SAPIENT CAPITAL LLC

Adviser

CIK

1998653

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $7,361,856,913

Diversification

Diversified

Files via

Empowered Funds, LLC

Filing Date

Global Rank

#663 / 8,819 ▼ 11 · as of Jun 2026

Top Industry

Drug Manufacturers - General 33.5%

Period ended 29 days ago

Filed Oct 8, 2026 · 21d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Adviser

Schedule 13G, Jul 9, 2025

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 65.7% of the book (60%+)

Turnover

Low turnover

25.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 64.2%; sector active share 33.8% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

392 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.2%

+0.5 pts

Top 5

54.9%

−1.3 pts

Top 10

66.5%

+0.8 pts

HHI

1,003

Diversified+30

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.0%	$1,913,037,010	124
Healthcare	25.5%	$1,876,283,647	30
Technology	17.1%	$1,261,866,816	35
Communication Services	9.1%	$667,392,743	11
Financial Services	5.6%	$409,373,257	53
Consumer Cyclical	3.9%	$284,809,199	23
Industrials	3.6%	$262,928,852	36
Basic Materials	2.9%	$216,633,315	19
Consumer Defensive	2.4%	$179,379,074	15
Energy	2.1%	$155,748,859	28
Utilities	1.5%	$109,292,945	10
Real Estate	0.3%	$25,111,196	8

