Sequent Planning LLC

CIK

2009724

Location

OMAHA, NE

Portfolio Value

Micro $654,291

Diversification

Diversified

Filing Date

Global Rank

#6,307 / 8,232 ▲ 223

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+0.7%

Period ended 3 months ago

Filed Apr 21, 2026 · 55d

9 quarters · since Mar 2024

Clone Performance

May 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.1%

SPY

+43.4%

Annualised alpha

+0.7%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.3%

−0.1 pts

Top 5

45.5%

−1.1 pts

Top 10

64.2%

−2.6 pts

HHI

576

Diversified−34

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.8%	$11,383,621	8
Unclassified	19.7%	$11,285,927	3
Consumer Cyclical	15.7%	$9,021,686	6
Communication Services	13.0%	$7,490,909	3
Consumer Defensive	8.7%	$5,017,421	5
Industrials	6.1%	$3,492,241	7
Financial Services	4.4%	$2,543,853	6
Energy	4.3%	$2,468,036	6
Healthcare	3.7%	$2,109,449	4
Real Estate	3.4%	$1,955,209	1
Utilities	1.1%	$654,291	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JSPR	Jasper Therapeutics, Inc.	+2,400	14,900	$13,052
AVGO	Broadcom Inc.	+1,768	2,640	$817,106
NFLX	Netflix Inc	+1,061	12,770	$1,227,835
CSCO	Cisco Systems, Inc.	+557	3,184	$247,046
NVDA	Nvidia Corp	+490	24,813	$4,327,387
MLI	Mueller Industries Inc	+279	13,434	$1,488,487
PSIX	Power Solutions International, Inc.	+260	6,423	$391,032
PEP	Pepsico Inc	+234	21,984	$3,413,895
TSLA	Tesla, Inc.	+205	5,000	$1,858,750
GOOGL	Alphabet Inc.	+192	16,434	$4,725,761
SU	Suncor Energy Inc	+116	6,112	$404,064
PG	PROCTER & GAMBLE Co	+104	3,365	$486,040
BAC	Bank Of America Corp /De/	+101	8,333	$406,233
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+80	4,401	$1,487,317
CVX	Chevron Corp	+76	2,453	$507,525
META	Meta Platforms, Inc.	+72	2,687	$1,537,313
TLN	Talen Energy Corp	+71	957	$305,503
QQQ	Invesco Qqq Trust, Series 1	+69	4,847	$2,797,591
D	Dominion Energy, Inc	+60	5,642	$348,788
UNP	Union Pacific Corp	+57	1,218	$295,511
JNJ	Johnson & Johnson	+57	1,788	$437,058
AMZN	Amazon Com Inc	+34	26,118	$5,439,595
MSFT	Microsoft Corp	+25	3,733	$1,381,844
KO	Coca Cola Co	+23	3,189	$242,523
RTX	RTX Corp	+8	3,372	$650,458
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−2,029	19,062	$8,202,187
SPY	Spdr S&P 500 ETF Trust	−859	440	$286,149
FSK	FS KKR Capital Corp	−712	33,637	$342,424
SMA	SmartStop Self Storage REIT, Inc.	−478	64,571	$1,955,209
AAPL	Apple Inc.	−257	10,316	$2,618,097
DSL	DoubleLine Income Solutions Fund	−139	37,540	$406,558
ABBV	AbbVie Inc.	−131	1,327	$288,609
CNQ	Canadian Natural Resources Ltd	−72	6,380	$310,897
BRK-B	Berkshire Hathaway Inc	−53	1,777	$851,538
JPM	Jpmorgan Chase & Co	−29	783	$230,327
LOW	Lowes Companies Inc	−17	1,337	$315,906
WMT	Walmart Inc.	−8	5,296	$658,186
GRMN	Garmin Ltd	−5	1,269	$294,420
V	Visa Inc.	−4	1,015	$306,773
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	337	$248,810
MPC	Marathon Petroleum Corp	904	$220,738
MO	Altria Group, Inc.	3,285	$216,777
ETN	Eaton Corp plc	604	$216,032
ON	On Semiconductor Corp	3,398	$210,404
CAT	Caterpillar Inc	285	$201,911
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,185	$230,968
AMD	Advanced Micro Devices Inc	976	$209,020
INTC	Intel Corp	5,629	$207,710
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $654,291 total · Utilities only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
D	Dominion Energy, Inc Utilities	Added	5,642	+60	$348,788	+6.6%	53.31%
TLN	Talen Energy Corp Utilities	Added	957	+71	$305,503	−8.0%	46.69%