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CacheTech Inc.

SEC CIK
0002013390
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
177
−51 vs. Q4 2025
Portfolio value
$518.9M
−$20.8M (−3.9%) vs. Q4 2025
Filed
May 12, 2026
SEC
Holdings of CacheTech Inc. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF2,256,916$57.9M11.2%−43,084−1.9%Reduced–
iShares Core S&P 500 ETF464287200ETF42,820$28.0M5.4%+715+1.7%Added–
iShares Inc464286772MSCI STH KOR ETF152,034$18.7M3.6%−19,592−11.4%Reduced–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE98,024$16.0M3.1%−2,039−2.0%Reduced–
Spinnaker ETF Series84858T772SELE STO EUR ETF354,609$14.4M2.8%−20,691−5.5%Reduced–
iShares Tr46435G102CONV BD ETF141,110$14.4M2.8%+1,602+1.1%Added–
VanEck Vectors ETF Tr92189F817VIETNAM ETF828,237$14.3M2.8%+55,015+7.1%Added–
BlackRock ETF Trust II092528504ISHARES AAA CLO217,080$11.3M2.2%−1,701−0.8%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF107,249$10.8M2.1%+54,422+103.0%Added–
Schwab Strategic Tr808524615MORTGAGE BACKED386,649$9.88M1.9%−3,552−0.9%Reduced–
Vanguard S&P 500 ETF922908363ETF16,354$9.77M1.9%−541−3.2%Reduced–
MSFTMicrosoft CorpStock25,333$9.38M1.8%+5,592+28.3%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS153,952$9.17M1.8%−291−0.2%Reduced–
NVDANVIDIA CorpStock51,649$9.01M1.7%+5,009+10.7%AddedHistory
Kraneshares Tr500767736QUADRTC INT RT471,454$8.82M1.7%+28,813+6.5%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF64,755$8.61M1.7%+1,657+2.6%Added–
iShares Inc464286764MSCI SPAIN ETF152,935$8.31M1.6%+723+0.5%Added–
iShares Inc46434G830MSCI ITALY ETF155,026$8.28M1.6%+3,668+2.4%Added–
Bondbloxx ETF Trust09789C887CCC RT USD HI YL226,306$8.24M1.6%+15,363+7.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF104,472$8.00M1.5%−1,797−1.7%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF26,378$7.88M1.5%+13,030+97.6%Added–
State Street SPDR S&P Semiconductor ETF78464A862ETF23,723$7.74M1.5%−523−2.2%Reduced–
Janus Detroit STR Tr47103U753B-BBB CLO ETF150,736$7.03M1.4%−1,344−0.9%Reduced–
First Tr Exchange-Traded FD33738D309SENIOR LN FD153,298$6.87M1.3%−8,425−5.2%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF89,822$6.75M1.3%−1,605−1.8%Reduced–
iShares MSCI Acwi Ex U.S. ETF464288240ETF93,786$6.42M1.2%+532+0.6%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF29,907$6.22M1.2%−4,556−13.2%Reduced–
iShares Semiconductor ETF464287523ETF18,281$6.00M1.2%−487−2.6%Reduced–
Pgim ETF Tr69344A206ACTV HY BD ETF158,473$5.49M1.1%+2,432+1.6%Added–
AAPLApple Inc.Stock21,411$5.43M1.0%+5,164+31.8%AddedHistory
Fidelity Covington Trust316092303CONSMR STAPLES97,674$5.11M1.0%−12,930−11.7%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF119,190$4.87M0.9%−4,475−3.6%Reduced–
AMZNAmazon Com IncStock21,424$4.46M0.9%+3,806+21.6%AddedHistory
GOOGLAlphabet Inc.Stock14,859$4.27M0.8%+1,594+12.0%AddedHistory
ARMArm Holdings PLCADR28,011$4.24M0.8%+2,346+9.1%AddedHistory
COPConocoPhillipsStock31,039$4.10M0.8%−3,236−9.4%ReducedHistory
