Stock Taper 
SEPIO CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Saia, Inc. | SAIA | 1.68K | $708.39K |
 The Goldman Sachs Group, Inc. | GS | 1.66K | $1.68M |
 Lennox International Inc. | LII | 1.65K | $945.94K |
 Lam Research Corporation | LRCX | 1.61K | $697.8K |
 Qnity Electronics, Inc. | Q | 1.55K | $253.62K |
 Ross Stores, Inc. | ROST | 1.44K | $307.38K |
 Advanced Drainage Systems, Inc. | WMS | 1.44K | $225.87K |
 Honeywell International Inc. | HON | 1.42K | $318.39K |
 Kinsale Capital Group, Inc. | KNSL | 1.34K | $441.94K |
 The Home Depot, Inc. | HD | 1.21K | $424.98K |
 Palo Alto Networks, Inc. | PANW | 1.18K | $400.7K |
 S&P Global Inc. | SPGI | 1.17K | $476.49K |
 Amphenol Corporation | APH | 1.15K | $202.06K |
 Marriott International, Inc. | MAR | 1.13K | $417.65K |
 GE Aerospace | GE | 1.1K | $412.6K |
 Union Pacific Corporation | UNP | 1.08K | $293.49K |
 Moody's Corporation | MCO | 1.06K | $480.78K |
 Royal Bank of Canada | RY | 984 | $203.66K |
 Micron Technology, Inc. | MU | 943 | $1.09M |
 Caterpillar Inc. | CAT | 876 | $932.96K |