Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dillard's, Inc. | DDS | 404 | $213.48K |
 Advanced Micro Devices, Inc. | AMD | 452 | $262.57K |
 Berkshire Hathaway Inc. | BRK-B | 462 | $231.18K |
 Thermo Fisher Scientific Inc. | TMO | 485 | $243.16K |
 MasTec, Inc. | MTZ | 593 | $246.72K |
 Watsco, Inc. | WSO | 619 | $257.96K |
 Acuity Brands, Inc. | AYI | 670 | $252.36K |
 Keysight Technologies, Inc. | KEYS | 673 | $235.6K |
 Alphabet Inc. | GOOG | 678 | $239.56K |
 HEICO Corporation | HEI | 712 | $253.61K |
 Texas Instruments Incorporated | TXN | 780 | $232.5K |
 Intuit Inc. | INTU | 812 | $211.93K |
 Nucor Corporation | NUE | 936 | $208.49K |
 Arrow Electronics, Inc. | ARW | 970 | $207.01K |
 Lowe's Companies, Inc. | LOW | 1.02K | $224.9K |
 Cardinal Health, Inc. | CAH | 1.04K | $247.06K |
 ResMed Inc. | RMD | 1.16K | $226.26K |
 Cintas Corporation | CTAS | 1.32K | $224.51K |
 Seneca Foods Corporation | SENEA | 1.36K | $235.86K |
 nVent Electric plc | NVT | 1.36K | $230.33K |