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CacheTech Inc.

SEC CIK
0002013390
Latest filing
Aug 11, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 28, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
110
+6 vs. Q2 2024
Portfolio value
$466.0M
+$31.7M (+7.3%) vs. Q2 2024
Filed
Oct 28, 2024
SEC
Holdings of CacheTech Inc. in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF959,056$65.1M14.0%+10,843+1.1%Added–
ProShares Tr74347R107PSHS ULT S&P 500519,161$46.8M10.0%−60,448−10.4%Reduced–
Direxion Shs ETF Tr25459Y165DLY S&P500 2XS263,043$37.8M8.1%−18,508−6.6%Reduced–
iShares Core S&P 500 ETF464287200ETF44,189$25.5M5.5%−286−0.6%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF59,803$15.7M3.4%−885−1.5%Reduced–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS283,290$14.8M3.2%+22,138+8.5%Added–
iShares Tr46435G102CONV BD ETF161,221$13.5M2.9%+7,595+4.9%Added–
BlackRock ETF Trust II092528504ISHARES AAA CLO228,941$11.9M2.6%+15,580+7.3%Added–
Janus Detroit STR Tr47103U753B-BBB CLO ETF241,748$11.8M2.5%+15,473+6.8%Added–
iShares Tr464287390LATN AMER 40 ETF436,484$11.3M2.4%+61,005+16.2%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF161,921$10.9M2.3%+6,097+3.9%Added–
Vanguard S&P 500 ETF922908363ETF20,283$10.7M2.3%+515+2.6%Added–
iShares Inc46434G830MSCI ITALY ETF223,427$8.70M1.9%+17,930+8.7%Added–
iShares Tr46429B614MSCI INDIA SM CP99,966$8.60M1.8%−2,711−2.6%Reduced–
Bondbloxx ETF Trust09789C887CCC RT USD HI YL213,357$8.49M1.8%+15,641+7.9%Added–
State Street SPDR S&P Semiconductor ETF78464A862ETF33,179$7.97M1.7%+3,358+11.3%Added–
iShares Tr46428743220 YR TR BD ETF77,236$7.58M1.6%+77,236New–
MSFTMicrosoft CorpStock16,511$7.10M1.5%−549−3.2%ReducedHistory
NVDANVIDIA CorpStock58,122$7.06M1.5%−5,018−7.9%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF74,529$6.24M1.3%+6,946+10.3%Added–
First Tr Exchange-Traded FD33738D309SENIOR LN FD120,497$5.53M1.2%+15,353+14.6%Added–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF106,592$4.76M1.0%+106,592New–
iShares Semiconductor ETF464287523ETF19,755$4.56M1.0%+786+4.1%Added–
Pgim ETF Tr69344A206ACTV HY BD ETF115,267$4.13M0.9%+7,903+7.4%Added–
Schwab U.S. Small-Cap ETF808524607ETF73,645$3.79M0.8%+4,502+6.5%Added–
SPDR Series Trust78464A607ST STR DOW REIT35,400$3.78M0.8%+35,400New–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF108,846$3.67M0.8%−7,872−6.7%Reduced–
ARMArm Holdings PLCADR23,219$3.32M0.7%+208+0.9%AddedHistory
AMZNAmazon Com IncStock16,430$3.06M0.7%+1,192+7.8%AddedHistory
AMDAdvanced Micro Devices IncStock17,965$2.95M0.6%+1,609+9.8%AddedHistory
IBPInstalled Building Products, Inc.COM11,888$2.93M0.6%+455+4.0%AddedHistory
GOOGLAlphabet Inc.Stock17,505$2.90M0.6%+973+5.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR16,628$2.89M0.6%−597−3.5%ReducedHistory
AAPLApple Inc.Stock12,381$2.88M0.6%−864−6.5%ReducedHistory
TBRGTruBridge, Inc.COM240,398$2.88M0.6%−20,767−8.0%ReducedHistory
MTGMgic Investment CorpCOM110,090$2.82M0.6%−8,925−7.5%ReducedHistory
GMSGMS Inc.COM30,009$2.72M0.6%+2,229+8.0%AddedHistory
CICigna GroupStock7,803$2.70M0.6%+362+4.9%AddedHistory
DDOGDatadog, Inc.CL A COM22,821$2.63M0.6%+2,572+12.7%AddedHistory
SMSM Energy CoCOM63,565$2.54M0.5%+7,798+14.0%AddedHistory
iShares Tr464288505MRGSTR SM CP ETF43,215$2.54M0.5%−105−0.2%Reduced–
COPConocoPhillipsStock23,867$2.51M0.5%+2,747+13.0%AddedHistory
HUMHumana IncStock7,818$2.48M0.5%+422+5.7%AddedHistory
DVNDevon Energy CorpStock60,142$2.35M0.5%+8,316+16.0%AddedHistory
SYYSysco CorpStock29,571$2.31M0.5%+749+2.6%AddedHistory
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR24,619$2.30M0.5%−3,479−12.4%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF21,839$2.20M0.5%+7,482+52.1%Added–
ATKRAtkore Inc.COM25,761$2.18M0.5%+9,310+56.6%AddedHistory
