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Portfolio (Quarterly) Guide ↗

CacheTech Inc.

· CIK 0002013390
13F Portfolio $519M AUM 177 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 80 Added 50 Reduced 73 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 42,820.0 $28.0M 5.39% +715.0 +1.7% $653.21 +14.8%
2 ICVT ISHARES TR 141,110.0 $14.4M 2.77% +2K +1.1% $101.79 +22.1%
3 VNM VANECK ETF TRUST 828,237.0 $14.3M 2.76% +55K +7.1% $17.31 +6.0%
4 MINT PIMCO ETF TR 107,249.0 $10.8M 2.08% +54K +103.0% $100.57 +0.1%
5 MSFT MICROSOFT CORP Technology 25,333.0 $9.4M 1.81% +6K +28.3% $370.16 +2.5%
6 NVDA NVIDIA CORPORATION Technology 51,649.0 $9.0M 1.74% +5K +10.7% $174.40 +20.8%
7 IVOL KRANESHARES TRUST 471,454.0 $8.8M 1.70% +29K +6.5% $18.71 -7.5%
8 XLK SELECT SECTOR SPDR TR 64,755.0 $8.6M 1.66% +2K +2.6% $132.90 +44.0%
9 EWI ISHARES INC 155,026.0 $8.3M 1.60% +4K +2.4% $53.42 +13.4%
10 XCCC BONDBLOXX ETF TRUST 226,306.0 $8.2M 1.59% +15K +7.3% $36.40 +1.0%
11 VV VANGUARD INDEX FDS 26,378.0 $7.9M 1.52% +13K +97.6% $298.85 +15.4%
12 ACWX ISHARES TR 93,786.0 $6.4M 1.24% +532.0 +0.6% $68.47 +12.6%
13 PHYL PGIM ETF TR 158,473.0 $5.5M 1.06% +2K +1.6% $34.63 +1.4%
14 AAPL APPLE INC Technology 21,411.0 $5.4M 1.05% +5K +31.8% $253.78 +17.4%
15 AMZN AMAZON COM INC Consumer Cyclical 21,424.0 $4.5M 0.86% +4K +21.6% $208.25 +17.4%
16 GOOGL ALPHABET INC Communication Services 14,859.0 $4.3M 0.82% +2K +12.0% $287.57 +28.0%
17 ARM ARM HOLDINGS PLC Technology 28,011.0 $4.2M 0.82% +2K +9.1% $151.28 +190.5%
18 AMD ADVANCED MICRO DEVICES INC Technology 19,605.0 $4.0M 0.77% +1K +6.0% $203.42 +164.2%
19 RWR SPDR SERIES TRUST 37,490.0 $3.8M 0.73% +864.0 +2.4% $100.97 +9.5%
20 XLV SELECT SECTOR SPDR TR 25,702.0 $3.8M 0.73% +337.0 +1.3% $146.61 +1.9%
Page 1 of 4  ·  80 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 37.6%
Financial Services 15.5%
Consumer Cyclical 11.5%
Energy 11.4%
Communication Services 6.6%
Consumer Defensive 5.6%
Industrials 5.0%
Healthcare 3.6%
Real Estate 1.7%
Utilities 1.5%