SAPIENT CAPITAL LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,120,938
- Description
- Indianapolis Indiana based fiduciary portfolio advisory practice with a limited liability advisory organization and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, asset liability coordination, and planning integrated mandate design for planning centered advisory portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through valuation anchored sizing and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 417 | 7,120,938 | 13F-HR | SAPIENT CAPITAL LLC |
| Q3 2025 | 10/17/2025 | 388 | 6,496,168 | 13F-HR | SAPIENT CAPITAL LLC |
| Q2 2025 | 7/9/2025 | 373 | 5,584,152 | 13F-HR | SAPIENT CAPITAL LLC |
| Q1 2025 | 4/15/2025 | 364 | 5,069,255 | 13F-HR | SAPIENT CAPITAL LLC |
| Q4 2024 | 1/29/2025 | 368 | 5,237,926 | 13F-HR | SAPIENT CAPITAL LLC |
| Q3 2024 | 10/11/2024 | 389 | 4,980,004 | 13F-HR | SAPIENT CAPITAL LLC |
| Q2 2024 | 7/15/2024 | 364 | 4,803,451 | 13F-HR | SAPIENT CAPITAL LLC |
| Q1 2024 | 4/22/2024 | 369 | 4,514,819 | 13F-HR | SAPIENT CAPITAL LLC |
| Q4 2023 | 2/6/2024 | 383 | 3,876,377 | 13F-HR/A - RESTATEMENT | SAPIENT CAPITAL LLC |
| Q4 2023 | 1/29/2024 | 495 | 3,214,147 | 13F-HR | SAPIENT CAPITAL LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.889 M | 96.8% | 571.1 K | 0 | 571.1 K |
| ETFs | 231.4 K | 3.2% | 53.65 K | 0 | 53.65 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
7,120,938
Holdings
417
QoQ value change ($000)
624,770
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.