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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 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IAU ISHARES GOLD TR Financial Services 2,701.0 $204K 0.03% NEW $75.51 +14.9%
162 V VISA INC Financial Services 586.0 $201K 0.03% NEW $343.09 +8.1%
163 FLAGSTAR BANK NATIONAL ASSOC 10,810.0 $162K 0.03% $14.94
164 BORR DRILLING LTD 29,685.0 $123K 0.02% $4.13
165 FLUENT INC 31,060.0 $116K 0.02% +850.0 +2.8% $3.73
166 ANGX ANGEL STUDIOS INC. Communication Services 24,017.0 $88K 0.01% +1K +5.5% $3.67 +18.1%
167 LOOP LOOP INDS INC Basic Materials 39,565.0 $38K 0.01% +3K +7.3% $0.96 -35.5%
168 RMCF ROCKY MTN CHOCOLATE FACTORY Consumer Defensive 17,740.0 $16K 0.00% $0.89 +37.1%
169 REDCLOUD HLDGS PLC 20,280.0 $6K 0.00% $0.29
Page 9 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%