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Portfolio (Quarterly) Guide ↗

Cache Advisors, LLC

· CIK 0002052593
13F Portfolio $865.8B AUM 191 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 27 Added 14 Reduced 6 Exited
Page 1 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 1,872,926.0 $88.1M 10.18% NEW $47.04
2 AMAT APPLIED MATLS INC Technology 13,617.0 $4.7M 0.54% NEW $341.79 +21.0%
3 WDC WESTERN DIGITAL CORP Technology 13,096.0 $3.5M 0.41% NEW $270.49 +78.2%
4 ABBV ABBVIE INC Healthcare 10,354.0 $2.3M 0.26% NEW $217.49 -3.7%
5 SANDISK CORP 3,076.0 $2.0M 0.23% NEW $635.34
6 XOM EXXON MOBIL CORP Energy 5,504.0 $934K 0.11% NEW $169.66 -6.9%
7 TXN TEXAS INSTRS INC Technology 3,408.0 $662K 0.08% NEW $194.14 +55.9%
8 MU MICRON TECHNOLOGY INC Technology 1,945.0 $657K 0.08% NEW $337.84 +114.5%
9 JPM JPMORGAN CHASE & CO Financial Services 1,675.0 $493K 0.06% NEW $294.16 +1.2%
10 UNP UNION PAC CORP Industrials 1,378.0 $334K 0.04% NEW $242.62 +11.5%
11 IGV ISHARES TR 3,490.0 $290K 0.03% NEW $82.99 +11.9%
12 SCHW SCHWAB CHARLES CORP Financial Services 2,675.0 $251K 0.03% NEW $93.98 -3.3%
13 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,350.0 $224K 0.03% NEW $95.41 +19.5%
14 MCD MCDONALDS CORP Consumer Cyclical 631.0 $196K 0.02% NEW $310.79 -11.1%
15 LOW LOWES COS INC Consumer Cyclical 825.0 $195K 0.02% NEW $236.28 -7.6%
16 EA ELECTRONIC ARTS INC Communication Services 900.0 $183K 0.02% NEW $203.87 -1.6%
17 HON HONEYWELL INTL INC Industrials 819.0 $183K 0.02% NEW $223.51 -4.6%
18 PG PROCTER & GAMBLE CO Consumer Defensive 1,182.0 $171K 0.02% NEW $144.44 -2.0%
19 IOT SAMSARA INC Technology 5,200.0 $165K 0.02% NEW $31.69 -6.7%
20 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 527.0 $154K 0.02% NEW $292.75 +34.1%
Page 1 of 5  ·  81 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 59.5%
Communication Services 20.4%
Consumer Cyclical 10.3%
Healthcare 3.7%
Financial Services 3.2%
Industrials 1.7%
Consumer Defensive 0.8%
Energy 0.3%
Utilities 0.0%
Real Estate 0.0%