Fund HoldingsSepio Capital, LP

Total Portfolio Value
$1.99B
Total Bought
$141.26M
Total Sold
$201.65M
Net Transaction
-$60.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EA SERIES TRUST
BUSHIDO CAP U S
13,567,02313,553,115-13,908480,064556,03427.97%+75,970
VANGUARD INDEX FDS189,906197,490+7,584113,478135,6386.82%+22,160
EA SERIES TRUST
BUSHIDO CAP SMID
4,840,3434,870,406+30,063140,677156,6177.88%+15,939
VANGUARD TAX-MANAGED FDS1,055,1021,076,537+21,43567,61176,7033.86%+9,092
ISHARES TR135,467156,594+21,12718,74524,5811.24%+5,836
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
134,237147,612+13,37525,76331,4071.58%+5,645
CORNING INC(GLW)32,84335,774+2,9314,4669,1380.46%+4,672
SELECT SECTOR SPDR TR
ST STR TECHN ETF
78,33378,412+7910,41014,9390.75%+4,529
CAMBRIA ETF TR435,785486,941+51,15618,04622,1121.11%+4,066
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
542,434545,660+3,22621,41524,9641.26%+3,549
CROWDSTRIKE HLDGS INC(CRWD)8,8678,947+803,4626,8280.34%+3,366
VANGUARD INTL EQUITY INDEX F657,435649,410-8,02535,53438,7631.95%+3,229
ABBVIE INC(ABBV)136,728130,177-6,55129,73732,7581.65%+3,021
ISHARES TR80,733108,902+28,1698,61311,5540.58%+2,941
NVIDIA CORPORATION(NVDA)153,675148,539-5,13626,80129,7211.49%+2,920
INVESCO QQQ TR22,52321,389-1,13413,00015,7510.79%+2,751
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
74,20067,099-7,10117,63120,3291.02%+2,698
ISHARES INC
MSCI EMRG CHN
024,511+24,51102,5070.13%+2,507
REPUBLIC SVCS INC(RSG)1,40512,825+11,4203082,7330.14%+2,425
FIDELITY WISE ORIGIN BITCOIN(FBTC)44,15695,806+51,6502,6074,8910.25%+2,284
INVESCO EXCH TRADED FD TR II24,07587,307+63,2322622,4340.12%+2,172
ISHARES TR20,84820,923+7513,61815,6690.79%+2,051
MONSTER BEVERAGE CORP NEW(MNST)57,66260,557+2,8954,1785,8210.29%+1,643
PACER FDS TR
DEVELOPED MRKT
614,567664,973+50,40626,08227,6831.39%+1,601
TESLA INC(TSLA)52,94650,466-2,48019,68321,2261.07%+1,543
UNITEDHEALTH GROUP INC(UNH)13,45312,397-1,0563,6405,1520.26%+1,512
INTEL CORP(INTC)15,30415,404+1006752,1510.11%+1,476
ISHARES TR26,73726,73709,53310,9490.55%+1,415
CUMMINS INC(CMI)6,3826,785+4033,4334,8390.24%+1,406
INTUITIVE SURGICAL INC24,0754,102-19,9732621,6310.08%+1,369
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
21,87345,210+23,3371,2802,6310.13%+1,351
ISHARES TR19,70077,965+58,2658,4009,6810.49%+1,281
VANGUARD INDEX FDS52,84852,223-62511,48112,6900.64%+1,209
META PLATFORMS INC(META)32,75235,394+2,64218,73919,9371.00%+1,199
MICRON TECHNOLOGY INC(MU)0943+94301,0890.05%+1,089
MARVELL TECHNOLOGY INC(MRVL)5,3205,353+335271,5950.08%+1,068
ISHARES TR34,40834,717+3097,3528,4160.42%+1,064
MERITAGE HOMES CORP(MTH)47,09647,395+2992,9123,9740.20%+1,062
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
266,503290,404+23,90110,32411,3680.57%+1,044
DOMINION ENERGY INC(D)57,32567,109+9,7843,5444,5830.23%+1,039
TEXAS INSTRS INC(TXN)20,41816,586-3,8323,9644,9440.25%+980
BOEING CO(BA)34,73736,461+1,7246,9147,8930.40%+979
CLOUDFLARE INC(NET)30,01629,156-8606,1947,1510.36%+958
SPACE EXPLORATION TECHN CORP05,242+5,24208960.05%+896
CISCO SYS INC(CSCO)54,83743,527-11,3104,2555,1130.26%+858
