SAPIENT CAPITAL LLC — 13F Holdings

2026 Q2  ·  484 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, SAPIENT CAPITAL LLC maintained a portfolio of 484 distinct positions. The most significant new addition was WORKDAY INC, now representing 0.17% of the total fund value. They heavily accumulated shares in EA SERIES TRUST, increasing the position by 190452.0%. Conversely, SAPIENT CAPITAL LLC completely exited their position in EA SERIES TRUST.
Position History hover any row below to update
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SAPIENT CAPITAL LLC New York, NY RIA / Wealth Management AUM $7,573M
PCA Score Concentration Risk
Risk ENB
Total Positions
484
Quarter
2026 Q2
Top Holding
LLY (22.7%)
Top 10 Concentration
64.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 484

SAPIENT CAPITAL LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
LLY
ELI LILLY & CO
Healthcare 22.72% 20.02% #1
Prev: #1
6.5
3,185 0.2%
P
S
1,447,540 $1,736,223,301
$635.53 +80.8%
$1199.43 -4.2%
2023 Q4 13F Filing 2026-06-30 2026-07-09
N/A
EA SERIES TRUST
Bond/Debt 18.11% 18.24% #2
Prev: #2
6.0
11,785 0.0%
P
S
49,554,950 $1,383,589,079 13F Filing 2026-06-30 2026-07-09
APP
APPLOVIN CORP
Communication Services 7.52% 7.64% #3
Prev: #3
4.5
-155,603 -12.2%
P
S
1,115,870 $574,929,700
$44.94 +838.8%
$515.23 -18.1%
2023 Q4 13F Filing 2026-06-30 2026-07-09
AAPL
APPLE INC
Technology 4.38% 4.23% #4
Prev: #4
2.8
50,641 4.6%
P
S
1,155,718 $334,418,614 2023 Q4 13F Filing 2026-06-30 2026-07-09
GOOGL
ALPHABET INC
Communication Services 2.94% 2.72% #5
Prev: #5
2.2
1,875 0.3%
P
S
629,076 $224,812,993 2023 Q4 13F Filing 2026-06-30 2026-07-09
AVGO
BROADCOM INC
Technology 2.31% 2.24% #6 1
Prev: #7
1.4
-12,736 -2.6%
P
S
468,080 $176,817,365 2023 Q4 13F Filing 2026-06-30 2026-07-09
MSFT
MICROSOFT CORP
Technology 2.14% 2.67% #7 1
Prev: #6
1.4
-40,222 -8.4%
P
S
438,394 $163,529,780 2023 Q4 13F Filing 2026-06-30 2026-07-09
TSM
TAIWAN SEMICOND...
Technology 1.60% 1.06% #8 6
Prev: #14
3.1
47,303 22.7%
P
S
255,676 $122,328,081 2023 Q4 13F Filing 2026-06-30 2026-07-09
JPM
JPMORGAN CHASE ...
Financial Services 1.51% 1.63% #9 1
Prev: #8
1.1
-14,756 -4.0%
P
S
351,479 $115,049,721 2023 Q4 13F Filing 2026-06-30 2026-07-09
VST
VISTRA CORP
Utilities 1.43% 1.57% #10 1
Prev: #9
1.1
-2,609 -0.4%
P
S
687,962 $109,131,353 2023 Q4 13F Filing 2026-06-30 2026-07-09
STLD
STEEL DYNAMICS ...
Basic Materials 1.35% 0.91% #11 6
Prev: #17
3.0
115,080 34.6%
P
S
447,664 $102,958,243 2023 Q4 13F Filing 2026-06-30 2026-07-09
AMZN
AMAZON COM INC
Consumer Cyclical 1.28% 1.23% #12 1
Prev: #11
1.0
16,726 4.3%
P
S
409,113 $97,507,992 2023 Q4 13F Filing 2026-06-30 2026-07-09
NVDA
NVIDIA CORPORAT...
Technology 1.21% 1.32% #13 3
Prev: #10
1.0
-39,425 -7.8%
P
S
463,145 $92,670,665 2023 Q4 13F Filing 2026-06-30 2026-07-09
GEV
GE VERNOVA INC
Industrials 1.17% 0.76% #14 4
Prev: #18
3.0
18,188 31.4%
P
S
76,038 $89,372,039 2024 Q3 13F Filing 2026-06-30 2026-07-09
MU
MICRON TECHNOLO...
