Settian Capital LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Settian Capital LP | Institutional Filer | ▼ 4.78% | $142.8M | 26 |
Current Portfolio Holdings
Showing all 26 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Incorporated | Financial Services | 42K | $20.9M | 14.66% |
| 2 | AAPL | Apple Inc. | Technology | 71K | $18.0M | 12.60% |
| 3 | PWR | Quanta Services, Inc. | Industrials | 27K | $14.8M | 10.38% |
| 4 | CDNS | Cadence Design Systems, Inc. | Technology | 46K | $12.9M | 9.01% |
| 5 | MSFT | Microsoft Corporation | Technology | 25K | $9.4M | 6.57% |
| 6 | MCK | McKesson Corporation | Healthcare | 10K | $8.3M | 5.82% |
| 7 | V | Visa Inc. | Financial Services | 27K | $8.1M | 5.65% |
| 8 | WHG | Westwood Holdings Group, Inc. | Financial Services | 471K | $7.7M | 5.43% |
| 9 | SNPS | Synopsys, Inc. | Technology | 15K | $5.9M | 4.16% |
| 10 | GEV | GE Vernova Inc. | Utilities | 6K | $5.2M | 3.67% |
| 11 | QXO | QXO, Inc. | Technology | 257K | $5.0M | 3.49% |
| 12 | CTAS | Cintas Corporation | Industrials | 28K | $4.7M | 3.32% |
| 13 | SPGI | S&P Global Inc. | Financial Services | 7K | $3.2M | 2.21% |
| 14 | GE | GE Aerospace | Industrials | 11K | $3.1M | 2.19% |
| 15 | HSY | The Hershey Company | Consumer Defensive | 13K | $2.8M | 1.95% |
Showing 1 to 15 of 26 holdings