Silicon Valley Capital Partners

SEC CIK
0001673633

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Sep 21, 2026.SEC

Positions
457
+3 vs. Q1 2026
Total value
$1.23B
+$213.67M (+20.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Silicon Valley Capital Partners holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
COSMCOSMOS HEALTH INCCOM1$00.00%00.0%UnchangedView
OMEXODYSSEY MARINE EXPL INCCOM NEW9$80.00%00.0%UnchangedView
TLRYTILRAY BRANDS INCCOM3$130.00%+3NewView
ELMEELME COMMUNITIESSH BEN INT11$160.00%00.0%UnchangedView
LCIDLUCID GROUP INC COM NEWStock3$200.00%+3NewView
BRXBRIXMOR PPTY GROUP INCCOM1$320.00%00.0%UnchangedView
SIFYSIFY TECHNOLOGIES LTDSPONSORED ADR2$330.00%00.0%UnchangedView
VNOVORNADO RLTY TRSH BEN INT1$390.00%00.0%UnchangedView
SKINSKINHEALTH SYSTEMS INCCOM CL A56$390.00%00.0%UnchangedView
JBGSJBG SMITH PPTYSCOM4$590.00%00.0%UnchangedView
REKRREKOR SYSTEMS INCCOM86$600.00%00.0%UnchangedView
GRWGGROWGENERATION CORPCOM44$650.00%+44NewView
FLNAFILANA THERAPEUTICS INCCOM57$680.00%00.0%UnchangedView
ORCORCHID IS CAP INCCOM NEW10$680.00%+1+11.1%AddedView
WPCWP CAREY INCCOM1$720.00%00.0%UnchangedView
SSPSCRIPPS E W CO OHIOCL A NEW26$720.00%00.0%UnchangedView
ARIAPOLLO COML REAL ESTATE FINCOM7$760.00%00.0%UnchangedView
NHINATIONAL HEALTH INVS INCCOM1$770.00%00.0%UnchangedView
SBRASABRA HEALTH CARE REIT INC COMREIT4$800.00%00.0%UnchangedView
SPWHSPORTSMANS WHSE HLDGS INCCOM60$800.00%00.0%UnchangedView
HRHEALTHCARE RLTY TRCL A COM4$830.00%00.0%UnchangedView
IRTINDEPENDENCE RLTY TR INCCOM5$840.00%00.0%UnchangedView
TWITITAN INTL INC ILLCOM11$850.00%00.0%UnchangedView
WOOFPETCO HEALTH & WELLNESS CO ICL A COM32$870.00%00.0%UnchangedView
SUZSUZANO S ASPON ADS12$930.00%00.0%UnchangedView
NNNNNN REIT INC COMREIT2$960.00%00.0%UnchangedView
ACREARES COML REAL ESTATE CORPCOM23$1020.00%+1+4.5%AddedView
KIMKIMCO REALTY CORPCOM4$1040.00%00.0%UnchangedView
SERASERA PROGNOSTICS INCCLASS A COM57$1040.00%00.0%UnchangedView
AKRACADIA RLTY TRCOM SH BEN INT5$1060.00%00.0%UnchangedView
SGSWEETGREEN INCCOM CL A12$1060.00%00.0%UnchangedView
IVTINVENTRUST PPTYS CORPCOM NEW3$1070.00%00.0%UnchangedView
CLDTCHATHAM LODGING TRCOM9$1200.00%00.0%UnchangedView
SGCSUPERIOR GROUP OF CO INCCOM9$1210.00%00.0%UnchangedView
FRTFEDERAL RLTY INVT TR NEWSH BEN INT NEW1$1250.00%00.0%UnchangedView
ZGZILLOW GROUP INCCL A4$1250.00%00.0%UnchangedView
UAAUNDER ARMOUR INC CL AStock20$1280.00%00.0%UnchangedView
UECURANIUM ENERGY CORPCOM12$1280.00%00.0%UnchangedView
BXPBXP INCCOM2$1340.00%00.0%UnchangedView
PLDPROLOGIS INC. COMREIT1$1380.00%−175−99.4%ReducedView
ZIONZIONS BANCORPORATION NATL ASCOM2$1400.00%00.0%UnchangedView
TLPHTALPHERA INCCOM NEW137$1410.00%00.0%UnchangedView
ULCCFRONTIER GROUP HLDGS INCCOM18$1420.00%00.0%UnchangedView
RGNXREGENXBIO INCCOM12$1440.00%00.0%UnchangedView
DNNDENISON MINES CORPCOM50$1530.00%00.0%UnchangedView
UGPULTRAPAR PARTICIPACOES SASP ADR REP COM31$1560.00%00.0%UnchangedView
LAMRLAMAR ADVERTISING CO CL AREIT1$1600.00%00.0%UnchangedView
LXPLXP INDUSTRIAL TRUSTCOM3$1640.00%00.0%UnchangedView
