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Portfolio (Quarterly) Guide ↗

Cache Advisors, LLC

· CIK 0002052593
13F Portfolio $1.2B AUM 139 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 44 Added 73 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 2,295.0 $1.2M 0.10% +600.0 +35.4% $513.60 +13.1%
42 IWF ISHARES TR 6,636.0 $824K 0.07% +5K +300.0% $124.17 -1.6%
43 NTNX NUTANIX INC Technology 13,500.0 $688K 0.06% +2K +17.4% $50.96 +30.6%
44 JPM JPMORGAN CHASE & CO Financial Services 1,916.0 $627K 0.05% +241.0 +14.4% $327.33 +7.7%
Page 3 of 3  ·  44 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 64.2%
Communication Services 15.6%
Consumer Cyclical 8.6%
Healthcare 5.6%
Financial Services 3.5%
Industrials 1.5%
Consumer Defensive 0.6%
Energy 0.2%
Utilities 0.2%