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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UEC URANIUM ENERGY CORP COM Energy 12.0 $162.0 NEW $13.50 -0.4%
162 LXP INDUSTRIAL TRUST COM 3.0 $139.0 NEW $46.33
163 LAMR LAMAR ADVERTISING CO CL A Real Estate 1.0 $128.0 NEW $128.00 +18.8%
164 SUZ SUZANO S A SPON ADS Basic Materials 12.0 $120.0 NEW $10.00 -16.4%
165 UAA UNDER ARMOUR INC CL A Consumer Cyclical 20.0 $118.0 NEW $5.90 -2.0%
166 SERA SERA PROGNOSTICS INC CLASS A COM Healthcare 57.0 $116.0 NEW $2.04 +7.6%
167 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 2.0 $116.0 NEW $58.00 +8.2%
168 ACRE ARES COML REAL ESTATE CORP COM Real Estate 22.0 $106.0 NEW $4.82 +2.1%
169 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 1.0 $106.0 NEW $106.00 +14.2%
170 BXP BXP INC COM Real Estate 2.0 $104.0 NEW $52.00 +16.8%
171 RGNX REGENXBIO INC COM Healthcare 12.0 $101.0 NEW $8.42 -20.5%
172 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 26.0 $97.0 NEW $3.73 -8.9%
173 AKR ACADIA RLTY TR COM SH BEN INT Real Estate 5.0 $96.0 NEW $19.20 +16.2%
174 FLNA FILANA THERAPEUTICS INC COM Healthcare 57.0 $96.0 NEW $1.68 -10.9%
175 SGC SUPERIOR GROUP OF CO INC COM Consumer Cyclical 9.0 $93.0 NEW $10.33 +22.4%
176 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 3.0 $91.0 NEW $30.33 +9.0%
177 KIM KIMCO REALTY CORP COM Real Estate 4.0 $91.0 NEW $22.75 +7.3%
178 WOOF PETCO HEALTH & WELLNESS CO INC COM Consumer Cyclical 32.0 $89.0 NEW $2.78 -0.8%
179 NNN NNN REIT INC COM Real Estate 2.0 $85.0 NEW $42.50 +5.5%
180 SPWH SPORTSMANS WHSE HLDGS INC COM Consumer Cyclical 60.0 $85.0 NEW $1.42 -10.4%
Page 9 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%