MFAMFA FINL INCCOM19$1810.00%+1+5.6%AddedView
YORWYORK WTR COCOM6$1850.00%00.0%UnchangedView
DIREXION SHS ETF TR25459W458DLY SCOND 3XBU1$1870.00%+1New–
VALEVALE S ASPONSORED ADS13$1960.00%00.0%UnchangedView
XPEVXPENG INCADS15$1990.00%00.0%UnchangedView
WSEWISE GROUP PLCORD SHS CLASS A18$2140.00%+18NewView
XRAYDENTSPLY SIRONA INC COMStock21$2230.00%00.0%UnchangedView
KRCKILROY REALTY CORPCOM6$2290.00%00.0%UnchangedView
UDRUDR INCCOM6$2420.00%00.0%UnchangedView
SXCSUNCOKE ENERGY INCCOM31$2500.00%00.0%UnchangedView
TRNOTERRENO RLTY CORPCOM4$2610.00%00.0%UnchangedView
CUZCOUSINS PPTYS INCCOM NEW9$2740.00%00.0%UnchangedView
MAAMID-AMER APT CMNTYS INCCOM2$2810.00%00.0%UnchangedView
ZTSZOETIS INC CL AStock4$2910.00%00.0%UnchangedView
CDPCOPT DEFENSE PROPERTIES SHS BEN INTREIT8$2940.00%00.0%UnchangedView
EXREXTRA SPACE STORAGE INCCOM2$2970.00%00.0%UnchangedView
EPREPR PPTYSCOM SH BEN INT5$2980.00%00.0%UnchangedView
MPTMEDICAL PROPERTIES TRUST INCCOM65$3010.00%+1+1.6%AddedView
SFIXSTITCH FIX INC COM CL AStock74$3040.00%+50+208.3%AddedView
SGHTSIGHT SCIENCES INCCOM56$3040.00%00.0%UnchangedView
ADCAGREE RLTY CORPCOM4$3080.00%00.0%UnchangedView
RIVNRIVIAN AUTOMOTIVE INC COM CL AStock18$3120.00%00.0%UnchangedView
LTCLTC PPTYS INC COMREIT8$3170.00%00.0%UnchangedView
WYWEYERHAEUSER CO MTN BECOM NEW13$3170.00%00.0%UnchangedView
TBCHTURTLE BEACH CORPCOM NEW26$3240.00%00.0%UnchangedView
ZBHZIMMER BIOMET HOLDINGS INC COMStock4$3450.00%00.0%UnchangedView
CPTCAMDEN PPTY TR SH BEN INTREIT3$3470.00%00.0%UnchangedView
WHITESTONE REIT966084204COM18$3470.00%00.0%Unchanged–
RFREGIONS FINANCIAL CORP NEWCOM12$3660.00%00.0%UnchangedView
RRCRANGE RES CORPCOM10$3740.00%00.0%UnchangedView
RIGTRANSOCEAN LTDREGISTERED SHS77$3770.00%00.0%UnchangedView
INNSUMMIT HOTEL PPTYSCOM58$4050.00%+1+1.8%AddedView
ZNTLZENTALIS PHARMACEUTICALS INCCOM84$4070.00%00.0%UnchangedView
HIWHIGHWOODS PPTYS INCCOM14$4080.00%+1+7.7%AddedView
COLDAMERICOLD REALTY TRUST INCCOM26$4160.00%00.0%UnchangedView
ZSZSCALER INC COMStock3$4230.00%−36−92.3%ReducedView
FSLYFASTLY INCCL A25$4590.00%+25NewView
SCHLSCHOLASTIC CORPCOM10$4650.00%00.0%UnchangedView
TSCOTRACTOR SUPPLY COCOM15$4800.00%00.0%UnchangedView
SUISUN CMNTYS INCCOM4$4840.00%00.0%UnchangedView
CTRECARETRUST REIT INCCOM12$4890.00%00.0%UnchangedView
AMRXAMNEAL PHARMACEUTICALS INCCOM STK CL A30$5190.00%00.0%UnchangedView
EPRTESSENTIAL PPTYS RLTY TR INCCOM19$5730.00%00.0%UnchangedView
YUMCYUM CHINA HLDGS INCCOM15$5930.00%+1+7.1%AddedView
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSADR39$6250.00%00.0%UnchangedView
RIOTRIOT PLATFORMS INCCOM23$6300.00%00.0%UnchangedView
STAASTAAR SURGICAL COCOM PAR $0.0122$6310.00%00.0%UnchangedView
SNYSANOFI SASPONSORED ADR15$6400.00%00.0%UnchangedView
SHGSHINHAN FINANCIAL GROUP CO LSPN ADR RESTRD10$6410.00%00.0%UnchangedView
YETIYETI HLDGS INCCOM13$6440.00%00.0%UnchangedView
WITWIPRO LTDSPON ADR 1 SH287$6450.00%00.0%UnchangedView
TTITETRA TECHNOLOGIES INC DELCOM59$6680.00%00.0%UnchangedView

Sold out since Q1 2026 (39)

Positions held at the end of Q1 2026 that are no longer in this filing.

