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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
SNY icon
351
Sanofi
SNY
$108B
$723 ﹤0.01%
+15
New +$699
TAK icon
352
Takeda Pharmaceutical
TAK
$56.2B
$722 ﹤0.01%
+39
New +$684
STAG icon
353
STAG Industrial
STAG
$7.76B
$721 ﹤0.01%
+20
New +$758
IRM icon
354
Iron Mountain
IRM
$37.3B
$715 ﹤0.01%
+7
New +$696
YUMC icon
355
Yum China
YUMC
$15.7B
$703 ﹤0.01%
14
– –
TSCO icon
356
Tractor Supply
TSCO
$16.8B
$683 ﹤0.01%
+15
New +$765
RYAN icon
357
Ryan Specialty Holdings
RYAN
$5.97B
$677 ﹤0.01%
+20
New +$854
AAT
358
American Assets Trust
AAT
$1.49B
$656 ﹤0.01%
+36
New +$674
XLI icon
359
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$651 ﹤0.01%
4
– –
SHG icon
360
Shinhan Financial Group
SHG
$32.8B
$613 ﹤0.01%
+10
New +$614
WIT icon
361
Wipro
WIT
$19.2B
$607 ﹤0.01%
+287
New +$699
EPRT icon
362
Essential Properties Realty Trust
EPRT
$6.9B
$577 ﹤0.01%
+19
New +$602
SIRI icon
363
SiriusXM
SIRI
$10.7B
$538 ﹤0.01%
+23
New +$494
RIG icon
364
Transocean
RIG
$5.66B
$511 ﹤0.01%
+77
New +$434
SUI icon
365
Sun Communities
SUI
$15.6B
$504 ﹤0.01%
+4
New +$517
TTI icon
366
TETRA Technologies
TTI
$1.06B
$503 ﹤0.01%
+59
New +$591
OGN icon
367
Organon & Co
OGN
$3.56B
$490 ﹤0.01%
82
+1
+1% +$8
YETI icon
368
Yeti Holdings
YETI
$3.9B
$476 ﹤0.01%
+13
New +$572
ZTS icon
369
Zoetis
ZTS
$33B
$475 ﹤0.01%
+4
New +$495
RRC icon
370
Range Resources
RRC
$8.86B
$453 ﹤0.01%
+10
New +$390
CTRE icon
371
CareTrust REIT
CTRE
$10.1B
$440 ﹤0.01%
+12
New +$461
ACVA icon
372
ACV Auctions
ACVA
$1.44B
$424 ﹤0.01%
+100
New +$655
STAA icon
373
STAAR Surgical
STAA
$1.09B
$411 ﹤0.01%
+22
New +$420
SCHL icon
374
Scholastic
SCHL
$766M
$393 ﹤0.01%
+10
New +$345
AMRX icon
375
Amneal Pharmaceuticals
AMRX
$5.9B
$373 ﹤0.01%
30
– –
13 14
15
16 17

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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.