Technology 0.96% 0.27% #15 40
Prev: #55
2.9
10,706 20.2%
P
S
63,701 $73,529,427 2023 Q4 13F Filing 2026-06-30 2026-07-09
META
META PLATFORMS ...
Communication Services 0.93% 1.14% #16 4
Prev: #12
0.9
-4,892 -3.7%
P
S
126,778 $71,412,602 2023 Q4 13F Filing 2026-06-30 2026-07-09
COST
COSTCO WHOLESAL...
Consumer Defensive 0.89% 1.11% #17 4
Prev: #13
0.9
-931 -1.3%
P
S
72,806 $68,108,114 2023 Q4 13F Filing 2026-06-30 2026-07-09
SPY
STATE STR SPDR ...
ETF 0.88% 0.92% #18 3
Prev: #15
0.9
-4,052 -4.3%
P
S
89,403 $66,938,268 2023 Q4 13F Filing 2026-06-30 2026-07-09
BAC
BANK OF AMER CO...
Financial Services 0.83% 0.91% #19 3
Prev: #16
0.8
-126,817 -10.2%
P
S
1,114,172 $63,485,535 2023 Q4 13F Filing 2026-06-30 2026-07-09
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.75% 0.41% #20 13
Prev: #33
3.3
313,541 4912.9%
P
S
319,923 $57,023,140 2023 Q4 13F Filing 2026-06-30 2026-07-09
RSP
INVESCO EXCHANG...
Unknown 0.73% 0.71% #21 1
Prev: #22
2.3
18,249 7.4%
P
S
263,400 $56,043,610 2024 Q3 13F Filing 2026-06-30 2026-07-09
ABBV
ABBVIE INC
Healthcare 0.65% 0.67% #22 2
Prev: #24
0.8
-8,705 -4.2%
P
S
196,236 $49,380,827 2023 Q4 13F Filing 2026-06-30 2026-07-09
PANW
PALO ALTO NETWO...
Technology 0.60% 0.23% #23 40
Prev: #63
2.7
37,961 39.2%
P
S
134,869 $45,993,026 2023 Q4 13F Filing 2026-06-30 2026-07-09
BWXT
BWX TECHNOLOGIE...
Industrials 0.58% 0.71% #24 3
Prev: #21
0.7
-3,259 -1.4%
P
S
227,097 $44,204,431 2024 Q2 13F Filing 2026-06-30 2026-07-09
GLD
SPDR GOLD TR
ETF 0.55% 0.73% #25 6
Prev: #19
1.2
no change no change
P
S
113,086 $41,658,621 2023 Q4 13F Filing 2026-06-30 2026-07-09
WMT
WALMART INC
Consumer Defensive 0.52% 0.66% #26 1
Prev: #25
0.7
-1,196 -0.3%
P
S
351,272 $39,785,069 2023 Q4 13F Filing 2026-06-30 2026-07-09
GOOG
ALPHABET INC
Communication Services 0.52% 0.54% #27 1
Prev: #26
0.7
-12,602 -10.1%
P
S
112,021 $39,580,305 2023 Q4 13F Filing 2026-06-30 2026-07-09
MS
MORGAN STANLEY
Financial Services 0.50% 0.03% #28 140
Prev: #168
3.2
171,225 1699.3%
P
S
181,301 $37,899,161 2023 Q4 13F Filing 2026-06-30 2026-07-09
VIG
VANGUARD SPECIA...
ETF 0.49% 0.51% #29 1
Prev: #28
0.7
1,874 1.2%
P
S
158,832 $37,582,922 2023 Q4 13F Filing 2026-06-30 2026-07-09
CHDN
CHURCHILL DOWNS...
Consumer Cyclical 0.49% 0.08% #30 81
Prev: #111
3.2
358,845 596.9%
P
S
418,966 $37,556,112 2023 Q4 13F Filing 2026-06-30 2026-07-09
CVX
CHEVRON CORPORA...
Energy 0.49% 0.72% #31 11
Prev: #20
0.7
-3,818 -1.7%
P
S
225,469 $37,373,722 2023 Q4 13F Filing 2026-06-30 2026-07-09
NFLX
NETFLIX INC.
Communication Services 0.43% 0.69% #32 9
Prev: #23
0.7
-13,041 -2.7%
P
S
462,862 $33,048,347 2023 Q4 13F Filing 2026-06-30 2026-07-09
MPWR
MONOLITHIC PWR ...
