Sepio Capital, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.3B

Holdings

295

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
SMRIEA SERIES TRUST
7,621,858$233.1T18145430.29%
2
VOOVANGUARD INDEX FDS
170,038$89.7T6985159.96%
3
VEAVANGUARD TAX-MANAGED FDS
1,145,664$60.5T4710233.00%
4
ABBVABBVIE INC
205,459$40.6T3158770.83%
5
VTVVANGUARD INDEX FDS
224,546$39.2T3051710.44%
6
VWOVANGUARD INTL EQUITY INDEX F
614,728$29.4T2289991.37%
7
NVDANVIDIA CORPORATION
220,197$26.7T2081818.63%
8
ABTABBOTT LABS
229,697$26.2T2038767.50%
9
VBRVANGUARD INDEX FDS
124,639$25.0T1948248.61%
10
ICOWPACER FDS TR
771,594$24.4T1900013.78%
11
MSFTMICROSOFT CORP
54,362$23.4T1821097.70%
12
SPYSPDR S&P 500 ETF TR
38,032$21.8T1698819.84%
13
METAMETA PLATFORMS INC
33,327$19.1T1485237.42%
14
AMZNAMAZON COM INC
93,992$17.5T1363454.55%
15
AAPLAPPLE INC
69,125$16.1T1253887.18%
16
TSLATESLA INC
57,560$15.1T1172403.93%
17
VOEVANGUARD INDEX FDS
89,171$15.0T1163986.51%
18
ACWIISHARES TR
124,248$14.9T1156403.43%
19
XLKSELECT SECTOR SPDR TR
57,965$13.1T1018789.78%
20
COWZPACER FDS TR
205,816$11.9T926617.63%
21
GOOGLALPHABET INC
70,688$11.7T912708.38%
22
GOOGALPHABET INC
68,283$11.4T888779.14%
23
RSPINVESCO EXCHANGE TRADED FD T
63,666$11.4T888016.26%
24
VOVANGUARD INDEX FDS
40,887$10.8T839810.79%
25
IWBISHARES TR
26,755$8.4T654851.14%
26
VVISA INC
30,509$8.4T653050.35%
27
IWFISHARES TR
21,186$8.0T619140.27%
28
NFLXNETFLIX INC
10,313$7.3T569463.08%
29
ORCLORACLE CORP
42,253$7.2T560529.81%
30
IVEISHARES TR
35,184$6.9T540076.11%
31
IJSISHARES TR
63,034$6.8T528318.61%
32
IWDISHARES TR
34,373$6.5T507905.08%
33
GVIISHARES TR
59,042$6.3T492288.23%
34
XLVSELECT SECTOR SPDR TR
40,926$6.3T490735.63%
35
EFAISHARES TR
71,283$6.0T464106.09%
36
VFLOVICTORY PORTFOLIOS II
174,324$5.8T451929.52%
37
APDAIR PRODS & CHEMS INC
18,745$5.6T434502.62%
38
BABOEING CO
36,067$5.5T426910.50%
39
BILLBILL HOLDINGS INC
102,468$5.4T420883.60%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
11,625$5.4T416548.11%
41
VTIPVANGUARD MALVERN FDS
106,263$5.2T407929.52%
42
BLKCHFBLACKROCK INC
5,393$5.1T398659.16%
43
SBUXSTARBUCKS CORP
52,388$5.1T397612.44%
44
COSTCOSTCO WHSL CORP NEW
5,340$4.7T368548.09%
45
TXNTEXAS INSTRS INC
22,684$4.7T364803.10%
46
VTEBVANGUARD MUN BD FDS
90,259$4.6T359210.46%
47
4I1PHILIP MORRIS INTL INC
37,720$4.6T356495.37%
48
CRMSALESFORCE INC
15,807$4.3T336822.76%
49
PGRPROGRESSIVE CORP
16,902$4.3T333908.61%
