Stock Taper 
SAPIENT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marathon Petroleum Corporation | MPC | 1.34K | $343.11K |
 MercadoLibre, Inc. | MELI | 1.32K | $2.24M |
 Phillips 66 | PSX | 1.25K | $211.48K |
 TKO Group Holdings, Inc. | TKO | 1.1K | $222.45K |
 The Allstate Corporation | ALL | 1.06K | $254.56K |
 Darden Restaurants, Inc. | DRI | 1.02K | $210.13K |
 Intuit Inc. | INTU | 999 | $260.86K |
 NXP Semiconductors N.V. | NXPI | 942 | $264.73K |
 Thermo Fisher Scientific Inc. | TMO | 885 | $444.25K |
 Cloudflare, Inc. | NET | 883 | $216.58K |
 TransDigm Group Incorporated | TDG | 861 | $1.15M |
 Seagate Technology Holdings plc | STX | 825 | $796.74K |
 Aon plc | AON | 748 | $248.1K |
 Advanced Micro Devices, Inc. | AMD | 716 | $415.93K |
 Lam Research Corporation | LRCX | 553 | $239.73K |
 Rockwell Automation, Inc. | ROK | 528 | $261.4K |
 Eaton Corporation plc | ETN | 511 | $217.75K |
 Parker-Hannifin Corporation | PH | 465 | $454.83K |
 Applied Materials, Inc. | AMAT | 310 | $224.13K |
 Curtiss-Wright Corporation | CW | 293 | $222.1K |