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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EBAY EBAY INC. Consumer Cyclical 3,134.0 $350K 0.03% $111.75 -6.8%
122 CART MAPLEBEAR INC Consumer Cyclical 7,342.0 $348K 0.03% $47.35 +5.2%
123 CSX CSX CORP Industrials 7,200.0 $342K 0.03% $47.53 +8.5%
124 SPGI S&P GLOBAL INC Financial Services 789.0 $321K 0.03% $407.26 +5.9%
125 IGV ISHARES TR 3,490.0 $316K 0.03% $90.60 +14.1%
126 CVNA CARVANA CO Consumer Cyclical 4,595.0 $302K 0.03% NEW $65.82 +6.2%
127 MDYG SPDR SERIES TRUST 2,300.0 $258K 0.02% $112.09 -1.7%
128 SCHW SCHWAB CHARLES CORP Financial Services 2,675.0 $247K 0.02% $92.27 +21.7%
129 DOCS DOXIMITY INC Healthcare 11,896.0 $247K 0.02% $20.74 +22.1%
130 NKE NIKE INC Consumer Cyclical 5,977.0 $245K 0.02% $41.05 -0.7%
131 QQQ INVESCO QQQ TR Financial Services 331.0 $244K 0.02% NEW $736.40 -3.1%
132 MPC MARATHON PETE CORP Energy 850.0 $217K 0.02% NEW $255.67 +41.1%
133 BA BOEING CO Industrials 950.0 $206K 0.02% $216.47 -1.0%
134 VGT VANGUARD WORLD FD 1,707.0 $204K 0.02% NEW $119.52 -0.9%
135 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 527.0 $204K 0.02% $386.73 +3.6%
136 COMP COMPASS INC Technology 15,937.0 $197K 0.02% $12.33 -4.7%
137 MQ MARQETA INC Technology 34,091.0 $138K 0.01% $4.06 +303.0%
138 CCC CCC INTELLIGENT SOLUTIONS HL Technology 26,200.0 $135K 0.01% $5.16 +44.6%
139 COUR COURSERA INC Consumer Defensive 17,789.0 $100K 0.01% $5.64 +6.4%
Page 7 of 7  ·  139 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 67.9%
Communication Services 10.7%
Consumer Cyclical 9.0%
Healthcare 5.9%
Financial Services 3.7%
Industrials 1.6%
Consumer Defensive 0.6%
Energy 0.2%
Utilities 0.2%