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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 17 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SATS ECHOSTAR CORP CL A Technology 11.0 $1K NEW $117.09 +4.6%
322 DLR DIGITAL RLTY TR INC COM Real Estate 7.0 $1K NEW $181.43 +5.7%
323 ABNB AIRBNB INC COM CL A Consumer Cyclical 10.0 $1K $126.30 +4.6%
324 VC VISTEON CORP COM NEW Consumer Cyclical 13.0 $1K NEW $91.46 +28.8%
325 UNILEVER PLC SPON ADR NEW 19.0 $1K NEW $56.95
326 VSAT VIASAT INC COM Technology 23.0 $1K NEW $45.78 +86.9%
327 TS TENARIS S A SPONSORED ADS Energy 18.0 $1K NEW $58.17 +4.3%
328 TTMI TTM TECHNOLOGIES INC COM Technology 10.0 $974.0 NEW $97.40 +95.8%
329 SMURFIT WESTROCK PLC SHS 24.0 $968.0 NEW $40.33
330 VISN VISTANCE NETWORKS INC COM Technology 53.0 $965.0 NEW $18.21 -31.4%
331 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 16.0 $946.0 NEW $59.12 +12.7%
332 RKT ROCKET COS INC COM CL A Financial Services 66.0 $941.0 NEW $14.26 +0.1%
333 WF WOORI FINL GROUP INC SPONSORED ADS Financial Services 14.0 $932.0 NEW $66.57 -7.1%
334 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 47.0 $928.0 NEW $19.74 +13.4%
335 EGP EASTGROUP PPTYS INC COM Real Estate 5.0 $925.0 NEW $185.00 +11.2%
336 VTR VENTAS INC COM Real Estate 11.0 $900.0 NEW $81.82 +7.6%
337 SONY SONY GROUP CORP SPONSORED ADR Technology 43.0 $890.0 NEW $20.70 +5.6%
338 SYF SYNCHRONY FINANCIAL COM Financial Services 13.0 $888.0 NEW $68.31 +5.5%
339 RMBS RAMBUS INC DEL COM Technology 10.0 $860.0 NEW $86.00 +72.9%
340 SYNA SYNAPTICS INC COM Technology 12.0 $840.0 NEW $70.00 +102.3%
Page 17 of 23  ·  454 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%