CI
CacheTech Inc. Portfolio
Invests via CacheTech Inc. | Managed by Connor Murphy
Invests via CacheTech Inc.
Managed by Connor Murphy
Automatically Tracked
Company Profile
Specialty provider of edge caching and content-delivery solutions focused on accelerating web and API performance for enterprises and digital platforms. CacheTech Inc. operates a hybrid cloud CDN and edge compute stack, targeting mid-market to enterprise customers with subscription and usage-based pricing. Investment relevance: recurring revenue, gross-margin leverage, and expansion into edge AI inference.
Specialty provider of edge caching and content-delivery solutions focused on accelerating web and API performance for enterprises and digital platforms. CacheTech Inc. operates a hybrid cloud CDN and edge compute stack, targeting mid-market to enterprise customers with subscription and usage-based pricing. Investment relevance: recurring revenue, gross-margin leverage, and expansion into edge AI inference.
Investment Philosophy & Strategy
Pursues subscription-anchored, high-ROIC growth prioritizing recurring revenue and gross-margin expansion. Capital allocation emphasizes R&D in edge compute and AI inference, targeted tuck‑ins to accelerate protocol and CDN capabilities, and sales-led investments to deepen enterprise retention and expansion. Portfolio stance tilts toward mid-market and enterprise digital platforms; underwriting stresses predictable usage, margin durability, cloud neutrality, and clear path to unit economics. Time horizon is medium-to-long; risk discipline centers on churn control, pricing power, and scalable ops.
Pursues subscription-anchored, high-ROIC growth prioritizing recurring revenue and gross-margin expansion. Capital allocation emphasizes R&D in edge compute and AI inference, targeted tuck‑ins to accelerate protocol and CDN capabilities, and sales-led investments to deepen enterprise retention and expansion. Portfolio stance tilts toward mid-market and enterprise digital platforms; underwriting stresses predictable usage, margin durability, cloud neutrality, and clear path to unit economics. Time horizon is medium-to-long; risk discipline centers on churn control, pricing power, and scalable ops.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
39.54%
Gain -0.11%
Monthly
1.22%
Yearly
15.62%
Drawdown
16.45%
$600.55M
Equity
Holdings
$600.55M
Investment
$483.95M
$165.43M
Profit -$486,831.85
Realized
$48.83M
Unrealized
$116.6M
Dividends
$26.46M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$486,831.85
Win %
65%
This Week
Compared To Last Week
Gain
-1.77%
Profit
-$10.82M
Win %
65%
This Month
Compared to last month
Gain
-0.97%
Profit
-$5.85M
Win %
65%
This Year
Compared to last year
Gain
-1.7%
Profit
-$10.39M
Win %
66%
RMCF Rocky Mountain Chocolate Factory Inc.
+4.43%
+$707.83 
HST Host Hotels & Resorts Inc.
+3.23%
+$25,220.58 
PM Philip Morris International Inc.
+2.24%
+$28,197.18 
JPM JPMorgan Chase & Co.
+2.08%
+$14,114.25 
NOC Northrop Grumman Corporation
+2.07%
+$67,365.1 
EUAD STOXX Europe Aerospace & Defense ETF
+2.03%
+$318,033.13 
GM General Motors Company
+1.97%
+$84,574.05 
TFC Truist Financial Corporation
+1.81%
+$25,879.81 
FLNT Fluent Inc.
+1.5%
+$1,242.4 
COP ConocoPhillips
+1.5%
+$76,954.75 
UPS United Parcel Service, Inc.
+1.44%
+$9,599.28 
EXR Extra Space Storage Inc.
+1.39%
+$2,977.69 
ALL Allstate Corporation
+1.36%
+$14,829.75 
PG Procter & Gamble Co
+1.24%
+$8,946.99 
PGR Progressive Corporation
+1.23%
+$47,675.06 
CVNA Carvana Co.
+1.22%
+$2,423.5 
LLY Eli Lilly and Company
+1.2%
+$4,906.88 
MO Altria Group, Inc.
+1.18%
+$9,355.98 
DUK Duke Energy Corporation
+1.17%
+$11,557.85 
SVXY ProShares Short VIX Short-Term Futures ETF
+1.15%
+$117,028.04 
KO The Coca-Cola Company
+1.14%
+$12,954.9 
JNJ Johnson & Johnson
+1.13%
+$3,603.6 
D Dominion Energy, Inc.
+1.07%
+$13,113.24 
SPG Simon Property Group, Inc.
