Settian Capital LP
23 holdingsFiling period: 2026-06-30Current AUM: $163.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Incorporated | 41.9K | $21.5M | $27.3M | 16.69% | -- | 2026-06-30 |
| 2 | AAPL | Apple Inc | 70.9K | $20.5M | $24.3M | 14.81% | -- | 2026-06-30 |
| 3 | PWR | Quanta Svcs Inc | 27.0K | $19.4M | $14.6M | 8.91% | -- | 2026-06-30 |
| 4 | CDNS | Cadence Design System Inc | 46.3K | $17.4M | $14.8M | 9.04% | -- | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 25.4K | $9.5M | $13.5M | 8.21% | -- | 2026-06-30 |
| 6 | V | Visa Inc | 26.7K | $9.2M | $11.3M | 6.89% | -- | 2026-06-30 |
| 7 | WHG | Westwood Hldgs Group Inc | 470.5K | $9.0M | $8.8M | 5.35% | -- | 2026-06-30 |
| 8 | MCK | McKesson Corp | 9.6K | $7.3M | $10.2M | 6.21% | -- | 2026-06-30 |
| 9 | GEV | GE Vernova Inc | 6.0K | $7.0M | $4.6M | 2.83% | -- | 2026-06-30 |
| 10 | SNPS | Synopsys Inc | 15.0K | $6.7M | $6.8M | 4.12% | -- | 2026-06-30 |
| 11 | CTAS | Cintas Corp | 28.0K | $4.8M | $6.2M | 3.80% | -- | 2026-06-30 |
| 12 | QXO | Qxo Inc | 256.6K | $4.4M | $3.0M | 1.81% | -- | 2026-06-30 |
| 13 | GE | GE Aerospace | 11.0K | $4.1M | $3.6M | 2.17% | -- | 2026-06-30 |
| 14 | SPGI | S&P Global Inc | 7.4K | $3.0M | $3.5M | 2.12% | -- | 2026-06-30 |
| 15 | HSY | Hershey Co | 13.4K | $2.4M | $2.4M | 1.46% | -- | 2026-06-30 |
| 16 | FICO | Fair Isaac Corp | 1.6K | $1.9M | $1.1M | 0.69% | -- | 2026-06-30 |
| 17 | CEG | Constellation Energy Corp | 7.0K | $1.7M | $1.7M | 1.07% | -- | 2026-06-30 |
| 18 | CAH | Cardinal Health Inc | 4.5K | $1.1M | $1.2M | 0.75% | -- | 2026-06-30 |
| 19 | APH | Amphenol Corp | 6.0K | $1.1M | $894K | 0.55% | -- | 2026-06-30 |
| 20 | PH | Parker-Hannifin Corp | 1.0K | $978K | $918K | 0.56% | -- | 2026-06-30 |
| 21 | LNG | Cheniere Energy Inc | 4.0K | $956K | $1.1M | 0.68% | -- | 2026-06-30 |
| 22 | TSCO | Tractor Supply Co | 30.0K | $948K | $1.1M | 0.67% | -- | 2026-06-30 |
| 23 | MSI | Motorola Solutions Inc | 2.0K | $830K | $1.0M | 0.63% | -- | 2026-06-30 |
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