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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
IGSB icon
201
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$12.4K ﹤0.01%
236
+2
+0.9% +$106
TECK icon
202
Teck Resources
TECK
$29.1B
$12.2K ﹤0.01%
235
– –
SPSB icon
203
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$11.5K ﹤0.01%
383
+2
+0.5% +$60
MKL icon
204
Markel Group
MKL
$25.6B
$11.5K ﹤0.01%
6
– –
BIDU icon
205
Baidu
BIDU
$35.7B
$11.1K ﹤0.01%
100
– –
LAC
206
Lithium Americas
LAC
$994M
$10.6K ﹤0.01%
+2,695
New +$13.2K
SNDK
207
Sandisk
SNDK
$163B
$10.6K ﹤0.01%
17
-483
-97% -$273K
COKE icon
208
Coca-Cola Consolidated
COKE
$13.1B
$10.4K ﹤0.01%
54
-152
-74% -$26.6K
IOT icon
209
Samsara
IOT
$22B
$10.3K ﹤0.01%
324
– –
NVO
210
Novo Nordisk
NVO
$226B
$10.1K ﹤0.01%
276
– –
STX icon
211
Seagate
STX
$170B
$10.1K ﹤0.01%
26
+24
+1,200% +$9.16K
PCAR icon
212
PACCAR
PCAR
$72.1B
$9.85K ﹤0.01%
85
+15
+21% +$1.81K
IGV icon
213
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$9.61K ﹤0.01%
120
– –
DHR icon
214
Danaher
DHR
$141B
$9.5K ﹤0.01%
50
+18
+56% +$3.83K
CI icon
215
Cigna
CI
$79.5B
$9.47K ﹤0.01%
35
– –
ARTY
216
iShares Future AI & Tech ETF
ARTY
$3.37B
$9.4K ﹤0.01%
+202
New +$10.1K
CB icon
217
Chubb
CB
$141B
$9.37K ﹤0.01%
29
– –
FIG
218
Figma
FIG
$13B
$9.37K ﹤0.01%
443
– –
SCHJ icon
219
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$9.34K ﹤0.01%
378
+3
+0.8% +$75
SYK icon
220
Stryker
SYK
$132B
$9.23K ﹤0.01%
28
+11
+65% +$3.95K
DGX icon
221
Quest Diagnostics
DGX
$26B
$9.17K ﹤0.01%
47
– –
PODD icon
222
Insulet
PODD
$11.7B
$9.14K ﹤0.01%
44
– –
COP icon
223
ConocoPhillips
COP
$139B
$8.45K ﹤0.01%
64
– –
CRS icon
224
Carpenter Technology
CRS
$27.8B
$8.28K ﹤0.01%
+21
New +$7.65K
FDX icon
225
FedEx
FDX
$73.7B
$8.21K ﹤0.01%
23
– –
7 8
9
10 11

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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.