Settian Capital as of Sept. 30, 2025
Portfolio Holdings for Settian Capital
Settian Capital holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 16.2 | $24M | 42k | 568.81 | |
| Apple (AAPL) | 12.3 | $18M | 71k | 254.63 | |
| Cadence Design Systems (CDNS) | 11.1 | $16M | 46k | 351.26 | |
| Microsoft Corporation (MSFT) | 8.9 | $13M | 25k | 517.95 | |
| Quanta Services (PWR) | 7.6 | $11M | 27k | 414.42 | |
| Visa Com Cl A (V) | 6.2 | $9.1M | 27k | 341.38 | |
| Westwood Holdings (WHG) | 5.3 | $7.8M | 471k | 16.49 | |
| McKesson Corporation (MCK) | 4.7 | $7.0M | 9.0k | 772.54 | |
| Cintas Corporation (CTAS) | 3.9 | $5.7M | 28k | 205.26 | |
| Qxo Com New (QXO) | 3.3 | $4.9M | 257k | 19.06 | |
| Synopsys (SNPS) | 3.0 | $4.4M | 9.0k | 493.39 | |
| S&p Global (SPGI) | 2.5 | $3.6M | 7.4k | 486.71 | |
| Ge Vernova (GEV) | 2.1 | $3.1M | 5.0k | 614.90 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $2.9M | 8.2k | 352.75 | |
| Tyler Technologies (TYL) | 1.8 | $2.7M | 5.1k | 523.16 | |
| Hershey Company (HSY) | 1.7 | $2.5M | 13k | 187.05 | |
| Fair Isaac Corporation (FICO) | 1.6 | $2.4M | 1.6k | 1496.53 | |
| Verisk Analytics (VRSK) | 1.6 | $2.3M | 9.2k | 251.51 | |
| Pool Corporation (POOL) | 1.2 | $1.8M | 5.8k | 310.07 | |
| Novo-nordisk A S Adr (NVO) | 1.1 | $1.7M | 30k | 55.49 | |
| Clean Harbors (CLH) | 0.8 | $1.2M | 5.0k | 232.22 | |
| Motorola Solutions Com New (MSI) | 0.6 | $915k | 2.0k | 457.29 | |
| Fiserv (FI) | 0.5 | $774k | 6.0k | 128.93 |
