CacheTech Inc.

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CIK 2013390

13F portfolio (2026-Q1)

$519M

Positions

177

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

177

Top 5

26.0%

Top 10

37.7%

Effective N

36.7

HHI

0.027

This quarter

22 new · 0 exit →

By sector

Unclassified76.8%

Information Technology9.7%

Consumer Discretionary3.3%

Financials2.9%

Energy2.0%

Industrials1.6%

Communication Services1.5%

Health Care0.8%

Other1.4%

By market cap

Unknown79.3%

Mega (>$200B)10.4%

Large ($10–200B)8.8%

Mid ($2–10B)1.4%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

Other76.8%

North America22.4%

Asia-Pacific0.7%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	76.90%	89
Semiconductors & Semiconductor Equipment	4.88%	6
Software	2.57%	3
Oil, Gas & Consumable Fuels	2.03%	7
Technology Hardware & Equipment	1.84%	6
Insurance	1.43%	5
Automobiles & Components	1.42%	2
Software & IT Services	1.38%	4
Specialty Retail	1.13%	6
Banks	1.09%	6
Pharmaceuticals & Biotechnology	0.75%	8
Construction & Engineering	0.62%	1
Aerospace & Defense	0.62%	1
Distributors	0.58%	1
Equity Real Estate Investment Trusts (REITs)	0.39%	5
Utilities	0.35%	3
Capital Markets	0.28%	3
Tobacco	0.25%	2
Diversified Telecommunication Services	0.23%	2
Electrical Equipment & Components	0.21%	2
Chemicals	0.20%	2
Machinery	0.19%	1
Beverages	0.15%	1
Road & Rail	0.09%	1
Leisure Products	0.07%	1
Paper & Forest Products	0.06%	1
Textiles, Apparel & Luxury Goods	0.06%	1
Communications Equipment	0.06%	1
Hotels, Restaurants & Leisure	0.05%	1
Transportation Infrastructure	0.04%	1
Health Care Equipment & Supplies	0.04%	1
Media & Entertainment	0.03%	2
Food Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	11.15%
2	IVV	ISHARES TR	Unclassified	5.39%
3	EWY	ISHARES INC MSCI STH KOR ETF	Unclassified	3.60%
4	GRID	FIRST TR EXCHANGE TRADED FD	Unclassified	3.09%
5	EUAD	SPINNAKER ETF SERIES	Unclassified	2.78%
6	ICVT	ISHARES TR CONV BD ETF	Unclassified	2.77%
7	VNM	VANECK ETF TRUST	Unclassified	2.76%
8	CLOA	BLACKROCK ETF TRUST II	Unclassified	2.17%
9	MINT	PIMCO ETF TR	Unclassified	2.08%
10	SMBS	SCHWAB STRATEGIC TR	Unclassified	1.90%

89/177 names classified · sector 23.2% of weight · industry 23.1% · mkt cap 20.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 8 quarters

Information TechnologyMSFT, NVDA, AAPL, ARM, AMD · other

Consumer DiscretionaryAMZN, TSLA, SYY, GM, HAS · other

FinancialsMTG, SAN, CI, HUM, PGR · other

EnergyCOP, DVN, SM, ENB, XOM · other

Communication ServicesGOOGL, META, T, VZ, GOOG · other

IndustrialsIBP, NOC, CAT, UPS, AGX · other

Health CareABBV, PFE, GILD, BMY, HIMS · other

Real EstateEXR, SPG, BXP, LTC, WPC · other

MaterialsPG, PKG, UEC, MP, ALB · other

Consumer StaplesPM, KO, MO, RMCF

UtilitiesD, OKLO, DUK, VST, ET · other

UnclassifiedSCHX, IVV, JBBB, SSO, SPUU · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 23.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 21% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (77 classified)CacheTech Inc. centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsEnergyIndustrialsCommunication ServicesHealth CareConsumer StaplesReal EstateUtilitiesMaterials

Style box summary for CacheTech Inc.: centroid Large Core. Heaviest cells: Large Growth 9.4%, Large Value 4.0%, Large Core 2.4%.

