Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CME Group Inc. | CME | 2.83K | $624.18K |
 Simpson Manufacturing Co., Inc. | SSD | 2.85K | $596.02K |
 Deere & Company | DE | 2.88K | $1.83M |
 CVS Health Corp. | CVS | 2.94K | $304.56K |
 O'Reilly Automotive, Inc. | ORLY | 2.95K | $271.48K |
 Arch Capital Group Ltd. | ACGL | 2.95K | $286.71K |
 Pool Corporation | POOL | 3.09K | $663.61K |
 Carrier Global Corporation | CARR | 3.1K | $227.65K |
 Agilent Technologies, Inc. | A | 3.38K | $448.83K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.38K | $1.62M |
 Houlihan Lokey, Inc. | HLI | 3.41K | $456.85K |
 CDW Corporation | CDW | 3.46K | $486.33K |
 Snowflake Inc. | SNOW | 3.76K | $955.9K |
 Merck & Co., Inc. | MRK | 3.77K | $483.88K |
 Jack Henry & Associates, Inc. | JKHY | 3.77K | $519.55K |
 Affiliated Managers Group, Inc. | AMG | 3.8K | $1.29M |
 Jones Lang LaSalle Incorporated | JLL | 3.81K | $1.18M |
 ConocoPhillips | COP | 3.82K | $396.88K |
 Shell plc | SHEL | 3.86K | $299.23K |
 Thermo Fisher Scientific Inc. | TMO | 3.98K | $2M |