Portfolio (Quarterly)
Guide ↗
Silicon Valley Capital Partners
· CIK 0001673633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 6,003.0 | $878K | 0.09% | +1K | +26.6% | $146.27 | -9.4% |
| 22 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 1,739.0 | $869K | 0.09% | +20.0 | +1.2% | $499.72 | -0.9% |
| 23 | RTX | RTX CORPORATION COM | Industrials | 4,356.0 | $840K | 0.08% | +181.0 | +4.3% | $192.91 | -8.5% |
| 24 | NFLX | NETFLIX INC. COM | Communication Services | 7,803.0 | $750K | 0.07% | +283.0 | +3.8% | $96.15 | -9.1% |
| 25 | TSLA | TESLA INC COM | Consumer Cyclical | 1,612.0 | $599K | 0.06% | +299.0 | +22.8% | $371.85 | +18.4% |
| 26 | IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | — | 20,018.0 | $485K | 0.05% | +135.0 | +0.7% | $24.24 | +0.0% |
| 27 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 1,153.0 | $450K | 0.04% | +459.0 | +66.1% | $390.37 | +65.3% |
| 28 | PANW | PALO ALTO NETWORKS INC COM | Technology | 2,566.0 | $411K | 0.04% | +118.0 | +4.8% | $160.29 | +55.0% |
| 29 | CAT | CATERPILLAR INC COM | Industrials | 509.0 | $361K | 0.04% | +317.0 | +165.1% | $708.98 | +28.3% |
| 30 | WMT | WALMART INC COM | Consumer Defensive | 2,889.0 | $359K | 0.04% | +998.0 | +52.8% | $124.27 | -4.6% |
| 31 | GEV | GE VERNOVA INC COM | Utilities | 404.0 | $353K | 0.04% | +200.0 | +98.0% | $873.51 | +18.1% |
| 32 | BA | BOEING CO COM | Industrials | 1,678.0 | $334K | 0.03% | +500.0 | +42.4% | $199.03 | +12.7% |
| 33 | STT | STATE STR CORP COM | Financial Services | 2,467.0 | $312K | 0.03% | +16.0 | +0.7% | $126.54 | +24.8% |
| 34 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 1,294.0 | $276K | 0.03% | +1K | +426.0% | $213.65 | +49.3% |
| 35 | AMAT | APPLIED MATLS INC COM | Technology | 649.0 | $222K | 0.02% | +506.0 | +353.9% | $341.71 | +31.2% |
| 36 | GLD | SPDR GOLD SHARES | Financial Services | 512.0 | $220K | 0.02% | +30.0 | +6.2% | $430.29 | -5.1% |
| 37 | ADI | ANALOG DEVICES INC COM | Technology | 672.0 | $214K | 0.02% | +27.0 | +4.2% | $318.10 | +31.1% |
| 38 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 1,424.0 | $211K | 0.02% | +108.0 | +8.2% | $148.11 | +6.9% |
| 39 | AMGN | AMGEN INC COM | Healthcare | 487.0 | $171K | 0.02% | +3.0 | +0.6% | $352.13 | -4.6% |
| 40 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 1,956.0 | $162K | 0.02% | +15.0 | +0.8% | $82.76 | -0.2% |
① 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
39.6%
Financial Services
34.3%
Communication Services
12.8%
Consumer Cyclical
5.1%
Healthcare
3.9%
Consumer Defensive
1.7%
Basic Materials
1.5%
Industrials
0.5%
Energy
0.4%
Real Estate
0.2%