Silicon Valley Capital Partners positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
XOMEXXON MOBIL CORPCOM15,991$2.71M0.27%
ISHARES INC464286772MSCI STH KOR ETF4,000$492.04K0.05%
CRWDCROWDSTRIKE HLDGS INC CL AStock1,153$450.1K0.04%
TERTERADYNE INC COMStock500$148.3K0.01%
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESStock800$75.1K0.01%
SPOTSPOTIFY TECHNOLOGY S A SHSStock150$72.74K0.01%
HONHoneywell TechnologiesCOM226$51.15K0.01%
VRTVERTIV HOLDINGS COCOM CL A200$50.15K0.00%
ISHARES TR464288760US AER DEF ETF200$43.75K0.00%
PROSHARES TR74347X831ULTRAPRO QQQ1,017$42.41K0.00%
PEVERPURE INCCL A612$36.13K0.00%
WULFTERAWULF INCCOM2,000$28.86K0.00%
TOSTTOAST INC CL AStock1,000$26.51K0.00%
CSLCARLISLE COS INCCOM77$25.59K0.00%
MNDYMONDAY COM LTDSHS352$24.35K0.00%
OKTAOKTA INCCL A160$12.59K0.00%
BIDUBAIDU INC SPON ADR REP AADR100$11.14K0.00%
LACLITHIUM AMERS CORP NEW COM SHSStock2,695$10.65K0.00%
COKECOCA COLA CONS INCCOM54$10.39K0.00%
NVONOVO-NORDISK A S ADRADR276$10.14K0.00%
PODDINSULET CORP COMStock44$9.14K0.00%
DOWDOW HLDGS INC COMStock150$6.25K0.00%
TERNS PHARMACEUTICALS INC880881107COM67$3.53K0.00%
TAT&T INC COMStock118$3.42K0.00%
INVESCO EXCHANGE TRADED FD T46137V332S&P500 EQL HLT102$3.07K0.00%
TTETOTALENERGIES SEACT30$2.73K0.00%
CRNCCERENCE INCCOM401$2.53K0.00%
OREALTY INCOME CORP COMREIT34$2.1K0.00%
UPSUNITED PARCEL SVCS INC CL BStock18$1.8K0.00%
WBDWARNER BROS DISCOVERY INC COM SER AStock57$1.57K0.00%
SANBANCO SANTANDER SAADR129$1.46K0.00%
DLRDIGITAL RLTY TR INCCOM7$1.27K0.00%
RHIROBERT HALF INC.COM33$8340.00%
ARRARMOUR RESIDENTIAL REIT INCCOM SHS45$7550.00%
TFCTRUIST FINL CORPCOM16$7430.00%
ESSESSEX PPTY TR INCCOM3$7260.00%
UPSTUPSTART HLDGS INCCOM10$2570.00%
WVEWAVE LIFE SCIENCES LTDSHS25$1810.00%
STESTERIS PLCSHS USD0$10.00%

13F filings by quarter

Silicon Valley Capital Partners 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Sep 21, 2026457$1.23Bvs. Q1 2026SEC
Q1 2026May 19, 2026454$1.02Bvs. Q4 2025SEC
Q4 2025Feb 13, 2026265$1.1Bvs. Q3 2025SEC
Q3 2025Nov 17, 2025282$1.06Bvs. Q2 2025SEC
Q2 2025Sep 11, 2025303$958.44Mvs. Q1 2025SEC
Q1 2025May 28, 2025247$765.33Mvs. Q4 2024SEC
Q4 2024Jan 29, 2025312$896.49Mvs. Q3 2024SEC
Q3 2024Oct 30, 2024307$768.22Mvs. Q2 2024SEC
Q2 2024Oct 30, 2024309$726.62Mvs. Q1 2024SEC
Q1 2024Apr 29, 2024309$669.99Mvs. Q4 2023SEC
Q4 2023Feb 14, 2024359$596.09Mvs. Q3 2023SEC
Q3 2023Nov 6, 2023319$532.8Mvs. Q2 2023SEC
Q2 2023Aug 14, 2023336$535.84Mvs. Q1 2023SEC
Q1 2023May 10, 2023290$477.74Mvs. Q4 2022SEC
Q4 2022Feb 14, 2023249$436.86Mvs. Q3 2022SEC
Q3 2022Nov 10, 202265$460.91Mvs. Q2 2022SEC
Q2 2022Jul 13, 202260$481.37Mvs. Q1 2022SEC
Q1 2022May 13, 202271$608.8Mvs. Q4 2021SEC
Q4 2021Feb 11, 202277$636.84Mvs. Q3 2021SEC
Q3 2021Nov 10, 202171$524.88Mvs. Q2 2021SEC
Q2 2021Aug 11, 202164$502.47Mvs. Q1 2021SEC
Q1 2021May 10, 202171$456.04M–SEC