Cache Advisors, LLC

Holdings as of 2026-06-30, filed 2026-07-14

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 14 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
139
Value reported by manager
$1.2B
Sum of our stored positions
$1.2B
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
51.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

139 largest shown
IssuerClassValueSharesTypeCUSIP
EA SERIES TRUSTALPHA ARCHITECT$193.1M3,631,06702072Q358
EA SERIES TRUSTALPHA ARCHITECT$164.5M2,753,83302072Q853
EA SERIES TRUSTALPHA ARCHITECT$106.6M1,872,92602072Q275
NVIDIA CORPORATIONCOM$77.9M389,42167066G104
APPLE INCCOM$69.7M240,888037833100
BROADCOM INCCOM$50.3M133,10411135F101
ALPHABET INCCAP STK CL C$38.6M109,23002079K107
AMAZON COM INCCOM$37.9M159,103023135106
MICROSOFT CORPCOM$35M93,785594918104
META PLATFORMS INCCL A$27.3M48,52330303M102
ARISTA NETWORKS INCCOM SHS$22.3M131,470040413205
ALPHABET INCCAP STK CL A$21M58,81502079K305
ROIVANT SCIENCES LTDSHS$19.1M538,600G76279101
TESLA INCCOM$17.9M42,10688160R101
ADVANCED MICRO DEVICES INCCOM$16.2M27,855007903107
SANDISK CORPCOM$15M6,60280004C200
MICRON TECHNOLOGY INCCOM$15M12,970595112103
WESTERN DIGITAL CORPCOM$14.8M23,192958102105
APPLIED MATLS INCCOM$12.9M17,867038222105
PALANTIR TECHNOLOGIES INCCL A$10.5M90,09669608A108
SNOWFLAKE INCCOM SHS$10.4M40,728833445109
LAM RESEARCH CORPCOM NEW$10.2M23,581512807306
DATADOG INCCL A COM$10.2M39,04423804L103
PALO ALTO NETWORKS INCCOM$8.6M25,080697435105
DOORDASH INCCL A$8M43,48925809K105
NETFLIX INC.COM$7.8M109,85064110L106
MARVELL TECHNOLOGY INCCOM$6.9M23,202573874104
UBER TECHNOLOGIES INCCOM$5.5M76,53690353T100
CROWDSTRIKE HLDGS INCCL A$5.4M7,01322788C105
JOHNSON & JOHNSONCOM$4.5M17,578478160104
QUALCOMM INCCOM$4.4M23,726747525103
TWILIO INCCL A$4.4M21,23290138F102
INTEL CORPCOM$4.2M29,786458140100
CISCO SYS INCCOM$4.2M35,37317275R102
GOLDMAN SACHS GROUP INCCOM$3.9M3,86838141G104
FLEX LTDORD$3.8M23,698Y2573F102
COINBASE GLOBAL INCCOM CL A$3.6M24,75019260Q107
ADOBE INCCOM$3.6M17,59300724F101
SERVICENOW INCCOM$2.9M29,36081762P102
ACCENTURE PLC IRELANDSHS CLASS A$2.8M22,601G1151C101
ON SEMICONDUCTOR CORPCOM$2.7M29,070682189105
KLA CORPCOM NEW$2.7M9,070482480100
ABBVIE INCCOM$2.6M10,35400287Y109
T-MOBILE US INCCOM$2.6M15,446872590104
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$2.6M2,665G7997R103
COSTCO WHOLESALE CORPORATIONCOM$2.5M2,65422160K105
ELI LILLY & COCOM$2.5M2,059532457108
VISA INCCOM CL A$2.4M7,09392826C839
AIRBNB INCCOM CL A$2.4M16,954009066101
AXON ENTERPRISE INCCOM$2.3M4,18205464C101
NORFOLK SOUTHN CORPCOM$2.3M7,409655844108
REGENERON PHARMACEUTICALSCOM$2.2M3,54875886F107
HEALTHEQUITY INCCOM$2.1M23,00042226A107
MORGAN STANLEYCOM NEW$2.1M9,897617446448
ASML HLDG NVN Y REGISTRY SHS$2M1,000N07059210
EVERPURE INCCL A$1.8M23,40074624M102
AON PLCSHS CL A$1.8M5,458G0403H108
CADENCE DESIGN SYSTEM INCCOM$1.8M4,787127387108
SELECT SECTOR SPDR TRST STR ENERG ETF$1.8M33,33881369Y506
TEXAS INSTRS INCCOM$1.7M5,841882508104
NU HLDGS LTDORD SHS CL A$1.7M124,237G6683N103
VISTRA CORPCOM$1.6M10,20092840M102
CLOUDFLARE INCCL A COM$1.6M6,56018915M107
SALESFORCE INCCOM$1.6M10,10179466L302
GILEAD SCIENCES INCCOM$1.6M12,409375558103
ROBINHOOD MKTS INCCOM CL A$1.4M14,397770700102
