Holdings
Sequent Planning LLC
As of Jun 30, 2026, Sequent Planning LLC reported 52 positions worth US$50M. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 24,838 | US$5.92M | −1,280 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,888 | US$5.68M | −1,446 | Jun 30, 2026 |
| Nvidia Corporation | 20,409 | US$4.08M | −4,404 | Jun 30, 2026 |
| Apple Inc | 10,634 | US$3.08M | +318 | Jun 30, 2026 |
| Pepsico, Inc. | 21,598 | US$2.92M | −386 | Jun 30, 2026 |
| Tesla, Inc. | 6,235 | US$2.62M | +1,235 | Jun 30, 2026 |
| Smartstop Self Storage Reit, Inc. | 60,657 | US$1.97M | −3,914 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,535 | US$1.69M | −866 | Jun 30, 2026 |
| Microsoft Corp. | 3,814 | US$1.42M | +81 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,506 | US$1.41M | −181 | Jun 30, 2026 |