Classified: 20.6% of book weight (77/177 names) · unclassified 79.4%: SCHX, IVV, EWY, GRID, EUAD, ICVT, VNM, CLOA, MINT, SMBS +90 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SCHXSCHWAB U.S. LARGE-CAP ETF	2,256,916	$58M	11.2%	HOLD
2	IVVISHARES TR	42,820	$28M	5.4%	HOLD
3	EWYISHARES INC MSCI STH KOR ETF	152,034	$19M	3.6%	TRIM −11%
4	GRIDFIRST TR EXCHANGE TRADED FD	98,024	$16M	3.1%	TRIM −2%
5	EUADSPINNAKER ETF SERIES	354,609	$14M	2.8%	TRIM −6%
6	ICVTISHARES TR CONV BD ETF	141,110	$14M	2.8%	HOLD
7	VNMVANECK ETF TRUST	828,237	$14M	2.8%	ADD 7%
8	CLOABLACKROCK ETF TRUST II	217,080	$11M	2.2%	HOLD
9	MINTPIMCO ETF TR	107,249	$11M	2.1%	ADD 103%
10	SMBSSCHWAB STRATEGIC TR	386,649	$10M	1.9%	HOLD
11	VOOVANGUARD INDEX FDS	16,354	$10M	1.9%	TRIM −3%
12	MSFTMICROSOFT CORP	25,333	$9M	1.8%	ADD 28%
13	VGITVANGUARD SCOTTSDALE FDS	153,952	$9M	1.8%	HOLD
14	NVDANVIDIA CORPORATION	51,649	$9M	1.7%	ADD 11%
15	IVOLKRANESHARES TRUST	471,454	$9M	1.7%	ADD 7%
16	XLKSELECT SECTOR SPDR TR	64,755	$9M	1.7%	ADD 3%
17	EWPISHARES INC	152,935	$8M	1.6%	HOLD
18	EWIISHARES INC	155,026	$8M	1.6%	ADD 2%
19	XCCCBONDBLOXX ETF TRUST	226,306	$8M	1.6%	ADD 7%
20	SPYMSPDR SERIES TRUST	104,472	$8M	1.5%	HOLD
21	VVVANGUARD INDEX FDS	26,378	$8M	1.5%	ADD 98%
22	XSDSPDR SERIES TRUST	23,723	$8M	1.5%	TRIM −2%
23	JBBBJANUS DETROIT STR TR	150,736	$7M	1.4%	HOLD
24	FTSLFIRST TR EXCHANGE-TRADED FD	153,298	$7M	1.3%	TRIM −5%
25	VEUVANGUARD INTL EQUITY INDEX F	89,822	$7M	1.3%	HOLD
26	ACWXISHARES TR	93,786	$6M	1.2%	HOLD
27	FTECFIDELITY COVINGTON TRUST	29,907	$6M	1.2%	TRIM −13%
28	SOXXISHARES TR	18,281	$6M	1.2%	TRIM −3%
29	PHYLPGIM ETF TR	158,473	$5M	1.1%	HOLD
30	AAPLAPPLE INC	21,411	$5M	1.0%	ADD 32%
31	FSTAFIDELITY COVINGTON TRUST	97,674	$5M	1.0%	TRIM −12%
32	XLRESELECT SECTOR SPDR TR	119,190	$5M	0.9%	TRIM −4%
33	AMZNAMAZON COM INC	21,424	$4M	0.9%	ADD 22%
34	GOOGLALPHABET INC	14,859	$4M	0.8%	ADD 12%
35	ARMARM HOLDINGS PLC	28,011	$4M	0.8%	ADD 9%
36	COPCONOCOPHILLIPS	31,039	$4M	0.8%	TRIM −9%
37	AMDADVANCED MICRO DEVICES INC	19,605	$4M	0.8%	ADD 6%
38	TSLATESLA INC	10,648	$4M	0.8%	TRIM −5%
39	DVNDEVON ENERGY CORP NEW	77,602	$4M	0.8%	TRIM −9%
40	TSMTAIWAN SEMICONDUCTOR MFG LTD	11,410	$4M	0.7%	TRIM −5%
41	RWRSPDR SERIES TRUST	37,490	$4M	0.7%	ADD 2%
42	XLVSELECT SECTOR SPDR TR	25,702	$4M	0.7%	HOLD
43	DDOGDATADOG INC	29,154	$3M	0.7%	ADD 37%
44	MTGMGIC INVT CORP WIS	130,955	$3M	0.7%	ADD 19%
45	GMGENERAL MTRS CO	45,598	$3M	0.7%	ADD 4%
46	SANBANCO SANTANDER S.A.	293,432	$3M	0.6%	ADD 4%
47	FSLRFIRST SOLAR INC	16,679	$3M	0.6%	NEW
48	IBPINSTALLED BLDG PRODS INC	12,209	$3M	0.6%	HOLD
49	XLUSELECT SECTOR SPDR TR	70,473	$3M	0.6%	ADD 3%
50	NOCNORTHROP GRUMMAN CORP	4,679	$3M	0.6%	TRIM −7%
51	PGRPROGRESSIVE CORP	15,534	$3M	0.6%	ADD 26%
52	SYYSYSCO CORP	41,871	$3M	0.6%	ADD 8%
53	VPUVANGUARD WORLD FD	14,305	$3M	0.5%	HOLD
54	IYWISHARES TR	15,612	$3M	0.5%	ADD 9%
55	SCHRSCHWAB STRATEGIC TR	111,250	$3M	0.5%	ADD 9%
56	XLPSELECT SECTOR SPDR TR	33,784	$3M	0.5%	ADD 7%
57	CLOIVANECK ETF TRUST	50,158	$3M	0.5%	TRIM −7%
58	BILSPDR SERIES TRUST	27,800	$3M	0.5%	TRIM −24%
