William John Sempolinski has filed a 13F-HR report revealing total holdings of $258.87 million as of September 30, 2026. This filing is significant as it provides insights into the investment strategies and asset allocations of the firm, particularly in the technology and consumer sectors.
Based in Easton, Massachusetts, William John Sempolinski operates under the CIK number 0002149024. The firm has been active in filing various reports with the SEC, including recent 13F-HR submissions, which detail its investment holdings. The latest filing, dated October 20, 2026, represents the firm’s ongoing commitment to transparency and regulatory compliance.
The filing indicates that Sempolinski holds shares in a diverse array of companies, with notable investments in tech giants like Apple Inc., which alone accounts for over $25 million of the portfolio, and Alphabet Inc. with significant stakes as well. Other major holdings include Amazon, Advanced Micro Devices, and Berkshire Hathaway, reflecting a strategy focused on established and growth-oriented firms.
As of the filing date, the report lists a total of 104 entries, showcasing a well-rounded investment approach. The firm’s investment discretion is categorized as sole, indicating that it has complete control over the investment decisions pertaining to these holdings.
This update may impact various stakeholders, including investors looking to understand the asset management strategies employed by Sempolinski. It also sheds light on the broader trends within the investment management industry, particularly as firms navigate a dynamic market landscape.
Looking ahead, it remains to be seen how Sempolinski will adjust its portfolio in response to market changes or economic conditions. The filing does not specify any upcoming actions or changes in strategy, leaving investors and analysts to speculate on future moves.