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Cachetech Inc.
CacheTech Inc. is an SEC-registered investment adviser and technology platform based in Logan, Utah. The firm is focused on investment management, operations, compliance, and trading solutions, serving other investment advisers and institutional clients. CacheTech manages assets and supports professional investment management activities with tailored services. As of mid-2025, the firm reported approximately 10 employees, with a majority in investment roles. It operates primarily in the United States, was incorporated in Delaware, and leverages its technology to streamline a broad range of adviser-related workflows and processes.
Investment Strategy
CacheTech primarily manages discretionary accounts for other investment advisers, with a holistic, technology-driven approach. The firm implements diversified, multi-asset strategies, including U.S. equities, ETFs, and global exposures, focusing on liquidity and efficient turnover while supporting high transparency and compliance requirements. Portfolio allocations include significant holdings in large-cap ETFs and a rotation-based rebalancing method, as suggested by their high sector and security turnover and technology expertise. The strategy centers on scalable, compliance-focused portfolio management—serving institutional clients through operational efficiency and robust analytics.
Latest 13F Filing Activity
Cachetech Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 189 equity positions with a total 13F market value of $543M. The fund increased holdings in Schwab Strategic TR, Ishares TR, SPDR Series Trust among other positions. Cachetech Inc. reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 12.27% | $66.7M | 2,727,624 | $21.55 | $24.44 | +$7.0M |
J JBBB | JANUS DETROIT STR TR | 9.56% | $52.0M | 1,077,659 | $48.76 | $48.21 | -$2.7M |
I IVV | ISHARES TR | 5.59% | $30.3M | 48,878 | $563.29 | $620.90 | +$4.8M |
I ICVT | ISHARES TR | 2.78% | $15.1M | 167,786 | $79.21 | $90.10 | +$701.9K |
S SPLG | SPDR SERIES TRUST | 2.72% | $14.8M | 203,005 | $65.94 | $72.69 | +$4.0M |
Industry Allocation
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