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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
+9.85%
1 Year Est. Return
+21.85%
3 Year Est. Return
+75.47%
5 Year Est. Return
+82.14%
10 Year Est. Return
+330.18%
AUM
$1.06B
AUM Growth
+$102M
Cap. Flow
+$14.4M
Cap. Flow %
1.35%
Top 10 Hldgs %
60.83%
Holding
358
New
53
Increased
82
Reduced
71
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$6.9M
2
NOW icon
ServiceNow
NOW
+$6.87M
3
MSFT icon
Microsoft
MSFT
+$6.6M
4
CRM icon
Salesforce
CRM
+$4.14M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4.15M
2
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.76M
3
HD icon
Home Depot
HD
+$3.61M
4
AAPL icon
Apple
AAPL
+$2.12M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.86M

Sector Composition

Rank Sector Weight
1 Technology 26.48%
2 Communication Services 10.59%
3 Financials 4.76%
4 Consumer Discretionary 4.36%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
201
Markel Group
MKL
$23.2B
$11.5K ﹤0.01%
6
– –
SPSB icon
202
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$11.4K ﹤0.01%
375
+4
+1% +$121
ETHA
203
iShares Ethereum Trust ETF
ETHA
$5.55B
$11K ﹤0.01%
+349
New +$10.4K
ZS icon
204
Zscaler
ZS
$27.3B
$10.9K ﹤0.01%
36
– –
TECK icon
205
Teck Resources
TECK
$32.6B
$10.3K ﹤0.01%
235
+1
+0.4% +$36
CI icon
206
Cigna
CI
$74.6B
$10.1K ﹤0.01%
35
– –
ETN icon
207
Eaton
ETN
$174B
$9.96K ﹤0.01%
+27
New +$9.82K
TEM
208
Tempus AI
TEM
$9.39B
$9.69K ﹤0.01%
+120
New +$8.4K
XLE icon
209
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$9.65K ﹤0.01%
216
– –
SHEL icon
210
Shell
SHEL
$245B
$9.59K ﹤0.01%
+134
New +$9.65K
FDN icon
211
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$9.52K ﹤0.01%
+34
New +$9.32K
SCHJ icon
212
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
$9.21K ﹤0.01%
369
+4
+1% +$99
TM icon
213
Toyota
TM
$225B
$8.98K ﹤0.01%
+47
New +$8.86K
VEU icon
214
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$8.92K ﹤0.01%
+125
New +$8.63K
UBS icon
215
UBS Group
UBS
$176B
$8.9K ﹤0.01%
+217
New +$8.43K
DGX icon
216
Quest Diagnostics
DGX
$26.3B
$8.84K ﹤0.01%
46
– –
SCHW
217
Charles Schwab
SCHW
$187B
$8.81K ﹤0.01%
+92
New +$8.73K
CSX icon
218
CSX Corp
CSX
$93.1B
$8.56K ﹤0.01%
+241
New +$8.23K
OC icon
219
Owens Corning
OC
$12.4B
$8.55K ﹤0.01%
60
– –
AMT icon
220
American Tower
AMT
$80.4B
$8.54K ﹤0.01%
44
-1,003
-96% -$209K
OEF icon
221
iShares S&P 100 ETF
OEF
$20.6B
$8.42K ﹤0.01%
25
– –
FXI icon
222
iShares China Large-Cap ETF
FXI
$4.31B
$8.23K ﹤0.01%
+200
New +$7.73K
LITE icon
223
Lumentum
LITE
$69.3B
$8.14K ﹤0.01%
50
– –
CB icon
224
Chubb
CB
$135B
$8.06K ﹤0.01%
29
+1
+4% +$275
EUFN icon
225
iShares MSCI Europe Financials ETF
EUFN
$4.29B
$7.45K ﹤0.01%
+217
New +$7.2K
7 8
9
10 11

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CC
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MSA
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IAS
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MAM
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MA
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WA
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SB
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Silicon Valley Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Silicon Valley Capital Partners held 358 positions worth $1.06B, up 11% from $958M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Silicon Valley Capital Partners's Q3 2025 filing shows 53 new, 82 increased, 71 reduced and 76 closed positions. Its largest new stake was State Street: 2,433 shares worth $282K. The largest sale was Advanced Micro Devices, an estimated $4.15M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Communication Services and Financials.

  • Silicon Valley Capital Partners's largest Q3 2025 buy was State Street: 2,433 shares worth $282K.
  • Silicon Valley Capital Partners added most to Meta Platforms (Facebook) in Q3 2025, an estimated $6.9M increase.
  • Silicon Valley Capital Partners's biggest Q3 2025 reduction was Advanced Micro Devices, cutting an estimated $4.15M.
  • Silicon Valley Capital Partners fully exited Philip Morris in Q3 2025, selling an estimated $62.1K.
  • Silicon Valley Capital Partners's ten largest holdings make up 61% of its $1.06B portfolio in Q3 2025.
  • Silicon Valley Capital Partners opened 53 new positions and closed 76 in Q3 2025.
  • Silicon Valley Capital Partners's portfolio value rose 11% quarter-over-quarter to $1.06B.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.