Portfolio (Quarterly)
Guide ↗
Silicon Valley Capital Partners
· CIK 0001673633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 236.0 | $12K | 0.00% | +2.0 | +0.8% | $52.60 | -0.2% |
| 202 | TECK | TECK RESOURCES LTD CL B | Basic Materials | 235.0 | $12K | 0.00% | — | — | $51.83 | +28.2% |
| 203 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | — | 383.0 | $12K | 0.00% | +2.0 | +0.5% | $30.09 | -0.1% |
| 204 | MKL | MARKEL GROUP INC COM | Financial Services | 6.0 | $11K | 0.00% | — | — | $1914.00 | -2.8% |
| 205 | BIDU | BAIDU INC SPON ADR REP A | Communication Services | 100.0 | $11K | 0.00% | — | — | $111.42 | +17.9% |
| 206 | — | LITHIUM AMERS CORP NEW COM SHS | — | 2,695.0 | $11K | 0.00% | NEW | — | $3.95 | — |
| 207 | — | SANDISK CORP COM | — | 17.0 | $11K | 0.00% | -483.0 | -96.6% | $623.35 | — |
| 208 | COKE | COCA COLA CONS INC COM | Consumer Defensive | 54.0 | $10K | 0.00% | -152.0 | -73.8% | $192.43 | -9.0% |
| 209 | IOT | SAMSARA INC COM CL A | Technology | 324.0 | $10K | 0.00% | — | — | $31.70 | +1.5% |
| 210 | NVO | NOVO-NORDISK A S ADR | Healthcare | 276.0 | $10K | 0.00% | — | — | $36.75 | +24.2% |
| 211 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Technology | 26.0 | $10K | 0.00% | +24.0 | +1200.0% | $388.62 | +130.5% |
| 212 | PCAR | PACCAR INC COM | Industrials | 85.0 | $10K | 0.00% | +15.0 | +21.4% | $115.88 | -2.7% |
| 213 | IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | — | 120.0 | $10K | 0.00% | — | — | $80.05 | +19.6% |
| 214 | DHR | DANAHER CORP DEL COM | Healthcare | 50.0 | $9K | 0.00% | +18.0 | +56.2% | $189.96 | -5.7% |
| 215 | CI | THE CIGNA GROUP COM | Healthcare | 35.0 | $9K | 0.00% | — | — | $270.49 | +6.1% |
| 216 | ARTY | ISHARES FUTURE AI & TECH ETF | — | 202.0 | $9K | 0.00% | NEW | — | $46.52 | +57.2% |
| 217 | CB | CHUBB LTD SWITZ COM | Financial Services | 29.0 | $9K | 0.00% | — | — | $323.24 | -1.6% |
| 218 | FIG | FIGMA INC CLASS A COM STK | Technology | 443.0 | $9K | 0.00% | — | — | $21.14 | +8.5% |
| 219 | SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | — | 378.0 | $9K | 0.00% | +3.0 | +0.8% | $24.71 | -0.1% |
| 220 | SYK | STRYKER CORPORATION COM | Healthcare | 28.0 | $9K | 0.00% | +11.0 | +64.7% | $329.54 | -7.1% |
① 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%