+1.03%
+$15,002.02 
IYK iShares U.S. Consumer Staples ETF
+1.02%
+$7,612.02 
TPR Tapestry Inc.
+0.98%
+$6,043.05 
XLU Utilities Select Sector SPDR Fund
+0.94%
+$30,078.36 
VPU Vanguard Utilities ETF
+0.92%
+$19,527.35 
CVX Chevron Corporation
+0.91%
+$7,801.96 
IDU iShares U.S. Utilities ETF
+0.9%
+$3,858.24 
IEFA iShares Core MSCI EAFE ETF
+0.86%
+$1,871.65 
BBY Best Buy Co., Inc.
+0.85%
+$8,155.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.78%
+$24,699.64 
PKG Packaging Corporation of America
+0.77%
+$2,793.53 
VZ Verizon Communications Inc.
+0.76%
+$6,115.43 
EWP iShares MSCI Spain ETF
+0.75%
+$67,778.92 
EWI iShares MSCI Italy ETF
+0.75%
+$64,936.6 
TSLL Direxion Daily TSLA Bull 2X Shares
+0.75%
+$2,520 
ISRG Intuitive Surgical, Inc.
+0.75%
+$28,441.69 
VDC VANGUARD CONSUMER STAPLES ETF
+0.74%
+$9,681.26 
AAPL Apple Inc.
+0.73%
+$54,730 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.71%
+$39,377.13 
MRK Merck & Co., Inc.
+0.68%
+$3,694.68 
FLG Flagstar Bank, National Association
+0.67%
+$810.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.66%
+$1,424.15 
V Visa Inc. Class A
+0.65%
+$1,526.53 
ROKU Roku, Inc.
+0.64%
+$1,485 
FAST Fastenal Co.
+0.64%
+$4,147.2 
PFG Principal Financial Group, Inc.
+0.61%
+$2,056.18 
XLRE The Real Estate Select Sector SPDR Fund
+0.57%
+$28,362.48 
NVDA NVIDIA Corporation
+0.56%
+$68,300.48 
BORR Borr Drilling Ltd.
+0.55%
+$742.12 
T AT&T Inc.
+0.53%
+$4,623 
RWR SPDR Dow Jones REIT ETF
+0.5%
+$19,923.75 
ABBV AbbVie Inc.
+0.48%
+$6,269.65 
CAT Caterpillar Inc.
+0.47%
+$4,589.34 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
+0.47%
+$1,063.28 
EMR Emerson Electric Co.
+0.47%
+$5,673.15 
NVDY YieldMax NVDA Option Income Strategy ETF
+0.46%
+$1,958.71 
WMT Walmart Inc.
+0.46%
+$4,263.3 
XOM Exxon Mobil Corporation
+0.46%
+$4,790.46 
TSLA Tesla, Inc.
+0.42%
+$17,936.19 
IXUS iShares Core International Stock ETF
+0.39%
+$3,476.62 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.37%
+$978.05 
HAS Hasbro Inc.
+0.32%
+$2,941.78 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.32%
+$19,286.1 
IAUM iShares Gold Trust Micro
+0.31%
+$717.08 
GLD SPDR Gold Shares
+0.3%
+$1,115.93 
CME CME Group Inc.
+0.3%
+$4,915.56 
VEU Vanguard FTSE All-World ex-US ETF
+0.3%
+$22,050.49 
SAN Banco Santander S.A. Sponsored ADR
+0.3%
+$12,618.4 
GLDM SPDR Gold MiniShares Trust
+0.28%
+$5,023.89 
VNM VanEck Vietnam ETF
+0.27%
+$38,928.74 
IAU iShares Gold Trust
+0.26%
+$553.71 
FSLR First Solar, Inc.
+0.26%
+$7,891.98 
DOC Healthpeak Properties, Inc.
+0.21%
+$1,262.08 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$1,484.86 
PFE Pfizer Inc.
+0.15%
+$526.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$1,213.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$287.37 
SMBS Schwab Mortgage-Backed Securities ETF
+0.12%
+$13,516.08 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.12%
+$2,198.85 
WELL Welltower Inc.
