Saiph Capital, LLC Long-Term Concentrated

CIK: 0002052658 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $209,430 (100.0% shares, 0.0% debt)

Holdings (49)

IWF ISHARES TR 15.0%
Value ($000) $31,429 Shares 87,039 Est. Cost $265.97 Unrealized
IVV ISHARES TR 12.3%
Value ($000) $25,818 Shares 45,948 Est. Cost $421.71 Unrealized
IVW ISHARES TR 10.9%
Value ($000) $22,903 Shares 246,723 Est. Cost $82.34 Unrealized
SPY SPDR S&P 500 ETF TR 9.2%
Value ($000) $19,175 Shares 34,279 Est. Cost $466.90 Unrealized
IVE ISHARES TR 8.2%
Value ($000) $17,218 Shares 90,343 Est. Cost $153.50 Unrealized
USIG ISHARES TR 6.4%
Value ($000) $13,474 Shares 263,779 Est. Cost $49.88 Unrealized
BIL SPDR SER TR 5.9%
Value ($000) $12,356 Shares 134,702 Est. Cost $91.81 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 5.9%
Value ($000) $12,253 Shares 242,007 Est. Cost $50.27 Unrealized
SLQD ISHARES TR 3.5%
Value ($000) $7,237 Shares 143,941 Est. Cost $49.60 Unrealized
VOO VANGUARD INDEX FDS 3.0%
Value ($000) $6,184 Shares 12,033 Est. Cost $429.43 Unrealized
SPSB SPDR SER TR 2.2%
Value ($000) $4,652 Shares 154,541 Est. Cost $29.77 Unrealized
IWP ISHARES TR 2.0%
Value ($000) $4,117 Shares 35,038 Est. Cost $111.83 Unrealized
SPIB SPDR SER TR 1.8%
Value ($000) $3,676 Shares 110,596 Est. Cost $33.24 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $2,653 Shares 99,173 Est. Cost $178.00 Unrealized +29.6%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,719 Shares 154,017 Est. Cost $165.72 Unrealized +30.9%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,614 Shares 4,300 Est. Cost $342.75 Unrealized +18.2%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $1,520 Shares 4,100 Est. Cost $281.63 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,473 Shares 13,593 Est. Cost $107.82 Unrealized +17.5%
AVGO BROADCOM INC 0.7%
Value ($000) $1,364 Shares 8,145 Est. Cost $205.75 Unrealized +2.0%
JPLD J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,355 Shares 26,054 Est. Cost $49.90 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,327 Shares 2,430 Est. Cost $361.20 Unrealized +63.5%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,224 Shares 2,610 Est. Cost $414.61 Unrealized
V VISA INC 0.6%
Value ($000) $1,156 Shares 3,298 Est. Cost $222.08 Unrealized +51.4%
QUAL ISHARES TR 0.5%
Value ($000) $1,121 Shares 6,557 Est. Cost $139.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,116 Shares 7,642 Est. Cost $139.17 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $764 Shares 14,594 Est. Cost $50.43 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $741 Shares 2,022 Est. Cost $341.30 Unrealized +11.5%
BAC BANK AMERICA CORP 0.3%
Value ($000) $710 Shares 107,796 Est. Cost $40.72 Unrealized +7.1%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $635 Shares 3,274 Est. Cost $173.53 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $575 Shares 1,881 Est. Cost $222.44 Unrealized +32.8%
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $563 Shares 5,615 Est. Cost $100.24 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $556 Shares 2,071 Est. Cost $269.53 Unrealized +14.6%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $545 Shares 1,830 Est. Cost $227.66 Unrealized +25.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $507 Shares 924 Est. Cost $363.12 Unrealized +49.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $505 Shares 3,263 Est. Cost $115.55 Unrealized +56.4%
META META PLATFORMS INC 0.2%
Value ($000) $486 Shares 843 Est. Cost $481.84 Unrealized +33.5%
TSLA TESLA INC 0.2%
Value ($000) $477 Shares 1,839 Est. Cost $329.13 Unrealized +1.3%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $476 Shares 5,645 Est. Cost $87.82 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $465 Shares 939 Est. Cost $342.84 Unrealized +61.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $425 Shares 449 Est. Cost $706.75 Unrealized +37.3%
IJH ISHARES TR 0.2%
Value ($000) $410 Shares 7,031 Est. Cost $58.35 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $362 Shares 1,813 Est. Cost $201.18 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $349 Shares 4,420 Est. Cost $78.69 Unrealized
PAAA PGIM ETF TR 0.2%
Value ($000) $336 Shares 6,549 Est. Cost $51.31 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $320 Shares 3,565 Est. Cost $99.92 Unrealized -9.8%
LQD ISHARES TR 0.1%
Value ($000) $289 Shares 2,657 Est. Cost $106.84 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $284 Shares 3,629 Est. Cost $77.27 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $268 Shares 5,846 Est. Cost $45.07 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $251 Shares 9,455 Est. Cost $27.75 Unrealized