Cache Advisors, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$814.2M

Holdings

116

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (116 positions)

#StockSharesValue% PortfolioType
1
AAEQEA SERIES TRUST
3,631,067$179.1M22.00%
2
AAUSEA SERIES TRUST
2,753,833$151.8M18.64%
3
NVDANVIDIA CORPORATION
360,918$67.3M8.27%
4
AAPLAPPLE INC
243,703$66.3M8.14%
5
AVGOBROADCOM INC
137,880$47.7M5.86%
6
GOOGALPHABET INC
107,964$33.9M4.16%
7
MSFTMICROSOFT CORP
62,761$30.4M3.73%
8
AMZNAMAZON COM INC
117,413$27.1M3.33%
9
METAMETA PLATFORMS INC
33,755$22.3M2.74%
10
DASHDOORDASH INC
96,430$21.8M2.68%
11
GOOGLALPHABET INC
50,203$15.7M1.93%
12
TSLATESLA INC
33,500$15.1M1.85%
13
PLTRPALANTIR TECHNOLOGIES INC
59,954$10.7M1.31%
14
NFLXNETFLIX INC
107,070$10.0M1.23%
15
ANETARISTA NETWORKS INC
51,106$6.7M0.82%
16
NUNU HLDGS LTD
271,662$4.5M0.56%
17
UBERUBER TECHNOLOGIES INC
52,557$4.3M0.53%
18
PANWPALO ALTO NETWORKS INC
20,080$3.7M0.45%
19
DDOGDATADOG INC
26,044$3.5M0.43%
20
CRWDCROWDSTRIKE HLDGS INC
6,913$3.2M0.40%
21
HOODROBINHOOD MKTS INC
26,397$3.0M0.37%
22
REGNREGENERON PHARMACEUTICALS
3,548$2.7M0.34%
23
INTUINTUIT
4,017$2.7M0.33%
24
PCORPROCORE TECHNOLOGIES INC
35,852$2.6M0.32%
25
CRMSALESFORCE INC
9,668$2.6M0.31%
26
SNOWSNOWFLAKE INC
11,132$2.4M0.30%
27
AXONAXON ENTERPRISE INC
4,182$2.4M0.29%
28
ABNBAIRBNB INC
16,954$2.3M0.28%
29
GSGOLDMAN SACHS GROUP INC
2,575$2.3M0.28%
30
LLYELI LILLY & CO
2,059$2.2M0.27%
31
NSCNORFOLK SOUTHN CORP
7,409$2.1M0.26%
32
ACNACCENTURE PLC IRELAND
7,844$2.1M0.26%
33
QCOMQUALCOMM INC
11,595$2.0M0.24%
34
JNJJOHNSON & JOHNSON
9,585$2.0M0.24%
35
LRCXLAM RESEARCH CORP
11,250$1.9M0.24%
36
ZSZSCALER INC
7,144$1.6M0.20%
37
PSTGPURE STORAGE INC
23,400$1.6M0.19%
38
CSCOCISCO SYS INC
20,014$1.5M0.19%
39
GEVGE VERNOVA INC
2,324$1.5M0.19%
40
ADBEADOBE INC
4,279$1.5M0.18%
41
XLESELECT SECTOR SPDR TR
33,338$1.5M0.18%
42
SHOPSHOPIFY INC
8,533$1.4M0.17%
43
GILDGILEAD SCIENCES INC
10,909$1.3M0.16%
44
COSTCOSTCO WHSL CORP NEW
1,532$1.3M0.16%
45
APPAPPLOVIN CORP
1,889$1.3M0.16%
46
VVISA INC
3,502$1.2M0.15%
47
COINCOINBASE GLOBAL INC
4,750$1.1M0.13%
48
ASMLASML HOLDING N V
1,000$1.1M0.13%
49
UNHUNITEDHEALTH GROUP INC
3,235$1.1M0.13%
50
MRVLMARVELL TECHNOLOGY INC
11,814$1.0M0.12%
51
ISRGINTUITIVE SURGICAL INC
1,759$996K0.12%
52
ORCLORACLE CORP
4,970$968K0.12%
53
MAMASTERCARD INCORPORATED
1,695$967K0.12%
54
DTDYNATRACE INC
20,964$908K0.11%
55
PTGXPROTAGONIST THERAPEUTICS INC
10,143$885K0.11%
56
KLACKLA CORP
715$868K0.11%
57
WDAYWORKDAY INC
4,028$865K0.11%
58
AMDADVANCED MICRO DEVICES INC
3,988$854K0.10%
59
VRSNVERISIGN INC
3,308$803K0.10%
60
RTXRTX CORPORATION
4,330$794K0.10%
61
IWFISHARES TR
1,659$785K0.10%
62
AONAON PLC
2,173$766K0.09%
63
TWLOTWILIO INC
5,148$732K0.09%
64
NETCLOUDFLARE INC
3,650$719K0.09%
65
GLWCORNING INC
8,097$708K0.09%
66
BRK/BBERKSHIRE HATHAWAY INC DEL
1,396$701K0.09%
67
PENPENUMBRA INC
2,250$699K0.09%
68
MCOMOODYS CORP
1,336$682K0.08%
69
SBUXSTARBUCKS CORP
8,000$673K0.08%
70
6RJ0ROCKET LAB CORP
9,583$668K0.08%
71
WFCWELLS FARGO CO NEW
7,100$661K0.08%
72
AXPAMERICAN EXPRESS CO
1,708$631K0.08%
73
DWDMORGAN STANLEY
3,362$596K0.07%
74
NTNXNUTANIX INC
11,500$594K0.07%
75
ICEINTERCONTINENTAL EXCHANGE IN
3,615$585K0.07%
76
FTNTFORTINET INC
7,285$578K0.07%
77
SPOTSPOTIFY TECHNOLOGY S A
951$552K0.07%
78
WMTWALMART INC
4,890$544K0.07%
79
CRSCARPENTER TECHNOLOGY CORP
1,708$537K0.07%
80
DOCSDOXIMITY INC
11,896$526K0.06%
81
CLCOLGATE PALMOLIVE CO
6,621$523K0.06%
82
XYZBLOCK INC
7,830$509K0.06%
83
NOWSERVICENOW INC
3,110$476K0.06%
84
BACBANK AMERICA CORP
8,436$463K0.06%
85
SPYDSPDR SERIES TRUST
10,673$461K0.06%
86
CDNSCADENCE DESIGN SYSTEM INC
1,409$440K0.05%
87
ADIANALOG DEVICES INC
1,600$433K0.05%
88
CFLTCONFLUENT INC
14,100$426K0.05%
89
CVNACARVANA CO
1,000$422K0.05%
90
GPNGLOBAL PMTS INC
5,409$418K0.05%
91
SPGIS&P GLOBAL INC
789$412K0.05%
92
IBMINTERNATIONAL BUSINESS MACHS
1,387$410K0.05%
93
BLKBLACKROCK INC
375$401K0.05%
94
NKENIKE INC
5,977$380K0.05%
95
KOCOCA COLA CO
5,431$379K0.05%
96
LCLENDINGCLUB CORP
20,000$378K0.05%
97
JBHTHUNT J B TRANS SVCS INC
1,800$349K0.04%
98
SHELSHELL PLC
4,688$344K0.04%
99
APHAMPHENOL CORP NEW
2,486$335K0.04%
100
CARTMAPLEBEAR INC
7,342$330K0.04%
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