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Portfolio (Quarterly) Guide ↗

Cache Advisors, LLC

· CIK 0002052593
13F Portfolio $866M AUM 191 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New 27 Added 14 Reduced 6 Exited
Page 5 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 1,708.0 $517K 0.06% $302.48 +2.3%
82 ADI ANALOG DEVICES INC Technology 1,600.0 $509K 0.06% $318.14 +30.2%
83 JPM JPMORGAN CHASE & CO Financial Services 1,675.0 $493K 0.06% NEW $294.16 +2.2%
84 SPYD SPDR SERIES TRUST 10,673.0 $486K 0.06% $45.52 +3.0%
85 BLOCK INC 7,830.0 $471K 0.05% $60.18
86 SPOT SPOTIFY TECHNOLOGY S A Communication Services 951.0 $461K 0.05% $484.91 -8.2%
87 NTNX NUTANIX INC Technology 11,500.0 $437K 0.05% $38.01 +24.8%
88 SHEL SHELL PLC Energy 4,688.0 $436K 0.05% $93.00 -4.7%
89 KO COCA COLA CO Consumer Defensive 5,431.0 $413K 0.05% $76.05 +6.8%
90 BAC BANK AMERICA CORP Financial Services 8,436.0 $411K 0.05% $48.75 +4.0%
91 JBHT HUNT J B TRANS SVCS INC Industrials 1,800.0 $381K 0.04% $211.90 +23.4%
92 GPN GLOBAL PMTS INC Industrials 5,409.0 $364K 0.04% $67.30 +0.4%
93 BLK BLACKROCK INC Financial Services 375.0 $361K 0.04% $961.71 +7.8%
94 DT DYNATRACE INC Technology 9,304.0 $344K 0.04% -12K -55.6% $36.98 +7.8%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 1,387.0 $336K 0.04% $242.39 -8.1%
96 SPGI S&P GLOBAL INC Financial Services 789.0 $336K 0.04% $425.34 -1.9%
97 UNP UNION PAC CORP Industrials 1,378.0 $334K 0.04% NEW $242.62 +13.4%
98 NOW SERVICENOW INC Technology 3,110.0 $325K 0.04% $104.55 -1.1%
99 NKE NIKE INC Consumer Cyclical 5,977.0 $316K 0.04% $52.82 -19.4%
100 APH AMPHENOL CORP Technology 2,486.0 $314K 0.04% $126.35 -5.7%
Page 5 of 10  ·  191 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%