Fund Holdings — Sepio Capital, LP

Total Portfolio Value
$1.69B
Total Bought
$359.54M
Total Sold
$93.12M
Net Transaction
+$266.41M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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EA SERIES TRUST
BUSHIDO CAP U S
7,654,40113,016,659+5,362,258252,490450,80326.67%+198,313
EA SERIES TRUST
BUSHIDO CAP SMID
3,874,6284,392,161+517,53399,531119,9677.10%+20,436
ISHARES TR72,288141,815+69,5279,29619,6051.16%+10,308
VANGUARD INDEX FDS167,536169,103+1,56795,166103,5566.13%+8,390
TESLA INC(TSLA)51,66853,514+1,84616,41323,7991.41%+7,386
VANGUARD TAX-MANAGED FDS960,3871,016,515+56,12854,75260,9103.60%+6,158
APPLE INC(AAPL)68,17878,846+10,66813,98820,0771.19%+6,088
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
43,67862,393+18,7159,91915,4180.91%+5,499
META PLATFORMS INC(META)27,10034,364+7,26420,00325,2371.49%+5,234
ANGEL STUDIOS INC0816,229+816,22904,7420.28%+4,742
MICROSOFT CORP(MSFT)52,12957,492+5,36325,93029,7781.76%+3,848
ALPHABET INC(GOOG)69,88466,666-3,21812,39716,2360.96%+3,840
PACER FDS TR
DEVELOPED MRKT
819,867859,042+39,17527,90031,2861.85%+3,386
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
92,814106,322+13,50816,86820,1691.19%+3,301
VANGUARD INTL EQUITY INDEX F621,473627,293+5,82030,73833,9872.01%+3,249
ORACLE CORP(ORCL)39,63140,461+8308,66511,3790.67%+2,715
SOFI TECHNOLOGIES INC(SOFI)0101,650+101,65002,6860.16%+2,686
ALPHABET INC(GOOG)71,80163,085-8,71612,65415,3360.91%+2,682
INVESCO QQQ TR13,55016,597+3,0477,4759,9640.59%+2,489
VANGUARD INDEX FDS197,244198,364+1,12034,86136,9932.19%+2,132
AMAZON COM INC(AMZN)77,35486,644+9,29016,97119,0241.13%+2,054
ISHARES TR62,98481,511+18,5276,7268,7570.52%+2,031
CORNING INC(GLW)58,26857,233-1,0353,0644,6950.28%+1,631
SPDR S&P 500 ETF TR(SPY)28,17628,557+38117,40919,0241.13%+1,615
EVEREST GROUP LTD(EG)04,525+4,52501,5850.09%+1,585
SELECT SECTOR SPDR TR
ST STR TECHN ETF
52,62952,572-5713,32714,8180.88%+1,491
BROADCOM INC(AVGO)1,5975,825+4,2284401,9220.11%+1,482
SHOPIFY INC(SHOP)40,90740,471-4364,7196,0140.36%+1,296
JPMORGAN CHASE & CO.(JPM)2,0555,932+3,8775961,8710.11%+1,275
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
536,518538,942+2,42418,96620,2101.20%+1,244
VANGUARD MALVERN FDS149,449171,278+21,8297,5138,6720.51%+1,159
JOHNSON & JOHNSON(JNJ)20,60323,116+2,5133,1474,2860.25%+1,139
BERKSHIRE HATHAWAY INC DEL8,24810,093+1,8454,0075,0740.30%+1,068
VANGUARD INDEX FDS11,70622,597+10,8911,0432,0660.12%+1,023
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,24311,727+1,4842,3203,2750.19%+955
SPDR GOLD TR(GLD)17,73317,873+1405,4066,3530.38%+948
NORFOLK SOUTHN CORP(NSC)15,21916,084+8653,8964,8320.29%+936
BITMINE IMMERSION TECNOLOGIE(BMNP)017,972+17,97209330.06%+933
PALANTIR TECHNOLOGIES INC(PLTR)15,55816,407+8492,1212,9930.18%+872
BLACKROCK INC(BLK)4,4604,756+2964,6805,5450.33%+865
ISHARES TR26,73727,155+4189,0799,9250.59%+846
CLOUDFLARE INC(NET)27,78129,276+1,4955,4406,2820.37%+842
FIDELITY ETHEREUM FD54,15053,037-1,1131,3632,2040.13%+841
CHEVRON CORP NEW(CVX)30,04732,928+2,8814,3025,1130.30%+811
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
109,274126,986+17,7124,1834,9490.29%+766
