Portfolio (Quarterly)
Guide ↗
Silicon Valley Capital Partners
· CIK 0001673633| # | 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% |
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%