Fund HoldingsSepio Capital, LP

Total Portfolio Value
$1.84B
Total Bought
$146.73M
Total Sold
$118.77M
Net Transaction
+$27.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST
BUSHIDO CAP SMID
4,552,0494,840,343+288,294125,740140,6777.64%+14,937
VICTORY PORTFOLIOS II
SHARES INTERNATN
0288,128+288,12808,9730.49%+8,973
CAMBRIA ETF TR0228,933+228,93307,5940.41%+7,594
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
0188,797+188,79707,4460.40%+7,446
ISHARES TR10,24020,848+10,6087,01413,6180.74%+6,604
EA SERIES TRUST
BUSHIDO CAP U S
13,121,22113,567,023+445,802474,198480,06426.07%+5,865
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
141,085266,503+125,4185,51810,3240.56%+4,806
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
111,305134,237+22,93221,32225,7631.40%+4,441
STATE STR SPDR S&P 500 ETF T(SPY)028,674+28,674018,6481.01%+18,648
CAMBRIA ETF TR373,463435,785+62,32214,31518,0460.98%+3,731
MERITAGE HOMES CORP(MTH)047,096+47,09602,9120.16%+2,912
SPDR INDEX SHS FDS
ST MARKE CAP ETF
043,866+43,86602,9000.16%+2,900
VANGUARD TAX-MANAGED FDS1,036,9371,055,102+18,16564,77767,6113.67%+2,833
LENNAR CORP(LEN)028,653+28,65302,4880.14%+2,488
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
078,350+78,35002,3830.13%+2,383
ISHARES INC063,882+63,88202,2650.12%+2,265
ISHARES INC031,486+31,48602,1350.12%+2,135
VANGUARD MALVERN FDS0211,095+211,095010,5440.57%+10,544
VANECK ETF TRUST
GOLD MINERS ETF
023,015+23,01502,1120.11%+2,112
RESTAURANT BRANDS INTL INC(QSR)024,448+24,44801,8070.10%+1,807
CHEVRON CORPORATION(CVX)35,72334,893-8305,4457,2190.39%+1,775
VANECK ETF TRUST
JUNIOR GOLD MINE
013,459+13,45901,6160.09%+1,616
AGNICO EAGLE MINES LTD(AEM)06,928+6,92801,4060.08%+1,406
AMPLIFY ETF TR044,721+44,72101,3290.07%+1,329
ALAMOS GOLD INC028,228+28,22801,2540.07%+1,254
CARLISLE COS INC(CSL)04,703+4,70301,5690.09%+1,569
NEWMONT CORP(NEM)09,898+9,89801,0710.06%+1,071
EVEREST GROUP LTD(EG)6,2999,759+3,4602,1383,1900.17%+1,052
INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
28,57467,404+38,8307301,7190.09%+989
ABBVIE INC(ABBV)0136,728+136,728029,7371.61%+29,737
OKLO INC(OKLO)018,854+18,85409350.05%+935
ISHARES TR23,93230,023+6,0912,8763,7320.20%+856
INVESCO QQQ TR19,77522,523+2,74812,14913,0000.71%+851
MATSON INC(MATX)20,40620,40602,5213,3450.18%+824
NATIXIS ETF TRUST II
NATIXIS LOOMIS
020,262+20,26207980.04%+798
ISHARES INC014,422+14,42207830.04%+783
ISHARES GOLD TR(IAU)74,90877,471+2,5636,0806,8300.37%+750
ISHARES BITCOIN TRUST ETF(IBIT)87,610132,508+44,8984,3505,0910.28%+741
ISHARES TR010,842+10,84207320.04%+732
VANGUARD INDEX FDS0180,365+180,365035,3881.92%+35,388
COEUR MNG INC(CDE)036,661+36,66106880.04%+688
VANGUARD INDEX FDS179,859189,906+10,047112,795113,4786.16%+683
VANGUARD INTL EQUITY INDEX F648,693657,435+8,74234,87435,5341.93%+661
COUPANG INC(CPNG)64,614114,607+49,9931,5242,1640.12%+640
AIR PRODUCTS AND CHEMICALS I013,008+13,00803,7790.21%+3,779
