Stock Taper

SEPIO CAPITAL, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bank of America CorporationBAC24.98K$1.42M
Visa Inc.V27.66K$9.49M
AramarkARMK27.8K$1.58M
Sysco CorporationSYY28.61K$2.39M
Cloudflare, Inc.NET29.16K$7.15M
SEI Investments CompanySEIC30.23K$2.65M
Chevron CorporationCVX31.14K$5.16M
The Walt Disney CompanyDIS32.89K$3.17M
Altria Group, Inc.MO33.96K$2.44M
Lennar CorporationLEN34.4K$3.11M
Meta Platforms, Inc.META35.39K$19.94M
Corning IncGLW35.77K$9.14M
Novo Nordisk A/SNVO36.09K$1.73M
The Charles Schwab CorporationSCHW36.2K$3.34M
The Boeing CompanyBA36.46K$7.89M
Oracle CorporationORCL39.59K$5.8M
Shopify Inc.SHOP40.85K$4.66M
Starbucks CorporationSBUX41.26K$4.22M
Cisco Systems, Inc.CSCO43.53K$5.11M
SoFi Technologies, Inc.SOFI43.67K$782.97K