Fund HoldingsSepio Capital, LP

Total Portfolio Value
$1.28B
Total Bought
$187.77M
Total Sold
$45.95M
Net Transaction
+$141.82M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EA SERIES TRUST
BUSHIDO CAP U S
07,621,858+7,621,8580233,07618.15%+233,076
ABBVIE INC(ABBV)0205,459+205,459040,5743.16%+40,574
NVIDIA CORPORATION(NVDA)0220,197+220,197026,7412.08%+26,741
VANGUARD INDEX FDS166,196170,038+3,84283,21289,7246.99%+6,512
VANGUARD INTL EQUITY INDEX F539,285614,728+75,44323,61229,4152.29%+5,803
SPDR S&P 500 ETF TR(SPY)038,032+38,032021,8211.70%+21,821
ISHARES TR021,186+21,18607,9530.62%+7,953
ABBOTT LABS0229,697+229,697026,1882.04%+26,188
TESLA INC(TSLA)57,90757,560-34711,45915,0591.17%+3,600
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
50,13063,666+13,5368,23511,4060.89%+3,171
VANGUARD INDEX FDS0124,639+124,639025,0251.95%+25,025
VANGUARD TAX-MANAGED FDS1,161,4271,145,664-15,76357,41360,5034.71%+3,090
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
101,561174,324+72,7633,1405,8050.45%+2,665
META PLATFORMS INC(META)033,327+33,327019,0781.49%+19,078
ISHARES TR113,079124,248+11,16912,71014,8541.16%+2,144
ISHARES TR06,553+6,55303,7800.29%+3,780
TE CONNECTIVITY PLC(TEL)011,994+11,99401,8110.14%+1,811
NIKE INC(NKE)020,179+20,17901,7840.14%+1,784
PACER FDS TR
DEVELOPED MRKT
748,512771,594+23,08222,72524,4061.90%+1,681
VANGUARD INDEX FDS089,171+89,171014,9511.16%+14,951
ISHARES INC028,428+28,42801,4460.11%+1,446
VANGUARD INDEX FDS040,887+40,887010,7870.84%+10,787
ISHARES TR48,04459,042+10,9984,9846,3230.49%+1,339
ORACLE CORP(ORCL)42,59342,253-3406,0147,2000.56%+1,186
ISHARES INC027,311+27,31101,1860.09%+1,186
ISHARES TR
MSCI DENMARK ETF
09,251+9,25101,1750.09%+1,175
COUPANG INC(CPNG)080,702+80,70201,9810.15%+1,981
NCINO INC(NCNO)042,662+42,66201,3480.10%+1,348
VANGUARD MUN BD FDS090,259+90,25904,6140.36%+4,614
STARBUCKS CORP(SBUX)052,388+52,38805,1070.40%+5,107
GRAYSCALE ETHEREUM TR ETH(ETHE)034,870+34,87007630.06%+763
VANGUARD SPECIALIZED FUNDS011,649+11,64902,3070.18%+2,307
NVR INC(NVR)0325+32503,1890.25%+3,189
BLACKROCK INC(BLK)05,393+5,39305,1210.40%+5,121
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
5,4718,717+3,2461,0781,7510.14%+673
PROGRESSIVE CORP(PGR)016,902+16,90204,2890.33%+4,289
LOWES COS INC(LOW)015,532+15,53204,2070.33%+4,207
UNITEDHEALTH GROUP INC(UNH)5,8226,068+2462,9653,5480.28%+583
AMAZON COM INC(AMZN)093,992+93,992017,5131.36%+17,513
SHOPIFY INC(SHOP)042,586+42,58603,4130.27%+3,413
PHILIP MORRIS INTL INC(PM)39,78237,720-2,0624,0314,5790.36%+548
ISHARES TR035,184+35,18406,9370.54%+6,937
ISHARES TR034,373+34,37306,5240.51%+6,524
RTX CORPORATION(RTX)29,54328,794-7492,9663,4890.27%+523
DOUBLELINE ETF TRUST
MORTGAGE ETF
010,123+10,12305100.04%+510
SPDR SER TR
ST STR BLO 1 ETF
05,545+5,54505090.04%+509
BERKSHIRE HATHAWAY INC DEL011,625+11,62505,3510.42%+5,351
