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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 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTAP NETAPP INC COM Technology 18.0 $2K NEW $102.39 +39.4%
62 EMR EMERSON ELEC CO COM Industrials 14.0 $2K NEW $131.57 +6.2%
63 ED CONSOLIDATED EDISON INC COM Utilities 16.0 $2K NEW $114.06 -5.3%
64 UPS UNITED PARCEL SVCS INC CL B Industrials 18.0 $2K NEW $99.83 +4.6%
65 TOL TOLL BROTHERS INC COM Consumer Cyclical 13.0 $2K NEW $136.46 +2.6%
66 JCI JOHNSON CTLS INTL PLC SHS Industrials 13.0 $2K NEW $130.92 +5.6%
67 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 18.0 $2K NEW $93.28 +14.3%
68 RY ROYAL BK CDA COM Financial Services 10.0 $2K NEW $162.70 +16.2%
69 WELL WELLTOWER INC COM Real Estate 8.0 $2K NEW $198.38 +10.0%
70 CLX CLOROX CO DEL COM Consumer Defensive 15.0 $2K NEW $104.67 -7.2%
71 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 57.0 $2K NEW $27.46 -1.7%
72 PHM PULTE GROUP INC COM Consumer Cyclical 13.0 $2K NEW $117.62 +1.3%
73 KDP KEURIG DR PEPPER INC COM Consumer Defensive 58.0 $2K NEW $26.33 +14.3%
74 INGERSOLL RAND INC COM 19.0 $2K NEW $80.16
75 MMM 3M CO COM Industrials 10.0 $1K NEW $146.00 +6.3%
76 SAN BANCO SANTANDER SA ADR Financial Services 129.0 $1K NEW $11.28 +11.6%
77 XYL XYLEM INC COM Industrials 11.0 $1K NEW $119.91 -7.3%
78 SATS ECHOSTAR CORP CL A Technology 11.0 $1K NEW $117.09 +4.6%
79 DLR DIGITAL RLTY TR INC COM Real Estate 7.0 $1K NEW $181.43 +5.7%
80 VC VISTEON CORP COM NEW Consumer Cyclical 13.0 $1K NEW $91.46 +28.8%
Page 4 of 10  ·  200 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%