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Portfolio (Quarterly) Guide ↗

SAPIENT CAPITAL LLC

· CIK 0001998653
13F Portfolio $7.6B AUM 396 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 396 New
Page 17 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWV ISHARES TR 734.0 $313K 0.00% NEW $426.40 +3.3%
322 EXEL EXELIXIS INC Healthcare 5,658.0 $308K 0.00% NEW $54.41 -3.8%
323 BDX BECTON DICKINSON & CO Healthcare 2,008.0 $304K 0.00% NEW $151.33 +20.3%
324 ET ENERGY TRANSFER L P Energy 15,864.0 $303K 0.00% NEW $19.12 +9.5%
325 IXUS ISHARES TR 3,130.0 $299K 0.00% NEW $95.44 +2.8%
326 BHP BHP BILLITON LIMITED Basic Materials 3,582.0 $298K 0.00% NEW $83.31 +6.1%
327 CGGO CAPITAL GROUP GBL GROWTH EQT 7,010.0 $297K 0.00% NEW $42.33 -2.1%
328 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,648.0 $294K 0.00% NEW $111.05 -2.8%
329 VELO3D INC 16,534.0 $290K 0.00% NEW $17.55
330 BMNR BITMINE IMMERSION TECHS INC Financial Services 21,649.0 $288K 0.00% NEW $13.31 +40.7%
331 TCHP T ROWE PRICE EXCHANGE-TRADED 5,723.0 $287K 0.00% NEW $50.09 +2.2%
332 FELE FRANKLIN ELEC INC Industrials 2,672.0 $286K 0.00% NEW $107.19 -3.0%
333 PYPL PAYPAL HLDGS INC Financial Services 6,569.0 $284K 0.00% NEW $43.18 +40.0%
334 IJJ ISHARES TR 1,910.0 $282K 0.00% NEW $147.73 +2.1%
335 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 13,914.0 $280K 0.00% NEW $20.14 +14.3%
336 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,143.0 $280K 0.00% NEW $45.52 +9.3%
337 MBOX EA SERIES TRUST 6,872.0 $276K 0.00% NEW $40.12 +6.6%
338 D DOMINION ENERGY INC Utilities 3,983.0 $272K 0.00% NEW $68.29 +0.7%
339 VIGI VANGUARD WHITEHALL FDS 2,870.0 $268K 0.00% NEW $93.38 +5.8%
340 NXPI NXP SEMICONDUCTORS N V Technology 942.0 $265K 0.00% NEW $281.03 -17.2%
Page 17 of 20  ·  396 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.3%
Technology 29.8%
Financial Services 8.9%
Communication Services 6.9%
Consumer Cyclical 5.3%
Industrials 4.3%
Utilities 3.7%
Consumer Defensive 3.1%
Energy 2.6%
Basic Materials 2.5%