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Portfolio (Quarterly) Guide ↗

Cache Advisors, LLC

· CIK 0002052593
13F Portfolio $1.2B AUM 139 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 44 Added 73 Exited
Page 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JBHT HUNT J B TRANS SVCS INC Industrials 1,800.0 $521K 0.04% — — $289.43 -20.8%
102 SPYD SPDR SERIES TRUST — 10,673.0 $509K 0.04% — — $47.71 -4.2%
103 ASTS AST SPACEMOBILE INC Technology 5,700.0 $507K 0.04% NEW — $88.86 -33.2%
104 WDAY WORKDAY INC Technology 4,028.0 $493K 0.04% — — $122.42 +54.5%
105 NXT NEXTPOWER INC Technology 4,127.0 $492K 0.04% NEW — $119.14 -33.4%
106 BAC BANK OF AMER CORP Financial Services 8,436.0 $481K 0.04% — — $56.98 -3.5%
107 ARM ARM HOLDINGS PLC Technology 1,280.0 $454K 0.04% NEW — $354.57 -17.2%
108 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,615.0 $445K 0.04% — — $123.11 +23.6%
109 KO COCA COLA CO Consumer Defensive 5,431.0 $441K 0.04% — — $81.27 +6.9%
110 APH AMPHENOL CORP Technology 2,486.0 $438K 0.04% — — $176.32 -52.2%
111 SPOT SPOTIFY TECHNOLOGY S A Communication Services 951.0 $437K 0.04% — — $459.13 +7.5%
112 LC HAPPEN INC Financial Services 20,000.0 $415K 0.04% — — $20.74 -7.4%
113 DT DYNATRACE INC Technology 9,304.0 $409K 0.04% — — $43.91 +31.1%
114 NTAP NETAPP INC Technology 2,631.0 $407K 0.04% NEW — $154.76 +35.2%
115 GPN GLOBAL PMTS INC Industrials 5,409.0 $392K 0.03% — — $72.56 +14.8%
116 IBM INTERNATIONAL BUSINESS MACHS Technology 1,387.0 $390K 0.03% — — $281.21 -21.8%
117 UNP UNION PAC CORP Industrials 1,378.0 $375K 0.03% — — $272.00 +0.8%
118 SHEL SHELL PLC Energy 4,688.0 $364K 0.03% — — $77.54 +22.7%
119 BLK BLACKROCK INC Financial Services 375.0 $361K 0.03% — — $961.56 +11.1%
120 VTI VANGUARD INDEX FDS — 950.0 $352K 0.03% — — $370.04 +1.4%
Page 6 of 7  ·  139 positions

① 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 67.9%
Communication Services 10.7%
Consumer Cyclical 9.0%
Healthcare 5.9%
Financial Services 3.7%
Industrials 1.6%
Consumer Defensive 0.6%
Energy 0.2%
Utilities 0.2%