ENSIGN GROUP INC(ENSG)03,498+3,49805030.04%+503
AIR PRODS & CHEMS INC018,745+18,74505,5810.43%+5,581
ISHARES TR26,75526,75507,9618,4120.65%+451
AVERY DENNISON CORP05,265+5,26501,1620.09%+1,162
ISHARES GOLD TR(IAU)75,18875,18803,3033,7370.29%+434
TRIMBLE INC(TRMB)027,052+27,05201,6800.13%+1,680
NORTHROP GRUMMAN CORP(NOC)05,931+5,93103,1320.24%+3,132
ISHARES TR071,283+71,28305,9610.46%+5,961
SPDR GOLD TR(GLD)17,21016,896-3143,7024,1070.32%+405
ISHARES TR063,034+63,03406,7860.53%+6,786
CARLISLE COS INC(CSL)6,8897,082+1932,7913,1850.25%+394
MASTERCARD INCORPORATED(MA)05,079+5,07902,5080.20%+2,508
PROSHARES TR
BITCOIN ETF
020,000+20,00003840.03%+384
TRANSUNION(TRU)011,960+11,96001,2520.10%+1,252
IDEX CORP(IEX)05,149+5,14901,1040.09%+1,104
ALIBABA GROUP HLDG LTD(BABA)010,655+10,65501,1310.09%+1,131
MONSTER BEVERAGE CORP NEW(MNST)070,158+70,15803,6600.28%+3,660
CACI INTL INC(CACI)4,6144,61401,9852,3280.18%+343
FIDELITY WISE ORIGIN BITCOIN(FBTC)35,36039,458+4,0981,8552,1910.17%+336
MICROSTRATEGY INC(MSTR)01,976+1,97603330.03%+333
AUTODESK INC012,832+12,83203,5350.28%+3,535
INVESCO QQQ TR07,658+7,65803,7380.29%+3,738
INSIGHT ENTERPRISES INC(NSIT)01,491+1,49103210.03%+321
SALESFORCE INC(CRM)015,807+15,80704,3260.34%+4,326
NORFOLK SOUTHN CORP(NSC)014,378+14,37803,5730.28%+3,573
CROWN CASTLE INC(CCI)019,627+19,62702,3280.18%+2,328
VANGUARD INDEX FDS014,912+14,91201,4530.11%+1,453
VANGUARD INDEX FDS0224,546+224,546039,1993.05%+39,199
ALPHABET INC(GOOG)068,283+68,283011,4160.89%+11,416
CARRIER GLOBAL CORPORATION(CARR)03,493+3,49302810.02%+281
PAYPAL HLDGS INC(PYPL)018,915+18,91501,4760.11%+1,476
NETFLIX INC(NFLX)10,42410,313-1117,0357,3150.57%+280
ADVANCED MICRO DEVICES INC(AMD)01,655+1,65502720.02%+272
ISHARES TR024,659+24,65902,8840.22%+2,884
MATSON INC(MATX)23,15123,15103,0323,3020.26%+270
VANGUARD INDEX FDS014,775+14,77503,5050.27%+3,505
GLOBAL X FDS
MSCI GREECE ETF
076,611+76,61103,3090.26%+3,309
ELI LILLY & CO(LLY)0288+28802550.02%+255
JONES LANG LASALLE INC(JLL)4,0524,025-278321,0860.08%+254
ARAMARK(ARMK)37,95239,780+1,8281,2911,5410.12%+250
BROADCOM INC(AVGO)01,439+1,43902480.02%+248
D R HORTON INC(DHI)01,300+1,30002480.02%+248
ILLUMINA INC(ILMN)09,872+9,87201,2870.10%+1,287
LKQ CORP(LKQ)41,11348,873+7,7601,7101,9510.15%+241
JOHNSON & JOHNSON(JNJ)025,060+25,06004,0610.32%+4,061
DOMINION ENERGY INC(D)037,466+37,46602,1650.17%+2,165
ARCH CAP GROUP LTD
ORD
01,978+1,97802210.02%+221
TELEFLEX INCORPORATED(TFX)05,941+5,94101,4690.11%+1,469
SPDR S&P MIDCAP 400 ETF TR(MDY)06,300+6,30003,5890.28%+3,589
THERMO FISHER SCIENTIFIC INC(TMO)3,9803,906-742,2012,4160.19%+215
FACTSET RESH SYS INC(FDS)04,530+4,53002,0830.16%+2,083
SCHWAB STRATEGIC TR02,511+2,51102120.02%+212
ZOOM VIDEO COMMUNICATIONS IN(ZM)03,039+3,03902120.02%+212
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