59	VMBSVANGUARD SCOTTSDALE FDS	51,110	$2M	0.5%	TRIM −10%
60	SPMBSPDR SER TR	106,495	$2M	0.5%	ADD 29%
61	VHTVANGUARD WORLD FD	8,421	$2M	0.4%	HOLD
62	SCHBSCHWAB STRATEGIC TR	82,652	$2M	0.4%	ADD 3%
63	FTXLFIRST TR EXCHANGE TRADED FD	10,698	$2M	0.3%	TRIM −12%
64	STXSEAGATE TECHNOLOGY HLDNGS PL	3,806	$1M	0.3%	TRIM −25%
65	SPYSTATE STR SPDR S&P 500 ETF T	2,190	$1M	0.3%	HOLD
66	FLOTISHARES TR	27,812	$1M	0.3%	TRIM −31%
67	METAMETA PLATFORMS INC	2,339	$1M	0.3%	ADD 12%
68	QQQINVESCO QQQ TR	2,203	$1M	0.2%	HOLD
69	GLDMWORLD GOLD TR	13,617	$1M	0.2%	ADD 12%
70	IYHISHARES TR	20,153	$1M	0.2%	ADD 17%
71	VDCVANGUARD WORLD FD	5,259	$1M	0.2%	ADD 65%
72	HYSABONDBLOXX ETF TRUST	75,342	$1M	0.2%	TRIM −25%
73	IWMISHARES TR	4,324	$1M	0.2%	HOLD
74	GILDGILEAD SCIENCES INC	7,217	$1M	0.2%	ADD 4%
75	GOOGALPHABET INC	3,501	$1M	0.2%	ADD 63%
76	PGPROCTER AND GAMBLE CO	6,825	$985,803	0.2%	ADD 27%
77	TFCTRUIST FINL CORP	21,257	$977,184	0.2%	ADD 32%
78	IYKISHARES TR	13,795	$966,064	0.2%	TRIM −15%
79	CATCATERPILLAR INC	1,361	$964,214	0.2%	HOLD
80	PMPHILIP MORRIS INTL INC	5,783	$956,161	0.2%	ADD 76%
81	BMYBRISTOL-MYERS SQUIBB CO	15,716	$953,176	0.2%	ADD 3%
82	ENBENBRIDGE INC	17,275	$935,269	0.2%	ADD 105%
83	AVGOBROADCOM INC	2,971	$919,554	0.2%	ADD 20%
84	CMECME GROUP INC	3,033	$895,797	0.2%	ADD 9%
85	SPGSIMON PPTY GROUP INC NEW	4,720	$880,422	0.2%	ADD 14%
86	XOMEXXON MOBIL CORP	5,005	$849,181	0.2%	ADD 126%
87	IXUSISHARES TR	9,611	$832,697	0.2%	HOLD
88	DDOMINION ENERGY INC	13,240	$818,510	0.2%	ADD 55%
89	HYLBDBX ETF TR	22,475	$812,696	0.2%	TRIM −5%
90	IBMINTERNATIONAL BUSINESS MACHS	3,271	$792,858	0.2%	ADD 39%
91	SPTMSPDR SERIES TRUST	9,984	$789,335	0.2%	ADD 12%
92	HYGISHARES TR	9,862	$784,621	0.2%	TRIM −30%
93	KOCOCA COLA CO	10,297	$783,087	0.2%	ADD 67%
94	CSCOCISCO SYS INC	10,018	$777,297	0.1%	ADD 15%
95	DUKDUKE ENERGY CORP NEW	5,931	$776,605	0.1%	ADD 99%
96	JPMJPMORGAN CHASE & CO	2,569	$755,587	0.1%	ADD 56%
97	FTNTFORTINET INC	9,189	$750,925	0.1%	ADD 73%
98	ITOTISHARES TR	5,248	$747,473	0.1%	TRIM −19%
99	IJRISHARES TR	5,712	$710,059	0.1%	HOLD
100	VTIPVANGUARD MALVERN FDS	13,990	$698,800	0.1%	ADD 8%
101	VZVERIZON COMMUNICATIONS INC	13,674	$686,435	0.1%	ADD 64%
102	ABBVABBVIE INC	2,965	$644,858	0.1%	ADD 7%
103	BNDVANGUARD BD INDEX FDS	8,609	$633,967	0.1%	NEW
104	EMREMERSON ELEC CO	4,622	$605,574	0.1%	ADD 5%
105	VRSNVERISIGN INC	2,258	$560,797	0.1%	ADD 60%
106	PLTRPALANTIR TECHNOLOGIES INC	3,704	$541,821	0.1%	HOLD
107	TAT&T INC	17,043	$494,065	0.1%	ADD 7%
108	UPSUNITED PARCEL SERVICE INC	4,974	$489,342	0.1%	ADD 35%
109	BKLNINVESCO EXCH TRADED FD TR II	23,453	$478,676	0.1%	TRIM −14%
110	JNKSPDR SER TR	4,993	$477,930	0.1%	TRIM −42%
111	BEBLOOM ENERGY CORP	3,500	$474,215	0.1%	HOLD
112	USHYISHARES TR	12,046	$443,775	0.1%	ADD 40%
113	IDUISHARES TR	3,720	$431,929	0.1%	ADD 6%
114	ALLALLSTATE CORP	2,081	$431,475	0.1%	ADD 25%
115	TSLLDIREXION SHS ETF TR	35,000	$425,250	0.1%	HOLD
116	DOCHEALTHPEAK PROPERTIES INC	25,868	$425,012	0.1%	ADD 119%
117	TFLOISHARES TR	8,383	$424,431	0.1%	TRIM −20%
118	WMTWALMART INC	3,262	$405,401	0.1%	ADD 4%
