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Silicon Valley Capital Partners

Q2 2025 Holdings

Filed 2025-09-11 | 303 holdings | $958.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sify Technologies LTD Sponsored ADR(SIFY)ADR82655M206$920.0%
Odyssey Marine Expl Inc COM New(OMEX)Stock676118201$1190.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$1700.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$5010.0%
Talphera Inc COM New(TLPH)Stock00444T209$631370.0%
Amneal Pharmaceuticals Inc COM STK CL A(AMRX)Stock03168L105$243300.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$25620.0%
Medtronic PLC SHS(MDT)StockG5960L103$32040.0%
Organon & Co Common Stock(OGN)Stock68622V106$449460.0%
Echostar Corp CL A(SATS)Stock278768106$573210.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$634140.0%
First Solar Inc COM(FSLR)Stock336433107$66240.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$766110.0%
Haleon PLC Spon ADS(HLN)ADR405552100$985950.0%
Alexandria Real Estate EQ Inc COM(ARE)REIT015271109$1.0K140.0%
Airbnb Inc COM CL A(ABNB)Stock009066101$1.3K100.0%
Brown Forman Corp CL B(BF/B)Stock115637209$1.4K520.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$1.5K3390.0%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$1.5K620.0%
Zoetis Inc CL A(ZTS)Stock98978V103$1.7K110.0%
Vanguard Long-Term Corporate Bond ETF(VCLT)ETF92206C813$1.8K230.0%
Watsco Inc COM(WSO)Stock942622200$1.8K40.0%
Brookfield Infrastructure Corp COM SUB VTG A(BIPC)Stock11276H106$1.8K430.0%
Alcon AG ORD SHS(ALC)StockH01301128$1.9K210.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$2.0K50.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$2.1K40.0%
Fundstrat Granny Shots US Large Cap ETF(GRNY)ETF886364231$2.3K1000.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$2.3K140.0%
YUM Brands Inc COM(YUM)Stock988498101$2.4K170.0%
Omnicom Group Inc COM(OMC)Stock681919106$2.5K350.0%
PPG Inds Inc COM(PPG)Stock693506107$2.7K240.0%
Twilio Inc CL A(TWLO)Stock90138F102$2.7K220.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$2.9K90.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$2.9K760.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$2.9K1010.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$3.1K210.0%
CVS Health Corp COM(CVS)Stock126650100$3.2K460.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$3.2K760.0%
CNH Indl N V SHS(CNH)StockN20944109$3.2K2490.0%
Paramount Global Class B COM(0VVB)Stock92556H206$3.3K2550.0%
TSS Inc del COM(TSSI)Stock87288V101$3.5K1200.0%
Ishares Core High Dividend ETF(HDV)ETF46429B663$3.6K310.0%
Avalonbay Cmntys Inc COM(AVB)REIT053484101$3.7K180.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$3.8K760.0%
Becton Dickinson & Co COM(BDX)Stock075887109$3.8K220.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$3.8K860.0%
Grayscale Ethereum Mini Trust ETF(ETH)ETF38964R203$4.0K1690.0%
Eversource Energy COM(ES)Stock30040W108$4.1K640.0%
Hasbro Inc COM(HAS)Stock418056107$4.2K560.0%
BlackRock Inc COM(BLK)Stock09290D101$4.2K40.0%
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