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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMBS VANGUARD SCOTTSDALE FDS 46,903.0 $2.2M 0.36% -4K -8.2% $46.81 -1.4%
62 SCHB SCHWAB STRATEGIC TR 74,350.0 $2.2M 0.35% -8K -10.0% $28.96 +2.2%
63 SPMB SPDR SERIES TRUST 87,954.0 $2.0M 0.32% -19K -17.4% $22.31 -1.6%
64 BIL SPDR SERIES TRUST 21,204.0 $1.9M 0.32% -7K -23.7% $91.64 -0.0%
65 LITE LUMENTUM HLDGS INC Technology 2,104.0 $1.8M 0.29% NEW $858.06 +1.0%
66 COHR COHERENT CORP Technology 4,562.0 $1.8M 0.29% NEW $394.47 -26.6%
67 QQQ INVESCO QQQ TR Financial Services 2,391.0 $1.8M 0.28% +188.0 +8.5% $736.47 -3.1%
68 GLDM WORLD GOLD TR Financial Services 21,843.0 $1.7M 0.28% +8K +60.4% $79.42 +15.0%
69 VHT VANGUARD WORLD FD 5,756.0 $1.7M 0.28% -3K -31.6% $299.01 +9.6%
70 META META PLATFORMS INC Communication Services 2,962.0 $1.7M 0.27% +623.0 +26.6% $563.29 -2.4%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,180.0 $1.6M 0.26% $746.77 +2.5%
72 FORTINET INC 10,577.0 $1.6M 0.26% +1K +15.1% $153.62
73 SPG SIMON PPTY GROUP INC NEW Real Estate 7,178.0 $1.6M 0.26% +2K +52.1% $223.65 -2.4%
74 GILD GILEAD SCIENCES INC Healthcare 12,211.0 $1.5M 0.25% +5K +69.2% $126.34 +15.7%
75 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,692.0 $1.5M 0.25% +11K +69.8% $57.62 +16.3%
76 TFC TRUIST FINL CORP Financial Services 30,627.0 $1.5M 0.25% +9K +44.1% $49.82 +1.2%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 5,359.0 $1.5M 0.24% +2K +63.8% $281.21 -16.2%
78 CSCO CISCO SYS INC Technology 12,472.0 $1.5M 0.24% +2K +24.5% $117.46 -5.5%
79 AVGO BROADCOM INC Technology 3,780.0 $1.4M 0.23% +809.0 +27.2% $377.75 -2.5%
80 CAT CATERPILLAR INC Industrials 1,315.0 $1.4M 0.23% -46.0 -3.4% $1064.90 -22.3%
Page 4 of 9  ·  169 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%