SEC 13F Intelligence

Managers / Q1 2026

CacheTech Inc.

CIK 0002013390 · 701 S MAIN, STE 400, LOGAN, UT, 84321 · 4357521702

Reported Value
$519M
Q1 2026
Positions
177
Filings on Record
8
2019–present window
Filed
May 12, 2026
original filing

Summary

Cachetech Inc. reported $519M in U.S.-listed holdings across 177 positions for Q1 2026.

Its largest position, SCHX, represents 11.2% of the portfolio.

Compared with Q4 2025, the fund opened 22 new positions and exited 73.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $434MQ2 ’24Q3 ’24: $466MQ3 ’24Q4 ’24: $533MQ4 ’24Q1 ’25: $513MQ1 ’25Q3 ’25: $497MQ3 ’25Q4 ’25: $540MQ4 ’25Q1 ’26: $519MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$519M177May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$540M228Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$497M197Nov 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$513M159May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$533M125Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$466M110Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$434M105Aug 1, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • Adams Wealth Management
  • JCG ADVISORY GROUP, LLC
  • VAULTIS PRIVATE WEALTH LTD

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.