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SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 21.85%
This Fund
S&P 500
This Quarter Est. Return
-7.74%
1 Year Est. Return
+21.85%
3 Year Est. Return
+75.47%
5 Year Est. Return
+82.14%
10 Year Est. Return
+330.21%
AUM
$1.02B
AUM Growth
-$78.5M
Cap. Flow
+$12.1M
Cap. Flow %
1.18%
Top 10 Hldgs %
60.89%
Holding
464
New
199
Increased
120
Reduced
50
Closed
10

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$12.5M
2
SCHW
Charles Schwab
SCHW
+$12.3M
3
ORCL icon
Oracle
ORCL
+$9.98M
4
SNOW icon
Snowflake
SNOW
+$9.79M
5
UNH icon
UnitedHealth
UNH
+$9.61M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$16.1M
2
XOM icon
ExxonMobil
XOM
+$11.1M
3
USB icon
US Bancorp
USB
+$9.91M
4
HD icon
Home Depot
HD
+$6.69M
5
COST icon
Costco
COST
+$6.14M

Sector Composition

Rank Sector Weight
1 Technology 28.73%
2 Communication Services 9.53%
3 Consumer Discretionary 4.44%
4 Financials 4.37%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$138M 13.49%
211,671
-4,549
-2% -$3.09M
QQQ icon
2
Invesco QQQ Trust
QQQ
$469B
$74.8M 7.33%
129,646
-946
-0.7% -$575K
VGT icon
3
Vanguard Information Technology ETF
VGT
$142B
$66.9M 6.55%
766,640
+11,360
+2% +$1.05M
NVDA icon
4
NVIDIA
NVDA
$5.14T
$65.1M 6.38%
373,375
+19,182
+5% +$3.52M
MSFT icon
5
Microsoft
MSFT
$2.9T
$54M 5.29%
145,756
+11,923
+9% +$4.99M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.17T
$53.9M 5.28%
187,453
+12,737
+7% +$4M
AAPL icon
7
Apple
AAPL
$4.79T
$51.8M 5.07%
204,015
-4,399
-2% -$1.14M
SHY icon
8
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$42.3M 4.14%
511,999
-20,286
-4% -$1.68M
META icon
9
Meta Platforms (Facebook)
META
$1.59T
$37.6M 3.68%
65,685
+3,343
+5% +$2.14M
IEI icon
10
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$37.4M 3.67%
315,584
-12,068
-4% -$1.44M
AMZN icon
11
Amazon
AMZN
$2.63T
$34.7M 3.4%
166,536
-12,083
-7% -$2.66M
AVGO icon
12
Broadcom
AVGO
$1.89T
$34.4M 3.37%
111,138
+37,846
+52% +$12.5M
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$74.2B
$30.7M 3.01%
271,722
-1,807
-0.7% -$217K
AMD icon
14
Advanced Micro Devices
AMD
$901B
$23.1M 2.26%
113,591
+5,289
+5% +$1.13M
ORCL icon
15
Oracle
ORCL
$362B
$21.5M 2.11%
146,150
+61,408
+72% +$9.98M
NOW icon
16
ServiceNow
NOW
$98.4B
$17.7M 1.73%
169,336
+60,219
+55% +$7.08M
VUG icon
17
Vanguard Growth ETF
VUG
$222B
$17.4M 1.7%
238,950
+1,710
+0.7% +$133K
GSLC icon
18
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$16.4M 1.61%
131,175
-4,233
-3% -$555K
SHV icon
19
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$14.2M 1.39%
128,263
-3,719
-3% -$410K
LLY icon
20
Eli Lilly
LLY
$1.04T
$12M 1.17%
13,009
-4,703
-27% -$4.77M
COST icon
21
Costco
COST
$411B
$11.9M 1.17%
11,972
-6,299
-34% -$6.14M
SCHW
22
Charles Schwab
SCHW
$175B
$11.8M 1.16%
125,968
+125,875
+135,349% +$12.3M
SPGP icon
23
Invesco S&P 500 GARP ETF
SPGP
$2.17B
$11.7M 1.14%
108,457
-9,674
-8% -$1.1M
AXP icon
24
American Express
AXP
$238B
$10.9M 1.07%
36,115
-1,835
-5% -$615K
APD icon
25
Air Products & Chemicals
APD
$66.1B
$10.9M 1.06%
37,399
-1,913
-5% -$527K
1
2 3 4 5

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Silicon Valley Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Silicon Valley Capital Partners held 464 positions worth $1.02B, down 7.1% from $1.1B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Silicon Valley Capital Partners's Q1 2026 filing shows 199 new, 120 increased, 50 reduced and 10 closed positions. Its largest new stake was Amcor: 187,144 shares worth $7.44M. The largest sale was Salesforce, an estimated $16.1M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Silicon Valley Capital Partners's largest Q1 2026 buy was Amcor: 187,144 shares worth $7.44M.
  • Silicon Valley Capital Partners added most to Broadcom in Q1 2026, an estimated $12.5M increase.
  • Silicon Valley Capital Partners's biggest Q1 2026 reduction was Salesforce, cutting an estimated $16.1M.
  • Silicon Valley Capital Partners fully exited Blue Owl Capital in Q1 2026, selling an estimated $140K.
  • Silicon Valley Capital Partners's ten largest holdings make up 61% of its $1.02B portfolio in Q1 2026.
  • Silicon Valley Capital Partners opened 199 new positions and closed 10 in Q1 2026.
  • Silicon Valley Capital Partners's portfolio value fell 7.1% quarter-over-quarter to $1.02B.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.