Fund HoldingsSepio Capital, LP

Total Portfolio Value
$1.26B
Total Bought
$124.51M
Total Sold
$95.33M
Net Transaction
+$29.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EA SERIES TRUST
BUSHIDO CAP U S
07,496,219+7,496,2190231,55118.33%+231,551
ABBVIE INC(ABBV)0229,167+229,167048,0153.80%+48,015
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
232,166515,368+283,2027,91517,6671.40%+9,752
UPSTART HLDGS INC(UPST)0180,300+180,30008,2990.66%+8,299
ABBOTT LABS0240,652+240,652031,9232.53%+31,923
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
16,60536,350+19,7453,4957,0160.56%+3,522
ISHARES TR019,693+19,69307,1110.56%+7,111
VANGUARD TAX-MANAGED FDS0952,706+952,706048,4263.83%+48,426
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
68,10983,908+15,79911,93514,5351.15%+2,601
ISHARES TR64,50089,698+25,1986,4719,0300.71%+2,559
CORNING INC(GLW)041,687+41,68701,9080.15%+1,908
INVESCO EXCH TRADED FD TR II087,199+87,19901,8960.15%+1,896
ISHARES INC022,000+22,00001,6360.13%+1,636
PACER FDS TR
DEVELOPED MRKT
0768,454+768,454024,1371.91%+24,137
ISHARES BITCOIN TRUST ETF(IBIT)11,74440,372+28,6286231,8900.15%+1,267
VERTEX PHARMACEUTICALS INC(VRTX)08,360+8,36004,0530.32%+4,053
ISHARES INC
MSCI SINGPOR ETF
62,091105,084+42,9931,3572,4970.20%+1,140
SPDR GOLD TR(GLD)017,839+17,83905,1400.41%+5,140
ISHARES TR
MSCI POLAND ETF
0136,291+136,29103,8180.30%+3,818
LKQ CORP(LKQ)040,705+40,70501,7320.14%+1,732
VANGUARD INTL EQUITY INDEX F0631,910+631,910028,6002.26%+28,600
GLOBAL X FDS
MSCI GREECE ETF
078,237+78,23703,6750.29%+3,675
ISHARES GOLD TR(IAU)075,142+75,14204,4300.35%+4,430
VISA INC(V)30,29229,196-1,0969,57410,2320.81%+658
VANGUARD MALVERN FDS0114,217+114,21705,6990.45%+5,699
VANGUARD INDEX FDS120,612125,502+4,89019,51120,1481.60%+637
DOLBY LABORATORIES INC(DLB)018,188+18,18801,4610.12%+1,461
NUSHARES ETF TR
NUVEEN ESG EMRGN
020,726+20,72606060.05%+606
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,68910,387+4,6981,1241,7240.14%+601
BERKLEY W R CORP47,90147,220-6812,8033,3600.27%+557
RTX CORPORATION(RTX)028,759+28,75903,8090.30%+3,809
PHILIP MORRIS INTL INC(PM)029,924+29,92404,7500.38%+4,750
CROWN CASTLE INC(CCI)015,042+15,04201,5680.12%+1,568
ALIBABA GROUP HLDG LTD(BABA)010,129+10,12901,3390.11%+1,339
TE CONNECTIVITY PLC(TEL)014,577+14,57702,0600.16%+2,060
ISHARES TR070,473+70,47305,7600.46%+5,760
PROSHARES TR
ULTRAPRO QQQ
2,53610,496+7,9602016010.05%+401
INVESCO QQQ TR08,863+8,86304,1560.33%+4,156
PACER FDS TR
US SM CAP CA ETF
010,089+10,08903780.03%+378
INTERCONTINENTAL EXCHANGE IN(ICE)017,543+17,54303,0260.24%+3,026
REGENERON PHARMACEUTICALS(REGN)03,389+3,38902,1500.17%+2,150
COSTCO WHSL CORP NEW(COST)5,2395,399+1604,8005,1060.40%+306
ISHARES INC
MSCI ITALY ETF
053,126+53,12602,2480.18%+2,248
MONSTER BEVERAGE CORP NEW(MNST)067,462+67,46203,9480.31%+3,948
TELEFLEX INCORPORATED(TFX)06,687+6,68709240.07%+924
COMCAST CORP NEW(CCZ)046,086+46,08601,7010.13%+1,701