119	SCHASCHWAB STRATEGIC TR	12,705	$369,461	0.1%	HOLD
120	IGIBISHARES TR	6,892	$366,792	0.1%	TRIM −22%
121	MUBISHARES TR	3,354	$356,027	0.1%	NEW
122	HASHASBRO INC	3,801	$355,774	0.1%	TRIM −37%
123	SRLNSSGA ACTIVE ETF TR	8,839	$354,797	0.1%	TRIM −17%
124	SUBISHARES TR	3,330	$354,645	0.1%	NEW
125	CVXCHEVRON CORP NEW	1,674	$346,351	0.1%	ADD 3%
126	STIPISHARES TR	3,344	$345,870	0.1%	TRIM −4%
127	WFCWELLS FARGO CO NEW	4,337	$345,269	0.1%	NEW
128	PKGPACKAGING CORP AMER	1,577	$334,671	0.1%	HOLD
129	MBBISHARES TR	3,472	$329,666	0.1%	HOLD
130	TPRTAPESTRY INC	2,331	$328,927	0.1%	HOLD
131	QCOMQUALCOMM INC	2,539	$326,972	0.1%	HOLD
132	HSTHOST HOTELS & RESORTS INC	16,826	$322,386	0.1%	ADD 14%
133	IVZINVESCO LTD	13,272	$322,377	0.1%	ADD 18%
134	MOALTRIA GROUP INC	4,844	$319,656	0.1%	ADD 12%
135	HPQHP INC	16,069	$308,685	0.1%	ADD 55%
136	JNJJOHNSON & JOHNSON	1,260	$307,994	0.1%	ADD 4%
137	BBYBest Buy Company, Inc.	4,731	$303,730	0.1%	ADD 40%
138	LLYELI LILLY & CO	329	$302,999	0.1%	HOLD
139	ARKKARK ETF TR	4,433	$299,626	0.1%	HOLD
140	IEFAISHARES TR	3,294	$298,206	0.1%	HOLD
141	VCRBVANGUARD MALVERN FDS	3,839	$297,062	0.1%	NEW
142	SPSMSPDR SERIES TRUST	6,132	$296,298	0.1%	HOLD
143	VTIVANGUARD INDEX FDS	902	$289,371	0.1%	NEW
144	PFEPFIZER INC	10,144	$284,857	0.1%	ADD 9%
145	PFGPRINCIPAL FINANCIAL GROUP IN	3,128	$281,864	0.1%	HOLD
146	BRK.BBERKSHIRE HATHAWAY INC DEL	585	$280,332	0.1%	NEW
147	IAUMISHARES GOLD TR	5,509	$257,270	0.0%	NEW
148	FASTFASTENAL CO	5,513	$255,803	0.0%	TRIM −36%
149	VBVANGUARD INDEX FDS	963	$252,229	0.0%	NEW
150	MCDMCDONALDS CORP	803	$249,564	0.0%	HOLD
151	SDVYFIRST TR EXCHANGE TRADED FD	6,310	$248,803	0.0%	HOLD
152	FTSMFIRST TR EXCHANGE-TRADED FD	3,966	$237,097	0.0%	HOLD
153	BILSSPDR SERIES TRUST	2,243	$223,069	0.0%	TRIM −35%
154	VSTVISTRA CORP	1,473	$221,436	0.0%	TRIM −19%
155	BKNGBOOKING HOLDINGS INC	52	$218,937	0.0%	NEW
156	SCHWSCHWAB CHARLES CORP	2,322	$218,222	0.0%	NEW
157	BDXBECTON DICKINSON & CO	1,357	$213,361	0.0%	NEW
158	HPHelmerich & Payne Inc.	5,912	$213,009	0.0%	NEW
159	COSTCOSTCO WHSL CORP NEW	213	$212,240	0.0%	NEW
160	EXREXTRA SPACE STORAGE INC	1,614	$211,694	0.0%	TRIM −2%
161	VBILVANGUARD INSTL INDEX FD	2,777	$210,080	0.0%	NEW
162	CVNACARVANA CO	655	$205,919	0.0%	HOLD
163	GLDSPDR GOLD TR	477	$205,248	0.0%	NEW
164	GSKGSK PLC	3,703	$204,369	0.0%	NEW
165	WELLWELLTOWER INC	1,031	$203,839	0.0%	NEW
166	MRKMERCK & CO INC	1,693	$203,651	0.0%	NEW
167	ELVELEVANCE HEALTH INC FORMERLY	695	$203,461	0.0%	TRIM −31%
168	SPDWSPDR INDEX SHS FDS	4,382	$200,038	0.0%	NEW
169	NVDYTIDAL TRUST II	14,561	$189,002	0.0%	ADD 9%
170	BORRBORR DRILLING LTD	29,685	$171,282	0.0%	HOLD
171	FLGFLAGSTAR BANK NATIONAL ASSOC	10,810	$142,368	0.0%	HOLD
172	LYGLLOYDS BANKING GROUP PLC	28,246	$142,077	0.0%	NEW
173	FLNTFLUENT INC	30,210	$95,464	0.0%	HOLD
174	ANGXANGEL STUDIOS INC	22,776	$69,467	0.0%	TRIM −4%
175	LOOPLOOP INDS INC	36,870	$52,724	0.0%	ADD 39%
176	RMCFROCKY MTN CHOCOLATE FACTORY	17,740	$39,915	0.0%	HOLD
177	RCTREDCLOUD HLDGS PLC	20,280	$14,399	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SCHXSCHWAB U.S. LARGE-CAP ETF

