1y return+26.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $136 against $137 in the S&P 500.2
CacheTech Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab Strategic Tr | $71.2M | 11.5% | +7.1% |
| IVVIshares Tr | $31.7M | 5.1% | −1.3% |
| EWYIshares Inc | $23.5M | 3.8% | −23.3% |
| GRIDFirst Tr Exchange-traded Fd | $17.9M | 2.9% | −4.6% |
| ICVTIshares Tr | $16.1M | 2.6% | −6.4% |
| EUADSpinnaker Etf Series | $16.1M | 2.6% | +7.4% |
| VNMVaneck Etf Trust | $16.0M | 2.6% | +4.4% |
| CLOABlackrock Etf Trust II | $12.6M | 2.0% | +11.7% |
| MINTPimco Etf Tr | $12.5M | 2.0% | +15.8% |
| VOOVanguard Index Fds | $12.0M | 1.9% | +7.2% |
| SMBSSchwab Strategic Tr | $11.5M | 1.9% | +16.5% |
| NVDANvidia Corporation | $11.2M | 1.8% | +8.4% |
| XSDSpdr Series Trust | $11.0M | 1.8% | −25.3% |
| XLKSelect Sector Spdr Tr | $10.8M | 1.7% | −12.6% |
| MSFTMicrosoft Corp | $10.5M | 1.7% | +11.4% |
| SPYMSpdr Series Trust | $9.6M | 1.5% | +4.0% |
| EWPIshares Inc | $9.1M | 1.5% | |
| SVXYProshares Tr II | $9.1M | 1.5% | New |
| EWIIshares Inc | $9.1M | 1.5% | −1.4% |
| VVVanguard Index Fds | $9.0M | 1.5% | −1.0% |
| XCCCBondbloxx Etf Trust | $8.8M | 1.4% | +6.8% |
| SOXXIshares Tr | $8.6M | 1.4% | −26.3% |
| AMDAdvanced Micro Devices Inc | $8.4M | 1.4% | −25.9% |
| FTECFidelity Covington Trust | $8.3M | 1.3% | −3.4% |
| FTSLFirst Tr Exchange-traded Fd | $7.9M | 1.3% | +14.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2024 | +258.1% | $8.4M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $5.4M |
| SOXXIshares Tr | June 30, 2024 | +159.8% | $8.6M |
| EWYIshares Inc | September 30, 2025 | +152.1% | $23.5M |
| XSDSpdr Series Trust | June 30, 2024 | +152.0% | $11.0M |
| ARMArm Holdings PLC | June 30, 2024 | +116.7% | $7.0M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $4.9M |
| DDOGDatadog Inc | June 30, 2024 | +100.8% | $6.1M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $5.4M |
| XLKSelect Sector Spdr Tr | March 31, 2025 | +84.5% | $10.8M |
Sold off last quarter
- DVNDevon Energy Corp New was $3.9M
- MTGMgic Invt Corp Wis was $3.4M
- BNDVanguard Bd Index Fds was $634K
- SCHASchwab Strategic Tr was $369K
- MUBIshares Tr was $356K
- WFCWells Fargo & Co was $345K
- VCRBVanguard Malvern Fds was $297K
- SPSMSpdr Series Trust was $296K
- VTIVanguard Index Fds was $289K
- BRK/BBerkshire Hathaway Inc Del was $280K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.6% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: CacheTech Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2013390&type=13F-HR&dateb=&owner=include&count=40CIK 2013390
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2013390/000201339026000003/Filed August 11, 2026 · accession 0002013390-26-000003