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Portfolio (Quarterly) Guide ↗

Silicon Valley Capital Partners

· CIK 0001673633
13F Portfolio $1.0B AUM 454 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New 97 Added 48 Reduced 10 Exited
Page 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ZTS ZOETIS INC CL A Healthcare 4.0 $475.0 NEW $118.75 -32.8%
122 RRC RANGE RES CORP COM Energy 10.0 $453.0 NEW $45.30 -12.5%
123 CTRE CARETRUST REIT INC COM Real Estate 12.0 $440.0 NEW $36.67 +13.0%
124 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 100.0 $424.0 NEW $4.24 +45.4%
125 STAA STAAR SURGICAL CO COM PAR $0.01 Healthcare 22.0 $411.0 NEW $18.68 +63.9%
126 SCHL SCHOLASTIC CORP COM Communication Services 10.0 $393.0 NEW $39.30 +5.1%
127 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 4.0 $362.0 NEW $90.50 -8.2%
128 WY WEYERHAEUSER CO COM NEW Real Estate 13.0 $320.0 NEW $24.62 -1.0%
129 RF REGIONS FINANCIAL CORP NEW COM Financial Services 12.0 $313.0 NEW $26.08 +6.5%
130 ADC AGREE RLTY CORP COM Real Estate 4.0 $304.0 NEW $76.00 -1.9%
131 LTC LTC PPTYS INC COM Real Estate 8.0 $302.0 NEW $37.75 +1.6%
132 COLD AMERICOLD REALTY TRUST INC COM Real Estate 26.0 $298.0 NEW $11.46 +33.6%
133 MPT MEDICAL PROPERTIES TRUST INC COM Financial Services 64.0 $296.0 NEW $4.62 +11.7%
134 CPT CAMDEN PPTY TR SH BEN INT Real Estate 3.0 $293.0 NEW $97.67 +10.3%
135 WSR WHITESTONE REIT COM Real Estate 18.0 $293.0 NEW $16.28 +16.8%
136 HIW HIGHWOODS PPTYS INC COM Real Estate 13.0 $285.0 NEW $21.92 +18.8%
137 RIOT RIOT PLATFORMS INC COM Financial Services 23.0 $284.0 NEW $12.35 +122.1%
138 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 18.0 $271.0 NEW $15.06 -1.8%
139 EXR EXTRA SPACE STORAGE INC COM Real Estate 2.0 $266.0 NEW $133.00 +7.5%
140 TBCH TURTLE BEACH CORP COM NEW Technology 26.0 $264.0 NEW $10.15 +26.8%
Page 7 of 10  ·  200 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 34.3%
Communication Services 12.8%
Consumer Cyclical 5.1%
Healthcare 3.9%
Consumer Defensive 1.7%
Basic Materials 1.5%
Industrials 0.5%
Energy 0.4%
Real Estate 0.2%