JOHNSON & JOHNSON(JNJ)23,06822,027-1,0414,7745,3840.29%+610
COSTCO WHOLESALE CORPORATION(COST)6,3156,064-2515,4466,0420.33%+596
NETFLIX INC.(NFLX)094,578+94,57809,0940.49%+9,094
SPROTT ASSET MANAGEMENT LP(CEF)011,465+11,46505470.03%+547
ISHARES TR07,619+7,61905220.03%+522
GODADDY INC(GDDY)011,250+11,25009300.05%+930
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
015,837+15,83704670.03%+467
BENTLEY SYS INC(BSY)013,197+13,19704630.03%+463
TAIWAN SEMICONDUCTOR MANUFAC(TSM)011,719+11,71903,9600.22%+3,960
EXXON MOBIL CORP08,785+8,78501,4910.08%+1,491
LENNOX INTL INC(LII)01,657+1,65707690.04%+769
INSIGHT ENTERPRISES INC(NSIT)06,598+6,59804420.02%+442
TYLER TECHNOLOGIES INC(TYL)02,815+2,81509640.05%+964
APTARGROUP INC07,601+7,60109580.05%+958
INVESCO EXCH TRADED FD TR II
ESG S&P 500 EQL
022,121+22,12106510.04%+651
DOMINION ENERGY INC(D)057,325+57,32503,5440.19%+3,544
SPROUTS FMRS MKT INC(SFM)04,894+4,89403770.02%+377
POOL CORP(POOL)02,949+2,94905970.03%+597
AGILENT TECHNOLOGIES INC(A)03,273+3,27303730.02%+373
CDW CORP(CDW)03,039+3,03903680.02%+368
VANGUARD INDEX FDS068,357+68,357012,5970.68%+12,597
VANGUARD INDEX FDS08,444+8,44402,7090.15%+2,709
NORTHROP GRUMMAN CORP(NOC)04,516+4,51603,0810.17%+3,081
DOLBY LABORATORIES INC(DLB)013,857+13,85708320.05%+832
ISHARES TR012,535+12,53501,3830.08%+1,383
CROWN CASTLE INC(CCI)014,678+14,67801,1930.06%+1,193
PARSONS CORP DEL(PSN)06,098+6,09803300.02%+330
IDEX CORP(IEX)04,209+4,20907980.04%+798
CASEYS GEN STORES INC(CASY)02,006+2,00601,4600.08%+1,460
TEXAS INSTRS INC(TXN)020,418+20,41803,9640.22%+3,964
CUMMINS INC(CMI)6,1336,382+2493,1313,4330.19%+303
CITIGROUP INC(C)02,651+2,65103010.02%+301
TRANSUNION(TRU)015,624+15,62401,0810.06%+1,081
SKEENA RES LTD NEW(SKE)09,901+9,90102940.02%+294
CLOUDFLARE INC(NET)030,016+30,01606,1940.34%+6,194
BURLINGTON STORES INC(BURL)04,575+4,57501,4890.08%+1,489
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
68,59574,200+5,60517,34917,6310.96%+282
AFFILIATED MANAGERS GROUP03,775+3,77501,0450.06%+1,045
MORNINGSTAR INC(MORN)05,246+5,24608870.05%+887
PERPETUA RESOURCES CORP(PPTA)09,058+9,05802550.01%+255
FASTENAL CO(FAST)061,147+61,14702,8370.15%+2,837
TOTALENERGIES SE(TTE)02,467+2,46702240.01%+224
TORONTO DOMINION BK ONT(TD)02,348+2,34802190.01%+219
NEWS CORP NEW(NWS)08,754+8,75402180.01%+218
FEDEX CORP(FDX)0606+60602160.01%+216
ZIMMER BIOMET HOLDINGS INC(ZBH)02,344+2,34402120.01%+212
MONOLITHIC PWR SYS INC(MPWR)0193+19302110.01%+211
VANGUARD MALVERN FDS06,408+6,40804870.03%+487
PALO ALTO NETWORKS INC(PANW)01,268+1,26802030.01%+203
ISHARES TR072,617+72,61707,0530.38%+7,053
NEXTERA ENERGY INC(NEE)013,212+13,21201,2270.07%+1,227
SERVICE CORP INTL(SCI)06,464+6,46405330.03%+533
MITSUBISHI UFJ FINANCIAL GRO(MUFG)010,554+10,55401790.01%+179
VANGUARD INDEX FDS011,702+11,70203,3610.18%+3,361
ALTRIA GROUP INC(MO)035,493+35,49302,3420.13%+2,342
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