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STLD	Steel Dynamics Inc	+293,066	740,730	$164,153,175
FDVV	Fidelity High Dividend ETF	+75,919	182,812	$11,102,172
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+67,546	323,222	$147,450,644
VO	VANGUARD MID-CAP INDEX FUND	+64,065	207,932	$16,306,027
JNJ	Johnson & Johnson	+51,822	101,237	$26,801,483
PM	Philip Morris International Inc.	+36,048	166,865	$31,841,179
VXUS	Vanguard Total International Stock ETF	+34,704	78,747	$6,690,345
MNST	Monster Beverage Corp	+33,685	67,208	$2,797,196
CRWD	CrowdStrike Holdings, Inc.	+33,064	42,934	$11,366,776
LLY	ELI LILLY & Co	+31,247	1,478,787	$1,711,074,861
TJX	Tjx Companies Inc	+31,230	111,625	$14,769,103
MSFT	Microsoft Corp	+27,517	465,911	$238,965,751
GOOGL	Alphabet Inc.	+26,063	655,139	$225,420,227
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+16,199	111,076	$6,587,917
DFAC	Dimensional U.S. Core Equity 2 ETF	+14,482	19,243	$855,351
ABBV	AbbVie Inc.	+14,020	210,256	$55,000,867
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+13,642	39,146	$4,255,170
RSP	Victory Portfolios II	+13,375	276,775	$0
VB	Vanguard Index Funds	+8,196	33,028	$9,396,135
IEMG	iShares Trust	+8,127	95,373	$0
VEA	Vanguard FTSE Developed Markets ETF	+7,033	91,722	$6,476,490
VIG	Vanguard Specialized Funds	+6,375	165,207	$38,544,445
IAU	Ishares Gold Trust	+5,953	164,792	$12,870,255
VTV	VANGUARD VALUE INDEX FUND	+5,613	113,475	$24,519,678
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+5,244	36,784	$5,708,876
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−399,889	27,179	$775,145
NFLX	Netflix Inc	−286,838	176,024	$12,247,749
BKV	BKV Corp	−211,778	14,663	$312,908
DIS	Walt Disney Co	−210,153	34,827	$3,653,352
APP	AppLovin Corp	−94,411	1,021,459	$296,662,337
QCOM	Qualcomm Inc	−89,920	2,486	$457,523
UBER	Uber Technologies, Inc	−59,777	34,885	$2,389,971
FCX	Freeport-Mcmoran Inc	−29,764	114,766	$8,033,620
SQS	Sapient Quality Select ETF	−27,696	49,527,254	$1,389,105,751
BKNG	Booking Holdings Inc.	−23,044	296,879	$48,364,557
HWM	Howmet Aerospace Inc.	−21,241	25,193	$5,698,152
UUUU	Energy Fuels Inc	−20,243	12,326	$135,955
PANW	Palo Alto Networks Inc	−19,777	115,092	$45,727,202
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−15,732	28,915	$3,728,010
MPWR	Monolithic Power Systems, Inc.	−15,517	6,457	$8,698,999
CHDN	Churchill Downs Inc	−10,871	408,095	$30,884,629
LINE	Lineage, Inc.	−10,468	7,359	$251,089
KTOS	Kratos Defense & Security Solutions, Inc.	−10,079	6,787	$289,737
NOW	ServiceNow, Inc.	−9,745	67,916	$9,101,423
KRMN	Karman Holdings Inc.	−9,670	12,712	$412,123
IJR	iShares Core S&P Small-Cap ETF	−8,755	136,726	$18,600,205
IVV	iShares Core S&P 500 ETF	−8,455	23,556	$18,040,362
VST	Vistra Corp.	−6,371	681,591	$94,298,114
RTX	RTX Corp	−6,142	42,907	$7,965,684
BAC	Bank Of America Corp	−6,078	1,108,094	$60,313,556
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
RGLD	Royal Gold Inc	47,672	$11,250,592
SKHY	SK hynix Inc.	60,319	$11,107,743
DGX	Quest Diagnostics Inc	32,609	$7,600,179
CBOE	Cboe Global Markets, Inc.	25,563	$7,037,238
SPCX	Space Exploration Technologies Corp	23,473	$3,541,136
RMBI	Richmond Mutual Bancorporation, Inc.	70,778	$1,051,761
MCK	Mckesson Corp	1,076	$918,699
CYPH	Cypherpunk Technologies Inc.	118,750	$395,437
AGG	iShares Core U.S. Aggregate Bond ETF	2,952	$279,082
RACE	Ferrari N.V.	687	$269,887
VEEV	Veeva Systems Inc	938	$267,752
PBR	Petrobras - Petroleo Brasileiro SA	12,016	$250,773
BBJP	JPMorgan BetaBuilders Japan ETF	3,002	$235,657
SCCO	Southern Copper Corp	1,071	$217,027
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	5,816	$215,308
BTC	Grayscale Bitcoin Mini Trust ETF	5,799	$214,273
SMFG	Sumitomo Mitsui Financial Group, Inc.	8,175	$211,814
YPF	Ypf Sociedad Anonima	4,188	$209,944
TTE	TotalEnergies SE	2,387	$204,088
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	1,272	$200,785
SCHW	Schwab Charles Corp	2,049	$200,269
BTG	B2gold Corp	12,725	$66,424
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HSAI	Hesai Group	447,976	$8,162,122
CART	Maplebear Inc.	41,183	$1,950,015
VHT	VANGUARD HEALTH CARE INDEX FUND	5,619	$1,680,137
BWIN	Baldwin Insurance Group, Inc.	50,000	$1,329,000
VICR	Vicor Corp	3,056	$1,160,607
IUSB	iShares Core Universal USD Bond ETF	15,494	$715,048
XLF	State Street Corp	12,967	$695,160
WEC	Wec Energy Group, Inc.	3,679	$429,596
DXJ	WisdomTree Japan Hedged Equity Fund	2,375	$412,110
INTU	Intuit Inc.	999	$260,739
ASTS	AST SpaceMobile, Inc.	2,876	$255,561
HBAN	Huntington Bancshares Inc	14,071	$249,478
AON	Aon plc	748	$248,104
LRCX	Lam Research Corp	553	$239,631
SO	Southern Co	2,419	$231,522
AVDV	Avantis International Small Cap Value ETF	2,236	$230,419
AMAT	Applied Materials Inc	310	$224,130
TKO	TKO Group Holdings, Inc.	1,105	$222,447
CW	Curtiss Wright Corp	293	$222,023
NET	Cloudflare, Inc.	883	$216,582
LMBS	First Trust Low Duration Opportunities ETF	4,278	$212,958
DRI	Darden Restaurants Inc	1,020	$210,130
PCY	Invesco Ltd.	9,555	$206,865
STZ	Constellation Brands, Inc.	1,478	$205,575
INTS	Intensity Therapeutics, Inc.	26,006	$106,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

