Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 5.1K | $1.93M |
 Alpha and Omega Semiconductor Limited | AOSL | 5K | $236.65K |
 Ameris Bancorp | ABCB | 4.89K | $441.73K |
 Jacobs Solutions Inc. | J | 4.75K | $598.63K |
 Prosperity Bancshares, Inc. | PB | 4.71K | $344.26K |
 Graco Inc. | GGG | 4.71K | $356.2K |
 Carlisle Companies Incorporated | CSL | 4.7K | $1.71M |
 FactSet Research Systems Inc. | FDS | 4.59K | $1.06M |
 Burlington Stores, Inc. | BURL | 4.58K | $1.45M |
 Northrop Grumman Corporation | NOC | 4.42K | $2.25M |
 Regeneron Pharmaceuticals, Inc. | REGN | 4.42K | $2.75M |
 Illumina, Inc. | ILMN | 4.41K | $775.59K |
 U.S. Bancorp | USB | 4.33K | $261.69K |
 BlackRock, Inc. | BLK | 4.27K | $4.1M |
 Sensata Technologies Holding plc | ST | 4.25K | $203.13K |
 IDEX Corporation | IEX | 4.21K | $955.23K |
 Intuitive Surgical, Inc. | ISRG | 4.1K | $1.63M |
 Morgan Stanley | MS | 4.07K | $851.63K |
 Thermo Fisher Scientific Inc. | TMO | 3.98K | $2M |
 Shell plc | SHEL | 3.86K | $299.23K |