Settian Capital as of Dec. 31, 2025
Portfolio Holdings for Settian Capital
Settian Capital holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 15.9 | $24M | 42k | 570.88 | |
| Apple (AAPL) | 12.9 | $19M | 71k | 271.86 | |
| Cadence Design Systems (CDNS) | 9.6 | $15M | 46k | 312.58 | |
| Microsoft Corporation (MSFT) | 8.2 | $12M | 25k | 483.62 | |
| Quanta Services (PWR) | 7.6 | $11M | 27k | 422.06 | |
| Visa Com Cl A (V) | 6.2 | $9.4M | 27k | 350.71 | |
| Westwood Holdings (WHG) | 5.4 | $8.1M | 471k | 17.21 | |
| McKesson Corporation (MCK) | 5.3 | $7.9M | 9.6k | 820.29 | |
| Synopsys (SNPS) | 4.7 | $7.0M | 15k | 469.72 | |
| Cintas Corporation (CTAS) | 3.5 | $5.3M | 28k | 188.07 | |
| Qxo Com New (QXO) | 3.3 | $4.9M | 257k | 19.29 | |
| S&p Global (SPGI) | 2.6 | $3.9M | 7.4k | 522.59 | |
| Ge Vernova (GEV) | 2.2 | $3.3M | 5.0k | 653.57 | |
| Fair Isaac Corporation (FICO) | 1.8 | $2.7M | 1.6k | 1690.62 | |
| Hershey Company (HSY) | 1.6 | $2.4M | 13k | 181.98 | |
| Fiserv (FI) | 1.6 | $2.4M | 36k | 67.17 | |
| Tyler Technologies (TYL) | 1.6 | $2.3M | 5.1k | 453.95 | |
| Verisk Analytics (VRSK) | 1.4 | $2.0M | 9.2k | 223.69 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.5M | 4.2k | 349.99 | |
| Pool Corporation (POOL) | 0.9 | $1.3M | 5.8k | 228.75 | |
| Clean Harbors (CLH) | 0.8 | $1.2M | 5.0k | 234.48 | |
| Ge Aerospace Com New (GE) | 0.6 | $924k | 3.0k | 308.03 | |
| Motorola Solutions Com New (MSI) | 0.5 | $767k | 2.0k | 383.32 | |
| Constellation Energy (CEG) | 0.5 | $707k | 2.0k | 353.27 | |
| Howmet Aerospace (HWM) | 0.4 | $615k | 3.0k | 205.02 |
