Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Acuity Brands, Inc. | AYI | 670 | $252.36K |
 Watsco, Inc. | WSO | 619 | $257.96K |
 MasTec, Inc. | MTZ | 593 | $246.72K |
 Thermo Fisher Scientific Inc. | TMO | 485 | $243.16K |
 Berkshire Hathaway Inc. | BRK-B | 462 | $231.18K |
 Advanced Micro Devices, Inc. | AMD | 452 | $262.57K |
 Dillard's, Inc. | DDS | 404 | $213.48K |