Cache Advisors, LLC Top Holdings and 13F Report (2025) About Cache Advisors, LLCInvestment ActivityCache Advisors, LLC has $369.69 million in total holdings as of June 30, 2025.Cache Advisors, LLC owns shares of 94 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.44% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Cache Advisors, LLC has purchased 81 new stocks and bought additional shares in 23 stocks.Cache Advisors, LLC sold shares of 0 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $45,020,198Apple $37,677,213Broadcom $26,985,033Meta Platforms $26,222,123Microsoft $21,429,419 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $2,083,235 Holding101137107 - Boston Scientific $1,579,464 Holding433000106 - Hims & Hers Health $1,196,400 Holding18915M107 - Cloudflare $714,780 Holding949746101 - Wells Fargo & Company $568,852 Holding Largest Purchases this Quarter Netflix 6,172 shares (about $8.27M)Tesla 16,833 shares (about $5.35M)Apple 25,247 shares (about $5.18M)NVIDIA 15,800 shares (about $2.50M)ServiceNow 2,170 shares (about $2.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCache Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$45,020,198$2,496,242 ▲5.9%284,95612.2%Computer and TechnologyAAPLApple$37,677,213$5,179,927 ▲15.9%183,63910.2%Computer and TechnologyAVGOBroadcom$26,985,0330.0%97,8967.3%Computer and TechnologyMETAMeta Platforms$26,222,123$1,771,416 ▲7.2%35,5277.1%Computer and TechnologyMSFTMicrosoft$21,429,419$1,683,236 ▲8.5%43,0825.8%Computer and TechnologyGOOGAlphabet$21,030,828$1,773,723 ▲9.2%118,5575.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$16,860,603$808,241 ▲5.0%123,6844.6%CL ATSLATesla$15,831,221$5,347,171 ▲51.0%49,8374.3%Auto/Tires/TrucksAMZNAmazon.com$12,716,064$699,854 ▲5.8%57,9613.4%Retail/WholesaleNFLXNetflix$11,149,596$8,265,110 ▲286.5%8,3263.0%Consumer DiscretionaryARISTA NETWORKS INC$9,758,1230.0%95,3782.6%COM SHSUBERUber Technologies$6,340,669$923,670 ▲17.1%67,9601.7%Computer and TechnologyGOOGLAlphabet$6,292,997$211,476 ▲3.5%35,7091.7%Computer and TechnologyNUNU$6,063,1150.0%441,9181.6%FinanceDOORDASH INC$5,949,765$1,556,711 ▲35.4%24,1361.6%CL ASNOWSnowflake$5,861,2080.0%26,1931.6%Computer and TechnologyCOINCoinbase Global$5,032,336$1,248,095 ▲33.0%14,3581.4%FinanceREGNRegeneron Pharmaceuticals$4,523,4000.0%8,6161.2%MedicalAPPLOVIN CORP$3,653,4350.0%10,4361.0%COM CL AREDDIT INC$3,442,7830.0%22,8650.9%CL ACRMSalesforce$3,422,805$454,847 ▲15.3%12,5520.9%Computer and TechnologyDDOGDatadog$3,409,4290.0%25,3810.9%Computer and TechnologyAXONAxon Enterprise$3,314,2440.0%4,0030.9%AerospacePCORProcore Technologies$3,304,823$478,940 ▲16.9%48,3020.9%Computer and TechnologyPSTGPure Storage$3,272,6170.0%56,8360.9%Computer and TechnologyINTUIntuit$3,163,9110.0%4,0170.9%Computer and TechnologyNOWServiceNow$2,863,203$2,230,934 ▲352.8%2,7850.8%Computer and TechnologyLLYEli Lilly and Company$2,806,3080.0%3,6000.8%MedicalDUOLINGO INC$2,792,646$79,134 ▲2.9%6,8110.8%CL A COMNTNXNutanix$2,713,6200.0%35,5000.7%Computer and TechnologyCRWDCrowdStrike$2,468,1170.0%4,8460.7%Computer and TechnologyACNAccenture$2,344,4930.0%7,8440.6%Computer and TechnologyPANWPalo Alto Networks$2,083,235$2,083,235 ▲New Holding10,1800.6%Computer and TechnologyABNBAirbnb$2,055,108$294,589 ▲16.7%15,5290.6%Consumer DiscretionaryNSCNorfolk Southern$1,896,4820.0%7,4090.5%TransportationGSThe Goldman Sachs Group$1,769,3750.0%2,5000.5%FinanceCCCSCCC Intelligent Solutions$1,609,966$517,550 ▲47.4%171,0910.4%Computer and TechnologyBSXBoston