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Portfolio (Quarterly) Guide ↗

Silicon Valley Capital Partners

· CIK 0001673633
13F Portfolio $1.1B AUM 265 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 90 Added 42 Reduced
Page 11 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 381.0 $11K 0.00% +6.0 +1.6% $30.16 -0.4%
202 IOT SAMSARA INC COM CL A Technology 324.0 $11K 0.00% $35.47 -16.9%
203 TECK TECK RESOURCES LTD CL B Basic Materials 235.0 $11K 0.00% $47.91 +36.2%
204 CEG CONSTELLATION ENERGY CORP COM Utilities 28.0 $10K 0.00% NEW $353.29 -18.3%
205 CI THE CIGNA GROUP COM Healthcare 35.0 $10K 0.00% $277.46 +3.0%
206 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 216.0 $10K 0.00% +108.0 +100.0% $44.71 +27.4%
207 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 375.0 $9K 0.00% +6.0 +1.6% $24.89 -0.8%
208 SCHW SCHWAB CHARLES CORP COM Financial Services 93.0 $9K 0.00% +1.0 +1.1% $99.41 -13.9%
209 CB CHUBB LIMITED COM Financial Services 29.0 $9K 0.00% $308.59 +3.9%
210 AMBA AMBARELLA INC SHS Technology 124.0 $9K 0.00% NEW $70.97 +27.6%
211 OEF ISHARES S&P 100 ETF 25.0 $9K 0.00% $348.00 +7.4%
212 ZS ZSCALER INC COM Technology 36.0 $8K 0.00% $226.33 -18.4%
213 DGX QUEST DIAGNOSTICS INC COM Healthcare 47.0 $8K 0.00% +1.0 +2.2% $172.00 +12.8%
214 F FORD MTR CO COM Consumer Cyclical 595.0 $8K 0.00% +7.0 +1.2% $13.12 +21.0%
215 PCAR PACCAR INC COM Industrials 70.0 $8K 0.00% $109.86 +2.2%
216 FEP FIRST TRUST EUROPE ALPHADEX FUND 142.0 $8K 0.00% +2.0 +1.4% $53.63 +10.9%
217 DHR DANAHER CORPORATION COM Healthcare 32.0 $7K 0.00% $229.25 -24.5%
218 AMP AMERIPRISE FINL INC COM Financial Services 15.0 $7K 0.00% $486.67 -8.9%
219 TEM TEMPUS AI INC CL A Healthcare 120.0 $7K 0.00% $59.05 -20.1%
220 OC OWENS CORNING NEW COM Industrials 61.0 $7K 0.00% +1.0 +1.7% $111.56 +9.6%
Page 11 of 14  ·  265 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 38.4%
Financial Services 34.5%
Communication Services 12.2%
Consumer Cyclical 6.3%
Healthcare 3.4%
Consumer Defensive 2.0%
Energy 1.5%
Basic Materials 1.2%
Industrials 0.4%
Real Estate 0.1%