Settian Capital as of March 31, 2026
Portfolio Holdings for Settian Capital
Settian Capital holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 14.7 | $21M | 42k | 499.66 | |
| Apple (AAPL) | 12.6 | $18M | 71k | 253.79 | |
| Quanta Services (PWR) | 10.4 | $15M | 27k | 549.02 | |
| Cadence Design Systems (CDNS) | 9.0 | $13M | 46k | 277.87 | |
| Microsoft Corporation (MSFT) | 6.6 | $9.4M | 25k | 370.17 | |
| McKesson Corporation (MCK) | 5.8 | $8.3M | 9.6k | 865.36 | |
| Visa Com Cl A (V) | 5.7 | $8.1M | 27k | 302.24 | |
| Westwood Holdings (WHG) | 5.4 | $7.7M | 471k | 16.47 | |
| Synopsys (SNPS) | 4.2 | $5.9M | 15k | 396.48 | |
| Ge Vernova (GEV) | 3.7 | $5.2M | 6.0k | 872.90 | |
| Qxo Com New (QXO) | 3.5 | $5.0M | 257k | 19.42 | |
| Cintas Corporation (CTAS) | 3.3 | $4.7M | 28k | 169.14 | |
| S&p Global (SPGI) | 2.2 | $3.2M | 7.4k | 425.34 | |
| Ge Aerospace Com New (GE) | 2.2 | $3.1M | 11k | 283.77 | |
| Hershey Company (HSY) | 2.0 | $2.8M | 13k | 207.89 | |
| Constellation Energy (CEG) | 1.4 | $2.0M | 7.0k | 279.25 | |
| Fair Isaac Corporation (FICO) | 1.2 | $1.7M | 1.6k | 1067.54 | |
| Cisco Systems (CSCO) | 1.1 | $1.6M | 20k | 77.59 | |
| Clean Harbors (CLH) | 1.0 | $1.4M | 5.0k | 286.73 | |
| Cheniere Energy Com New (LNG) | 0.8 | $1.1M | 4.0k | 283.76 | |
| Cardinal Health (CAH) | 0.7 | $951k | 4.5k | 211.31 | |
| Parker-Hannifin Corporation (PH) | 0.6 | $895k | 1.0k | 895.24 | |
| Motorola Solutions Com New (MSI) | 0.6 | $868k | 2.0k | 433.97 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $767k | 2.0k | 383.40 | |
| Amphenol Corp Cl A (APH) | 0.5 | $758k | 6.0k | 126.35 | |
| Howmet Aerospace (HWM) | 0.5 | $691k | 3.0k | 230.46 |
