Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 1.5K | $264.48K |
 Guardant Health, Inc. | GH | 1.67K | $250.85K |
 AAON, Inc. | AAON | 1.7K | $215.53K |
 Broadridge Financial Solutions, Inc. | BR | 1.7K | $233.09K |
 Jack Henry & Associates, Inc. | JKHY | 1.79K | $246K |
 RPM International Inc. | RPM | 2.26K | $250.98K |
 The Clorox Company | CLX | 2.4K | $229.53K |
 SkyWest, Inc. | SKYW | 2.57K | $254.88K |
 Ingles Markets, Incorporated | IMKTA | 2.59K | $229.51K |
 Churchill Downs Incorporated | CHDN | 2.63K | $235.57K |
 Stride, Inc. | LRN | 2.69K | $232.42K |
 Donaldson Company, Inc. | DCI | 2.71K | $242.92K |
 Thor Industries, Inc. | THO | 2.98K | $223.98K |
 Sysco Corporation | SYY | 3.02K | $252.75K |
 The Descartes Systems Group Inc. | DSGX | 3.1K | $214.51K |
 Nutrien Ltd. | NTR | 3.69K | $232.1K |
 Southern First Bancshares, Inc. | SFST | 3.88K | $237.25K |
 Teck Resources Limited | TECK | 4.05K | $240.87K |
 Suncor Energy Inc. | SU | 4.09K | $219.66K |
 TG Therapeutics, Inc. | TGTX | 4.28K | $234.87K |