Sepio Capital, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1284.5T

Holdings

295

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
SMRIEA SERIES TRUST
7,621,858$233.1T18.15%
2
VOOVANGUARD INDEX FDS
170,038$89.7T6.99%
3
VEAVANGUARD TAX-MANAGED FDS
1,145,664$60.5T4.71%
4
ABBVABBVIE INC
205,459$40.6T3.16%
5
VTVVANGUARD INDEX FDS
224,546$39.2T3.05%
6
VWOVANGUARD INTL EQUITY INDEX F
614,728$29.4T2.29%
7
NVDANVIDIA CORPORATION
220,197$26.7T2.08%
8
ABTABBOTT LABS
229,697$26.2T2.04%
9
VBRVANGUARD INDEX FDS
124,639$25.0T1.95%
10
ICOWPACER FDS TR
771,594$24.4T1.90%
11
MSFTMICROSOFT CORP
54,362$23.4T1.82%
12
SPYSPDR S&P 500 ETF TR
38,032$21.8T1.70%
13
METAMETA PLATFORMS INC
33,327$19.1T1.49%
14
AMZNAMAZON COM INC
93,992$17.5T1.36%
15
AAPLAPPLE INC
69,125$16.1T1.25%
16
TSLATESLA INC
57,560$15.1T1.17%
17
VOEVANGUARD INDEX FDS
89,171$15.0T1.16%
18
ACWIISHARES TR
124,248$14.9T1.16%
19
XLKSELECT SECTOR SPDR TR
57,965$13.1T1.02%
20
COWZPACER FDS TR
205,816$11.9T0.93%
21
GOOGLALPHABET INC
70,688$11.7T0.91%
22
GOOGALPHABET INC
68,283$11.4T0.89%
23
RSPINVESCO EXCHANGE TRADED FD T
63,666$11.4T0.89%
24
VOVANGUARD INDEX FDS
40,887$10.8T0.84%
25
IWBISHARES TR
26,755$8.4T0.65%
26
VVISA INC
30,509$8.4T0.65%
27
IWFISHARES TR
21,186$8.0T0.62%
28
NFLXNETFLIX INC
10,313$7.3T0.57%
29
ORCLORACLE CORP
42,253$7.2T0.56%
30
IVEISHARES TR
35,184$6.9T0.54%
31
IJSISHARES TR
63,034$6.8T0.53%
32
IWDISHARES TR
34,373$6.5T0.51%
33
GVIISHARES TR
59,042$6.3T0.49%
34
XLVSELECT SECTOR SPDR TR
40,926$6.3T0.49%
35
EFAISHARES TR
71,283$6.0T0.46%
36
VFLOVICTORY PORTFOLIOS II
174,324$5.8T0.45%
37
APDAIR PRODS & CHEMS INC
18,745$5.6T0.43%
38
BABOEING CO
36,067$5.5T0.43%
39
BILLBILL HOLDINGS INC
102,468$5.4T0.42%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
11,625$5.4T0.42%
41
VTIPVANGUARD MALVERN FDS
106,263$5.2T0.41%
42
BLKCHFBLACKROCK INC
5,393$5.1T0.40%
43
SBUXSTARBUCKS CORP
52,388$5.1T0.40%
44
COSTCOSTCO WHSL CORP NEW
5,340$4.7T0.37%
45
TXNTEXAS INSTRS INC
22,684$4.7T0.36%
46
VTEBVANGUARD MUN BD FDS
90,259$4.6T0.36%
47
4I1PHILIP MORRIS INTL INC
37,720$4.6T0.36%
48
CRMSALESFORCE INC
15,807$4.3T0.34%
49
PGRPROGRESSIVE CORP
16,902$4.3T0.33%
50
HEMIHARTFORD FDS EXCHANGE TRADED
107,858$4.2T0.33%
51
LOWLOWES COS INC
15,532$4.2T0.33%
52
CVXCHEVRON CORP NEW
28,436$4.2T0.33%
53
GQ9SPDR GOLD TR
16,896$4.1T0.32%
54
DISDISNEY WALT CO
42,270$4.1T0.32%
55
JNJJOHNSON & JOHNSON
25,060$4.1T0.32%
56
IVVISHARES TR
6,553$3.8T0.29%
57
NDQINVESCO QQQ TR
7,658$3.7T0.29%
58
IAU*ISHARES GOLD TR
75,188$3.7T0.29%
59
MNSTMONSTER BEVERAGE CORP NEW
70,158$3.7T0.28%
60
MDYSPDR S&P MIDCAP 400 ETF TR
6,300$3.6T0.28%
61
NSCNORFOLK SOUTHN CORP
14,378$3.6T0.28%
62
UNHUNITEDHEALTH GROUP INC
6,068$3.5T0.28%
63
ADSKAUTODESK INC
12,832$3.5T0.28%
64
VBVANGUARD INDEX FDS
14,775$3.5T0.27%
65
RTXRTX CORPORATION
28,794$3.5T0.27%
66
SHOPSHOPIFY INC
42,586$3.4T0.27%
67
QCOMQUALCOMM INC
19,588$3.3T0.26%
68
4IUINVESCO INDIA EXCHANGE-TRADE
108,249$3.3T0.26%
69
BCCCGLOBAL X FDS
76,611$3.3T0.26%
70
MATXMATSON INC
23,151$3.3T0.26%
71
VRTXVERTEX PHARMACEUTICALS INC
7,031$3.3T0.25%
72
EPOLISHARES TR
133,052$3.2T0.25%
73
FISFIDELITY NATL INFORMATION SV
38,095$3.2T0.25%
74
NVRNVR INC
325$3.2T0.25%
75
CSLCARLISLE COS INC
7,082$3.2T0.25%
76
SCHWSCHWAB CHARLES CORP
48,800$3.2T0.25%
77
NOCNORTHROP GRUMMAN CORP
5,931$3.1T0.24%
78
MRKMERCK & CO INC
27,577$3.1T0.24%
79
ICEINTERCONTINENTAL EXCHANGE IN
18,458$3.0T0.23%
80
TBFPROSHARES TR
131,400$2.9T0.23%
81
IJRISHARES TR
24,659$2.9T0.22%
82
PAYXPAYCHEX INC
21,260$2.9T0.22%
83
WRBBERKLEY W R CORP
48,657$2.8T0.21%
84
DEODIAGEO PLC
19,564$2.7T0.21%
85
SEICSEI INVTS CO
39,642$2.7T0.21%
86
CSCOCISCO SYS INC
51,513$2.7T0.21%
87
REGNREGENERON PHARMACEUTICALS
2,551$2.7T0.21%
88
FASTFASTENAL CO
37,303$2.7T0.21%
89
EWXSPDR INDEX SHS FDS
42,698$2.7T0.21%
90
SYYSYSCO CORP
34,104$2.7T0.21%
91
UPSUNITED PARCEL SERVICE INC
18,684$2.5T0.20%
92
MAMASTERCARD INCORPORATED
5,079$2.5T0.20%
93
IEMGISHARES INC
42,967$2.5T0.19%
94
IWMISHARES TR
10,996$2.4T0.19%
95
TMOTHERMO FISHER SCIENTIFIC INC
3,906$2.4T0.19%
96
MOALTRIA GROUP INC
47,090$2.4T0.19%
97
XLFISELECT SECTOR SPDR TR
28,769$2.4T0.19%
98
NVONOVO-NORDISK A S
20,042$2.4T0.19%
99
CRWDCROWDSTRIKE HLDGS INC
8,372$2.3T0.18%
100
8CWCROWN CASTLE INC
19,627$2.3T0.18%
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