SMCISuper Micro Computer, Inc.COM5,215$2.17M0.5%+1,666+46.9%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF27,072$1.80M0.4%+1,576+6.2%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF17,092$1.57M0.3%+17,092New–
Schwab Strategic Tr8085246985 10YR CORP BD29,254$1.35M0.3%+17+0.1%Added–
VanEck ETF Trust92189H748CLO ETF25,341$1.34M0.3%+2,491+10.9%Added–
Invesco Exch Traded FD Tr II46138G508SR LN ETF54,783$1.15M0.2%−9,549−14.8%Reduced–
iShares Tr464287150CORE S&P TTL STK9,130$1.15M0.2%−304−3.2%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF4,566$1.08M0.2%+1,414+44.9%Added–
iShares Tr464288513IBOXX HI YD ETF13,444$1.08M0.2%−581−4.1%Reduced–
STXSeagate Technology Holdings plcORD SHS9,532$1.04M0.2%−388−3.9%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF24,908$1.04M0.2%−9,747−28.1%Reduced–
iShares Tr464288638ISHS 5-10YR INVT17,626$946.9K0.2%−588−3.2%Reduced–
iShares Tr46429B655FLTG RATE NT ETF18,426$940.5K0.2%+6,332+52.4%Added–
ABBVAbbVie Inc.Stock4,713$930.7K0.2%−301−6.0%ReducedHistory
PKGPackaging Corp of AmericaStock4,182$900.7K0.2%−256−5.8%ReducedHistory
QCOMQualcomm IncStock5,245$891.9K0.2%−82−1.5%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF10,437$882.2K0.2%−494−4.5%Reduced–
TSLATesla, Inc.Stock3,283$858.9K0.2%+1,646+100.5%AddedHistory
EXRExtra Space Storage Inc.COM4,645$837.1K0.2%−492−9.6%ReducedHistory
PFGPrincipal Financial Group IncCOM9,526$818.3K0.2%−62−0.6%ReducedHistory
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF32,956$799.8K0.2%+17,621+114.9%Added–
EMREmerson Electric CoStock7,064$772.6K0.2%−90−1.3%ReducedHistory
TTMITTM Technologies IncCOM40,116$732.1K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,979$725.9K0.2%−834−12.2%ReducedHistory
KOCoca Cola CoStock9,643$692.9K0.1%−1,703−15.0%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES13,409$656.8K0.1%+868+6.9%Added–
ENBEnbridge IncStock15,281$620.6K0.1%−1,341−8.1%ReducedHistory
TAT&T Inc.Stock28,024$616.5K0.1%−3,842−12.1%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF13,529$615.7K0.1%−15−0.1%Reduced–
BXPBXP, Inc.COM7,603$611.7K0.1%−1,071−12.3%ReducedHistory
FAFFirst American Financial CorpStock9,168$605.2K0.1%−685−7.0%ReducedHistory
HPHelmerich & Payne, Inc.COM19,662$598.1K0.1%+1,005+5.4%AddedHistory
VZVerizon Communications IncStock13,038$585.5K0.1%−591−4.3%ReducedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF5,976$584.4K0.1%−393−6.2%Reduced–
DDominion Energy, IncStock9,813$567.1K0.1%−1,125−10.3%ReducedHistory
WPCW. P. Carey Inc.COM8,745$544.8K0.1%−566−6.1%ReducedHistory
PFEPfizer IncStock18,785$543.7K0.1%−1,882−9.1%ReducedHistory
LTCLTC Properties IncREIT14,715$539.9K0.1%−1,656−10.1%ReducedHistory
iShares Tr464288588MBS ETF5,544$531.2K0.1%−373−6.3%Reduced–
METAMeta Platforms, Inc.Stock918$525.5K0.1%−21−2.2%ReducedHistory
ELVElevance Health, Inc.Stock926$481.5K0.1%−30−3.1%ReducedHistory
iShares Tr46435U853BROAD USD HIGH12,553$472.6K0.1%−815−6.1%Reduced–
LLYEli Lilly & CoStock454$402.6K0.1%+45+11.0%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF3,417$399.6K0.1%+312+10.0%Added–
iShares Tr4642886613 7 YR TREAS BD3,327$397.9K0.1%−24−0.7%Reduced–
JPMJPMorgan Chase & CoStock1,869$394.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock2,355$393.7K0.1%−50−2.1%ReducedHistory
SPDR Series Trust78464A805ST STR PR SP15005,276$369.6K0.1%+418+8.6%Added–
iShares Core MSCI Eafe ETF46432F842ETF4,727$368.9K0.1%−394−7.7%Reduced–
PLTRPalantir Technologies Inc.Stock9,338$347.4K0.1%+9,338NewHistory
CATCaterpillar IncStock876$342.6K0.1%00.0%UnchangedHistory
NFLXNetflix IncStock432$306.4K0.1%+6+1.4%AddedHistory

Sold out since Q2 2024 (2)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of CacheTech Inc. sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
WisdomTree Tr97717W851JAPN HEDGE EQT79,056$8.92M2.1%–
ADBEAdobe Inc.Stock609$338.3K0.1%History