Valence8 US LP

data from 30/09/2025

Capitalization

$ 291.746 M 22.78 %

Average holding period

6 ans

Performance

$ 66.634 M 34.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Valence8 US LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 QUAL ISHARES TR 26.58% 77.552 M $ 398725 2023/12/31 4.652 M $ 6.39 %
2025/09/30 QQQ INVESCO QQQ TR 15.43% 45.004 M $ 74961 2022/12/31 4.007 M $ 8.83 %
2025/09/30 IQLT ISHARES TR 13.88% 40.493 M $ 916343 2023/12/31 878.144 K $ 2.24 %
2025/09/30 BIL SPDR SERIES TRUST 13.12% 38.283 M $ 417251 2025/09/30 0.000 $ 0.00 %
2025/09/30 EFV ISHARES TR 8.23% 24.003 M $ 353875 2023/03/31 1.387 M $ 6.85 %
2025/09/30 VTV VANGUARD INDEX FDS 5.02% 14.649 M $ 78552 2022/12/31 961.047 K $ 5.52 %
2025/09/30 SMH VANECK ETF TRUST 4.35% 12.691 M $ 38886 2025/06/30 1.846 M $ 17.03 %
2025/09/30 XLP SELECT SECTOR SPDR TR 3.13% 9.139 M $ 116608 2022/12/31 -320.504 K $ -3.21 %
2025/09/30 EWY ISHARES INC 2.30% 6.708 M $ 83746 2025/06/30 696.766 K $ 11.59 %
2025/09/30 GDX VANECK ETF TRUST 2.28% 6.649 M $ 87027 2025/06/30 2.118 M $ 46.75 %
2025/09/30 XLU SELECT SECTOR SPDR TR 1.90% 5.555 M $ 63698 2023/03/31 292.884 K $ 6.80 %
2025/09/30 EWU ISHARES TR 1.70% 4.970 M $ 118427 2022/12/31 266.460 K $ 5.66 %
2025/09/30 EWZ ISHARES INC 1.04% 3.043 M $ 98161 2025/09/30 0.000 $ 0.00 %
2025/09/30 COPX GLOBAL X FDS 1.03% 3.006 M $ 50266 2025/06/30 744.439 K $ 32.91 %