+0.12%
+$278.37 
FTSL First Trust Senior Loan ETF
+0.11%
+$8,800.65 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$2,345.15 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$1,265.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.08%
+$12,156.17 
MBB iShares MBS ETF
+0.07%
+$772.46 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.07%
+$3,118.51 
VOO Vanguard S&P 500 ETF
+0.06%
+$7,097.62 
BKLN Invesco Senior Loan ETF
+0.05%
+$175.97 
VST Vistra Corp
+0.04%
+$240.03 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$105.1 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$90 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$4,966.92 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,236.38 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$320.61 
CLOI VanEck CLO ETF
+0.03%
+$643.77 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$2,219.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$421.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.02%
+$2,173.64 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.02%
+$205.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.02%
+$53.67 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$64.47 
CLOA iShares AAA CLO ETF
+0.02%
+$2,424.78 
IVV iShares Core S&P 500 ETF
+0.01%
+$4,650.42 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$163.54 
XLV Health Care Select Sector SPDR Fund
+0.01%
+$278.16 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$14.27 
BMY Bristol-Myers Squibb Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 RCT
RCT
0%
$0 
LOOP Loop Industries Inc.
-12.98%
-$1,910.99 
COHR Coherent Corp.
-4.7%
-$53,740.41 
DDOG Datadog, Inc. Class A Common Stock
-4.56%
-$283,296.15 
STX Seagate Technology Holdings plc
-4.35%
-$114,408.36 
FTNT Fortinet Inc.
-3.59%
-$69,067.81 
SNDK SanDisk Corporation
-3.12%
-$67,015.71 
ARM Arm Holdings plc American Depositary Receipt
-2.94%
-$142,704 
MU Micron Technology, Inc.
-2.81%
-$82,509.05 
LITE Lumentum Holdings Inc.
-2.68%
-$48,960.04 
AMD Advanced Micro Devices, Inc.
-2.53%
-$206,673.19 
ANGX Angel Studios, Inc.
-2.31%
-$2,041.44 
PLTR Palantir Technologies Inc.
-2.02%
-$15,001.2 
BE Bloom Energy Corporation
-1.81%
-$15,015 
META Meta Platforms Inc Class A
-1.78%
-$38,802.11 
ARKK ARK Innovation ETF Fund
-1.7%
-$6,450.02 
AVGO Broadcom Inc.
-1.53%
-$19,920.56 
SOXX iShares Semiconductor ETF
-1.25%
-$86,727.75 
XSD SPDR S&P Semiconductor ETF
-1.1%
-$93,967.46 
EWY iShares MSCI South Korea ETF
-1.01%
-$184,171.12 
FTXL First Trust Nasdaq Semiconductor ETF
-1.01%
-$20,947.08 
GILD Gilead Sciences Inc.
-0.98%
-$18,804.94 
FTEC Fidelity MSCI Information Technology Index ETF
-0.95%
-$80,325.32 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$101,898 
ICVT iShares Convertible Bond ETF
-0.94%
-$132,744.42 
IYW iShares U.S. Technology ETF
-0.92%
-$36,468.74 
IBP Installed Building Products Inc.
-0.92%
-$30,000.24 
CSCO Cisco Systems, Inc.
-0.85%
-$11,598.96 
GOOGL Alphabet Inc
-0.79%
-$41,468.71 
QCOM QUALCOMM Incorporated
-0.79%
-$3,536.37 
GOOG Alphabet Inc
-0.68%
-$7,436.36 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$11,620.26 
MSFT Microsoft Corp.
-0.61%
-$93,677.12 
HPQ HP Inc.
-0.6%
-$5,843.41 
IBM International Business Machines Corporation
-0.33%
-$4,126.43 
HYSA BondBloxx USD High Yield Bond Sector Rotation ETF
-0.24%
-$2,172.07 
VB Vanguard Small-Cap ETF
-0.22%
-$606.69 
MCD McDonald's Corporation
-0.21%
-$417.56 
IWM iShares Russell 2000 ETF
-0.21%
-$2,516.62 
AMZN Amazon.com Inc
-0.2%
-$11,308.22 
VHT Vanguard Health Care ETF
-0.14%
-$2,647.7 
IVZ Invesco Ltd.
-0.14%
-$1,103.76 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
-0.1%
-$8,457.12 
IYH iShares U.S. Healthcare ETF
-0.07%
-$1,090.65 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$336.85 
JNK SPDR Bloomberg High Yield Bond ETF
-0.07%
-$244.32 
VRSN Verisign Inc.
-0.06%
-$505.26 
JBBB Janus Henderson B-BBB CLO ETF
-0.04%
-$2,948.4 
SCHB Schwab U.S. Broad Market ETF
-0.03%
-$750.93 
ELV Elevance Health, Inc.
