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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 7 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPXC SPX TECHNOLOGIES INC COM Industrials 425.0 $85K 0.01% $199.94 +7.7%
122 IMCB ISHARES MORNINGSTAR MID-CAP ETF 968.0 $81K 0.01% $83.42 +11.2%
123 CRWV COREWEAVE INC COM CL A Technology 1,040.0 $81K 0.01% $77.47 +34.6%
124 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 800.0 $75K 0.01% $93.87 +135.7%
125 BLOCK INC CL A 1,213.0 $73K 0.01% +11.0 +0.9% $60.19
126 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 150.0 $73K 0.01% $484.91 +5.8%
127 QCOM QUALCOMM INC COM Technology 560.0 $72K 0.01% +44.0 +8.5% $128.75 +81.3%
128 PG PROCTER & GAMBLE CO COM Consumer Defensive 496.0 $72K 0.01% -21.0 -4.1% $144.33 +2.2%
129 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,154.0 $70K 0.01% +58.0 +5.3% $60.64 -5.1%
130 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK Real Estate 2,306.0 $70K 0.01% +28.0 +1.2% $30.28 +3.5%
131 BX BLACKSTONE INC COM Financial Services 602.0 $69K 0.01% +13.0 +2.2% $114.94 +2.7%
132 ITT ITT INC COM Industrials 356.0 $68K 0.01% $190.73 +2.7%
133 FAS DIREXION DAILY FINANCIAL BULL 3X ETF 538.0 $64K 0.01% +3.0 +0.6% $118.46 +10.6%
134 IWV ISHARES RUSSELL 3000 ETF 168.0 $62K 0.01% $370.43 +14.9%
135 TEL TE CONNECTIVITY PLC ORD SHS Technology 294.0 $61K 0.01% +21.0 +7.7% $208.68 +0.0%
136 PEP PEPSICO INC COM Consumer Defensive 392.0 $61K 0.01% +235.0 +149.7% $155.09 -4.7%
137 DIS DISNEY WALT CO COM Communication Services 605.0 $58K 0.01% +4.0 +0.7% $96.45 +8.0%
138 BCPC BALCHEM CORP COM Basic Materials 336.0 $57K 0.01% +2.0 +0.6% $169.29 -4.9%
139 QBTS D-WAVE QUANTUM INC COM Technology 3,834.0 $55K 0.01% +369.0 +10.7% $14.43 +90.5%
140 OXY OCCIDENTAL PETE CORP COM Energy 825.0 $54K 0.01% -912.0 -52.5% $64.98 -12.5%
Page 7 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%