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Sepio Capital, LP

All holdings · as of Dec 31, 2025

362 positions

CompanyClassValueShares% of portfolio
Ovid Therapeutics Inc.$16.5K10,1450.0%
Health Catalyst, Inc.$70.4K29,4740.0%
Mizuho Financial Group, Inc.MFGADR$80.0K10,9320.0%
UNITED MICROELECTRONICS CORPUMCADR$103.5K13,1690.0%
GOLUB CAP BDC INC$135.7K10,0000.0%
LEGGETT & PLATT INC$143.2K13,0190.0%
Semler Scientific, Inc.$178.8K11,6940.0%
HCA Healthcare, Inc.$200.3K4290.0%
LINDE PLC$200.8K4710.0%
SPDR SERIES TRUST$200.9K2,1970.0%
Elevance Health Inc$200.9K5730.0%
ARCH CAPITAL GROUP LTD.$201.1K2,0970.0%
FOX CORP$201.2K2,7530.0%
US BANCORP \DE$201.2K3,7710.0%
ISHARES ETHEREUM TR$201.6K8,9860.0%
VANGUARD INTL EQUITY INDEX F$208.5K1,4550.0%
Global X Artificial Intelligence & Technology ETF$210.4K4,1360.0%
ALBEMARLE CORP$210.6K1,4890.0%
FORD MOTOR CO$213.3K16,2560.0%
VANGUARD WORLD FD$213.4K3,2820.0%
MercadoLibre, Inc.$213.5K1060.0%
VANECK ETF TRUST$214.8K2,5040.0%
RENTOKIL INITIAL PLC$216.6K7,3520.0%
Arista Networks, Inc.ANETCommon Stock$217.6K1,6610.0%
POOL CORP$223.0K9750.0%
EVERSOURCE ENERGY$224.4K3,3330.0%
DIMENSIONAL ETF TRUST$227.7K5,9760.0%
AT&T INC.$228.7K9,2060.0%
APPLIED MATERIALS INC /DE$230.5K8970.0%
PINTEREST, INC.$233.9K9,0340.0%
AMERICAN EXPRESS CO$235.7K6370.0%
Blackstone Inc$238.6K1,5480.0%
CELESTICA INCCLSCommon Stock$240.6K8140.0%
ONEOK Inc$241.3K3,2820.0%
Zoom Communications, Inc.$242.6K2,8120.0%
CVS HEALTH Corp$256.2K3,2280.0%
TopBuild Corp$257.4K6170.0%
INVESCO EXCH TRADED FD TR II$257.7K8,6510.0%
ARES CAPITAL CORPARCCCommon Stock$263.0K13,0000.0%
EMERSON ELECTRIC CO$268.8K2,0250.0%
KLA CORP$269.8K2220.0%
O REILLY AUTOMOTIVE INC$270.0K2,9600.0%
INVESCO EXCH TRADED FD TR II$270.6K24,0750.0%
GENUINE PARTS CO$275.6K2,2410.0%
ROSS STORES, INC.$276.5K1,5350.0%
SAP SE$276.9K1,1400.0%
VERIZON COMMUNICATIONS INC$277.3K6,8080.0%
ISHARES TR$278.8K1,9750.0%
J P MORGAN EXCHANGE TRADED F$279.0K6,0000.0%
VANGUARD INDEX FDS$281.7K9320.0%
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