Technology 0.40% 0.37% #33 3
Prev: #36
0.7
-396 -1.8%
P
S
21,974 $30,420,010 2023 Q4 13F Filing 2026-06-30 2026-07-09
VRT
VERTIV HOLDINGS...
Industrials 0.37% 0.31% #34 14
Prev: #48
0.6
941 1.1%
P
S
84,211 $28,195,548 2025 Q1 13F Filing 2026-06-30 2026-07-09
VTI
VANGUARD INDEX ...
ETF 0.37% 0.38% #35
Prev: #35
0.6
-1,961 -2.5%
P
S
75,618 $27,981,824 2023 Q4 13F Filing 2026-06-30 2026-07-09
MA
MASTERCARD INCO...
Financial Services 0.35% 0.42% #36 4
Prev: #32
0.6
-3,476 -6.2%
P
S
52,544 $26,986,791 2023 Q4 13F Filing 2026-06-30 2026-07-09
MTB
M & T BK CORP
Financial Services 0.34% 0.34% #37 4
Prev: #41
0.6
-419 -0.4%
P
S
108,262 $25,767,347 2023 Q4 13F Filing 2026-06-30 2026-07-09
BRK/B
BERKSHIRE HATHA...
Financial Services 0.33% 0.40% #38 4
Prev: #34
0.6
-5,351 -9.6%
P
S
50,423 $25,231,165 2023 Q4 13F Filing 2026-06-30 2026-07-09
SPG
SIMON PPTY GROU...
Real Estate 0.32% 0.31% #39 10
Prev: #49
0.6
-1,215 -1.1%
P
S
110,061 $24,615,094 2023 Q4 13F Filing 2026-06-30 2026-07-09
N/A
ASCENDIS PHARMA...
Unknown 0.32% #40
Prev: #—
3.6
92,162
NEW
92,162 $24,581,449 13F Filing 2026-06-30 2026-07-09
IVV
ISHARES TR
ETF 0.31% 0.22% #41 25
Prev: #66
2.6
9,847 44.4%
P
S
32,011 $23,973,012 2023 Q4 13F Filing 2026-06-30 2026-07-09
PM
PHILIP MORRIS I...
Consumer Defensive 0.31% 0.34% #42 2
Prev: #40
0.6
-4,763 -3.5%
P
S
130,817 $23,858,393 2023 Q4 13F Filing 2026-06-30 2026-07-09
DIS
DISNEY WALT CO
Communication Services 0.31% 0.45% #43 12
Prev: #31
0.1
-62,750 -20.4%
P
S
244,980 $23,763,041 2023 Q4 13F Filing 2026-06-30 2026-07-09
VUG
VANGUARD INDEX ...
Warrant 0.31% 0.29% #44 9
Prev: #53
3.1
229,356 525.9%
P
S
272,971 $23,513,733 2023 Q4 13F Filing 2026-06-30 2026-07-09
VTV
VANGUARD INDEX ...
ETF 0.31% 0.32% #45 1
Prev: #46
0.6
864 0.8%
P
S
107,862 $23,506,444 2023 Q4 13F Filing 2026-06-30 2026-07-09
KO
COCA COLA CO
Consumer Defensive 0.28% 0.33% #46 2
Prev: #44
0.6
-17,289 -6.1%
P
S
264,369 $21,625,154 2023 Q4 13F Filing 2026-06-30 2026-07-09
VOO
VANGUARD INDEX ...
ETF 0.28% 0.24% #47 12
Prev: #59
2.1
4,699 17.6%
P
S
31,454 $21,602,907 2023 Q4 13F Filing 2026-06-30 2026-07-09
IJR
ISHARES TR
ETF 0.28% 0.24% #48 14
Prev: #62
2.1
19,027 15.0%
P
S
145,481 $21,576,316 2023 Q4 13F Filing 2026-06-30 2026-07-09
ORLY
OREILLY AUTOMOT...
Consumer Cyclical 0.28% 0.33% #49 6
Prev: #43
0.6
-5,973 -2.5%
P
S
232,787 $21,437,355 2023 Q4 13F Filing 2026-06-30 2026-07-09
AGX
ARGAN INC
Industrials 0.28% 0.34% #50 8
Prev: #42
0.1
-14,637 -35.7%
P
S
26,366 $21,054,569 2024 Q3 13F Filing 2026-06-30 2026-07-09
Showing 1-50 of 484 holdings

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