Fund HoldingsSaiph Capital, LLC

Total Portfolio Value
$256.82M
Total Bought
$54.02M
Total Sold
$21.09M
Net Transaction
+$32.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS12,03328,400+16,3676,18416,1326.28%+9,948
SPDR SERIES TRUST
ST SHOR CORP ETF
154,541469,529+314,9884,65214,1755.52%+9,523
GLOBAL PMTS INC(GPN)090,813+90,81307,2692.83%+7,269
ISHARES TR45,94845,594-35425,81828,30911.02%+2,491
JPMORGAN CHASE & CO.(JPM)07,533+7,53302,1840.85%+2,184
SPDR SERIES TRUST
ST INTER BD ETF
110,596168,630+58,0343,6765,6632.20%+1,986
SPDR S&P 500 ETF TR(SPY)34,27934,229-5019,17521,1488.23%+1,973
AFLAC INC(AFL)016,003+16,00301,6880.66%+1,688
ISHARES TR246,723221,825-24,89822,90324,4239.51%+1,520
NVIDIA CORPORATION(NVDA)13,59317,936+4,3431,4732,8341.10%+1,361
BROADCOM INC(AVGO)8,1459,859+1,7141,3642,7181.06%+1,354
GOLDMAN SACHS ETF TR5,61518,331+12,7165631,8360.71%+1,273
ISHARES TR87,03976,869-10,17031,42932,63712.71%+1,208
MICROSOFT CORP(MSFT)4,3005,500+1,2001,6142,7361.07%+1,122
ISHARES TR35,03837,648+2,6104,1175,2212.03%+1,104
BANK AMERICA CORP107,796128,111+20,3157101,7540.68%+1,044
APPLE INC(AAPL)99,173104,942+5,7692,6533,6401.42%+988
INVESCO QQQ TR2,6103,711+1,1011,2242,0470.80%+823
GOLDMAN SACHS GROUP INC(GS)2,4302,967+5371,3272,1000.82%+772
VISA INC(V)3,2985,135+1,8371,1561,8230.71%+667
AMAZON COM INC(AMZN)154,017155,891+1,8741,7192,3710.92%+652
HARTFORD INSURANCE GROUP INC(HIG)05,096+5,09606470.25%+647
MR COOPER GROUP INC04,200+4,20006270.24%+627
BLACKSTONE INC(BX)04,000+4,00005980.23%+598
XYLEM INC(XYL)04,260+4,26005510.21%+551
PALANTIR TECHNOLOGIES INC(PLTR)5,6457,299+1,6544769950.39%+519
ISHARES TR7,03113,549+6,5184108400.33%+430
META PLATFORMS INC(META)8431,227+3844869060.35%+420
AMERICAN INTL GROUP INC04,879+4,87904180.16%+418
ISHARES TR
0-5YR INVT GR CP
143,941151,198+7,2577,2377,6492.98%+412
RED ROCK RESORTS INC(RRR)07,262+7,26203780.15%+378
VANGUARD INDEX FDS4,1004,313+2131,5201,8910.74%+370
VERISK ANALYTICS INC(VRSK)1,8302,917+1,0875459090.35%+364
L3HARRIS TECHNOLOGIES INC(LHX)01,389+1,38903480.14%+348
ITT INC(ITT)02,220+2,22003480.14%+348
ALPHABET INC(GOOG)3,2634,504+1,2415057940.31%+289
INTUITIVE SURGICAL INC9391,371+4324657450.29%+280
SYNOVUS FINL CORP05,254+5,25402720.11%+272
DISNEY WALT CO(DIS)01,971+1,97102440.10%+244
VANGUARD WORLD FD0655+65502400.09%+240
SS&C TECHNOLOGIES HLDGS INC(SSNC)02,731+2,73102260.09%+226
WESCO INTL INC(WCC)01,171+1,17102170.08%+217
WISDOMTREE TR(WT)05,342+5,34202120.08%+212
VANGUARD BD INDEX FDS3,6296,126+2,4972844820.19%+198
HOME DEPOT INC(HD)2,0222,529+5077419270.36%+186
MASTERCARD INCORPORATED(MA)9241,220+2965076860.27%+179
BRIXMOR PPTY GROUP INC(BRX)9,45516,498+7,0432514300.17%+179
ISHARES TR14,59417,748+3,1547649360.36%+172
TESLA INC(TSLA)1,8392,039+2004776480.25%+171
SALESFORCE INC(CRM)2,0712,602+5315567100.28%+154
COSTCO WHSL CORP NEW(COST)449559+1104255530.22%+129
MERCK & CO INC(MRK)3,5655,637+2,0723204460.17%+126
ISHARES TR2,6573,616+9592893960.15%+108
GOLDMAN SACHS ETF TR5,8467,994+2,1482683680.14%+100
ISHARES TR1,8132,126+3133624590.18%+97
ISHARES TR
MSCI USA QLT FCT
6,5576,55701,1211,1990.47%+78
VANGUARD SPECIALIZED FUNDS3,2743,373+996356900.27%+55
ISHARES TR90,34387,972-2,37117,21817,1916.69%-26
AUTOMATIC DATA PROCESSING IN1,8811,681-2005755180.20%-56
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
26,05424,760-1,2941,3551,2930.50%-62
PGIM ETF TR
AAA CLO ETF
6,5494,863-1,6863362500.10%-86
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
242,007236,433-5,57412,25311,9824.67%-270
SPDR SERIES TRUST
ST STR BLO 1 ETF
134,702131,471-3,23112,35612,0604.70%-296
ISHARES TR4,4200-4,4203490-349
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,6425,038-2,6041,1166790.26%-437
ISHARES TR263,77922,482-241,29713,4741,1560.45%-12,317
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