392 tracked positions · $7,361,856,913 total · filing declares 392 positions · $7,437,579,658 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 392 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	1,478,787	+31,247	$1,711,074,861	−1.4%	23.24%
SQS	Sapient Quality Select ETF	Reduced	49,527,254	-27,696	$1,389,105,751	+0.4%	18.87%
AAPL	Apple Inc. Technology	Reduced	1,153,295	-2,423	$384,070,300	+14.8%	5.22%
APP	AppLovin Corp Communication Services	Reduced	1,021,459	-94,411	$296,662,337	−48.4%	4.03%
MSFT	Microsoft Corp Technology	Added	465,911	+27,517	$238,965,751	+46.1%	3.25%
GOOGL	Alphabet Inc. Communication Services	Added	655,139	+26,063	$225,420,227	+0.3%	3.06%
STLD	Steel Dynamics Inc Basic Materials	Added	740,730	+293,066	$164,153,175	+59.8%	2.23%
AVGO	Broadcom Inc. Technology	Reduced	466,600	-1,480	$163,865,254	−7.3%	2.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	323,222	+67,546	$147,450,644	+20.8%	2.00%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	349,572	-1,907	$115,648,904	+0.5%	1.57%
NVDA	Nvidia Corp Technology	Reduced	460,246	-2,899	$105,110,981	+13.4%	1.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	405,756	-3,357	$101,094,107	+3.7%	1.37%
VST	Vistra Corp. Utilities	Reduced	681,591	-6,371	$94,298,114	−13.6%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	121,954	-4,824	$88,438,601	+23.8%	1.20%
GEV	GE Vernova Inc. Industrials	Reduced	75,860	-178	$72,104,171	−19.3%	0.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	88,789	-614	$67,713,155	+1.4%	0.92%
MU	Micron Technology Inc Technology	Reduced	62,959	-742	$67,058,260	−8.8%	0.91%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	72,244	-562	$65,766,602	−3.4%	0.89%
BAC	Bank Of America Corp Financial Services	Reduced	1,108,094	-6,078	$60,313,556	−5.0%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	210,256	+14,020	$55,000,867	+11.4%	0.75%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	296,879	-23,044	$48,364,557	−15.2%	0.66%
PANW	Palo Alto Networks Inc Technology	Reduced	115,092	-19,777	$45,727,202	−0.6%	0.62%
CVX	Chevron Corp Energy	Reduced	223,779	-1,690	$45,697,909	+22.3%	0.62%
GLD	Spdr Gold Trust	Reduced	113,043	-43	$43,051,296	+3.3%	0.58%
VIG	Vanguard Specialized Funds	Added	165,207	+6,375	$38,544,445	+2.6%	0.52%
GOOG	Alphabet Inc. Communication Services	Reduced	110,306	-1,715	$37,585,666	−5.0%	0.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	349,184	-2,088	$36,287,201	−8.8%	0.49%
MS	Morgan Stanley Financial Services	Added	182,126	+825	$34,254,258	−9.6%	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Added	166,865	+36,048	$31,841,179	+34.5%	0.43%
BWXT	BWX Technologies, Inc. Industrials	Reduced	226,475	-622	$31,027,075	−29.8%	0.42%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	408,095	-10,871	$30,884,629	−17.8%	0.42%
MA	Mastercard Inc Financial Services	Reduced	51,879	-665	$28,609,712	+6.0%	0.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	75,971	+353	$28,431,387	+1.6%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	101,237	+51,822	$26,801,483	+113.6%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	50,190	-233	$24,992,110	−0.9%	0.34%
VTV	VANGUARD VALUE INDEX FUND	Added	113,475	+5,613	$24,519,678	+4.3%	0.33%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	164,171	-944	$24,469,687	+17.3%	0.33%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	270,533	-2,438	$24,377,728	+3.7%	0.33%
MTB	M&T Bank Corp Financial Services	Reduced	107,423	-839	$23,375,244	−9.3%	0.32%
VOO	VANGUARD 500 INDEX FUND	Added	32,861	+1,407	$23,030,960	+6.6%	0.31%
KO	Coca Cola Co Consumer Defensive	Reduced	263,037	-1,332	$22,642,224	+5.4%	0.31%
SPG	Simon Property Group Inc. Real Estate	Added	110,277	+216	$22,139,210	−10.1%	0.30%
ASND	Ascendis Pharma A/S Healthcare	Added	95,721	+3,559	$21,808,115	−11.3%	0.30%
WDAY	Workday, Inc. Technology	Reduced	106,022	-535	$20,192,950	+54.8%	0.27%
MAR	Marriott International Inc Consumer Cyclical	Reduced	56,541	-127	$20,109,937	−4.2%	0.27%
VRT	Vertiv Holdings Co Industrials	Reduced	82,860	-1,351	$19,994,946	−29.1%	0.27%
SHEL	Shell plc Energy	Reduced	209,444	-820	$19,907,652	+22.1%	0.27%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	232,124	-663	$19,825,710	−7.5%	0.27%
IJR	iShares Core S&P Small-Cap ETF	Reduced	136,726	-8,755	$18,600,205	−13.8%	0.25%
DE	Deere & Co Industrials	Added	27,320	+147	$18,346,746	+6.4%	0.25%

Showing the top 50 of 392 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.