VANGUARD INTL EQUITY INDEX F6,39810,095+3,6973676120.05%+245
HENRY JACK & ASSOC INC(JKHY)04,429+4,42908090.06%+809
NVIDIA CORPORATION(NVDA)0196,471+196,471021,2931.69%+21,293
INSIGHT ENTERPRISES INC(NSIT)01,539+1,53902310.02%+231
KIMBERLY-CLARK CORP(KMB)01,459+1,45902070.02%+207
CVS HEALTH CORP(CVS)03,026+3,02602050.02%+205
OPENDOOR TECHNOLOGIES INC(OPEN)0194,560+194,56001980.02%+198
SIMPSON MFG INC(SSD)03,274+3,27405140.04%+514
NOVO-NORDISK A S(NVO)027,359+27,35901,9000.15%+1,900
CHEVRON CORP NEW(CVX)024,893+24,89304,1640.33%+4,164
PALANTIR TECHNOLOGIES INC(PLTR)12,92213,626+7049771,1500.09%+173
SELECT SECTOR SPDR TR
ST STR CARE ETF
038,726+38,72605,6540.45%+5,654
YUM BRANDS INC(YUM)09,129+9,12901,4370.11%+1,437
MARKEL GROUP INC(MKL)1,1291,125-41,9492,1030.17%+154
NU HLDGS LTD(NU)014,696+14,69601500.01%+150
CASEYS GEN STORES INC(CASY)3,8323,819-131,5181,6580.13%+139
NOVARTIS AG(NVS)013,179+13,17901,4690.12%+1,469
ISHARES INC027,311+27,31101,1490.09%+1,149
ISHARES TR
CORE MSCI EAFE
014,859+14,85901,1240.09%+1,124
UBER TECHNOLOGIES INC(UBER)09,401+9,40106850.05%+685
CME GROUP INC(CME)03,989+3,98901,0580.08%+1,058
ISHARES TR033,641+33,64106,3300.50%+6,330
VANGUARD INDEX FDS127,795136,478+8,68325,32625,4242.01%+98
BERKSHIRE HATHAWAY INC DEL09,284+9,28404,9440.39%+4,944
VANGUARD WORLD FD
COMM SRVC ETF
02,226+2,22603300.03%+330
EXPEDITORS INTL WASH INC(EXPD)012,887+12,88701,5500.12%+1,550
ISHARES INC
CORE MSCI EMKT
042,582+42,58202,2980.18%+2,298
ISHARES TR057,355+57,35506,0810.48%+6,081
CHECK POINT SOFTWARE TECH LT
ORD
01,473+1,47303360.03%+336
INTERNATIONAL BUSINESS MACHS(IBM)02,056+2,05605110.04%+511
EXXON MOBIL CORP05,026+5,02605980.05%+598
CACI INTL INC(CACI)04,864+4,86401,7850.14%+1,785
DEERE & CO(DE)01,573+1,57307390.06%+739
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
0111,083+111,08304,2710.34%+4,271
SHELL PLC(SHEL)03,993+3,99302930.02%+293
COCA COLA CO(KO)04,512+4,51203230.03%+323
VANGUARD WORLD FD
INF TECH ETF
766956+1904765190.04%+42
MASTERCARD INCORPORATED(MA)4,8744,759-1152,5662,6080.21%+42
SCHWAB STRATEGIC TR11,61012,829+1,2193173590.03%+42
BROADRIDGE FINL SOLUTIONS IN(BR)02,903+2,90307040.06%+704
ZSCALER INC(ZS)8,7648,164-6001,5811,6200.13%+39
YUM CHINA HLDGS INC(YUMC)12,65412,445-2096106480.05%+38
PROSHARES TR
SHOR S&P 500 NEW
7,0007,500+5002973340.03%+38
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
017,805+17,80501,0450.08%+1,045
INTEL CORP(INTC)011,935+11,93502710.02%+271
BANK NEW YORK MELLON CORP04,169+4,16903500.03%+350
HASBRO INC(HAS)04,112+4,11202530.02%+253
KINSALE CAP GROUP INC(KNSL)01,099+1,09905350.04%+535
ISHARES TR09,881+9,88109770.08%+977
LEGG MASON ETF INVT
FRANKLIN US LOW
7,5697,56902903100.02%+20
PINTEREST INC(PINS)08,798+8,79802730.02%+273
VANGUARD STAR FDS05,204+5,20403230.03%+323
CONOCOPHILLIPS(COP)02,729+2,72902870.02%+287
S&P GLOBAL INC(SPGI)01,554+1,55407890.06%+789
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