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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AES AES CORP Utilities 2,000.0 $28K 0.00% NEW $14.09 +3.1%
62 HD HOME DEPOT INC Consumer Cyclical 81.0 $27K 0.00% NEW $328.89 -9.5%
63 CRTO CRITEO S A Communication Services 1,347.0 $24K 0.00% NEW $17.93 -10.4%
64 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 374.0 $23K 0.00% NEW $61.35 -23.2%
65 MO ALTRIA GROUP INC Consumer Defensive 320.0 $21K 0.00% NEW $65.99 +10.8%
66 ABT ABBOTT LABORATORIES Healthcare 200.0 $21K 0.00% NEW $102.67 -14.4%
67 DE DEERE & CO Industrials 35.0 $20K 0.00% NEW $563.31 -0.3%
68 DUOL DUOLINGO INC Technology 193.0 $19K 0.00% NEW $98.57 +13.7%
69 INTC INTEL CORP Technology 400.0 $18K 0.00% NEW $44.13 +146.5%
70 LW LAMB WESTON HLDGS INC Consumer Defensive 401.0 $17K 0.00% NEW $42.26 +4.3%
71 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4.0 $17K 0.00% NEW $4210.25 -96.3%
72 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 204.0 $16K 0.00% NEW $76.16 +11.7%
73 HPQ HP INC Technology 800.0 $15K 0.00% NEW $19.21 +8.3%
74 TRP TC ENERGY CORP Energy 140.0 $12K 0.00% NEW $87.11 -21.7%
75 FTS FORTIS INC Utilities 147.0 $11K 0.00% NEW $77.61 -29.5%
76 SSD SIMPSON MFG INC Industrials 64.0 $11K 0.00% NEW $171.62 +4.1%
77 CINF CINCINNATI FINL CORP Financial Services 65.0 $10K 0.00% NEW $157.35 +6.5%
78 GPC GENUINE PARTS CO Consumer Cyclical 62.0 $7K 0.00% NEW $105.76 -12.2%
79 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 71.0 $6K 0.00% NEW $90.42 -7.4%
80 GIS GENERAL MILLS INC Consumer Defensive 123.0 $5K 0.00% NEW $37.22 -11.4%
Page 4 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%