ISHARES GOLD TR(IAU)75,14274,908-2344,6865,4510.32%+765
VANGUARD INDEX FDS67,94568,290+34511,17411,9220.71%+748
TE CONNECTIVITY PLC(TEL)14,57314,431-1422,4583,1680.19%+710
FIDELITY WISE ORIGIN BITCOIN(FBTC)39,55844,198+4,6403,7184,4110.26%+693
LOWES COS INC(LOW)12,21913,468+1,2492,7113,3850.20%+673
NORTHROP GRUMMAN CORP(NOC)4,7534,986+2332,3763,0380.18%+662
FASTENAL CO(FAST)59,33463,343+4,0092,4923,1060.18%+614
PROCTER AND GAMBLE CO(PG)03,963+3,96306090.04%+609
UNITEDHEALTH GROUP INC(UNH)5,7346,920+1,1861,7892,3890.14%+600
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
17,74127,759+10,0181,0431,6340.10%+591
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
017,321+17,32105640.03%+564
MERCK & CO INC(MRK)06,670+6,67005600.03%+560
ELI LILLY & CO(LLY)0709+70905410.03%+541
GLOBAL X FDS
MSCI GREECE ETF
74,44075,409+9694,3214,8560.29%+536
CATERPILLAR INC(CAT)1,4202,181+7615521,0410.06%+489
QXO INC(QXO)025,200+25,20004800.03%+480
ALTRIA GROUP INC(MO)35,76738,901+3,1342,0972,5700.15%+473
ISHARES TR
CORE DIV GRWTH
06,832+6,83204650.03%+465
SAIA INC(SAIA)01,541+1,54104610.03%+461
SCHWAB CHARLES CORP(SCHW)37,15140,237+3,0863,3903,8410.23%+452
DIMENSIONAL ETF TRUST
US CORE EQT MKT
09,766+9,76604470.03%+447
VANGUARD INDEX FDS54,86953,357-1,51210,70011,1360.66%+436
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
03,517+3,51704240.03%+424
GOLDMAN SACHS GROUP INC(GS)1,1701,566+3968291,2470.07%+419
THERMO FISHER SCIENTIFIC INC(TMO)3,7884,024+2361,5361,9520.12%+416
CISCO SYS INC(CSCO)39,41546,044+6,6292,7353,1500.19%+416
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
09,516+9,51604070.02%+407
ROBLOX CORP(RBLX)10,62010,911+2911,1171,5110.09%+394
EXXON MOBIL CORP4,7948,028+3,2345179050.05%+388
VANGUARD MUN BD FDS63,21469,619+6,4053,0993,4860.21%+386
CINCINNATI FINL CORP(CINF)13,08214,756+1,6741,9482,3330.14%+385
WALMART INC(WMT)8,39311,682+3,2898211,2040.07%+383
DOMINION ENERGY INC(D)54,62756,647+2,0203,0883,4650.20%+378
MONSTER BEVERAGE CORP NEW(MNST)61,18762,270+1,0833,8334,1910.25%+359
DIGITALOCEAN HLDGS INC(DOCN)010,361+10,36103540.02%+354
ASML HOLDING N V
N Y REGISTRY SHS
0362+36203500.02%+350
SPDR SERIES TRUST
ST STR P500GRW
03,350+3,35003500.02%+350
JANUS DETROIT STR TR
HENDRSON AAA CL
06,810+6,81003460.02%+346
ISHARES TR70,47371,051+5786,3006,6340.39%+334
ISHARES ETHEREUM TR(ETHA)010,499+10,49903310.02%+331
PARSONS CORP DEL(PSN)03,926+3,92603260.02%+326
BANK AMERICA CORP24,09228,295+4,2031,1401,4600.09%+320
MORGAN STANLEY(MS)2,3394,071+1,7323296470.04%+318
ADOBE INC(ADBE)0898+89803170.02%+317
HOME DEPOT INC(HD)7761,469+6932855950.04%+311
LINDE PLC(LIN)0650+65003090.02%+309
INTUIT(INTU)0423+42302890.02%+289
VERIZON COMMUNICATIONS INC(VZ)06,430+6,43002830.02%+283
VANGUARD INDEX FDS0937+93702790.02%+279
BLACKSTONE INC(BX)01,611+1,61102750.02%+275
VANGUARD INDEX FDS5,7886,193+4051,7592,0320.12%+273
W & T OFFSHORE INC(WTI)0150,000+150,00002730.02%+273
GE AEROSPACE(GE)0903+90302720.02%+272
ADVANCED MICRO DEVICES INC(AMD)01,671+1,67102700.02%+270
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
07,433+7,43302700.02%+270
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Sepio Capital, LP — 13F Holdings — Q3 2025 | TickerTrail