StockDriftsStockDriftsTop 50 Sequent Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FXAIX | Fidelity Tr 500 Index Ins Prem | 23.09% | 218.7K | $52.0M | +1.92%(+4.12K) | $117.14(+108.34%) | 2025-12-31 | |
| XLK | Select Sector SPDR Tr Technolo | 8.98% | 140.4K | $20.2M | +100.24%(+70.28K) | $45.75(+228.54%) | 2025-12-31 | |
| SPY | State Street Spdr S&P 500 Etf | 6.03% | 19.9K | $13.6M | -0.51%(-103) | $536.56(+30.45%) | 2025-12-31 | |
| SPYG | SPDR S&P 500 Growth | 5.89% | 124.2K | $13.3M | +3.69%(+4.42K) | $58.28(+87.65%) | 2025-12-31 | |
| DFSVX | DFA US Small Cap Value | 5.03% | 219.4K | $11.3M | +0.43%(+937) | $30.91(+84.38%) | 2025-12-31 | |
| SLB | Slb Limited Com Stk | 4.32% | 253.7K | $9.7M | +104.49%(+129.65K) | $32.65(+60.55%) | 2025-12-31 | |
| IWP | iShares Rus Mid Cap Growth ETF | 4.09% | 67.2K | $9.2M | +0.00%(+0) | $77.03(+75.61%) | 2025-12-31 | |
| VOO | Vanguard S&P 500 ETF | 3.76% | 13.5K | $8.5M | +1.39%(+185) | $349.90(+83.90%) | 2025-12-31 | |
| IWO | iShares Rus 2000 Growth ETF | 3.68% | 25.6K | $8.3M | +0.00%(+0) | $186.19(+86.89%) | 2025-12-31 | |
| USMV | iShares Min Vol USA ETF | 2.5% | 59.9K | $5.6M | +5.11%(+2.91K) | $72.55(+29.48%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.11% | +52.54% |
| Top 20 Holdings Unweighted | +15.50% | +54.07% |
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