Scientific$1,579,464$1,579,464 ▲New Holding14,7050.4%MedicalCFLTConfluent$1,312,4150.0%52,6440.4%Computer and TechnologyJNJJohnson & Johnson$1,260,9520.0%8,2550.3%MedicalGILDGilead Sciences$1,209,4810.0%10,9090.3%MedicalHIMSHims & Hers Health$1,196,400$1,196,400 ▲New Holding24,0000.3%MedicalUPWKUpwork$1,088,6400.0%81,0000.3%Computer and TechnologyLAM RESEARCH CORP$1,050,2990.0%10,7900.3%COM NEWQCOMQUALCOMM$1,030,2530.0%6,4690.3%Computer and TechnologyWDAYWorkday$966,7200.0%4,0280.3%Computer and TechnologyVRSNVeriSign$955,3500.0%3,3080.3%Computer and TechnologyMRVLMarvell Technology$914,4040.0%11,8140.2%Computer and TechnologyDOCSDoximity$864,6490.0%14,0960.2%MedicalZSZscaler$836,964$62,788 ▲8.1%2,6660.2%Computer and TechnologyFTNTFortinet$770,1700.0%7,2850.2%Computer and TechnologyADBEAdobe$759,4450.0%1,9630.2%Computer and TechnologySBUXStarbucks$733,0400.0%8,0000.2%Retail/WholesaleSPOTSpotify Technology$729,740$393,645 ▲117.1%9510.2%Computer and TechnologyNETCloudflare$714,780$714,780 ▲New Holding3,6500.2%Computer and TechnologyMAPLEBEAR INC$686,8340.0%15,1820.2%COMCOSTCostco Wholesale$631,582$113,843 ▲22.0%6380.2%Retail/WholesaleDELLDell Technologies$608,2190.0%4,9610.2%Computer and TechnologyPENPenumbra$577,4180.0%2,2500.2%MedicalWFCWells Fargo & Company$568,852$568,852 ▲New Holding7,1000.2%FinancePTGXProtagonist Therapeutics$560,6040.0%10,1430.2%MedicalCORTCorcept Therapeutics$550,5000.0%7,5000.1%MedicalMCOMoody's$549,7430.0%1,0960.1%FinanceAXPAmerican Express$544,818$544,818 ▲New Holding1,7080.1%FinanceBLOCK INC$531,8920.0%7,8300.1%CL ADTDynatrace$513,6740.0%9,3040.1%Computer and TechnologyUNHUnitedHealth Group$478,875$178,759 ▲59.6%1,5350.1%MedicalTWLOTwilio$449,5610.0%3,6150.1%Computer and TechnologyGPNGlobal Payments$432,9360.0%5,4090.1%Business ServicesSPGIS&P Global$416,0320.0%7890.1%FinanceIBMInternational Business Machines$408,8600.0%1,3870.1%Computer and TechnologyKOCocaCola$384,2440.0%5,4310.1%Consumer StaplesADIAnalog Devices$380,827$380,827 ▲New Holding1,6000.1%Computer and TechnologyBACBank of America$380,2640.0%8,0360.1%FinanceISRGIntuitive Surgical$367,8890.0%6770.1%MedicalBRK.BBerkshire Hathaway$347,325$347,325 ▲New Holding7150.1%FinanceROCKET LAB CORP$342,784$342,784 ▲New Holding9,5830.1%COMBSYBentley Systems$338,8780.0%6,2790.1%Computer and TechnologyPINSPinterest$322,7400.0%9,0000.1%Computer and TechnologyTSCOTractor Supply$277,3060.0%5,2550.1%Retail/WholesaleRBLXRoblox$273,730$273,730 ▲New Holding2,6020.1%Consumer DiscretionaryJBHTJ.B. Hunt Transport Services$258,4800.0%1,8000.1%TransportationAPHAmphenol$245,493$245,493 ▲New Holding2,4860.1%Computer and TechnologyLCLendingClub$240,6000.0%20,0000.1%Financial ServicesCSXCSX$234,9360.0%7,2000.1%TransportationSHELShell$232,5640.0%3,3030.1%EnergyAMDAdvanced Micro Devices$215,405$215,405 ▲New Holding1,5180.1%Computer and TechnologyMDBMongoDB$209,990$209,990 ▲New Holding1,0000.1%Computer and TechnologyIOTSamsara$206,856$206,856 ▲New Holding5,2000.1%Computer and TechnologyAPPFAppFolio$203,337$203,337 ▲New Holding8830.1%Computer and TechnologyMQMarqeta$198,7510.0%34,0910.1%Business ServicesRLXRLX Technology$158,6270.0%71,7770.0%Consumer DiscretionaryCOURCoursera$155,8320.0%17,7890.0%Business ServicesCOMPCompass$100,084$100,084 ▲New Holding15,9370.0%Computer and TechnologyPEPPepsiCo$0$217,263 ▼-100.0%00.0%Consumer StaplesAONAON$0$211,119 ▼-100.0%00.0%FinancePGProcter & Gamble$0$201,436 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. 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