Sepio Capital, LP Q3 2019 Filing

Filed October 25, 2019

Portfolio Value

$969.2M

Holdings

251

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (251 positions)

StockValue
VOOVANGUARD INDEX FDS
$88.5M
XLKSELECT SECTOR SPDR TR
$39.9M
VEAVANGUARD TAX MANAGED INTL FD
$39.0M
SPYSPDR S&P 500 ETF TR
$21.6M
VWOVANGUARD INTL EQUITY INDEX F
$18.0M
MSFTMICROSOFT CORP
$16.6M
IWBISHARES TR
$16.1M
METAFACEBOOK INC
$15.7M
VVISA INC
$15.7M
XLVSELECT SECTOR SPDR TR
$15.1M
AAPLAPPLE INC
$14.7M
GDXJVANECK VECTORS ETF TR
$14.5M
ADPAUTOMATIC DATA PROCESSING IN
$13.6M
EFAISHARES TR
$13.4M
ROSTROSS STORES INC
$12.6M
CSCOCISCO SYS INC
$11.4M
GOOGLALPHABET INC
$10.7M
IEMGISHARES INC
$10.6M
AMZNAMAZON COM INC
$10.4M
ORCLORACLE CORP
$9.3M
GDXVANECK VECTORS ETF TR
$9.3M
KOCOCA COLA CO
$9.2M
VBVANGUARD INDEX FDS
$9.1M
VOVANGUARD INDEX FDS
$9.0M
MRKMERCK &CO INC
$8.6M
INTCINTEL CORP
$8.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.0M
COSTCOSTCO WHSL CORP NEW
$7.9M
CINFCINCINNATI FINL CORP
$7.9M
WFCWELLS FARGO CO NEW
$7.3M
VENVENTAS INC
$7.3M
XLFISELECT SECTOR SPDR TR
$7.2M
NSCNORFOLK SOUTHERN CORP
$7.2M
DGDOLLAR GEN CORP NEW
$6.8M
XLUSELECT SECTOR SPDR TR
$6.7M
NVDANVIDIA CORP
$6.7M
TXNTEXAS INSTRS INC
$6.6M
AZOAUTOZONE INC
$6.6M
AMTAMERICAN TOWER CORP NEW
$6.6M
BACVERIZON COMMUNICATIONS INC
$6.5M
GOOGALPHABET INC
$6.3M
DDOMINION ENERGY INC
$6.3M
JNJJOHNSON &JOHNSON
$6.3M
PFEPFIZER INC
$6.1M
CCLCARNIVAL CORP
$6.0M
BLKCHFBLACKROCK INC
$6.0M
XLBSELECT SECTOR SPDR TR
$6.0M
AWCAMERICAN WTR WKS CO INC NEW
$5.9M
LOWLOWES COS INC
$5.9M
CVXCHEVRON CORP NEW
$5.9M
DALDELTA AIR LINES INC DEL
$5.9M
HONHONEYWELL INTL INC
$5.8M
8CWCROWN CASTLE INTL CORP NEW
$5.8M
FASTFASTENAL CO
$5.8M
ADSKAUTODESK INC
$5.7M
DYHTARGET CORP
$5.7M
UPSUNITED PARCEL SERVICE INC
$5.7M
XLISELECT SECTOR SPDR TR
$5.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$5.5M
IWRISHARES TR
$5.3M
QCOMQUALCOMM INC
$5.3M
PGPROCTER &GAMBLE CO
$5.2M
FNKOFUNKO INC
$5.2M
PAYXPAYCHEX INC
$5.1M
NKENIKE INC
$5.0M
IAUUSDISHARES GOLD TRUST
$5.0M
SBUXSTARBUCKS CORP
$5.0M
MNSTMONSTER BEVERAGE CORP NEW
$4.9M
ROKUROKU INC
$4.8M
IJRISHARES TR
$4.7M
TMOTHERMO FISHER SCIENTIFIC INC
$4.6M
NEENEXTERA ENERGY INC
$4.6M
VNQVANGUARD INDEX FDS
$4.5M
SEICSEI INVESTMENTS CO
$4.4M
OSVEURVANECK VECTORS ETF TR
$4.2M
T7DTRANSDIGM GROUP INC
$4.2M
BACBANK AMER CORP
$4.1M
SYYSYSCO CORP
$4.1M
EXPDEXPEDITORS INTL WASH INC
$4.1M
DISDISNEY WALT CO
$3.9M
ICEINTERCONTINENTAL EXCHANGE IN
$3.8M
DEDEERE &CO
$3.8M
EEFTEURONET WORLDWIDE INC
$3.7M
AQLTISHARES TR
$3.6M
RTN1USDRAYTHEON CO
$3.6M
NMI1EURKIRKLAND LAKE GOLD LTD
$3.6M
GREKUSDGLOBAL X FDS
$3.5M
AMGNAMGEN INC
$3.5M
REGNREGENERON PHARMACEUTICALS
$3.5M
CLCOLGATE PALMOLIVE CO
$3.4M
ARNAEURARENA PHARMACEUTICALS INC
$3.3M
IWMISHARES TR
$3.3M
PCARPACCAR INC
$3.2M
CERNCHFCERNER CORP
$3.0M
FDSFACTSET RESH SYS INC
$3.0M
DHRDANAHER CORPORATION
$3.0M
BENFRANKLIN RES INC
$2.9M
YUMYUM BRANDS INC
$2.9M
KMIKINDER MORGAN INC DEL
$2.9M
BABOEING CO
$2.8M
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