Fund Holdings — Sepio Capital, LP

Total Portfolio Value
$1.84B
Total Bought
$143.41M
Total Sold
$120.06M
Net Transaction
+$23.35M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)20,88528,674+7,78914,24218,6481.01%+4,406
CAMBRIA ETF TR373,463435,785+62,32214,31518,0460.98%+3,731
MERITAGE HOMES CORP(MTH)047,096+47,09602,9120.16%+2,912
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 FDS170,915211,095+40,1808,45410,5440.57%+2,091
VANECK ETF TRUST
GOLD MINERS ETF
2,50423,015+20,5112152,1120.11%+1,897
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)1,2534,703+3,4504011,5690.09%+1,168
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)125,915136,728+10,81328,77029,7371.61%+967
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 FDS181,516180,365-1,15134,66835,3881.92%+720
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 I12,80413,008+2043,1633,7790.21%+616
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)90,70494,578+3,8748,5049,0940.49%+589
SPROTT ASSET MANAGEMENT LP(CEF)011,465+11,46505470.03%+547
ISHARES TR07,619+7,61905220.03%+522
GODADDY INC(GDDY)3,37711,250+7,8734199300.05%+511
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)11,52511,719+1943,5023,9600.22%+458
EXXON MOBIL CORP8,5878,785+1981,0331,4910.08%+457
LENNOX INTL INC(LII)6611,657+9963217690.04%+448
INSIGHT ENTERPRISES INC(NSIT)06,598+6,59804420.02%+442
TYLER TECHNOLOGIES INC(TYL)1,1992,815+1,6165449640.05%+420
APTARGROUP INC4,5437,601+3,0585549580.05%+404
INVESCO EXCH TRADED FD TR II
ESG S&P 500 EQL
8,65122,121+13,4702586510.04%+393
DOMINION ENERGY INC(D)53,90357,325+3,4223,1583,5440.19%+386
SPROUTS FMRS MKT INC(SFM)04,894+4,89403770.02%+377
POOL CORP(POOL)9752,949+1,9742235970.03%+374
AGILENT TECHNOLOGIES INC(A)03,273+3,27303730.02%+373
CDW CORP(CDW)03,039+3,03903680.02%+368
VANGUARD INDEX FDS68,96268,357-60512,23212,5970.68%+365
VANGUARD INDEX FDS6,9948,444+1,4502,3452,7090.15%+364
NORTHROP GRUMMAN CORP(NOC)4,8054,516-2892,7403,0810.17%+341
DOLBY LABORATORIES INC(DLB)7,65413,857+6,2034928320.05%+341
ISHARES TR9,53312,535+3,0021,0481,3830.08%+336
CROWN CASTLE INC(CCI)9,66714,678+5,0118591,1930.06%+334
PARSONS CORP DEL(PSN)06,098+6,09803300.02%+330
IDEX CORP(IEX)2,6804,209+1,5294777980.04%+321
CASEYS GEN STORES INC(CASY)2,0672,006-611,1421,4600.08%+318
TEXAS INSTRS INC(TXN)21,04220,418-6243,6513,9640.22%+313
CUMMINS INC(CMI)6,1336,382+2493,1313,4330.19%+303
CITIGROUP INC(C)02,651+2,65103010.02%+301
TRANSUNION(TRU)9,16315,624+6,4617861,0810.06%+295
SKEENA RES LTD NEW(SKE)09,901+9,90102940.02%+294
CLOUDFLARE INC(NET)29,92430,016+925,9006,1940.34%+294
BURLINGTON STORES INC(BURL)4,1504,575+4251,1991,4890.08%+290
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
68,59574,200+5,60517,34917,6310.96%+282
AFFILIATED MANAGERS GROUP2,6483,775+1,1277631,0450.06%+281
MORNINGSTAR INC(MORN)2,8475,246+2,3996198870.05%+268
PERPETUA RESOURCES CORP(PPTA)09,058+9,05802550.01%+255
FASTENAL CO(FAST)64,63861,147-3,4912,5942,8370.15%+243
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 FDS3,7486,408+2,6602844870.03%+203
PALO ALTO NETWORKS INC(PANW)01,268+1,26802030.01%+203
ISHARES TR71,37272,617+1,2456,8547,0530.38%+199
NEXTERA ENERGY INC(NEE)12,98013,212+2321,0421,2270.07%+185
SERVICE CORP INTL(SCI)4,4916,464+1,9733505330.03%+183
MITSUBISHI UFJ FINANCIAL GRO(MUFG)010,554+10,55401790.01%+179
VANGUARD INDEX FDS10,97311,702+7293,1853,3610.18%+176
ALTRIA GROUP INC(MO)37,67335,493-2,1802,1722,3420.13%+170
CONOCOPHILLIPS(COP)3,7953,977+1823555250.03%+170
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Sepio Capital, LP — 13F Holdings — Q1 2026 | TickerTrail