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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 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 42,265.0 $31.7M 5.13% -555.0 -1.3% $748.89 +2.7%
2 EWY ISHARES INC 116,564.0 $23.5M 3.81% -35K -23.3% $201.90 -11.7%
3 GRID FIRST TR EXCHANGE-TRADED FD 93,509.0 $17.9M 2.90% -5K -4.6% $191.75 -5.6%
4 ICVT ISHARES TR 132,084.0 $16.1M 2.60% -9K -6.4% $121.74 -4.8%
5 XSD SPDR SERIES TRUST 17,713.0 $11.0M 1.79% -6K -25.3% $623.69 -20.1%
6 XLK SELECT SECTOR SPDR TR 56,610.0 $10.8M 1.75% -8K -12.6% $190.52 -3.8%
7 EWI ISHARES INC 152,792.0 $9.1M 1.47% -2K -1.4% $59.24 +6.2%
8 VV VANGUARD INDEX FDS 26,112.0 $9.0M 1.45% -266.0 -1.0% $343.90 +2.5%
9 SOXX ISHARES TR 13,467.0 $8.6M 1.40% -5K -26.3% $640.75 -18.8%
10 AMD ADVANCED MICRO DEVICES INC Technology 14,534.0 $8.4M 1.37% -5K -25.9% $580.93 -18.5%
11 FTEC FIDELITY COVINGTON TRUST 28,894.0 $8.3M 1.34% -1K -3.4% $285.58 -1.0%
12 ARM ARM HOLDINGS PLC Technology 19,820.0 $7.0M 1.14% -8K -29.2% $354.57 -31.4%
13 JBBB JANUS DETROIT STR TR 147,420.0 $7.0M 1.13% -3K -2.2% $47.35 +0.4%
14 ACWX ISHARES TR 80,695.0 $6.1M 0.99% -13K -14.0% $76.11 +2.4%
15 DDOG DATADOG INC Technology 23,355.0 $6.1M 0.98% -6K -19.9% $260.36 -9.5%
16 XLRE SELECT SECTOR SPDR TR 118,177.0 $5.2M 0.84% -1K -0.8% $44.03 +2.4%
17 VGIT VANGUARD SCOTTSDALE FDS 78,552.0 $4.6M 0.75% -75K -49.0% $58.98 -1.1%
18 IYW ISHARES TR 15,323.0 $3.9M 0.63% -289.0 -1.9% $252.23 -2.0%
19 FTXL FIRST TR EXCHANGE TRADED FD 9,068.0 $2.6M 0.42% -2K -15.2% $284.95 -20.6%
20 VPU VANGUARD WORLD FD 11,799.0 $2.3M 0.37% -3K -17.5% $195.73 -5.5%
Page 1 of 3  ·  50 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%