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:
40.82%
Gain -0.69%
Monthly
1.32%
Yearly
17.07%
Drawdown
16.45%
$605.27M
Equity
Holdings
$605.27M
Investment
$483.95M
$170.15M
Profit -$3.73M
Realized
$48.83M
Unrealized
$121.32M
Dividends
$24.8M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$3.73M
Win %
70%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$5.84M
Win %
70%
This Month
Compared to last month
Gain
-0.61%
Profit
-$3.73M
Win %
70%
This Year
Compared to last year
Gain
-0.93%
Profit
-$5.67M
Win %
69%
COP ConocoPhillips
+2.35%
+$104,658.5 
DUK Duke Energy Corporation
+1.65%
+$16,630 
FLG Flagstar Bank, National Association
+1.28%
+$1,945.8 
CVX Chevron Corporation
+0.9%
+$6,826.75 
TFC Truist Financial Corporation
+0.87%
+$13,782.15 
META Meta Platforms Inc Class A
+0.71%
+$12,440.46 
TSLA Tesla, Inc.
+0.58%
+$22,625.39 
ICVT iShares Convertible Bond ETF
+0.23%
+$35,662.68 
PM Philip Morris International Inc.
+0.12%
+$1,384.68 
RMCF Rocky Mountain Chocolate Factory Inc.
+0.06%
+$8.87 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$352.89 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$832.58 
ABBV AbbVie Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.05 
AMD Advanced Micro Devices, Inc.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
+$0.04 
BBY Best Buy Co., Inc.
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BORR Borr Drilling Ltd.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.03 
CLOA iShares AAA CLO ETF
0%
$0 
CME CME Group Inc.
0%
+$0.06 
COHR Coherent Corp.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVNA Carvana Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.08 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
FAST Fastenal Co.
0%
$0 
FLNT Fluent Inc.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
+$0.02 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HAS Hasbro Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
IBP Installed Building Products Inc.
0%
+$0.17 
IBM International Business Machines Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
-$0.02 
LLY Eli Lilly and Company
0%
-$0.01 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.06 
MU Micron Technology, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.01 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
ROKU Roku, Inc.
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$0.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VST Vistra Corp
0%
$0 
VRSN Verisign Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.02 
WELL Welltower Inc.
0%
+$0.01 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.06 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
-$0.08 
ARKK ARK Innovation ETF Fund
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
EWI iShares MSCI Italy ETF
0%
$0 
EWP iShares MSCI Spain ETF
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
FTSL First Trust Senior Loan ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
HYSA BondBloxx USD High Yield Bond Sector Rotation ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IDU iShares U.S. Utilities ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.42 
IWM iShares Russell 2000 ETF
0%
-$0.04 
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IYK iShares U.S. Consumer Staples ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
NVDY YieldMax NVDA Option Income Strategy ETF
0%
$0 
RWR SPDR Dow Jones REIT ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TSLL Direxion Daily TSLA Bull 2X Shares
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.35 
VNM VanEck Vietnam ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
+$0.05 
VPU Vanguard Utilities ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.34 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.57 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XSD SPDR S&P Semiconductor ETF
0%
-$0.35 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
EUAD STOXX Europe Aerospace & Defense ETF
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
ANGX Angel Studios, Inc.
0%
$0 RCT
RCT
-15.42%
-$6,691.7 
GOOGL Alphabet Inc
-3.84%
-$207,267.89 
TPR Tapestry Inc.
-2.57%
-$21,899.6 
AMZN Amazon.com Inc
-2.09%
-$126,567.45 
HST Host Hotels & Resorts Inc.
-1.68%
-$12,446.52 
AAPL Apple Inc.
-1.09%
-$73,338.2 
MO Altria Group, Inc.
-0.78%
-$5,484.54 
PFG Principal Financial Group, Inc.
-0.69%
-$2,411.76 
NOC Northrop Grumman Corporation
-0.38%
-$14,333.07 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$5,786.22 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$5,384.66 
LOOP Loop Industries Inc.
-0.03%
-$7.91 
NVDA NVIDIA Corporation
-0.02%
-$2,799.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$173.4 
PHYL PGIM Active High Yield Bond ETF
-0.01%
-$906.57 
SVXY ProShares Short VIX Short-Term Futures ETF
-0.01%
-$790.73 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1284 | Longs Won 874/1284 68% | Profit Factor 9.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $746,690.29 |
| Average Win $217,955.89 | Best Trade (Aug 14) $19.46M | Sharpe Ratio -12.14 |
| Average Loss -$49,612.48 | Worst Trade (Aug 12) -$1.59M | Z-Score 6.77 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $132,517.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,892 | $5.1M | $6.68M | - | $1.58M | 30.99% | -1.087% |
| ABBV AbbVie Inc. | 4,610 | $934,935.83 | $1.14M | - | $208,205.87 | 22.27% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 80,695 | $4.87M | $6.22M | - | $1.34M | 27.52% | 0.0 |
| ALL Allstate Corporation | 4,563 | $1.01M | $1.23M | - | $218,404.09 | 21.58% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 14,534 | $1.81M | $6.82M | - | $5.02M | 278.06% | 0.0 |
| AMZN Amazon.com Inc | 21,747 | $4.39M | $5.92M | - | $1.53M | 34.8% | -2.093% |
| ANGX Angel Studios, Inc. | 24,017 | $110,918.49 | $101,351.74 | - | -$9,566.75 | -8.63% | 0.0 |
| ARKK ARK Innovation ETF Fund | 4,433 | $382,568 | $356,590.52 | - | -$25,977.48 | -6.79% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 19,820 | $2.75M | $5.31M | - | $2.55M | 92.74% | 0.0 |
| AVGO Broadcom Inc. | 3,780 | $1.17M | $1.6M | - | $426,260.95 | 36.42% | 0.0 |
| BBY Best Buy Co., Inc. | 10,194 | $728,175.16 | $840,291.42 | - | $112,116.26 | 15.4% | 0.0 |
| BE Bloom Energy Corporation | 3,500 | $295,995 | $737,205 | - | $441,210 | 149.06% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 21,204 | $1.95M | $1.94M | - | -$5,300.88 | -0.27% | 0.0 |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 2,250 | $223,098.93 | $223,256.25 | - | $157.32 | 0.07% | 0.0 |
| BKLN Invesco Senior Loan ETF | 17,597 | $366,153.1 | $360,738.5 | - | -$5,414.6 | -1.48% | 0.0 |
| BMY Bristol-Myers Squibb Company | 26,692 | $1.4M | $1.73M | - | $333,559.07 | 23.87% | 0.0 |
| BORR Borr Drilling Ltd. | 29,685 | $113,039.95 | $123,489.6 | - | $10,449.65 | 9.24% | 0.0 |
| CAT Caterpillar Inc. | 1,315 | $514,527.44 | $1.1M | - | $586,890.26 | 114.06% | 0.0 |
| CLOA iShares AAA CLO ETF | 242,478 | $12.58M | $12.56M | - | -$12,316.55 | -0.1% | 0.0 |
| CLOI VanEck CLO ETF | 42,918 | $2.27M | $2.27M | - | -$5,579.39 | -0.25% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.77M, 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 $24.8M earned over time. The largest contributors to dividend income include Janus Henderson B-BBB CLO ETF - $3.77M, BondBloxx CCC-Rated USD High Yield Corporate Bond ETF - $1.6M, iShares AAA CLO ETF - $1.55M, Schwab U.S. Large-Cap ETF - $1.19M, and First Trust Senior Loan ETF - $944,138.31. 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.
