Sequent Asset Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sequent Asset Management, LLC opened 3 positions, added to 11, reduced 10, sold out of 4 and left 6 unchanged. The largest increase in value was CAT (+$1,245,713); the largest decrease was SLB (-$1,610,172).
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,134.
- QCOM: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,173.
- ABBV: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 835.
Two Form 13F-HR filings compared (SEC CIK 1509550): 2026-03-31 (filed 2026-07-22) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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