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CacheTech Inc.

SEC CIK
0002013390
Latest filing
Aug 11, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
169
−8 vs. Q1 2026
Portfolio value
$617.5M
+$98.6M (+19.0%) vs. Q1 2026
Filed
Aug 11, 2026
SEC
Holdings of CacheTech Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
RCTRedCloud Holdings plcSHS20,280$5.97K<0.1%00.0%UnchangedHistory
RMCFRocky Mountain Chocolate Factory, Inc.COM17,740$15.8K<0.1%00.0%UnchangedHistory
LOOPLoop Industries, Inc.COM39,565$38.0K<0.1%+2,695+7.3%AddedHistory
ANGXAngel Studios, Inc.Stock24,017$88.1K<0.1%+1,241+5.4%AddedHistory
FLNTFluent, Inc.COM NEW31,060$115.9K<0.1%+850+2.8%AddedHistory
BORRBorr Drilling LtdSHS29,685$122.6K<0.1%00.0%UnchangedHistory
FLGFlagstar Bank, National AssociationStock10,810$161.5K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock586$201.1K<0.1%+586NewHistory
IAUiShares Gold TrustETF2,701$204.0K<0.1%+2,701NewHistory
ROKURoku, IncCOM CL A1,500$207.2K<0.1%+1,500NewHistory
CVNACarvana Co.CL A3,275$215.6K<0.1%00.0%UnchangedConverted for a 5-for-1 splitHistory
MCDMcDonalds CorpStock803$217.1K<0.1%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF2,255$217.8K<0.1%−1,039−31.5%Reduced–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR5,516$220.7K<0.1%+7+0.1%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,382$220.8K<0.1%00.0%Unchanged–
SPDR Series Trust78468R523ST STR BL 12 ETF2,250$223.6K<0.1%+7+0.3%Added–
EXRExtra Space Storage Inc.COM1,559$226.6K<0.1%−55−3.4%ReducedHistory
Kraneshares Tr500767736QUADRTC INT RT13,291$229.8K<0.1%−458,163−97.2%Reduced–
WELLWelltower Inc.REIT1,031$234.0K<0.1%00.0%UnchangedHistory
iShares Tr46429B7470-5 YR TIPS ETF2,299$234.9K<0.1%−1,045−31.3%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW3,966$236.9K<0.1%00.0%Unchanged–
ELVElevance Health, Inc.Stock695$268.8K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF6,310$272.2K<0.1%00.0%Unchanged–
PFEPfizer IncStock11,690$281.5K<0.1%+1,546+15.2%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT5,367$285.4K<0.1%−1,525−22.1%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF963$291.9K<0.1%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF2,853$303.8K<0.1%−477−14.3%Reduced–
JNJJohnson & JohnsonStock1,260$320.0K0.1%00.0%UnchangedHistory
iShares Tr46434V860TRS FLT RT BD6,447$326.4K0.1%−1,936−23.1%Reduced–
PFGPrincipal Financial Group IncCOM3,092$333.3K0.1%−36−1.2%ReducedHistory
GLDSPDR Gold TrustETF962$354.4K0.1%+485+101.7%AddedHistory
ARK Innovation ETF00214Q104ETF4,433$358.3K0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF17,597$358.5K0.1%−5,856−25.0%Reduced–
PKGPackaging Corp of AmericaStock1,565$372.9K0.1%−12−0.8%ReducedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF4,072$392.4K0.1%−921−18.4%Reduced–
LLYEli Lilly & CoStock328$393.9K0.1%−1−0.3%ReducedHistory
PLTRPalantir Technologies Inc.Stock3,704$432.1K0.1%00.0%UnchangedHistory
Tidal ETF Tr88634T774II YIELDMAX NVDA35,613$443.0K0.1%+21,052+144.6%Added–
iShares Tr464287697U.S. UTILITS ETF4,019$460.6K0.1%+299+8.0%Added–
QCOMQualcomm IncStock2,526$466.8K0.1%−13−0.5%ReducedHistory
MRKMerck & Co., Inc.Stock3,732$479.6K0.1%+2,039+120.4%AddedHistory
iShares Tr46435U853BROAD USD HIGH13,474$498.8K0.1%+1,428+11.9%Added–
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X36,000$509.8K0.1%+1,000+2.9%Added–
VSTVistra Corp.Stock3,429$543.9K0.1%+1,956+132.8%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF14,758$594.6K0.1%+5,919+67.0%Added–
FASTFastenal CoStock12,960$622.5K0.1%+7,447+135.1%AddedHistory
CVXChevron CorpStock3,901$646.6K0.1%+2,227+133.0%AddedHistory
JPMJPMorgan Chase & CoStock2,025$662.7K0.1%−544−21.2%ReducedHistory
PGProcter & Gamble CoStock4,600$674.5K0.1%−2,225−32.6%ReducedHistory
DOCHealthpeak Properties, Inc.COM31,552$675.2K0.1%+5,684+22.0%AddedHistory
HPQHP IncStock31,586$693.0K0.1%+15,517+96.6%AddedHistory
VRSNVerisign IncCOM2,807$706.1K0.1%+549+24.3%AddedHistory
iShares Tr464287812US CONSM STAPLES9,759$709.1K0.1%−4,036−29.3%Reduced–
IVZInvesco Ltd.Stock27,594$728.2K0.1%+14,322+107.9%AddedHistory
UPSUnited Parcel Service IncStock6,808$731.9K0.1%+1,834+36.9%AddedHistory
