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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
GEV icon
76
GE Vernova
GEV
$265B
$353K 0.03%
404
+200
+98% +$156K
BA icon
77
Boeing
BA
$167B
$334K 0.03%
1,678
+500
+42% +$114K
VOOG icon
78
Vanguard S&P 500 Growth ETF
VOOG
$25.3B
$332K 0.03%
4,890
+6
+0.1% +$434
EW icon
79
Edwards Lifesciences
EW
$47.8B
$316K 0.03%
+3,952
New +$326K
STT icon
80
State Street
STT
$50.7B
$312K 0.03%
2,467
+16
+0.7% +$2.05K
VTI icon
81
Vanguard Total Stock Market ETF
VTI
$655B
$295K 0.03%
+919
New +$308K
LRCX icon
82
Lam Research
LRCX
$365B
$276K 0.03%
1,294
+1,048
+426% +$234K
GBTC icon
83
Grayscale Bitcoin Trust
GBTC
$9.75B
$266K 0.03%
5,050
-3,450
-41% -$205K
CARR icon
84
Carrier Global
CARR
$57.6B
$256K 0.03%
4,545
– –
TRMB icon
85
Trimble
TRMB
$13B
$251K 0.02%
3,844
– –
CVX icon
86
Chevron
CVX
$378B
$247K 0.02%
1,196
-6,905
-85% -$1.26M
DFUS
87
Dimensional US Equity ETF
DFUS
$20.6B
$243K 0.02%
3,422
+8
+0.2% +$593
IWB icon
88
iShares Russell 1000 ETF
IWB
$47.7B
$239K 0.02%
669
+2
+0.3% +$745
IBIT icon
89
iShares Bitcoin Trust
IBIT
$48.2B
$235K 0.02%
6,106
– –
ADBE icon
90
Adobe
ADBE
$94.5B
$232K 0.02%
953
-515
-35% -$143K
DINT icon
91
Davis Select International ETF
DINT
$283M
$226K 0.02%
8,412
– –
TSM icon
92
TSMC
TSM
$2.07T
$223K 0.02%
660
-2,438
-79% -$839K
AMAT icon
93
Applied Materials
AMAT
$410B
$222K 0.02%
649
+506
+354% +$170K
GLD icon
94
SPDR Gold Trust
GLD
$132B
$220K 0.02%
512
+30
+6% +$13.4K
ACWI icon
95
iShares MSCI ACWI ETF
ACWI
$32.5B
$215K 0.02%
1,554
– –
ADI icon
96
Analog Devices
ADI
$181B
$214K 0.02%
672
+27
+4% +$8.59K
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$81.3B
$211K 0.02%
1,424
+108
+8% +$16.2K
MDY icon
98
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$208K 0.02%
337
+1
+0.3% +$634
PFE icon
99
Pfizer
PFE
$141B
$208K 0.02%
7,397
+35
+0.5% +$932
VB icon
100
Vanguard Small-Cap ETF
VB
$79.9B
$196K 0.02%
750
+3
+0.4% +$812
2 3
4
5 6

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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.