AMDAdvanced Micro Devices IncStock19,605$3.99M0.8%+1,102+6.0%AddedHistory
TSLATesla, Inc.Stock10,648$3.96M0.8%−618−5.5%ReducedHistory
DVNDevon Energy CorpStock77,602$3.90M0.8%−8,016−9.4%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,410$3.86M0.7%−542−4.5%ReducedHistory
SPDR Series Trust78464A607ST STR DOW REIT37,490$3.79M0.7%+864+2.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF25,702$3.77M0.7%+337+1.3%Added–
DDOGDatadog, Inc.CL A COM29,154$3.44M0.7%+7,889+37.1%AddedHistory
MTGMgic Investment CorpCOM130,955$3.44M0.7%+20,589+18.7%AddedHistory
GMGeneral Motors CoCOM45,598$3.40M0.7%+1,774+4.0%AddedHistory
SANBanco Santander, S.A.ADR293,432$3.31M0.6%+12,557+4.5%AddedHistory
FSLRFirst Solar, Inc.Stock16,679$3.29M0.6%+16,679NewHistory
IBPInstalled Building Products, Inc.COM12,209$3.24M0.6%+169+1.4%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF70,473$3.23M0.6%+2,377+3.5%Added–
NOCNorthrop Grumman CorpStock4,679$3.19M0.6%−335−6.7%ReducedHistory
PGRProgressive CorpStock15,534$3.08M0.6%+3,223+26.2%AddedHistory
SYYSysco CorpStock41,871$2.99M0.6%+3,130+8.1%AddedHistory
Vanguard Utilities ETF92204A876ETF14,305$2.83M0.5%−139−1.0%Reduced–
iShares Tr464287721U.S. TECH ETF15,612$2.83M0.5%+1,268+8.8%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF111,250$2.77M0.5%+8,795+8.6%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF33,784$2.77M0.5%+2,274+7.2%Added–
VanEck ETF Trust92189H748CLO ETF50,158$2.64M0.5%−3,506−6.5%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF27,800$2.55M0.5%−8,944−24.3%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF51,110$2.40M0.5%−5,794−10.2%Reduced–
SPDR Series Trust78464A383ST STR BACKE ETF106,495$2.38M0.5%+24,020+29.1%Added–
Vanguard Health Care ETF92204A504ETF8,421$2.29M0.4%−51−0.6%Reduced–
Schwab U.S. Broad Market ETF808524102ETF82,652$2.07M0.4%+2,326+2.9%Added–
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR10,698$1.58M0.3%−1,503−12.3%Reduced–
STXSeagate Technology Holdings plcORD SHS3,806$1.49M0.3%−1,272−25.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,190$1.42M0.3%00.0%UnchangedHistory
iShares Tr46429B655FLTG RATE NT ETF27,812$1.42M0.3%−12,438−30.9%Reduced–
METAMeta Platforms, Inc.Stock2,339$1.34M0.3%+253+12.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF2,203$1.27M0.2%00.0%Unchanged–
GLDMWorld Gold TrustSPDR GLD MINIS13,617$1.26M0.2%+1,504+12.4%AddedHistory
iShares Tr464287762US HLTHCARE ETF20,153$1.24M0.2%+2,992+17.4%Added–
Vanguard Consumer Staples ETF92204A207ETF5,259$1.18M0.2%+2,069+64.9%Added–
Bondbloxx ETF Trust09789C770USD HIGH YIELD B75,342$1.12M0.2%−24,989−24.9%Reduced–
iShares Russell 2000 ETF464287655ETF4,324$1.07M0.2%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock7,217$1.01M0.2%+303+4.4%AddedHistory
GOOGAlphabet Inc.Stock3,501$1.00M0.2%+1,357+63.3%AddedHistory
PGProcter & Gamble CoStock6,825$985.8K0.2%+1,449+27.0%AddedHistory
