SEQUENT PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 37K | $6.87M |
 | FSK | 35K | $515.99K |
 | VIRC | 30K | $229.65K |
 | AMZN | 27K | $6.00M |
 | CNQ | 27K | $852.54K |
 | SU | 25K | $1.04M |
 | PEP | 22K | $3.05M |
 | TECK | 19K | $842.97K |
 | MLI | 15K | $1.56M |
 | CIVI | 13K | $434.70K |
 | ON | 13K | $619.14K |
 | JSPR | 13K | $29.75K |
 | INSW | 12K | $568.72K |
 | GOOGL | 12K | $2.97M |
 | AAPL | 11K | $2.76M |
 | BAC | 8K | $425.12K |
 | MSFT | 6K | $3.06M |
 | D | 6K | $342.37K |
 | WLK | 5K | $373.37K |
 | LOW | 4K | $1.05M |
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.87M
FS KKR Capital Corp.
FSK
Shares Held
35K
Value
$515.99K
Virco Mfg. Corporation
VIRC
Shares Held
30K
Value
$229.65K
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$6.00M
Canadian Natural Resources Limited
CNQ
Shares Held
27K
Value
$852.54K
Suncor Energy Inc.
SU
Shares Held
25K
Value
$1.04M
PepsiCo, Inc.
PEP
Shares Held
22K
Value
$3.05M
Teck Resources Limited
TECK
Shares Held
19K
Value
$842.97K
Mueller Industries, Inc.
MLI
Shares Held
15K
Value
$1.56M
Civitas Resources, Inc.
CIVI
Shares Held
13K
Value
$434.70K
ON Semiconductor Corporation
ON
Shares Held
13K
Value
$619.14K
Jasper Therapeutics, Inc.
JSPR
Shares Held
13K
Value
$29.75K
International Seaways, Inc.
INSW
Shares Held
12K
Value
$568.72K
Alphabet Inc.
GOOGL
Shares Held
12K
Value
$2.97M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.76M
Bank of America Corporation
BAC
Shares Held
8K
Value
$425.12K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.06M
Dominion Energy, Inc.
D
Shares Held
6K
Value
$342.37K
Westlake Corporation
WLK
Shares Held
5K
Value
$373.37K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$1.05M