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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBY BEST BUY INC Consumer Cyclical 10,194.0 $774K 0.12% +5K +115.5% $75.88 +13.2%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 18,255.0 $773K 0.12% +5K +33.5% $42.34 +16.8%
63 HAS HASBRO INC Consumer Cyclical 9,339.0 $771K 0.12% +6K +145.7% $82.59 +13.3%
64 T AT&T INC Communication Services 36,984.0 $766K 0.12% +20K +117.0% $20.70 +22.3%
65 TPR TAPESTRY INC Consumer Cyclical 5,165.0 $756K 0.12% +3K +121.6% $146.38 -11.1%
66 UPS UNITED PARCEL SVCS INC Industrials 6,808.0 $732K 0.12% +2K +36.9% $107.50 -5.1%
67 IVZ INVESCO LTD Financial Services 27,594.0 $728K 0.12% +14K +107.9% $26.39 +21.3%
68 VRSN VERISIGN INC Technology 2,807.0 $706K 0.11% +549.0 +24.3% $251.56 +12.0%
69 HPQ HP INC Technology 31,586.0 $693K 0.11% +16K +96.6% $21.94 +35.4%
70 DOC HEALTHPEAK PROPERTIES INC Real Estate 31,552.0 $675K 0.11% +6K +22.0% $21.40 -0.0%
71 CVX CHEVRON CORPORATION Energy 3,901.0 $647K 0.10% +2K +133.0% $165.76 +23.8%
72 FAST FASTENAL CO Industrials 12,960.0 $622K 0.10% +7K +135.1% $48.03 +6.7%
73 SRLN SSGA ACTIVE ETF TR 14,758.0 $595K 0.10% +6K +67.0% $40.29 +0.8%
74 VST VISTRA CORP Utilities 3,429.0 $544K 0.09% +2K +132.8% $158.63 -14.1%
75 TSLL DIREXION SHARES ETF TRUST 36,000.0 $510K 0.08% +1K +2.9% $14.16 -31.0%
76 USHY ISHARES TR 13,474.0 $499K 0.08% +1K +11.8% $37.02 -0.5%
77 MRK MERCK & CO INC Healthcare 3,732.0 $480K 0.08% +2K +120.4% $128.50 +18.7%
78 IDU ISHARES TR 4,019.0 $461K 0.07% +299.0 +8.0% $114.61 -4.9%
79 NVDY TIDAL TRUST II 35,613.0 $443K 0.07% +21K +144.6% $12.44 +0.2%
80 GLD SPDR GOLD TR Financial Services 962.0 $354K 0.06% +485.0 +101.7% $368.38 +14.9%
Page 4 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%