Portfolio (Quarterly)
Guide ↗
Silicon Valley Capital Partners
· CIK 0001673633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | SOXX | ISHARES SEMICONDUCTOR ETF | — | 552.0 | $181K | 0.02% | — | — | $328.37 | +71.8% |
| 102 | OTIS | OTIS WORLDWIDE CORP COM | Industrials | 2,272.0 | $175K | 0.02% | — | — | $77.08 | -6.9% |
| 103 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 1,308.0 | $173K | 0.02% | — | — | $132.50 | +7.4% |
| 104 | AMGN | AMGEN INC COM | Healthcare | 487.0 | $171K | 0.02% | +3.0 | +0.6% | $352.13 | -4.6% |
| 105 | ARM | ARM HOLDINGS PLC SPONSORED ADS | Technology | 1,079.0 | $163K | 0.02% | NEW | — | $151.28 | +100.1% |
| 106 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 1,956.0 | $162K | 0.02% | +15.0 | +0.8% | $82.76 | -0.2% |
| 107 | TER | TERADYNE INC COM | Technology | 500.0 | $148K | 0.01% | NEW | — | $296.59 | +26.7% |
| 108 | GE | GE AEROSPACE COM NEW | Industrials | 521.0 | $148K | 0.01% | NEW | — | $283.77 | +11.8% |
| 109 | FLEX | FLEX LTD ORD | Technology | 2,216.0 | $145K | 0.01% | — | — | $65.46 | +122.7% |
| 110 | BE | BLOOM ENERGY CORP COM CL A | Industrials | 1,000.0 | $135K | 0.01% | -900.0 | -47.4% | $135.49 | +116.8% |
| 111 | — | NEBIUS GROUP N.V. SHS CLASS A | — | 1,250.0 | $130K | 0.01% | +1K | +400.0% | $103.76 | — |
| 112 | ABBV | ABBVIE INC COM | Healthcare | 580.0 | $126K | 0.01% | +35.0 | +6.4% | $217.64 | -1.0% |
| 113 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 379.0 | $118K | 0.01% | +102.0 | +36.8% | $310.71 | -9.6% |
| 114 | EME | EMCOR GROUP INC COM | Industrials | 151.0 | $111K | 0.01% | — | — | $737.25 | +16.0% |
| 115 | ALAB | ASTERA LABS INC COM | Technology | 1,000.0 | $110K | 0.01% | +700.0 | +233.3% | $109.60 | +196.8% |
| 116 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 1,790.0 | $106K | 0.01% | -165.0 | -8.4% | $59.03 | +10.5% |
| 117 | WFC | WELLS FARGO & CO COM | Financial Services | 1,258.0 | $100K | 0.01% | -422.0 | -25.1% | $79.61 | -2.6% |
| 118 | ABT | ABBOTT LABORATORIES COM | Healthcare | 904.0 | $93K | 0.01% | +234.0 | +34.9% | $102.63 | -16.5% |
| 119 | OKLO | OKLO INC COM CL A | Utilities | 1,862.0 | $92K | 0.01% | +1K | +155.8% | $49.59 | +36.8% |
| 120 | VTV | VANGUARD VALUE ETF | — | 457.0 | $90K | 0.01% | — | — | $196.26 | +8.0% |
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%