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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 6 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOXX ISHARES SEMICONDUCTOR ETF 552.0 $181K 0.02% $328.37 +71.8%
102 OTIS OTIS WORLDWIDE CORP COM Industrials 2,272.0 $175K 0.02% $77.08 -6.9%
103 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 1,308.0 $173K 0.02% $132.50 +7.4%
104 AMGN AMGEN INC COM Healthcare 487.0 $171K 0.02% +3.0 +0.6% $352.13 -4.6%
105 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 1,079.0 $163K 0.02% NEW $151.28 +100.1%
106 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1,956.0 $162K 0.02% +15.0 +0.8% $82.76 -0.2%
107 TER TERADYNE INC COM Technology 500.0 $148K 0.01% NEW $296.59 +26.7%
108 GE GE AEROSPACE COM NEW Industrials 521.0 $148K 0.01% NEW $283.77 +11.8%
109 FLEX FLEX LTD ORD Technology 2,216.0 $145K 0.01% $65.46 +122.7%
110 BE BLOOM ENERGY CORP COM CL A Industrials 1,000.0 $135K 0.01% -900.0 -47.4% $135.49 +116.8%
111 NEBIUS GROUP N.V. SHS CLASS A 1,250.0 $130K 0.01% +1K +400.0% $103.76
112 ABBV ABBVIE INC COM Healthcare 580.0 $126K 0.01% +35.0 +6.4% $217.64 -1.0%
113 MCD MCDONALDS CORP COM Consumer Cyclical 379.0 $118K 0.01% +102.0 +36.8% $310.71 -9.6%
114 EME EMCOR GROUP INC COM Industrials 151.0 $111K 0.01% $737.25 +16.0%
115 ALAB ASTERA LABS INC COM Technology 1,000.0 $110K 0.01% +700.0 +233.3% $109.60 +196.8%
116 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,790.0 $106K 0.01% -165.0 -8.4% $59.03 +10.5%
117 WFC WELLS FARGO & CO COM Financial Services 1,258.0 $100K 0.01% -422.0 -25.1% $79.61 -2.6%
118 ABT ABBOTT LABORATORIES COM Healthcare 904.0 $93K 0.01% +234.0 +34.9% $102.63 -16.5%
119 OKLO OKLO INC COM CL A Utilities 1,862.0 $92K 0.01% +1K +155.8% $49.59 +36.8%
120 VTV VANGUARD VALUE ETF 457.0 $90K 0.01% $196.26 +8.0%
Page 6 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%