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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 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APG API GROUP CORP COM STK Industrials 858.0 $35K 0.00% $40.52 +2.6%
162 COF CAPITAL ONE FINL CORP COM Financial Services 190.0 $35K 0.00% +16.0 +9.2% $182.36 +3.5%
163 IJH ISHARES CORE S&P MID-CAP ETF 510.0 $34K 0.00% -584.0 -53.4% $67.57 +10.1%
164 SDY STATE STREET SPDR S&P DIVIDEND ETF 234.0 $34K 0.00% $146.19 +2.6%
165 VZ VERIZON COMMUNICATIONS INC COM Communication Services 613.0 $31K 0.00% +75.0 +13.9% $50.19 -3.9%
166 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,009.0 $30K 0.00% $29.99 +10.5%
167 BP BP PLC SPONSORED ADR Energy 643.0 $30K 0.00% +6.0 +0.9% $47.02 -11.4%
168 BK BANK NEW YORK MELLON CORP COM Financial Services 250.0 $30K 0.00% +15.0 +6.4% $118.51 +18.1%
169 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 222.0 $30K 0.00% $133.03 +38.6%
170 SLGN SILGAN HLDGS INC COM Consumer Cyclical 753.0 $29K 0.00% -694.0 -48.0% $38.82 -2.1%
171 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 1,700.0 $29K 0.00% +10.0 +0.6% $17.07 -2.5%
172 WULF TERAWULF INC COM Financial Services 2,000.0 $29K 0.00% $14.43 +74.5%
173 MS MORGAN STANLEY COM NEW Financial Services 163.0 $27K 0.00% +25.0 +18.1% $164.25 +22.7%
174 TOST TOAST INC CL A Technology 1,000.0 $27K 0.00% $26.51 -7.6%
175 GS GOLDMAN SACHS GROUP INC COM Financial Services 30.0 $26K 0.00% -451.0 -93.8% $856.27 +16.4%
176 CSL CARLISLE COS INC COM Industrials 77.0 $26K 0.00% -117.0 -60.3% $332.29 +3.7%
177 RACE FERRARI N V COM Consumer Cyclical 75.0 $25K 0.00% $337.20 -1.2%
178 MNDY MONDAY COM LTD SHS Technology 352.0 $24K 0.00% $69.16 +10.5%
179 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 515.0 $24K 0.00% $47.20 +6.9%
180 LOW LOWES COS INC COM Consumer Cyclical 102.0 $24K 0.00% +12.0 +13.3% $235.84 -8.1%
Page 9 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%