Stock Taper 
SAPIENT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Illinois Tool Works Inc. | ITW | 13.61K | $3.7M |
 Morgan Stanley Direct Lending Fund | MSDL | 12.99K | $202.21K |
 Novo Nordisk A/S | NVO | 12.65K | $606.49K |
 Cisco Systems, Inc. | CSCO | 12.12K | $1.42M |
 Lucid Group, Inc. | LCID | 11.9K | $79.61K |
 Atlanta Braves Holdings, Inc. | BATRA | 11.42K | $642.84K |
 Cummins Inc. | CMI | 11.22K | $8M |
 Caterpillar Inc. | CAT | 11.15K | $11.87M |
 Enbridge Inc. | ENB | 11.11K | $602.44K |
 United Rentals, Inc. | URI | 10.35K | $11.72M |
 Verizon Communications Inc. | VZ | 10.15K | $429.62K |
 SLM Corporation | SLM | 10K | $259.4K |
 Sysco Corporation | SYY | 9.91K | $828.03K |
 CrowdStrike Holdings, Inc. | CRWD | 9.87K | $7.53M |
 Old National Bancorp | ONB | 9.75K | $252.6K |
 Agnico Eagle Mines Limited | AEM | 9.14K | $1.42M |
 The Sherwin-Williams Company | SHW | 9.12K | $3.14M |
 Centene Corp. | CNC | 9.12K | $585.54K |
 KKR & Co. Inc. | KKR | 9.06K | $831.87K |
 Oracle Corporation | ORCL | 9.05K | $1.33M |