50
HEMIHARTFORD FDS EXCHANGE TRADED
107,858$4.2T330838.29%
51
LOWLOWES COS INC
15,532$4.2T327502.41%
52
CVXCHEVRON CORP NEW
28,436$4.2T326021.59%
53
GQ9SPDR GOLD TR
16,896$4.1T319717.46%
54
DISDISNEY WALT CO
42,270$4.1T316541.10%
55
JNJJOHNSON & JOHNSON
25,060$4.1T316176.52%
56
IVVISHARES TR
6,553$3.8T294270.18%
57
NDQINVESCO QQQ TR
7,658$3.7T290974.25%
58
IAU*ISHARES GOLD TR
75,188$3.7T290920.22%
59
MNSTMONSTER BEVERAGE CORP NEW
70,158$3.7T284948.90%
60
MDYSPDR S&P MIDCAP 400 ETF TR
6,300$3.6T279399.23%
61
NSCNORFOLK SOUTHN CORP
14,378$3.6T278166.76%
62
UNHUNITEDHEALTH GROUP INC
6,068$3.5T276187.14%
63
ADSKAUTODESK INC
12,832$3.5T275203.10%
64
VBVANGUARD INDEX FDS
14,775$3.5T272852.59%
65
RTXRTX CORPORATION
28,794$3.5T271604.16%
66
SHOPSHOPIFY INC
42,586$3.4T265696.06%
67
QCOMQUALCOMM INC
19,588$3.3T259313.77%
68
4IUINVESCO INDIA EXCHANGE-TRADE
108,249$3.3T258803.76%
69
BCCCGLOBAL X FDS
76,611$3.3T257597.21%
70
MATXMATSON INC
23,151$3.3T257050.93%
71
VRTXVERTEX PHARMACEUTICALS INC
7,031$3.3T254573.76%
72
EPOLISHARES TR
133,052$3.2T251085.53%
73
FISFIDELITY NATL INFORMATION SV
38,095$3.2T248384.77%
74
NVRNVR INC
325$3.2T248256.70%
75
CSLCARLISLE COS INC
7,082$3.2T247968.26%
76
SCHWSCHWAB CHARLES CORP
48,800$3.2T246225.78%
77
NOCNORTHROP GRUMMAN CORP
5,931$3.1T243813.23%
78
MRKMERCK & CO INC
27,577$3.1T243804.36%
79
ICEINTERCONTINENTAL EXCHANGE IN
18,458$3.0T230834.39%
80
TBFPROSHARES TR
131,400$2.9T226383.99%
81
IJRISHARES TR
24,659$2.9T224533.84%
82
PAYXPAYCHEX INC
21,260$2.9T222104.09%
83
WRBBERKLEY W R CORP
48,657$2.8T214895.39%
84
DEODIAGEO PLC
19,564$2.7T213753.23%
85
SEICSEI INVTS CO
39,642$2.7T213534.00%
86
CSCOCISCO SYS INC
51,513$2.7T213432.17%
87
REGNREGENERON PHARMACEUTICALS
2,551$2.7T208797.80%
88
FASTFASTENAL CO
37,303$2.7T207409.86%
89
EWXSPDR INDEX SHS FDS
42,698$2.7T207360.35%
90
SYYSYSCO CORP
34,104$2.7T207251.35%
91
UPSUNITED PARCEL SERVICE INC
18,684$2.5T198316.22%
92
MAMASTERCARD INCORPORATED
5,079$2.5T195247.46%
93
IEMGISHARES INC
42,967$2.5T192038.40%
94
IWMISHARES TR
10,996$2.4T189088.75%
95
TMOTHERMO FISHER SCIENTIFIC INC
3,906$2.4T188123.78%
96
MOALTRIA GROUP INC
47,090$2.4T187113.34%
97
XLFISELECT SECTOR SPDR TR
28,769$2.4T185896.36%
98
NVONOVO-NORDISK A S
20,042$2.4T185782.15%
99
CRWDCROWDSTRIKE HLDGS INC
8,372$2.3T182803.54%
100
8CWCROWN CASTLE INC
19,627$2.3T181270.79%
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