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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PCAR PACCAR INC COM Industrials 85.0 $10K 0.00% +15.0 +21.4% $115.88 -3.1%
82 DHR DANAHER CORP DEL COM Healthcare 50.0 $9K 0.00% +18.0 +56.2% $189.96 -8.9%
83 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 378.0 $9K 0.00% +3.0 +0.8% $24.71 -0.1%
84 SYK STRYKER CORPORATION COM Healthcare 28.0 $9K 0.00% +11.0 +64.7% $329.54 -7.2%
85 F FORD MTR CO COM Consumer Cyclical 601.0 $7K 0.00% +6.0 +1.0% $11.55 +37.5%
86 ZS ZSCALER INC COM Technology 39.0 $6K 0.00% +3.0 +8.3% $141.10 +30.8%
87 HAS HASBRO INC COM Consumer Cyclical 58.0 $5K 0.00% +1.0 +1.8% $93.19 -5.6%
88 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 220.0 $5K 0.00% +50.0 +29.4% $23.87 +14.0%
89 IPAY AMPLIFY DIGITAL PAYMENTS ETF 105.0 $4K +1.0 +1.0% $42.70 +6.1%
90 AMT AMERICAN TOWER CORP COM Real Estate 25.0 $4K +2.0 +8.7% $171.40 +7.9%
91 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 51.0 $4K +12.0 +30.8% $76.22 +13.0%
92 KO COCA COLA CO COM Consumer Defensive 50.0 $4K +48.0 +2400.0% $75.56 +8.0%
93 CMCSA COMCAST CORP NEW CL A Communication Services 107.0 $3K +106.0 +10000.0% $28.76 -12.3%
94 YUM YUM BRANDS INC COM Consumer Cyclical 20.0 $3K +3.0 +17.6% $153.75 +0.2%
95 RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 102.0 $3K +1.0 +1.0% $30.08 +2.3%
96 CSX CSX CORP COM Industrials 59.0 $2K +57.0 +2850.0% $41.05 +14.8%
97 OGN ORGANON & CO COMMON STOCK Healthcare 82.0 $490.0 +1.0 +1.2% $5.98 +123.9%
Page 5 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%