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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 11,690.0 $282K 0.05% +2K +15.2% $24.08 +16.6%
82 CVNA CARVANA CO Consumer Cyclical 3,275.0 $216K 0.04% +3K +400.0% $65.82 +6.2%
83 FLUENT INC 31,060.0 $116K 0.02% +850.0 +2.8% $3.73
84 ANGX ANGEL STUDIOS INC. Communication Services 24,017.0 $88K 0.01% +1K +5.5% $3.67 +18.1%
85 LOOP LOOP INDS INC Basic Materials 39,565.0 $38K 0.01% +3K +7.3% $0.96 -35.5%
Page 5 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%