TFCTruist Financial CorpCOM21,257$977.2K0.2%+5,151+32.0%AddedHistory
iShares Tr464287812US CONSM STAPLES13,795$966.1K0.2%−2,484−15.3%Reduced–
CATCaterpillar IncStock1,361$964.2K0.2%+20+1.5%AddedHistory
PMPhilip Morris International Inc.Stock5,783$956.2K0.2%+2,493+75.8%AddedHistory
BMYBristol Myers Squibb CoStock15,716$953.2K0.2%+437+2.9%AddedHistory
ENBEnbridge IncStock17,275$935.3K0.2%+8,835+104.7%AddedHistory
AVGOBroadcom Inc.Stock2,971$919.6K0.2%+495+20.0%AddedHistory
CMECME Group Inc.COM3,033$895.8K0.2%+257+9.3%AddedHistory
SPGSimon Property Group Inc.REIT4,720$880.4K0.2%+565+13.6%AddedHistory
XOMExxonMobil Holdings CorpCOM5,005$849.2K0.2%+2,793+126.3%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF9,611$832.7K0.2%+34+0.4%Added–
DDominion Energy, IncStock13,240$818.5K0.2%+4,672+54.5%AddedHistory
DBX ETF Tr233051432XTRACK USD HIGH22,475$812.7K0.2%−1,147−4.9%Reduced–
IBMInternational Business Machines CorpStock3,271$792.9K0.2%+911+38.6%AddedHistory
SPDR Series Trust78464A805ST STR PR SP15009,984$789.3K0.2%+1,064+11.9%Added–
iShares Tr464288513IBOXX HI YD ETF9,862$784.6K0.2%−4,307−30.4%Reduced–
KOCoca Cola CoStock10,297$783.1K0.2%+4,123+66.8%AddedHistory
CSCOCisco Systems, Inc.Stock10,018$777.3K0.1%+1,312+15.1%AddedHistory
DUKDuke Energy CORPStock5,931$776.6K0.1%+2,954+99.2%AddedHistory
JPMJPMorgan Chase & CoStock2,569$755.6K0.1%+926+56.4%AddedHistory
FTNTFortinet, Inc.Stock9,189$750.9K0.1%+3,873+72.9%AddedHistory
iShares Tr464287150CORE S&P TTL STK5,248$747.5K0.1%−1,254−19.3%Reduced–
iShares Core S&P Small Cap ETF464287804ETF5,712$710.1K0.1%−20.0%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX13,990$698.8K0.1%+992+7.6%Added–

Sold out since Q4 2025 (73)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of CacheTech Inc. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iShares Tr4642874407-10 YR TRSY BD31,235$3.00M0.6%–
ATKRAtkore Inc.COM47,076$2.98M0.6%History
SMSM Energy CoCOM156,553$2.93M0.5%History
Invesco Exch TRD SLF Idx FD46139W841BULLETSHS 203089,121$2.33M0.4%–
Agf Invts Tr00110G408US MARKET NETRL108,040$1.55M0.3%–
Calamos ETF Tr12811T571AUTOC INCOM ETF48,653$1.30M0.2%–
Simplify Exchange Traded Fun82889N699MANAGED FUTURES43,520$1.19M0.2%–
Global X FDS37960A669SUPERDIVIDEND47,946$1.15M0.2%–
iShares Inc46434G814MSCI MLY ETF NEW41,981$1.15M0.2%–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID37,635$1.14M0.2%–
iShares Tr46436E33820+ YEAR TR BD49,162$1.11M0.2%–
iShares MSCI India ETF46429B598ETF20,190$1.09M0.2%–
Alps ETF Tr00162Q452ALERIAN MLP22,376$1.05M0.2%–
Simplify Exchange Traded Fun82889N335BARRIER INCOME37,302$975.8K0.2%–
First Tr Exchange-Traded FD33738D879FT VEST RIS33,538$880.0K0.2%–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF25,497$873.5K0.2%–
Putnam ETF Trust746729854ESG ULTRA SHORT17,207$871.1K0.2%–
Valued Advisers Tr92046L338REGAN FLTG RATE30,039$770.3K0.1%–
Franklin Templeton ETF Tr35473P496LIBERTY ULRA SHR29,574$738.8K0.1%–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD19,915$667.4K0.1%–
