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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 21 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CUZ COUSINS PPTYS INC COM NEW Real Estate 9.0 $203.0 NEW $22.56 +19.0%
402 UDR UDR INC COM Real Estate 6.0 $203.0 NEW $33.83 +12.4%
403 SXC SUNCOKE ENERGY INC COM Energy 31.0 $199.0 NEW $6.42 +41.9%
404 ZNTL ZENTALIS PHARMACEUTICALS INC COM Healthcare 84.0 $197.0 NEW $2.35 +68.9%
405 YORW YORK WTR CO COM Utilities 6.0 $183.0 NEW $30.50 -1.9%
406 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 25.0 $181.0 NEW $7.24 -11.9%
407 DNN DENISON MINES CORP COM Energy 50.0 $177.0 $3.54 -4.2%
408 MFA MFA FINL INC COM Real Estate 18.0 $172.0 NEW $9.56 +0.5%
409 UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM Energy 31.0 $171.0 NEW $5.52 -1.6%
410 KRC KILROY REALTY CORP COM Real Estate 6.0 $169.0 NEW $28.17 +24.2%
411 ZG ZILLOW GROUP INC CL A Communication Services 4.0 $166.0 NEW $41.50 -12.7%
412 UEC URANIUM ENERGY CORP COM Energy 12.0 $162.0 NEW $13.50 -0.4%
413 LXP INDUSTRIAL TRUST COM 3.0 $139.0 NEW $46.33
414 LAMR LAMAR ADVERTISING CO CL A Real Estate 1.0 $128.0 NEW $128.00 +18.8%
415 SUZ SUZANO S A SPON ADS Basic Materials 12.0 $120.0 NEW $10.00 -16.4%
416 UAA UNDER ARMOUR INC CL A Consumer Cyclical 20.0 $118.0 NEW $5.90 -2.0%
417 SERA SERA PROGNOSTICS INC CLASS A COM Healthcare 57.0 $116.0 NEW $2.04 +7.6%
418 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 2.0 $116.0 NEW $58.00 +8.2%
419 ACRE ARES COML REAL ESTATE CORP COM Real Estate 22.0 $106.0 NEW $4.82 +2.1%
420 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 1.0 $106.0 NEW $106.00 +14.2%
Page 21 of 23  ·  454 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%