Fund HoldingsSaiph Capital, LLC

Total Portfolio Value
$209.43M
Total Bought
$8.63M
Total Sold
$16.35M
Net Transaction
-$7.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST INTER BD ETF
0110,596+110,59603,6761.76%+3,676
BROADCOM INC(AVGO)1,2308,145+6,9152851,3640.65%+1,079
PALANTIR TECHNOLOGIES INC(PLTR)05,645+5,64504760.23%+476
ISHARES TR07,031+7,03104100.20%+410
PGIM ETF TR
AAA CLO ETF
06,549+6,54903360.16%+336
ISHARES TR263,132263,779+64713,23013,4746.43%+244
TESLA INC(TSLA)6601,839+1,1792674770.23%+210
ISHARES TR
0-5YR INVT GR CP
142,517143,941+1,4247,0897,2373.46%+149
INVESCO QQQ TR2,1082,610+5021,0781,2240.58%+146
VISA INC(V)3,2843,298+141,0381,1560.55%+118
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,4177,642+2251,0201,1160.53%+95
ISHARES TR3,7074,420+7132923490.17%+57
VANGUARD SPECIALIZED FUNDS3,0123,274+2625906350.30%+45
COSTCO WHSL CORP NEW(COST)44944904114250.20%+13
ISHARES TR14,59414,59407547640.36%+10
MASTERCARD INCORPORATED(MA)944924-204975070.24%+9
BRIXMOR PPTY GROUP INC(BRX)8,7759,455+6802442510.12%+7
ISHARES TR2,6572,65702842890.14%+5
GOLDMAN SACHS ETF TR5,8465,84602632680.13%+4
VANGUARD BD INDEX FDS3,6293,62902802840.14%+4
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
26,50526,054-4511,3661,3550.65%-11
ISHARES TR1,6971,813+1163753620.17%-13
INTUITIVE SURGICAL INC922939+174814650.22%-16
META PLATFORMS INC(META)858843-155024860.23%-16
MERCK & CO INC(MRK)3,4373,565+1283423200.15%-22
BANK AMERICA CORP107,659107,796+1377377100.34%-27
GOLDMAN SACHS GROUP INC(GS)2,3692,430+611,3571,3270.63%-29
HOME DEPOT INC(HD)2,0112,022+117827410.35%-42
ISHARES TR
MSCI USA QLT FCT
6,5576,55701,1681,1210.54%-47
GOLDMAN SACHS ETF TR6,3645,615-7496365630.27%-73
ALPHABET INC(GOOG)3,1393,263+1245945050.24%-90
ISHARES TR90,80090,343-45717,33217,2188.22%-114
VANGUARD INDEX FDS3,9834,100+1171,6351,5200.73%-114
AUTOMATIC DATA PROCESSING IN2,4101,881-5297055750.27%-131
SALESFORCE INC(CRM)2,0682,071+36915560.27%-136
MICROSOFT CORP(MSFT)4,2624,300+381,7961,6140.77%-182
AMAZON COM INC(AMZN)153,805154,017+2121,9141,7190.82%-194
APPLE INC(AAPL)98,74099,173+4332,8712,6531.27%-218
NVIDIA CORPORATION(NVDA)12,69913,593+8941,7051,4730.70%-232
VERISK ANALYTICS INC(VRSK)2,8561,830-1,0267875450.26%-242
ISHARES TR34,57135,038+4674,3824,1171.97%-265
DISNEY WALT CO(DIS)2,5790-2,5792870-287
ISHARES TR
0-5YR HI YL CP
7,9580-7,9583390-339
CONSTELLATION BRANDS INC(STZ)1,9150-1,9154230-423
VANGUARD INDEX FDS12,31912,033-2866,6386,1842.95%-454
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
253,271242,007-11,26412,75712,2535.85%-504
GILEAD SCIENCES INC(GILD)5,5910-5,5915160-516
SPDR SER TR
ST STR BLO 1 ETF
141,472134,702-6,77012,93512,3565.90%-579
SPDR S&P 500 ETF TR(SPY)34,59734,279-31820,27619,1759.16%-1,101
ISHARES TR46,18645,948-23827,18925,81812.33%-1,370
SPDR SER TR
ST SHOR CORP ETF
246,202154,541-91,6617,3524,6522.22%-2,700
ISHARES TR258,709246,723-11,98626,26722,90310.94%-3,363
ISHARES TR88,50287,039-1,46335,54131,42915.01%-4,112
Page 1 of 1