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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
BAC icon
26
Bank of America
BAC
$436B
$10.3M 1.01%
212,293
-76,845
-27% -$3.97M
ONEQ icon
27
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$9.43M 0.92%
111,089
-178
-0.2% -$16K
UNH icon
28
UnitedHealth
UNH
$379B
$9.27M 0.91%
34,271
+32,262
+1,606% +$9.61M
SNOW icon
29
Snowflake
SNOW
$94.6B
$8.13M 0.8%
53,879
+52,879
+5,288% +$9.79M
AMCR icon
30
Amcor
AMCR
$20.9B
$7.44M 0.73%
+187,144
New +$8.28M
ISRG icon
31
Intuitive Surgical
ISRG
$128B
$4.26M 0.42%
9,234
+1,089
+13% +$551K
USB icon
32
US Bancorp
USB
$98.9B
$3.79M 0.37%
72,890
-180,324
-71% -$9.91M
MGK icon
33
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$3.43M 0.34%
46,620
+50
+0.1% +$3.93K
MRVL icon
34
Marvell Technology
MRVL
$170B
$3.19M 0.31%
32,235
+23
+0.1% +$1.93K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.05M 0.3%
6,373
-343
-5% -$168K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.99T
$2.93M 0.29%
10,215
+2,859
+39% +$898K
XOM icon
37
ExxonMobil
XOM
$642B
$2.71M 0.27%
15,991
-76,340
-83% -$11.1M
BIL icon
38
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$2.71M 0.27%
29,550
-1,311
-4% -$120K
JNJ icon
39
Johnson & Johnson
JNJ
$641B
$2.36M 0.23%
9,659
-40
-0.4% -$9.32K
MGV icon
40
Vanguard Mega Cap Value ETF
MGV
$13.3B
$2.25M 0.22%
15,499
-2,276
-13% -$337K
MU icon
41
Micron Technology
MU
$1.02T
$2.22M 0.22%
6,578
+440
+7% +$172K
HD icon
42
Home Depot
HD
$335B
$1.89M 0.19%
5,746
-18,355
-76% -$6.69M
IBM icon
43
IBM
IBM
$204B
$1.87M 0.18%
7,707
+1,468
+24% +$397K
SPHQ icon
44
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$1.82M 0.18%
24,203
-1,843
-7% -$143K
RBLX icon
45
Roblox
RBLX
$34.7B
$1.76M 0.17%
31,155
-13,512
-30% -$907K
JPM icon
46
JPMorgan Chase
JPM
$947B
$1.33M 0.13%
4,528
-6,359
-58% -$1.93M
CRM icon
47
Salesforce
CRM
$142B
$1.29M 0.13%
6,913
-77,570
-92% -$16.1M
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$120B
$1.29M 0.13%
12,072
+8
+0.1% +$908
V icon
49
Visa
V
$689B
$1.26M 0.12%
4,166
+402
+11% +$129K
IVV icon
50
iShares Core S&P 500 ETF
IVV
$869B
$1.18M 0.12%
1,804
-67
-4% -$45.8K
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.