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Portfolio (Quarterly) Guide ↗

Silicon Valley Capital Partners

· CIK 0001673633
13F Portfolio $1.0B AUM 454 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New 97 Added 48 Reduced 10 Exited
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEE NEXTERA ENERGY INC COM Utilities 494.0 $46K 0.01% +489.0 +9780.0% $92.97 -5.7%
62 MRK MERCK & CO INC COM Healthcare 380.0 $46K 0.00% +30.0 +8.6% $120.40 -0.1%
63 AFL AFLAC INC COM Financial Services 375.0 $41K 0.00% +2.0 +0.5% $109.69 +4.7%
64 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 207.0 $41K 0.00% +13.0 +6.7% $198.06 -11.0%
65 COF CAPITAL ONE FINL CORP COM Financial Services 190.0 $35K 0.00% +16.0 +9.2% $182.36 +3.5%
66 VZ VERIZON COMMUNICATIONS INC COM Communication Services 613.0 $31K 0.00% +75.0 +13.9% $50.19 -3.9%
67 BP BP PLC SPONSORED ADR Energy 643.0 $30K 0.00% +6.0 +0.9% $47.02 -11.4%
68 BK BANK NEW YORK MELLON CORP COM Financial Services 250.0 $30K 0.00% +15.0 +6.4% $118.51 +18.1%
69 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 1,700.0 $29K 0.00% +10.0 +0.6% $17.07 -2.5%
70 MS MORGAN STANLEY COM NEW Financial Services 163.0 $27K 0.00% +25.0 +18.1% $164.25 +22.7%
71 LOW LOWES COS INC COM Consumer Cyclical 102.0 $24K 0.00% +12.0 +13.3% $235.84 -8.1%
72 ASML ASML HLDG NV N Y REGISTRY SHS Technology 17.0 $23K 0.00% +3.0 +21.4% $1337.76 +19.4%
73 WBS WEBSTER FINL CORP COM Financial Services 296.0 $21K 0.00% +2.0 +0.7% $69.36 +4.9%
74 VTRS VIATRIS INC COM Healthcare 1,455.0 $20K 0.00% +13.0 +0.9% $13.51 +20.6%
75 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 380.0 $17K 0.00% +3.0 +0.8% $44.48
76 GEN GEN DIGITAL INC COM Technology 808.0 $15K 0.00% +5.0 +0.6% $18.83 +30.7%
77 MSC INCOME FUND INC COM 1,176.0 $14K 0.00% +19.0 +1.6% $12.18
78 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 236.0 $12K 0.00% +2.0 +0.8% $52.60 -0.3%
79 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 383.0 $12K 0.00% +2.0 +0.5% $30.09 -0.2%
80 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 26.0 $10K 0.00% +24.0 +1200.0% $388.62 +124.0%
Page 4 of 5  ·  97 positions

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%