OKLOOklo Inc.COM CL A7,797$561.2K0.1%History
SOFISoFi Technologies, Inc.Stock17,333$457.5K0.1%History
Schwab Strategic Tr8085247141 5YR CORP BD18,340$456.7K0.1%–
MPWRMonolithic Power Systems, Inc.COM456$419.1K0.1%History
TTWOTake Two Interactive Software IncCOM1,581$405.6K0.1%History
Schwab Emerging Markets Equity ETF808524706ETF11,964$391.8K0.1%–
AXSMAxsome Therapeutics, Inc.COM2,169$389.1K0.1%History
ETEnergy Transfer LPCOM UT LTD PTN23,046$380.0K0.1%History
ROKURoku, IncCOM CL A3,375$368.8K0.1%History
GEVGE Vernova Inc.Stock559$368.4K0.1%History
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY4,702$333.8K0.1%–
QSQuantumScape CorpCOM CL A31,344$329.1K0.1%History
SPDR Series Trust78468R200ST STR RATE ETF10,196$313.3K0.1%–
AGXArgan IncStock966$304.5K0.1%History
HOODRobinhood Markets, Inc.Stock2,622$301.7K0.1%History
JXNJackson Financial Inc.COM CL A2,805$301.2K0.1%History
PHParker-Hannifin CorpStock334$293.6K0.1%History
LYVLive Nation Entertainment, Inc.COM1,971$282.0K0.1%History
RMBSRambus IncCOM3,018$281.2K0.1%History
TPGTPG Inc.COM CL A4,329$278.1K0.1%History
RBRKRubrik, Inc.Stock3,573$276.3K0.1%History
HIMSHims & Hers Health, Inc.Stock8,304$270.1K0.1%History
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP7,805$269.1K<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA5,310$267.2K<0.1%–
GPORGulfport Energy CorpCOMMON SHARES1,281$265.9K<0.1%History
ALBAlbemarle CorpStock1,842$261.4K<0.1%History
TJXTJX Companies IncStock1,679$257.9K<0.1%History
CCBCoastal Financial CorpCOM NEW2,204$252.6K<0.1%History
PCORProcore Technologies, Inc.COM3,426$250.8K<0.1%History
GVAGranite Construction IncCOM2,157$250.0K<0.1%History
UNPUnion Pacific CorpStock1,059$245.0K<0.1%History
iShares Tr464289875CORE 40 MODE ETF4,968$237.1K<0.1%–
AEOAmerican Eagle Outfitters IncCOM8,907$236.7K<0.1%History
CNXCNX Resources CorpCOM6,264$231.6K<0.1%History
Innovator ETFs Trust45782C524INTRNL DEV JAN6,366$230.2K<0.1%–
TXRHTexas Roadhouse, Inc.COM1,362$226.4K<0.1%History
MPMP Materials Corp.COM CL A4,422$224.5K<0.1%History
CBOECboe Global Markets, Inc.COM854$215.9K<0.1%History
TRGPTarga Resources Corp.COM1,161$213.7K<0.1%History
TGTXTG Therapeutics, Inc.COM7,107$213.6K<0.1%History
NETCloudflare, Inc.CL A COM1,044$208.6K<0.1%History
VVisa Inc.Stock591$207.3K<0.1%History
First Trust Rising Dividend Achievers ETF33738R506ETF2,973$206.5K<0.1%–
NFLXNetflix IncStock2,185$204.9K<0.1%History
IDCCInterDigital, Inc.COM627$201.5K<0.1%History
UECUranium Energy CorpCOM16,371$193.8K<0.1%History
HSHPHimalaya Shipping Ltd.ORD SHS14,070$128.0K<0.1%History
PTENPatterson Uti Energy IncCOM12,600$76.6K<0.1%History
CLOVClover Health Investments, Corp.COM CL A24,882$58.5K<0.1%History
IOVAIovance Biotherapeutics, Inc.COM19,227$52.9K<0.1%History
EVGOEVgo Inc.CL A COM17,220$49.9K<0.1%History
DAICCID Holdco, Inc.COM19,750$8.86K<0.1%History
APLTApplied Therapeutics, Inc.COM38,637$3.86K<0.1%History