Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Settian Capital LP (CIK 1911113) reported $142.8M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MA ($20.9M, 14.66%), AAPL ($18.0M, 12.60%), PWR ($14.8M, 10.38%), CDNS ($12.9M, 9.01%), MSFT ($9.4M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $20.9M | 14.66% | 41,900 | Hold |
| 2 | AAPL | APPLE INC | $18.0M | 12.60% | 70,900 | Hold |
| 3 | PWR | QUANTA SVCS INC | $14.8M | 10.38% | 27,000 | Hold |
| 4 | CDNS | CADENCE DESIGN SYSTEM INC | $12.9M | 9.01% | 46,300 | Hold |
| 5 | MSFT | MICROSOFT CORP | $9.4M | 6.57% | 25,350 | Hold |
| 6 | MCK | MCKESSON CORP | $8.3M | 5.82% | 9,600 | Hold |
| 7 | V | VISA INC | $8.1M | 5.65% | 26,700 | Hold |
| 8 | WHG | WESTWOOD HLDGS GROUP INC | $7.7M | 5.43% | 470,515 | Hold |
| 9 | SNPS | SYNOPSYS INC | $5.9M | 4.16% | 15,000 | Hold |
| 10 | GEV | GE VERNOVA INC | $5.2M | 3.67% | 6,000 | Added |
| 11 | QXO | QXO INC | $5.0M | 3.49% | 256,578 | Hold |
| 12 | CTAS | CINTAS CORP | $4.7M | 3.32% | 28,000 | Hold |
| 13 | SPGI | S&P GLOBAL INC | $3.2M | 2.21% | 7,422 | Hold |
| 14 | GE | GE AEROSPACE | $3.1M | 2.19% | 11,000 | Added |
| 15 | HSY | HERSHEY CO | $2.8M | 1.95% | 13,400 | Hold |
| 16 | CEG | CONSTELLATION ENERGY CORP | $2.0M | 1.37% | 7,000 | Added |
| 17 | FICO | FAIR ISAAC CORP | $1.7M | 1.20% | 1,600 | Hold |
| 18 | CSCO | CISCO SYS INC | $1.6M | 1.09% | 20,000 | New |
| 19 | CLH | CLEAN HARBORS INC | $1.4M | 1.00% | 5,000 | Hold |
| 20 | LNG | CHENIERE ENERGY INC | $1.1M | 0.79% | 4,000 | New |
| 21 | CAH | CARDINAL HEALTH INC | $950,895 | 0.67% | 4,500 | New |
| 22 | PH | PARKER-HANNIFIN CORP | $895,240 | 0.63% | 1,000 | New |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $867,940 | 0.61% | 2,000 | Hold |
| 24 | SMH | VANECK ETF TRUST | $766,800 | 0.54% | 2,000 | New |
| 25 | APH | AMPHENOL CORP | $758,100 | 0.53% | 6,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31