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Portfolio (Quarterly) Guide ↗

CacheTech Inc.

· CIK 0002013390
13F Portfolio $618M AUM 169 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 85 Added 50 Reduced 17 Exited
Page 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 5,359.0 $1.5M 0.24% +2K +63.8% $281.21 -16.2%
42 CSCO CISCO SYS INC Technology 12,472.0 $1.5M 0.24% +2K +24.5% $117.46 -5.5%
43 AVGO BROADCOM INC Technology 3,780.0 $1.4M 0.23% +809.0 +27.2% $377.75 -2.5%
44 D DOMINION ENERGY INC Utilities 19,572.0 $1.3M 0.22% +6K +47.8% $68.29 -2.5%
45 VDC VANGUARD WORLD FD 5,548.0 $1.3M 0.20% +289.0 +5.5% $225.49 +2.8%
46 CME CME GROUP INC Financial Services 5,650.0 $1.2M 0.20% +3K +86.3% $220.83 +24.5%
47 ABBV ABBVIE INC Healthcare 4,610.0 $1.2M 0.19% +2K +55.5% $251.64 +5.3%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 6,294.0 $1.1M 0.18% +511.0 +8.8% $180.91 +4.0%
49 MBB ISHARES TR 11,884.0 $1.1M 0.18% +8K +242.3% $94.52 -1.5%
50 ALL ALLSTATE CORP Financial Services 4,563.0 $1.1M 0.18% +2K +119.3% $237.94 +6.7%
51 EMR EMERSON ELEC CO Industrials 7,514.0 $1.1M 0.17% +3K +62.6% $143.15 +9.8%
52 DUK DUKE ENERGY CORP NEW Utilities 8,315.0 $1.1M 0.17% +2K +40.2% $126.58 -5.3%
53 KO COCA COLA CO Consumer Defensive 12,338.0 $1.0M 0.16% +2K +19.8% $81.27 +12.1%
54 HYG ISHARES TR 11,763.0 $941K 0.15% +2K +19.3% $79.97 -0.5%
55 SPTM SPDR SERIES TRUST 10,275.0 $933K 0.15% +291.0 +2.9% $90.79 +2.4%
56 WMT WALMART INC Consumer Defensive 7,895.0 $894K 0.14% +5K +142.0% $113.26 -8.4%
57 VTIP VANGUARD MALVERN FDS 17,340.0 $871K 0.14% +3K +23.9% $50.23 -0.9%
58 XOM EXXON MOBIL CORP Energy 5,988.0 $819K 0.13% +983.0 +19.6% $136.72 +20.8%
59 HST HOST HOTELS & RESORTS INC Real Estate 32,754.0 $777K 0.13% +16K +94.7% $23.71 -2.1%
60 MO ALTRIA GROUP INC Consumer Defensive 10,754.0 $774K 0.12% +6K +122.0% $71.95 -8.1%
Page 3 of 5  ·  85 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 43.7%
Financial Services 16.7%
Consumer Cyclical 9.9%
Energy 5.8%
Healthcare 5.5%
Communication Services 5.1%
Consumer Defensive 4.9%
Industrials 4.7%
Real Estate 2.0%
Utilities 1.7%