 PJUL INNOVATOR ETFS TRUST 5,743.0 $280K 0.06% +68.0 +1.2% $48.81 +1.6%
231 EME EMCOR GROUP INC Industrials 337.0 $280K 0.06% $829.58 -10.8%
232 GNOV FIRST TR EXCHNG TRADED FD VI 6,580.0 $275K 0.06% -403.0 -5.8% $41.80 +1.8%
233 GYLD ARROW ETF TR 19,131.0 $273K 0.06% +3K +17.6% $14.25 +1.6%
234 AIVL WISDOMTREE TR 2,077.0 $272K 0.06% +291.0 +16.3% $131.14 +2.2%
235 QUAL ISHARES TR 1,241.0 $272K 0.06% -876.0 -41.4% $219.40 +2.1%
236 KO COCA COLA CO Consumer Defensive 3,178.0 $258K 0.06% $81.27 +12.8%
237 DWX SPDR INDEX SHS FDS 5,545.0 $255K 0.05% +921.0 +19.9% $45.96 +5.3%
238 CNQ CANADIAN NAT RES LTD MED TER Energy 6,338.0 $250K 0.05% -42.0 -0.7% $39.50 +25.5%
239 DIV GLOBAL X FDS 13,118.0 $250K 0.05% +1K +12.5% $19.05 +4.5%
240 HNDL STRATEGY SHS 10,901.0 $249K 0.05% +736.0 +7.2% $22.84 -0.8%
Page 12 of 14  ·  269 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
Technology 23.1%
Financial Services 22.0%
Consumer Cyclical 16.8%
Communication Services 12.5%
Consumer Defensive 7.0%
Industrials 5.8%
Real Estate 5.0%
Healthcare 2.8%
Energy 2.7%
Utilities 2.0%