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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 8 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COUR COURSERA INC Consumer Defensive 17,789.0 $104K 0.01% $5.82 -9.3%
142 VRTX VERTEX PHARMACEUTICALS INC Healthcare 231.0 $103K 0.01% NEW $446.54 -2.1%
143 DIS DISNEY WALT CO Communication Services 1,030.0 $99K 0.01% NEW $96.38 +6.6%
144 VRSK VERISK ANALYTICS INC Industrials 405.0 $77K 0.01% NEW $189.75 -14.3%
145 ORCL ORACLE CORP Technology 510.0 $75K 0.01% -4K -89.7% $147.11 +31.2%
146 SPRX LISTED FDS TR 2,000.0 $71K 0.01% NEW $35.60 +31.5%
147 MSCI MSCI INC Financial Services 132.0 $71K 0.01% NEW $539.01 +4.2%
148 TMO THERMO FISHER SCIENTIFIC INC Healthcare 141.0 $69K 0.01% NEW $491.53 -10.8%
149 EXLS EXLSERVICE HLDGS INC Technology 2,274.0 $69K 0.01% NEW $30.45 -9.8%
150 ALL ALLSTATE CORP Financial Services 333.0 $69K 0.01% NEW $207.34 +4.8%
151 CDW CDW CORP Technology 531.0 $64K 0.01% NEW $121.02 -14.0%
152 TTD THE TRADE DESK INC Technology 2,767.0 $63K 0.01% NEW $22.69 -6.8%
153 ZTS ZOETIS INC Healthcare 531.0 $63K 0.01% NEW $118.21 -37.2%
154 ADP AUTOMATIC DATA PROCESSING IN Industrials 300.0 $61K 0.01% NEW $203.18 +9.7%
155 ETN EATON CORP PLC Industrials 169.0 $60K 0.01% NEW $357.67 +11.7%
156 RDDT REDDIT INC Communication Services 446.0 $60K 0.01% NEW $134.65 +17.5%
157 WEX WEX INC Technology 389.0 $60K 0.01% NEW $153.04 -7.6%
158 TMUS T-MOBILE US INC Communication Services 266.0 $56K 0.01% NEW $210.03 -11.8%
159 TDG TRANSDIGM GROUP INC Industrials 47.0 $54K 0.01% NEW $1158.96 -0.9%
160 ITW ILLINOIS TOOL WKS INC Industrials 200.0 $52K 0.01% NEW $260.29 -4.8%
Page 8 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%