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Sapient Capital LLC

All holdings · as of Dec 31, 2025

417 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$22.17M45,0850.3%
URANIUM ENERGY CORP$21.90M1,861,6330.3%
KEYCORP /NEW$21.58M1,041,0110.3%
GILEAD SCIENCES, INC.$21.35M173,3460.3%
COCA COLA CO$21.16M301,9630.3%
TJX Cos Inc/The$20.73M133,5050.3%
Simon Property Group Inc$20.56M110,0460.3%
Expedia Group Inc$19.99M70,1600.3%
WASTE MANAGEMENT INC$19.72M88,8220.3%
KINDER MORGAN, INC.$19.71M714,7720.3%
Marriott International Inc/MD$19.19M61,1730.3%
Uber Technologies, Inc$19.14M233,1480.3%
EXXON MOBIL CORP$18.93M156,5040.3%
Palantir Technologies Inc$18.24M100,9480.3%
BERKSHIRE HATHAWAY INC DEL$18.13M240.3%
SHELL PLC$17.16M232,4600.2%
Union Pacific Corp$17.14M73,5730.2%
MARTIN MARIETTA MATERIALS INC$16.96M26,8810.2%
VANGUARD INDEX FDS$16.76M26,5290.2%
Argan, Inc.$16.16M51,2630.2%
VERTEX PHARMACEUTICALS INC / MA$15.57M34,3240.2%
QUALCOMM INC/DE$14.33M82,6290.2%
ISHARES TR$14.12M116,0920.2%
Texas Pacific Land Corp$13.92M47,6340.2%
EOG RESOURCES INC$13.78M130,4350.2%
DEERE & CO$13.41M28,4350.2%
PROCTER & GAMBLE Co$13.10M90,9410.2%
ISHARES GOLD TR$13.05M159,6860.2%
FIFTH THIRD BANCORP$12.74M266,1790.2%
ISHARES TR$12.39M17,9570.2%
ISHARES TR$12.30M25,7980.2%
JOHNSON & JOHNSON$12.29M59,3970.2%
BOSTON SCIENTIFIC CORP$11.95M124,5720.2%
PFIZER INC$11.86M474,7770.2%
SPROTT ASSET MANAGEMENT LP$11.21M237,7890.2%
Howmet Aerospace Inc.$10.90M52,4850.2%
RTX Corp$10.72M58,2830.2%
United Rentals Inc$10.70M13,0980.2%
GENUINE PARTS CO$10.32M82,4920.1%
INTUIT INC.$10.20M15,2420.1%
ISHARES TR$9.94M96,2240.1%
ISHARES BITCOIN TRUST ETF$9.33M187,2130.1%
HORTON D R INC /DE$9.32M64,0800.1%
ISHARES TR$9.24M74,4050.1%
Churchill Downs Inc$8.90M77,3750.1%
Tesla Inc$8.75M19,2630.1%
Kimball Electronics, Inc.$8.47M296,5140.1%
PURE CYCLE CORPPCYOCommon Stock$7.62M692,5840.1%
VANGUARD INDEX FDS$7.37M25,1590.1%
INVESCO QQQ TR$7.30M11,7830.1%
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