Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Clorox Company | CLX | 2.4K | $229.53K |
 RPM International Inc. | RPM | 2.26K | $250.98K |
 Jack Henry & Associates, Inc. | JKHY | 1.79K | $246K |
 Broadridge Financial Solutions, Inc. | BR | 1.7K | $233.09K |
 AAON, Inc. | AAON | 1.7K | $215.53K |
 Guardant Health, Inc. | GH | 1.67K | $250.85K |
 Amphenol Corporation | APH | 1.5K | $264.48K |
 nVent Electric plc | NVT | 1.36K | $230.33K |
 Seneca Foods Corporation | SENEA | 1.36K | $235.86K |
 Cintas Corporation | CTAS | 1.32K | $224.51K |
 ResMed Inc. | RMD | 1.16K | $226.26K |
 Cardinal Health, Inc. | CAH | 1.04K | $247.06K |
 Lowe's Companies, Inc. | LOW | 1.02K | $224.9K |
 Arrow Electronics, Inc. | ARW | 970 | $207.01K |
 Nucor Corporation | NUE | 936 | $208.49K |
 Intuit Inc. | INTU | 812 | $211.93K |
 Texas Instruments Incorporated | TXN | 780 | $232.5K |
 HEICO Corporation | HEI | 712 | $253.61K |
 Alphabet Inc. | GOOG | 678 | $239.56K |
 Keysight Technologies, Inc. | KEYS | 673 | $235.6K |