Stock Taper

SEPIO CAPITAL, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nordson CorporationNDSN2.74K$825.73K
CACI International IncCACI2.7K$1.25M
Citigroup Inc.C2.65K$370.95K
Zimmer Biomet Holdings, Inc.ZBH2.58K$221.68K
The Procter & Gamble CompanyPG2.55K$374.39K
BHP Group LimitedBHP2.54K$211.69K
International Business Machines CorporationIBM2.43K$683.62K
McDonald's CorporationMCD2.41K$651.99K
Danaher CorporationDHR2.41K$458.22K
The Toronto-Dominion BankTD2.22K$269.82K
Emerson Electric Co.EMR2.19K$314.11K
The TJX Companies, Inc.TJX2.17K$329.21K
Performance Food Group CoPFGC2.15K$240.57K
Capital One Financial CorporationCOF1.96K$393.82K
KLA CorporationKLAC1.91K$576.35K
SAP SESAP1.88K$289.88K
eBay Inc.EBAY1.8K$201.71K
Advanced Micro Devices, Inc.AMD1.73K$1.01M
Arista Networks, Inc.ANET1.72K$292.53K
Eaton Corporation plcETN1.7K$723.13K