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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 9 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIG VANGUARD SPECIALIZED FUNDS 240.0 $52K 0.01% NEW $215.06 +7.2%
162 EXPE EXPEDIA GROUP INC Consumer Cyclical 209.0 $48K 0.01% NEW $230.89 -5.7%
163 TFC TRUIST FINL CORP Financial Services 1,000.0 $46K 0.01% NEW $45.97 +2.2%
164 VO VANGUARD INDEX FDS 160.0 $46K 0.01% NEW $287.18 -73.3%
165 PRCT PROCEPT BIOROBOTICS CORP Healthcare 1,695.0 $42K 0.01% NEW $25.01 +4.4%
166 AMT AMERICAN TOWER CORP Real Estate 220.0 $38K 0.00% NEW $172.58 +2.7%
167 TNET TRINET GROUP INC Industrials 1,000.0 $36K 0.00% NEW $36.43 +11.2%
168 UAL UNITED AIRLS HLDGS INC Industrials 361.0 $33K 0.00% NEW $92.07 +0.8%
169 CPRT COPART INC Industrials 929.0 $31K 0.00% NEW $33.20 -2.7%
170 AES AES CORP Utilities 2,000.0 $28K 0.00% NEW $14.09 +3.1%
171 HD HOME DEPOT INC Consumer Cyclical 81.0 $27K 0.00% NEW $328.89 -9.5%
172 CRTO CRITEO S A Communication Services 1,347.0 $24K 0.00% NEW $17.93 -10.4%
173 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 374.0 $23K 0.00% NEW $61.35 -23.2%
174 MO ALTRIA GROUP INC Consumer Defensive 320.0 $21K 0.00% NEW $65.99 +10.8%
175 ABT ABBOTT LABORATORIES Healthcare 200.0 $21K 0.00% NEW $102.67 -14.4%
176 DE DEERE & CO Industrials 35.0 $20K 0.00% NEW $563.31 -0.3%
177 DUOL DUOLINGO INC Technology 193.0 $19K 0.00% NEW $98.57 +13.7%
178 INTC INTEL CORP Technology 400.0 $18K 0.00% NEW $44.13 +146.5%
179 LW LAMB WESTON HLDGS INC Consumer Defensive 401.0 $17K 0.00% NEW $42.26 +4.3%
180 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4.0 $17K 0.00% NEW $4210.25 -96.3%
Page 9 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%