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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 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNPS SYNOPSYS INC Technology 386.0 $153K 0.02% NEW $396.48 +26.7%
22 MELI MERCADOLIBRE INC Consumer Cyclical 88.0 $152K 0.02% NEW $1729.02 -10.5%
23 NBN NORTHEAST BK PORTLAND ME Financial Services 1,329.0 $149K 0.02% NEW $112.37 +2.5%
24 JETS ETF SER SOLUTIONS 6,000.0 $148K 0.02% NEW $24.63 +3.7%
25 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 4,550.0 $146K 0.02% NEW $32.01 +5.4%
26 MSI MOTOROLA SOLUTIONS INC Technology 321.0 $139K 0.02% NEW $433.97 -9.4%
27 KEYS KEYSIGHT TECHNOLOGIES INC Technology 468.0 $132K 0.01% NEW $282.37 +23.6%
28 IWD ISHARES TR 608.0 $130K 0.01% NEW $213.67 +8.9%
29 SHW SHERWIN WILLIAMS CO Basic Materials 365.0 $117K 0.01% NEW $320.55 -6.4%
30 COF CAPITAL ONE FINL CORP Financial Services 630.0 $115K 0.01% NEW $182.43 +2.6%
31 LRN STRIDE INC Consumer Defensive 1,250.0 $110K 0.01% NEW $88.17 +0.1%
32 CME CME GROUP INC Financial Services 355.0 $105K 0.01% NEW $295.35 +3.3%
33 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,125.0 $104K 0.01% NEW $92.31 -4.1%
34 VRTX VERTEX PHARMACEUTICALS INC Healthcare 231.0 $103K 0.01% NEW $446.54 -2.1%
35 DIS DISNEY WALT CO Communication Services 1,030.0 $99K 0.01% NEW $96.38 +6.6%
36 VRSK VERISK ANALYTICS INC Industrials 405.0 $77K 0.01% NEW $189.75 -14.3%
37 SPRX LISTED FDS TR 2,000.0 $71K 0.01% NEW $35.60 +31.5%
38 MSCI MSCI INC Financial Services 132.0 $71K 0.01% NEW $539.01 +4.2%
39 TMO THERMO FISHER SCIENTIFIC INC Healthcare 141.0 $69K 0.01% NEW $491.53 -10.8%
40 EXLS EXLSERVICE HLDGS INC Technology 2,274.0 $69K 0.01% NEW $30.45 -9.8%
Page 2 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%