Fund HoldingsSepio Capital, LP

Total Portfolio Value
$1.19B
Total Bought
$117.24M
Total Sold
$129.41M
Net Transaction
-$12.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
EA SERIES TRUST
BUSHIDO CAP U S
6,677,1978,412,324+1,735,127163,215222,52418.70%+59,310
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
181,089207,238+26,14925,65932,7022.75%+7,044
PACER FDS TR
US CASH COWS 100
0377,954+377,954019,6501.65%+19,650
VANGUARD TAX-MANAGED FDS01,210,989+1,210,989058,0064.87%+58,006
VANGUARD MUN BD FDS070,718+70,71803,6100.30%+3,610
ISHARES TR
MSCI POLAND ETF
0141,921+141,92103,2150.27%+3,215
ISHARES TR027,836+27,83608,4390.71%+8,439
VANGUARD INTL EQUITY INDEX F0474,947+474,947019,5201.64%+19,520
NORTHROP GRUMMAN CORP(NOC)05,416+5,41602,5350.21%+2,535
MICROSOFT CORP(MSFT)064,130+64,130024,1152.03%+24,115
AMAZON COM INC(AMZN)110,284104,398-5,88614,01915,8621.33%+1,843
SPDR S&P 500 ETF TR(SPY)039,955+39,955018,9911.60%+18,991
COINBASE GLOBAL INC(COIN)09,373+9,37301,6300.14%+1,630
SELECT SECTOR SPDR TR
ST STR TECHN ETF
064,424+64,424012,4001.04%+12,400
ISHARES TR062,804+62,804010,9210.92%+10,921
VANGUARD INDEX FDS090,652+90,652013,1451.10%+13,145
ISHARES TR011,410+11,41001,2260.10%+1,226
INVESCO EXCH TRADED FD TR II087,103+87,10301,6640.14%+1,664
VANGUARD INDEX FDS036,684+36,68408,5340.72%+8,534
BOEING CO(BA)030,279+30,27907,8930.66%+7,893
ISHARES TR013,747+13,74701,3640.11%+1,364
ISHARES TR085,523+85,52301,0520.09%+1,052
PHILIP MORRIS INTL INC(PM)039,545+39,54503,7200.31%+3,720
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
017,372+17,37201,0130.09%+1,013
ISHARES TR087,838+87,83808,9390.75%+8,939
CROWDSTRIKE HLDGS INC(CRWD)7,2077,871+6641,2062,0100.17%+803
ISHARES TR026,755+26,75507,0170.59%+7,017
ABBOTT LABS0193,940+193,940021,3471.79%+21,347
ZSCALER INC(ZS)7,6498,317+6681,1901,8430.15%+653
CLOUDFLARE INC(NET)24,42425,610+1,1861,5402,1320.18%+593
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
123,756131,628+7,8724,5555,1260.43%+570
SHOPIFY INC(SHOP)038,986+38,98603,0370.26%+3,037
MATSON INC(MATX)23,15123,198+472,0542,5430.21%+489
ISHARES TR034,654+34,65405,7270.48%+5,727
INTERCONTINENTAL EXCHANGE IN(ICE)23,05423,532+4782,5363,0220.25%+486
BROADCOM INC(AVGO)0431+43104820.04%+482
ISHARES TR073,171+73,17105,5130.46%+5,513
VANGUARD INDEX FDS0111,634+111,634020,0911.69%+20,091
TRANSUNION(TRU)012,718+12,71808740.07%+874
UNITEDHEALTH GROUP INC(UNH)06,412+6,41203,3760.28%+3,376
AVERY DENNISON CORP1,5143,313+1,7992776700.06%+393
GODADDY INC(GDDY)015,762+15,76201,6730.14%+1,673
THERMO FISHER SCIENTIFIC INC(TMO)2,9243,489+5651,4801,8520.16%+372
CARLISLE COS INC(CSL)6,9126,902-101,7922,1560.18%+364
VANGUARD INDEX FDS14,55214,564+122,7513,1070.26%+355
QUALCOMM INC(QCOM)021,128+21,12803,0560.26%+3,056
PROSHARES TR
BITCOIN ETF
20,00030,000+10,0002766150.05%+339
