Settian Capital LP Portfolio Holdings by Sector

Settian Capital LP

$133 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Credit Services \| Financial Services MA V 2 stocks	$33,024 24.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS ADBE 3 stocks	$20,395 15.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS TYL FICO 3 stocks	$20,229 15.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14,546 10.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$10,208 7.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services WHG 1 stocks	$6,708 5.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$6,595 4.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$6,240 4.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$3,913 2.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$2,850 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$2,223 1.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$2,070 1.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL 1 stocks	$1,683 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$1,155 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$840 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$751 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts

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