-0.03%
-$90.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.03%
-$237.97 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.03%
-$212.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$235.26 
PHYL PGIM Active High Yield Bond ETF
-0.01%
-$906.57 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$73.79 
SYY Sysco Corporation
-0.01%
-$242.84 Events
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Dividends
Dividend Analysis
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| Trades 1284 | Longs Won 847/1284 65% | Profit Factor 7.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $731,841.62 |
| Average Win $223,796.45 | Best Trade (Oct 15) $19.25M | Sharpe Ratio -10.55 |
| Average Loss -$55,197.31 | Worst Trade (Sep 30) -$1.43M | Z-Score 6.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $128,842.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,892 | $5.1M | $7.54M | - | $2.45M | 47.99% | +0.731% |
| ABBV AbbVie Inc. | 4,610 | $934,935.83 | $1.31M | - | $377,807.77 | 40.41% | +0.48% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 80,695 | $4.87M | $6.04M | - | $1.17M | 23.95% | +0.32% |
| ALL Allstate Corporation | 4,563 | $1.01M | $1.11M | - | $96,024.43 | 9.49% | +1.356% |
| AMD Advanced Micro Devices, Inc. | 14,534 | $1.81M | $7.96M | - | $6.16M | 341.23% | -2.529% |
| AMZN Amazon.com Inc | 21,747 | $4.39M | $5.53M | - | $1.14M | 25.87% | -0.204% |
| ANGX Angel Studios, Inc. | 24,017 | $110,918.49 | $86,341.11 | - | -$24,577.38 | -22.16% | -2.31% |
| ARKK ARK Innovation ETF Fund | 4,433 | $382,568 | $373,413.75 | - | -$9,154.25 | -2.39% | -1.698% |
| ARM Arm Holdings plc American Depositary Receipt | 19,820 | $2.75M | $4.71M | - | $1.95M | 70.96% | -2.941% |
| AVGO Broadcom Inc. | 3,780 | $1.17M | $1.28M | - | $111,235.75 | 9.5% | -1.531% |
| BBY Best Buy Co., Inc. | 10,194 | $728,175.16 | $968,124.18 | - | $239,949.02 | 32.95% | +0.85% |
| BE Bloom Energy Corporation | 3,500 | $295,995 | $812,035 | - | $516,040 | 174.34% | -1.815% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 21,204 | $1.95M | $1.94M | - | -$3,606.68 | -0.19% | +0.022% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 2,250 | $223,098.93 | $223,267.5 | - | $168.57 | 0.08% | +0.04% |
| BKLN Invesco Senior Loan ETF | 17,597 | $366,153.1 | $360,298.57 | - | -$5,854.53 | -1.6% | +0.049% |
| BMY Bristol-Myers Squibb Company | 26,692 | $1.4M | $1.62M | - | $219,584.23 | 15.72% | 0.0 |
| BORR Borr Drilling Ltd. | 29,685 | $113,039.95 | $135,808.87 | - | $22,768.92 | 20.14% | +0.549% |
| CAT Caterpillar Inc. | 1,315 | $514,527.44 | $971,955.95 | - | $457,428.51 | 88.9% | +0.474% |
| CLOA iShares AAA CLO ETF | 242,478 | $12.58M | $12.57M | - | -$5,042.21 | -0.04% | +0.019% |
| CLOI VanEck CLO ETF | 42,918 | $2.27M | $2.27M | - | -$3,218.9 | -0.14% | +0.028% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for CacheTech Inc.?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Ultra S&P500 - $5.74M, iShares MSCI South Korea ETF - $5.5M, Direxion Daily S&P 500 Bull 2X Shares - $4.68M, Schwab U.S. Large-Cap ETF - $3.97M, and TruBridge, Inc - $3.76M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SM Energy Company - $1.88M, Super Micro Computer Inc - $1.43M, Atkore Inc - $1.33M, Humana Inc - $891,443.25, and iShares 20+ Year Treasury Bond ETF - $731,207.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CacheTech Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.46M earned over time. The largest contributors to dividend income include Janus Henderson B-BBB CLO ETF - $3.84M, BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $1.76M, iShares AAA CLO ETF - $1.6M, Schwab U.S. Large-Cap ETF - $1.38M, and First Trust Senior Loan ETF - $983,741.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CacheTech Inc.'s monthly returns?
CacheTech Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can CacheTech Inc.'s strategy be considered aggressive or moderate?
CacheTech Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow CacheTech Inc.'s strategy?
CacheTech Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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