3.0M

2.8M

2.7M

2.3M

$58M

IVVISHARES TR

60K

45K

49K

43K

42K

43K

$28M

EWYISHARES INC MSCI STH KOR ETF

—

167K

172K

152K

$19M

GRIDFIRST TR EXCHANGE TRADED FD

—

100K

98K

$16M

EUADSPINNAKER ETF SERIES

—

473K

433K

353K

375K

355K

$14M

ICVTISHARES TR CONV BD ETF

179K

175K

168K

142K

140K

141K

$14M

VNMVANECK ETF TRUST

—

357K

773K

828K

$14M

CLOABLACKROCK ETF TRUST II

320K

341K

275K

274K

219K

217K

$11M

MINTPIMCO ETF TR

75K

101K

85K

66K

53K

107K

$11M

SMBSSCHWAB STRATEGIC TR

—

535K

353K

380K

390K

387K

$10M

VOOVANGUARD INDEX FDS

22K

20K

16K

17K

16K

$10M

MSFTMICROSOFT CORP

21K

18K

17K

20K

25K

$9M

VGITVANGUARD SCOTTSDALE FDS

—

200K

148K

145K

154K

$9M

NVDANVIDIA CORPORATION

52K

59K

58K

42K

47K

52K

$9M

IVOLKRANESHARES TRUST

541K

505K

470K

420K

443K

471K

$9M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆CacheTech Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

CacheTech Inc.