Arkolith/Funds/CacheTech Inc.

CacheTech Inc.

CIK 2013390
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

CacheTech Inc. holds a diversified book of 169 stocks worth $617.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Proshares Short VIX ST Futur and trimmed Ishares Core S&P 500 ETF. Their largest long position is Schwab US Large-Cap ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
129
bought for the first time
Added to
89
already held, bought more
Trimmed
55
sold some, still holds it
Sold out
17
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.8%
+18.7%/yr · since Oct '24
Their reported book
+31.8%
held from quarter-end
S&P 500
+35.5%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Nov '25Apr '26Aug '26
CacheTech Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.0 points over this window.

Growth of $10,000 cloning CacheTech Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
37%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

29% mapped to company sectors

ETF / fund or unclassified
71%
Information Technology
15%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Health Care
2%
Energy
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as CacheTech Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$446.9B
ROYAL BANK OF CANADA80 / 80$123.2B
JPMORGAN CHASE & CO79 / 80$439.6B
WELLS FARGO & COMPANY/MN79 / 80$118.1B
OSAIC HOLDINGS, INC.79 / 80$14.8B
UBS Group AG78 / 80$117.2B
LPL Financial LLC78 / 80$71.4B
Advisory Services Network, LLC78 / 80$1.8B

Ranked by how many of CacheTech Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