TPRTapestry, Inc.COM5,165$756.1K0.1%+2,834+121.6%AddedHistory
TAT&T Inc.Stock36,984$765.6K0.1%+19,941+117.0%AddedHistory
HASHasbro, Inc.COM9,339$771.3K0.1%+5,538+145.7%AddedHistory
VZVerizon Communications IncStock18,255$772.9K0.1%+4,581+33.5%AddedHistory
BBYBest Buy Co IncStock10,194$773.5K0.1%+5,463+115.5%AddedHistory
MOAltria Group, Inc.Stock10,754$773.8K0.1%+5,910+122.0%AddedHistory
HSTHost Hotels & Resorts, Inc.COM32,754$776.6K0.1%+15,928+94.7%AddedHistory
DBX ETF Tr233051432XTRACK USD HIGH21,288$777.4K0.1%−1,187−5.3%Reduced–
iShares Tr464287150CORE S&P TTL STK4,760$781.9K0.1%−488−9.3%Reduced–
XOMExxonMobil Holdings CorpCOM5,988$818.7K0.1%+983+19.6%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF5,711$847.0K0.1%−10.0%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX17,340$871.0K0.1%+3,350+23.9%Added–
WMTWalmart Inc.Stock7,895$894.2K0.1%+4,633+142.0%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF9,525$909.1K0.1%−86−0.9%Reduced–
Bondbloxx ETF Trust09789C770USD HIGH YIELD B62,059$929.0K0.2%−13,283−17.6%Reduced–
ENBEnbridge IncStock17,195$932.1K0.2%−80−0.5%ReducedHistory
SPDR Series Trust78464A805ST STR PR SP150010,275$932.9K0.2%+291+2.9%Added–
iShares Tr464288513IBOXX HI YD ETF11,763$940.7K0.2%+1,901+19.3%Added–
KOCoca Cola CoStock12,338$1.00M0.2%+2,041+19.8%AddedHistory
DUKDuke Energy CORPStock8,315$1.05M0.2%+2,384+40.2%AddedHistory
BEBloom Energy CorpCOM CL A3,500$1.06M0.2%00.0%UnchangedHistory
EMREmerson Electric CoStock7,514$1.08M0.2%+2,892+62.6%AddedHistory
ALLAllstate CorpStock4,563$1.09M0.2%+2,482+119.3%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF21,374$1.09M0.2%−6,438−23.1%Reduced–
GOOGAlphabet Inc.Stock3,151$1.11M0.2%−350−10.0%ReducedHistory
iShares Tr464288588MBS ETF11,884$1.12M0.2%+8,412+242.3%Added–
PMPhilip Morris International Inc.Stock6,294$1.14M0.2%+511+8.8%AddedHistory
ABBVAbbVie Inc.Stock4,610$1.16M0.2%+1,645+55.5%AddedHistory
CMECME Group Inc.COM5,650$1.25M0.2%+2,617+86.3%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF50,623$1.25M0.2%−60,627−54.5%Reduced–
Vanguard Consumer Staples ETF92204A207ETF5,548$1.25M0.2%+289+5.5%Added–
iShares Russell 2000 ETF464287655ETF4,339$1.30M0.2%+15+0.3%Added–
iShares Tr464287762US HLTHCARE ETF19,830$1.33M0.2%−323−1.6%Reduced–
DDominion Energy, IncStock19,572$1.34M0.2%+6,332+47.8%AddedHistory
CATCaterpillar IncStock1,315$1.40M0.2%−46−3.4%ReducedHistory
AVGOBroadcom Inc.Stock3,780$1.43M0.2%+809+27.2%AddedHistory
CSCOCisco Systems, Inc.Stock12,472$1.46M0.2%+2,454+24.5%AddedHistory
IBMInternational Business Machines CorpStock5,359$1.51M0.2%+2,088+63.8%AddedHistory
TFCTruist Financial CorpCOM30,627$1.53M0.2%+9,370+44.1%AddedHistory
BMYBristol Myers Squibb CoStock26,692$1.54M0.2%+10,976+69.8%AddedHistory
GILDGilead Sciences, Inc.Stock12,211$1.54M0.2%+4,994+69.2%AddedHistory
SPGSimon Property Group Inc.REIT7,178$1.61M0.3%+2,458+52.1%AddedHistory
FTNTFortinet, Inc.Stock10,577$1.62M0.3%+1,388+15.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,180$1.63M0.3%−10−0.5%ReducedHistory
METAMeta Platforms, Inc.Stock2,962$1.67M0.3%+623+26.6%AddedHistory

Sold out since Q1 2026 (17)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of CacheTech Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
DVNDevon Energy CorpStock77,602$3.90M0.8%History
MTGMgic Investment CorpCOM130,955$3.44M0.7%History
Vanguard Total Bond Market ETF921937835ETF8,609$634.0K0.1%–
Schwab U.S. Small-Cap ETF808524607ETF12,705$369.5K0.1%–
iShares Tr464288414NATIONAL MUN ETF3,354$356.0K0.1%–
WFCWells Fargo & CompanyStock4,337$345.3K0.1%History
Vanguard Malvern FDS922020748CORE BD ETF3,839$297.1K0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,132$296.3K0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF902$289.4K0.1%–
BRK.BBerkshire Hathaway IncStock585$280.3K0.1%History
BKNGBooking Holdings Inc.Stock52$218.9K<0.1%History
SCHWSchwab Charles CorpStock2,322$218.2K<0.1%History
BDXBecton Dickinson & CoStock1,357$213.4K<0.1%History
HPHelmerich & Payne, Inc.COM5,912$213.0K<0.1%History
COSTCostco Wholesale CorpStock213$212.2K<0.1%History
GSKGSK plcADR3,703$204.4K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR28,246$142.1K<0.1%History