Sepio Capital, LP Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.2B

Holdings

288

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (288 positions)

StockValue
SMRIEA SERIES TRUST
$222.5M
VOOVANGUARD INDEX FDS
$75.8M
VEAVANGUARD TAX-MANAGED FDS
$58.0M
VTVVANGUARD INDEX FDS
$48.7M
RSPINVESCO EXCHANGE TRADED FD T
$32.7M
ABBVABBVIE INC
$25.2M
MSFTMICROSOFT CORP
$24.1M
ABTABBOTT LABS
$21.3M
VBRVANGUARD INDEX FDS
$20.1M
AAPLAPPLE INC
$19.8M
COWZPACER FDS TR
$19.6M
VWOVANGUARD INTL EQUITY INDEX F
$19.5M
SPYSPDR S&P 500 ETF TR
$19.0M
ICOWPACER FDS TR
$16.4M
METAMETA PLATFORMS INC
$16.2M
AMZNAMAZON COM INC
$15.9M
NVDANVIDIA CORPORATION
$15.2M
VOEVANGUARD INDEX FDS
$13.1M
XLKSELECT SECTOR SPDR TR
$12.4M
IVEISHARES TR
$10.9M
GOOGLALPHABET INC
$10.3M
GOOGALPHABET INC
$10.0M
VVISA INC
$9.0M
ACWIISHARES TR
$8.9M
TSLATESLA INC
$8.6M
VOVANGUARD INDEX FDS
$8.5M
IWFISHARES TR
$8.4M
BILLBILL HOLDINGS INC
$8.4M
BABOEING CO
$7.9M
IJSISHARES TR
$7.8M
IWBISHARES TR
$7.0M
XLVSELECT SECTOR SPDR TR
$6.3M
IWDISHARES TR
$5.7M
BLKCHFBLACKROCK INC
$5.7M
SBUXSTARBUCKS CORP
$5.6M
EFAISHARES TR
$5.5M
NFLXNETFLIX INC
$5.1M
HEMIHARTFORD FDS EXCHANGE TRADED
$5.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.1M
TXNTEXAS INSTRS INC
$4.9M
CVXCHEVRON CORP NEW
$4.9M
JNJJOHNSON & JOHNSON
$4.7M
VTIPVANGUARD MALVERN FDS
$4.7M
ORCLORACLE CORP
$4.6M
NSCNORFOLK SOUTHN CORP
$4.6M
LOWLOWES COS INC
$4.2M
MACKEURMERRIMACK PHARMACEUTICALS IN
$4.1M
MRKMERCK & CO INC
$4.0M
MNSTMONSTER BEVERAGE CORP NEW
$4.0M
SCHWSCHWAB CHARLES CORP
$4.0M
APDAIR PRODS & CHEMS INC
$4.0M
CRMSALESFORCE INC
$3.8M
COSTCOSTCO WHSL CORP NEW
$3.8M
PGRPROGRESSIVE CORP
$3.8M
4I1PHILIP MORRIS INTL INC
$3.7M
FASTFASTENAL CO
$3.7M
UPSUNITED PARCEL SERVICE INC
$3.6M
VTEBVANGUARD MUN BD FDS
$3.6M
EWWISHARES INC
$3.4M
UNHUNITEDHEALTH GROUP INC
$3.4M
ADSKAUTODESK INC
$3.3M
DEODIAGEO PLC
$3.3M
BCCCGLOBAL X FDS
$3.3M
CSCOCISCO SYS INC
$3.3M
NDQINVESCO QQQ TR
$3.2M
EWPISHARES INC
$3.2M
GQ9SPDR GOLD TR
$3.2M
EWIISHARES INC
$3.2M
EPOLISHARES TR
$3.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.2M
PAYXPAYCHEX INC
$3.2M
IAU*ISHARES GOLD TR
$3.2M
DISDISNEY WALT CO
$3.2M
VBVANGUARD INDEX FDS
$3.1M
IVVISHARES TR
$3.1M
QCOMQUALCOMM INC
$3.1M
SHOPSHOPIFY INC
$3.0M
ICEINTERCONTINENTAL EXCHANGE IN
$3.0M
VRTXVERTEX PHARMACEUTICALS INC
$3.0M
TBFPROSHARES TR
$2.9M
IEMGISHARES INC
$2.7M
SEICSEI INVTS CO
$2.7M
IJRISHARES TR
$2.7M
WRBBERKLEY W R CORP
$2.7M
MATXMATSON INC
$2.5M
NOCNORTHROP GRUMMAN CORP
$2.5M
EWXSPDR INDEX SHS FDS
$2.5M
RTXRTX CORPORATION
$2.5M
CMCSACOMCAST CORP NEW
$2.5M
SYYSYSCO CORP
$2.5M
EXPDEXPEDITORS INTL WASH INC
$2.4M
REGNREGENERON PHARMACEUTICALS
$2.4M
IWMISHARES TR
$2.3M
NVRNVR INC
$2.3M
NVONOVO-NORDISK A S
$2.3M
FDSFACTSET RESH SYS INC
$2.3M
XLFISELECT SECTOR SPDR TR
$2.3M
MAMASTERCARD INCORPORATED
$2.3M
CINFCINCINNATI FINL CORP
$2.3M
MOALTRIA GROUP INC
$2.2M
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