MERRIMACK PHARMACEUTICALS IN306,680306,68003,7814,1130.35%+331
PROSHARES TR
ULTRAPRO QQQ
06,481+6,48103290.03%+329
ADOBE INC(ADBE)02,181+2,18101,3010.11%+1,301
ISHARES TR6,3736,402+292,7373,0580.26%+321
SPDR S&P MIDCAP 400 ETF TR(MDY)06,300+6,30003,1960.27%+3,196
RTX CORPORATION(RTX)029,968+29,96802,5220.21%+2,522
ISHARES TR024,670+24,67002,6710.22%+2,671
BANK HAWAII CORP13,28113,307+266609640.08%+304
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
13,35018,450+5,1007151,0140.09%+299
ELI LILLY & CO(LLY)0500+50002910.02%+291
NETFLIX INC(NFLX)010,546+10,54605,1350.43%+5,135
MERCADOLIBRE INC(MELI)922923+11,1691,4510.12%+282
ISHARES TR011,708+11,70802,3500.20%+2,350
BALL CORP04,818+4,81802770.02%+277
KINSALE CAP GROUP INC(KNSL)0800+80002680.02%+268
PACER FDS TR
CASH COWS ETF
07,237+7,23702640.02%+264
MOODYS CORP(MCO)03,598+3,59801,4050.12%+1,405
MASTERCARD INCORPORATED(MA)05,338+5,33802,2770.19%+2,277
SPDR GOLD TR(GLD)016,916+16,91603,2340.27%+3,234
SOUTHERN CO(SO)03,659+3,65902570.02%+257
SELECT SECTOR SPDR TR
ST STR CARE ETF
046,427+46,42706,3320.53%+6,332
SPDR INDEX SHS FDS
ST MARKE CAP ETF
42,52344,723+2,2002,2742,5250.21%+251
SALESFORCE INC(CRM)17,72514,609-3,1163,5943,8440.32%+250
TELEFLEX INCORPORATED(TFX)05,827+5,82701,4530.12%+1,453
NVR INC(NVR)0329+32902,3030.19%+2,303
BURLINGTON STORES INC(BURL)04,743+4,74309220.08%+922
ASML HOLDING N V
N Y REGISTRY SHS
0320+32002420.02%+242
BLACKROCK INC(BLK)07,008+7,00805,6890.48%+5,689
MARATHON DIGITAL HOLDINGS IN(MARA)09,500+9,50002230.02%+223
HOME DEPOT INC(HD)0642+64202230.02%+223
CARDINAL HEALTH INC(CAH)02,204+2,20402220.02%+222
SERVICENOW INC(NOW)1,0861,171+856078270.07%+220
MONOLITHIC PWR SYS INC(MPWR)0348+34802200.02%+220
ROBLOX CORP(RBLX)012,923+12,92305910.05%+591
KIMBERLY-CLARK CORP(KMB)01,765+1,76502150.02%+215
INTEL CORP(INTC)17,72016,687-1,0336308390.07%+209
AFLAC INC(AFL)02,488+2,48802050.02%+205
D R HORTON INC(DHI)01,316+1,31602000.02%+200
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,976+6,97607260.06%+726
INTERNATIONAL BUSINESS MACHS(IBM)2,0232,902+8792844750.04%+191
WELLS FARGO CO NEW(WFC)021,372+21,37201,0520.09%+1,052
BERKLEY W R CORP39,15737,748-1,4092,4862,6700.22%+183
SNAP INC(SNAP)010,118+10,11801710.01%+171
MORNINGSTAR INC(MORN)6,7556,120-6351,5821,7520.15%+169
ISHARES TR
MSCI IRELAND ETF
022,158+22,15801,3550.11%+1,355
TYLER TECHNOLOGIES INC(TYL)1,9542,170+2167559070.08%+153
DECKERS OUTDOOR CORP(DECK)01,288+1,28808610.07%+861
BLOCK INC(XYZ)016,446+16,44601,2720.11%+1,272
NORDSON CORP(NDSN)03,518+3,51809290.08%+929
ISHARES TR
MSCI DENMARK ETF
011,465+11,46501,2860.11%+1,286
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)017,774+17,77401,0250.09%+1,025
ACCENTURE PLC IRELAND
SHS CLASS A
1,3091,514+2054025310.04%+129
AFFILIATED MANAGERS GROUP IN08,084+8,08401,2240.10%+1,224
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