Sepio Capital, LP Q4 2021 Filing

Filed January 25, 2022

Portfolio Value

$1.4B

Holdings

364

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (364 positions)

StockValue
VOOVANGUARD INDEX FDS
$105.8M
VEAVANGUARD TAX-MANAGED INTL FD
$36.1M
MSFTMICROSOFT CORP
$35.1M
XLKSELECT SECTOR SPDR TR
$33.1M
VWOVANGUARD INTL EQUITY INDEX F
$29.8M
AAPLAPPLE INC
$27.1M
SPYSPDR S&P 500 ETF TR
$21.8M
AMZNAMAZON COM INC
$21.4M
METAMETA PLATFORMS INC
$21.0M
NVDANVIDIA CORPORATION
$19.9M
GOOGLALPHABET INC
$18.6M
XLVSELECT SECTOR SPDR TR
$18.3M
GOOGALPHABET INC
$15.8M
VVISA INC
$15.7M
VOVANGUARD INDEX FDS
$13.7M
LOWLOWES COS INC
$13.2M
VTVVANGUARD INDEX FDS
$12.8M
HEMIHARTFORD FDS EXCHANGE TRADED
$12.2M
ORCLORACLE CORP
$12.2M
CSCOCISCO SYS INC
$10.8M
DISDISNEY WALT CO
$10.5M
DYHTARGET CORP
$9.8M
DEDEERE &CO
$9.8M
BABOEING CO
$9.4M
INTCINTEL CORP
$9.3M
BLKCHFBLACKROCK INC
$9.2M
COSTCOSTCO WHSL CORP NEW
$9.0M
TXNTEXAS INSTRS INC
$8.4M
IVVISHARES TR
$8.4M
JNJJOHNSON &JOHNSON
$8.1M
ADSKAUTODESK INC
$8.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.1M
8CWCROWN CASTLE INTL CORP NEW
$7.9M
CRMSALESFORCE COM INC
$7.9M
VBVANGUARD INDEX FDS
$7.9M
PFEPFIZER INC
$7.8M
UPSUNITED PARCEL SERVICE INC
$7.5M
NSCNORFOLK SOUTHN CORP
$7.5M
IWBISHARES TR
$7.3M
MNSTMONSTER BEVERAGE CORP NEW
$7.3M
DEODIAGEO PLC
$7.0M
VNQVANGUARD INDEX FDS
$6.8M
XLFISELECT SECTOR SPDR TR
$6.7M
CVXCHEVRON CORP NEW
$6.6M
7HPHP INC
$6.6M
APDAIR PRODS &CHEMS INC
$6.6M
VOEVANGUARD INDEX FDS
$6.4M
QCOMQUALCOMM INC
$6.3M
VTIPVANGUARD MALVERN FDS
$6.2M
SDGISHARES TR
$6.2M
PAYXPAYCHEX INC
$6.0M
EFAISHARES TR
$6.0M
DDOMINION ENERGY INC
$5.9M
AMATAPPLIED MATLS INC
$5.8M
IWFISHARES TR
$5.8M
ICEINTERCONTINENTAL EXCHANGE IN
$5.7M
ADPAUTOMATIC DATA PROCESSING IN
$5.7M
NUENUCOR CORP
$5.7M
EXPDEXPEDITORS INTL WASH INC
$5.6M
PGRPROGRESSIVE CORP
$5.6M
REGNREGENERON PHARMACEUTICALS
$5.5M
EWTISHARES INC
$5.5M
GSGOLDMAN SACHS GROUP INC
$5.5M
FASTFASTENAL CO
$5.4M
NDQINVESCO QQQ TR
$5.3M
DWDMORGAN STANLEY
$5.2M
VTIVANGUARD INDEX FDS
$5.2M
TSLATESLA INC
$5.2M
METMETLIFE INC
$5.2M
EWWISHARES INC
$5.2M
EWOISHARES INC
$5.1M
CBCHUBB LIMITED
$5.1M
XLBSELECT SECTOR SPDR TR
$5.1M
NVSNNOVARTIS AG
$5.0M
EWYISHARES INC
$4.8M
NORWGLOBAL X FDS
$4.8M
MTCHMATCH GROUP INC NEW
$4.8M
STTSPDR S&P 500 ETF Trust
$4.8M
XLISELECT SECTOR SPDR TR
$4.7M
UNHUNITEDHEALTH GROUP INC
$4.7M
BCCCGLOBAL X FDS
$4.7M
CMCSACOMCAST CORP NEW
$4.7M
VRTXVERTEX PHARMACEUTICALS INC
$4.6M
MRKMERCK &CO INC
$4.6M
SBUXSTARBUCKS CORP
$4.6M
IWDISHARES TR
$4.6M
FDSFACTSET RESH SYS INC
$4.6M
MAMASTERCARD INCORPORATED
$4.5M
COFCAPITAL ONE FINL CORP
$4.5M
GQ9SPDR GOLD TR
$4.5M
SEICSEI INVTS CO
$4.5M
ELVANTHEM INC
$4.4M
EWSISHARES INC
$4.4M
SYYSYSCO CORP
$4.3M
IEMGISHARES INC
$4.2M
BACVERIZON COMMUNICATIONS INC
$4.2M
IAU*ISHARES GOLD TR
$4.1M
ILMNILLUMINA INC
$4.1M
MCOMOODYS CORP
$4.0M
RSPINVESCO EXCHANGE TRADED FD T
$4.0M
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