ROCKET LAB CORPCOM$1.4M13,583773121108
NORTHERN TR CORPCOM$1.4M7,844665859104
UNITEDHEALTH GROUP INCCOM$1.3M3,23591324P102
BERKSHIRE HATHAWAY INC DELCL B NEW$1.3M2,606084670702
PROTAGONIST THERAPEUTICS INCCOM$1.2M10,14374366E102
INTUITCOM$1.2M4,742461202103
MASTERCARD INCORPORATEDCL A$1.2M2,29557636Q104
FORTINET INCCOM$1.1M7,28534959E109
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$1.1M4,000G25457105
PROCORE TECHNOLOGIES INCCOM$1.1M26,68674275K108
SHOPIFY INCCL A SUB VTG SHS$1M9,19382509L107
ZSCALER INCCOM$1M7,14498980G102
WASTE MGMT INC DELCOM$1M4,50094106L109
CIENA CORPCOM NEW$974.3K1,986171779309
ASTERA LABS INCCOM$966K2,00004626A103
MOODYS CORPCOM$860.5K1,900615369105
VERISIGN INCCOM$832.2K3,30892343E102
ISHARES TRRUS 1000 GRW ETF$824K6,636464287614
RTX CORPORATIONCOM$821.5K4,33075513E101
STARBUCKS CORPCOM$817.5K8,000855244109
QUANTA SVCS INCCOM$753.9K1,04774762E102
EXXON MOBIL CORPCOM$752.5K5,50430231G102
PENUMBRA INCCOM$710.4K2,25070975L107
INTUITIVE SURGICAL INCCOM NEW$699.5K1,75946120E602
NUTANIX INCCL A$688K13,50067059N108
CORCEPT THERAPEUTICS INCCOM$652.1K7,500218352102
ISHARES TRISHARES SEMICDTR$640.8K1,000464287523
ANALOG DEVICES INCCOM$635.5K1,600032654105
JPMORGAN CHASE & COCOM$627.2K1,91646625H100
BLOCK INCCL A$595.1K7,830852234103
PEPSICO INCCOM$587.8K4,341713448108
WELLS FARGO & COCOM$586.7K7,100949746101
AMERICAN EXPRESS COCOM$577.7K1,708025816109
WALMART INCCOM$553.8K4,890931142103
HUNT J B TRANS SVCS INCCOM$521K1,800445658107
SPDR SERIES TRUSTST STR SP500DIV$509.2K10,67378468R788
AST SPACEMOBILE INCCOM CL A$506.5K5,70000217D100
WORKDAY INCCL A$493.1K4,02898138H101
NEXTPOWER INCCLASS A COM$491.7K4,12765290E101
BANK OF AMER CORPCOM$480.7K8,436060505104
ARM HOLDINGS PLCSPONSORED ADS$453.9K1,280042068205
INTERCONTINENTAL EXCHANGE INCOM$445K3,61545866F104
COCA COLA COCOM$441.4K5,431191216100
AMPHENOL CORPCL A$438.3K2,486032095101
SPOTIFY TECHNOLOGY S ASHS$436.6K951L8681T102
HAPPEN INCCOM NEW$414.8K20,00052603A208
DYNATRACE INCCOM NEW$408.5K9,304268150109
NETAPP INCCOM$407.2K2,63164110D104
GLOBAL PMTS INCCOM$392.5K5,40937940X102
INTERNATIONAL BUSINESS MACHSCOM$390K1,387459200101
UNION PAC CORPCOM$374.8K1,378907818108
SHELL PLCSPON ADS$363.5K4,688780259305
BLACKROCK INCCOM$360.6K37509290D101
VANGUARD INDEX FDSTOTAL STK MKT$351.5K950922908769
EBAY INC.COM$350.2K3,134278642103
MAPLEBEAR INCCOM$347.6K7,342565394103
CSX CORPCOM$342.2K7,200126408103
S&P GLOBAL INCCOM$321.3K78978409V104
ISHARES TREXPANDED TECH$316.2K3,490464287515
CARVANA COCL A$302.4K4,595146869102
SPDR SERIES TRUSTST STR SP400GRW$257.8K2,30078464A821
SCHWAB CHARLES CORPCOM$246.8K2,675808513105
DOXIMITY INCCL A$246.7K11,89626622P107
NIKE INCCL B$245.4K5,977654106103
INVESCO QQQ TRUNIT SER 1$243.7K33146090E103
MARATHON PETE CORPCOM$217.3K85056585A102
BOEING COCOM$205.6K950097023105
VANGUARD WORLD FDINF TECH ETF$204K1,70792204A702
ELEVANCE HEALTH INC FORMERLYCOM$203.8K527036752103
COMPASS INCCL A$196.5K15,93720464U100
MARQETA INCCLASS A COM$138.4K34,09157142B104
CCC INTELLIGENT SOLUTIONS HLCOM$135.2K26,20012510Q100
COURSERA INCCOM$100.3K17,78922266M104
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-14

Cache Advisors, LLC — 139 positions reported for 2026Q2 — Tapewire