CacheTech Inc. — 13F Holdings & Portfolio

CIK 2013390 · latest 13F-HR filed 2026-08-11

CacheTech Inc. manages $617.5M in 13F-reported U.S. long-equity assets across 169 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (11.52%), IVV (5.13%), EWY (3.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 17, added to 117, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
701 S MAIN
STE 400
LOGAN, UT 84321
Phone
(435) 752-1702
Filing Manager
CacheTech Inc.
LOGAN, UT
Signatory
Connor Murphy
Managing Director - CacheTech
Loading holdings…
AUM

$617.5M

Long-equity book

Holdings

169

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+9 / −17 / ↑117 / ↓29

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$13.3M +23.0%
  • ISHARES INC$4.8M +25.8%
  • ADVANCED MICRO DEVICES INC$4.5M +111.7%
  • ISHARES TR$3.7M +13.2%
  • SPDR SERIES TRUST$3.3M +42.8%
Show all 117 →

Top Trims

  • KRANESHARES TRUST-$8.6M -97.4%
  • VANGUARD SCOTTSDALE FDS-$4.5M -49.5%
  • SCHWAB STRATEGIC TR-$1.5M -55.0%
  • SPDR SERIES TRUST-$604.5K -23.7%
  • VANGUARD WORLD FD-$572.2K -25.0%
Show all 29 →

New Positions

  • PROSHARES TR II$9.1M
  • MICRON TECHNOLOGY INC$3.6M
  • INTUITIVE SURGICAL INC$3.5M
  • SANDISK CORP$3.5M
  • LUMENTUM HLDGS INC$1.8M
Show all 9 →

Exited Positions

  • DEVON ENERGY CORP NEW$3.9M
  • MGIC INVT CORP WIS$3.4M
  • VANGUARD BD INDEX FDS$634.0K
  • SCHWAB STRATEGIC TR$369.5K
  • ISHARES TR$356.0K
Show all 17 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHX 808524201 $71.2M 11.52% 2,417,905 SH
2 ISHARES TR IVV 464287200 $31.7M 5.13% 42,265 SH
3 ISHARES INC EWY 464286772 $23.5M 3.81% 116,564 SH
4 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $17.9M 2.90% 93,509 SH
5 ISHARES TR ICVT 46435G102 $16.1M 2.60% 132,084 SH
6 SPINNAKER ETF SERIES EUAD 84858T772 $16.1M 2.60% 380,878 SH
7 VANECK ETF TRUST VNM 92189F817 $16.0M 2.59% 865,083 SH
8 BLACKROCK ETF TRUST II CLOA 092528504 $12.6M 2.04% 242,478 SH
9 PIMCO ETF TR MINT 72201R833 $12.5M 2.03% 124,173 SH
10 VANGUARD INDEX FDS VOO 922908363 $12.0M 1.95% 17,525 SH
11 SCHWAB STRATEGIC TR SMBS 808524615 $11.5M 1.85% 450,536 SH
12 NVIDIA CORPORATION NVDA 67066G104 $11.2M 1.81% 55,984 SH
13 SPDR SERIES TRUST XSD 78464A862 $11.0M 1.79% 17,713 SH
14 SELECT SECTOR SPDR TR XLK 81369Y803 $10.8M 1.75% 56,610 SH
15 MICROSOFT CORP MSFT 594918104 $10.5M 1.70% 28,216 SH
16 SPDR SERIES TRUST SPYM 78464A854 $9.6M 1.55% 108,682 SH
17 ISHARES INC EWP 464286764 $9.1M 1.48% 154,043 SH
18 PROSHARES TR II SVXY 74347W130 $9.1M 1.47% 158,146 SH
19 ISHARES INC EWI 46434G830 $9.1M 1.47% 152,792 SH
20 VANGUARD INDEX FDS VV 922908637 $9.0M 1.45% 26,112 SH
21 BONDBLOXX ETF TRUST XCCC 09789C887 $8.8M 1.43% 241,632 SH
22 ISHARES TR SOXX 464287523 $8.6M 1.40% 13,467 SH
23 ADVANCED MICRO DEVICES INC AMD 007903107 $8.4M 1.37% 14,534 SH
24 FIDELITY COVINGTON TRUST FTEC 316092808 $8.3M 1.34% 28,894 SH
25 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $7.9M 1.28% 176,013 SH
26 VANGUARD INTL EQUITY INDEX F VEU 922042775 $7.5M 1.22% 90,002 SH
27 ARM HOLDINGS PLC ARM 042068205 $7.0M 1.14% 19,820 SH
28 JANUS DETROIT STR TR JBBB 47103U753 $7.0M 1.13% 147,420 SH
29 APPLE INC AAPL 037833100 $6.3M 1.03% 21,892 SH
30 PGIM ETF TR PHYL 69344A206 $6.3M 1.02% 181,313 SH
31 ISHARES TR ACWX 464288240 $6.1M 0.99% 80,695 SH
32 DATADOG INC DDOG 23804L103 $6.1M 0.98% 23,355 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.4M 0.88% 11,391 SH
34 ALPHABET INC GOOGL 02079K305 $5.4M 0.87% 15,107 SH
35 FIDELITY COVINGTON TRUST FSTA 316092303 $5.3M 0.86% 100,967 SH
36 SELECT SECTOR SPDR TR XLRE 81369Y860 $5.2M 0.84% 118,177 SH
37 AMAZON COM INC AMZN 023135106 $5.2M 0.84% 21,747 SH
38 TESLA INC TSLA 88160R101 $4.9M 0.80% 11,723 SH
39 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $4.6M 0.75% 78,552 SH
40 SELECT SECTOR SPDR TR XLV 81369Y209 $4.4M 0.71% 27,816 SH
41 BANCO SANTANDER SA SAN 05964H105 $4.4M 0.70% 315,460 SH
42 SPDR SERIES TRUST RWR 78464A607 $4.3M 0.69% 37,950 SH
43 SYSCO CORP SYY 871829107 $4.1M 0.66% 48,569 SH
44 INSTALLED BLDG PRODS INC IBP 45780R101 $4.0M 0.65% 17,442 SH
45 FIRST SOLAR INC FSLR 336433107 $4.0M 0.65% 16,972 SH
46 PROGRESSIVE CORP PGR 743315103 $4.0M 0.64% 18,093 SH
47 GENERAL MTRS CO GM 37045V100 $4.0M 0.64% 51,257 SH
48 ISHARES TR IYW 464287721 $3.9M 0.63% 15,323 SH
49 CONOCOPHILLIPS COP 20825C104 $3.8M 0.61% 36,214 SH
50 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $3.7M 0.59% 3,806 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $617.5M 169 0002013390-26-000003
2026-03-31 2026-05-12 $518.9M 177 0002013390-26-000002
2025-12-31 2026-02-18 $539.7M 228 0002013390-26-000001
2025-09-30 2025-11-17 $496.9M 197 0002013390-25-000004