APPLE INC(AAPL)73,31167,146-6,16518,60619,4290.98%+824
VANGUARD SPECIALIZED FUNDS5,8888,748+2,8601,2662,0700.10%+804
VANGUARD INDEX FDS68,35767,727-63012,59713,3830.67%+786
MERCADOLIBRE INC(MELI)0455+45507720.04%+772
ISHARES TR72,61774,988+2,3717,0537,7900.39%+736
CAMBRIA ETF TR228,933230,805+1,8727,5948,3140.42%+720
EVEREST GROUP LTD(EG)9,75910,906+1,1473,1903,8960.20%+706
ROBINHOOD MKTS INC(HOOD)06,793+6,79306810.03%+681
ADVANCED MICRO DEVICES INC(AMD)1,6231,732+1093301,0060.05%+676
VICTORY PORTFOLIOS II
SHARES INTERNATN
288,128290,146+2,0188,9739,6100.48%+637
LENNAR CORP(LEN)28,65334,397+5,7442,4883,1130.16%+624
HEALTHEQUITY INC(HQY)06,606+6,60605970.03%+597
VERTEX PHARMACEUTICALS INC(VRTX)8,2948,623+3293,7044,2830.22%+579
MATSON INC(MATX)20,40620,40603,3453,9230.20%+577
VANGUARD INDEX FDS8,4448,681+2372,7093,2120.16%+503
STATE STR SPDR S&P MIDCAP 40(MDY)5,8105,81003,5834,0860.21%+503
VANGUARD INDEX FDS11,70247,916+36,2143,3613,8610.19%+500
ISHARES INC63,88264,776+8942,2652,7420.14%+477
ARAMARK(ARMK)27,62327,805+1821,1201,5820.08%+462
UPBOUND GROUP INC(UPBD)144,609144,60902,6103,0690.15%+458
HOULIHAN LOKEY INC(HLI)03,406+3,40604570.02%+457
AMERIS BANCORP(ABCB)04,894+4,89404420.02%+442
NOVO-NORDISK A S(NVO)35,42636,095+6691,3021,7300.09%+428
INSIGHT ENTERPRISES INC(NSIT)6,5986,975+3774428500.04%+407
GLOBAL X FDS
MSCI GREECE ETF
34,78334,729-542,2222,6220.13%+400
SNOWFLAKE INC(SNOW)3,7833,756-275719560.05%+385
SYSCO CORP(SYY)28,25328,615+3622,0152,3920.12%+376
EXPEDITORS INTL WASH INC(EXPD)12,29313,069+7761,7612,1300.11%+369
SPDR INDEX SHS FDS
ST MARKE CAP ETF
43,86643,898+322,9003,2620.16%+361
DEERE & CO(DE)2,6192,878+2591,4751,8250.09%+350
PHILIP MORRIS INTL INC(PM)24,03023,892-1383,9734,3220.22%+349
SEI INVTS CO(SEIC)29,59930,232+6332,3232,6520.13%+329
CERUS CORP(CERS)295,500295,50005388630.04%+325
LAM RESEARCH CORP(LRCX)1,7561,610-1463756980.04%+323
HONEYWELL INTL INC01,422+1,42203180.02%+318
HONEYWELL AEROSPACE INC01,422+1,42203140.02%+314
BANK OF AMER CORP23,00024,985+1,9851,1211,4240.07%+302
KLA CORP(KLAC)1881,910+1,7222775760.03%+300
APPLIED MATLS INC903838-653096060.03%+297
NORFOLK SOUTHN CORP(NSC)15,00114,630-3714,3054,6020.23%+297
ISHARES TR04,326+4,32602960.01%+296
GLOBAL X FDS
ARTIFICIAL ETF
04,447+4,44702920.01%+292
VISA INC(V)30,45227,662-2,7909,2049,4910.48%+287
BIO-TECHNE CORP(TECH)14,73714,865+1287701,0500.05%+280
ANGEL STUDIOS INC.1,063,835959,485-104,3503,2453,5210.18%+277
PROGRESSIVE CORP(PGR)14,97114,837-1342,9683,2410.16%+273
ELI LILLY & CO(LLY)781826+457189900.05%+272
OREILLY AUTOMOTIVE INC(ORLY)02,948+2,94802710.01%+271
ISHARES TR
MSCI USA MMENTM
0774+77402650.01%+265
WESTERN DIGITAL CORP(WDC)0403+40302570.01%+257
QNITY ELECTRONICS INC(Q)01,553+1,55302540.01%+254
DEVON ENERGY CORP NEW(DVN)06,133+6,13302530.01%+253
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)12,10612,157+516979470.05%+250
SANDISK CORP(SNDK)0108+10802460.01%+246
CATERPILLAR INC(CAT)973876-976899330.05%+244
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Sepio Capital, LP — 13F Holdings — Q2 2026 | TickerTrail