Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 1.73K | $1.01M |
 eBay Inc. | EBAY | 1.8K | $201.71K |
 SAP SE | SAP | 1.88K | $289.88K |
 KLA Corporation | KLAC | 1.91K | $576.35K |
 Capital One Financial Corporation | COF | 1.96K | $393.82K |
 Performance Food Group Co | PFGC | 2.15K | $240.57K |
 The TJX Companies, Inc. | TJX | 2.17K | $329.21K |
 Emerson Electric Co. | EMR | 2.19K | $314.11K |
 The Toronto-Dominion Bank | TD | 2.22K | $269.82K |
 Danaher Corporation | DHR | 2.41K | $458.22K |
 McDonald's Corporation | MCD | 2.41K | $651.99K |
 International Business Machines Corporation | IBM | 2.43K | $683.62K |
 BHP Group Limited | BHP | 2.54K | $211.69K |
 The Procter & Gamble Company | PG | 2.55K | $374.39K |
 Zimmer Biomet Holdings, Inc. | ZBH | 2.58K | $221.68K |
 Citigroup Inc. | C | 2.65K | $370.95K |
 CACI International Inc | CACI | 2.7K | $1.25M |
 Nordson Corporation | NDSN | 2.74K | $825.73K |
 J.B. Hunt Transport Services, Inc. | JBHT | 2.75K | $794.77K |
 Tyler Technologies, Inc. | TYL | 2.82K | $824.74K |