169 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$71.2M2.42M
11.5%
+7.1%
Added · +161K sh
2Ishares TR
CORE S&P500 ETF
$31.7M42.3K
5.1%
−1.3%
Reduced · −555 sh
3Ishares Inc
MSCI STH KOR ETF
$23.5M116.6K
3.8%
−23%
Reduced · −35K sh
4First TR Exchange-Traded FD
NASDQ CLN EDGE
$17.9M93.5K
2.9%
−4.6%
Reduced · −5K sh
5Ishares TR
CONV BD ETF
$16.1M132.1K
2.6%
−6.4%
Reduced · −9K sh
6Spinnaker ETF Series
SELE STO EUR ETF
$16.1M380.9K
2.6%
+7.4%
Added · +26K sh
7Vaneck ETF Trust
VANECK VIETNAM
$16.0M865.1K
2.6%
+4.4%
Added · +37K sh
8BlackRock ETF Trust II
ISHARES AAA CLO
$12.6M242.5K
2.0%
+12%
Added · +25K sh
9Pimco ETF TR
ENHAN SHRT MA AC
$12.5M124.2K
2.0%
+16%
Added · +17K sh
10Vanguard Index FDS
S&P 500 ETF SHS
$12.0M17.5K
1.9%
+7.2%
Added · +1K sh
11Schwab Strategic TR
MORTGAGE BACKED
$11.5M450.5K
1.9%
+17%
Added · +64K sh
12Nvidia Corporation
COM
$11.2M56.0K
1.8%
+8.4%
Added · +4K sh
13SPDR Series Trust
ST STR SP SEMI
$11.0M17.7K
1.8%
−25%
Reduced · −6K sh
14Select Sector SPDR TR
ST STR TECHN ETF
$10.8M56.6K
1.7%
−13%
Reduced · −8K sh
15Microsoft Corp
COM
$10.5M28.2K
1.7%
+11%
Added · +3K sh
16SPDR Series Trust
ST STR P500ETF
$9.6M108.7K
1.5%
+4.0%
Added · +4K sh
17Ishares Inc
MSCI SPAIN ETF
$9.1M154.0K
1.5%
+0.7%
Added · +1K sh
18Proshares TR II
SHT VIX ST TRM
$9.1M158.1K
1.5%
New
New position
19Ishares Inc
MSCI ITALY ETF
$9.1M152.8K
1.5%
−1.4%
Reduced · −2K sh
20Vanguard Index FDS
LARGE CAP ETF
$9.0M26.1K
1.5%
−1.0%
Reduced · −266 sh
21Bondbloxx ETF Trust
CCC RT USD HI YL
$8.8M241.6K
1.4%
+6.8%
Added · +15K sh
22Ishares TR
ISHARES SEMICDTR
$8.6M13.5K
1.4%
−26%
Reduced · −5K sh
23Advanced Micro Devices Inc
COM
$8.4M14.5K
1.4%
−26%
Reduced · −5K sh
24Fidelity Covington Trust
MSCI INFO TECH I
$8.3M28.9K
1.3%
−3.4%
Reduced · −1K sh
25First TR Exchange-Traded FD
SENIOR LN FD
$7.9M176.0K
1.3%
+15%
Added · +23K sh
26Vanguard Intl Equity Index F
ALLWRLD EX US
$7.5M90.0K
1.2%
+0.2%
Added · +180 sh
27Arm Holdings PLC
SPONSORED ADS
$7.0M19.8K
1.1%
−29%
Reduced · −8K sh
28Janus Detroit STR TR
B-BBB CLO ETF
$7.0M147.4K
1.1%
−2.2%
Reduced · −3K sh
29Apple Inc
COM
$6.3M21.9K
1.0%
+2.2%
Added · +481 sh
30Pgim ETF TR
ACTV HY BD ETF
$6.3M181.3K
1.0%
+14%
Added · +23K sh
31Ishares TR
MSCI ACWI EX US
$6.1M80.7K
1.0%
−14%
Reduced · −13K sh
32Datadog Inc
CL A COM
$6.1M23.4K
1.0%
−20%
Reduced · −6K sh
33Taiwan Semiconductor Manufac
SPONSORED ADS
$5.4M11.4K
0.9%
−0.2%
Reduced · −19 sh
34Alphabet Inc
CAP STK CL A
$5.4M15.1K
0.9%
+1.7%
Added · +248 sh
35Fidelity Covington Trust
CONSMR STAPLES
$5.3M101.0K
0.9%
+3.4%
Added · +3K sh
36Select Sector SPDR TR
ST STR REAL ETF
$5.2M118.2K
0.8%
−0.8%
Reduced · −1K sh
37Amazon Com Inc
COM
$5.2M21.7K
0.8%
+1.5%
Added · +323 sh
38Tesla Inc
COM
$4.9M11.7K
0.8%
+10%
Added · +1K sh
39Vanguard Scottsdale FDS
INTER TERM TREAS
$4.6M78.6K
0.8%
−49%
Reduced · −75K sh
40Select Sector SPDR TR
ST STR CARE ETF
$4.4M27.8K
0.7%
+8.2%
Added · +2K sh
41Banco Santander Sa
ADR
$4.4M315.5K
0.7%
+7.5%
Added · +22K sh
42SPDR Series Trust
ST STR DOW REIT
$4.3M38.0K
0.7%
+1.2%
Added · +460 sh
43Sysco Corp
COM
$4.1M48.6K
0.7%
+16%
Added · +7K sh
44Installed BLDG Prods Inc
COM
$4.0M17.4K
0.6%
+43%
Added · +5K sh
45First Solar Inc
COM
$4.0M17.0K
0.6%
+1.8%
Added · +293 sh
46Progressive Corp
COM
$4.0M18.1K
0.6%
+16%
Added · +3K sh
47General MTRS Co
COM
$4.0M51.3K
0.6%
+12%
Added · +6K sh
48Ishares TR
U.S. TECH ETF
$3.9M15.3K
0.6%
−1.9%
Reduced · −289 sh
49ConocoPhillips
COM
$3.8M36.2K
0.6%
+17%
Added · +5K sh
50Seagate Technology HLDNGS PL
ORD SHS
$3.7M3.8K
0.6%
Held
Showing 50 of 169 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026169$617.5M13F-HR
Q1 2026Mar 31, 2026May 12, 2026177$518.9M13F-HR
Q4 2025Dec 31, 2025Feb 18, 2026228$539.7M13F-HR
Q3 2025Sep 30, 2025Nov 17, 2025197$496.9M13F-HR
Q2 2025Jun 30, 2025Sep 25, 2025196$543.2M13F-HR
Q1 2025Mar 31, 2025May 13, 2025159$513.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025125$533.4M13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024110$466.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.