Sivia Capital Partners, LLC

data from 30/09/2025

Capitalization

$ 354.251 M 6.15 %

Average holding period

4 ans

Performance

$ 76.801 M 36.11 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sivia Capital Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 4.57% 16.188 M $ 86762 2023/12/31 2.322 M $ 18.10 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 3.59% 12.728 M $ 92367 2023/12/31 867.169 K $ 7.22 %
2025/09/30 VOO VANGUARD INDEX FDS 3.58% 12.679 M $ 20704 2023/12/31 915.428 K $ 7.81 %
2025/09/30 MSFT MICROSOFT CORP 3.51% 12.426 M $ 23991 2023/12/31 447.525 K $ 4.13 %
2025/09/30 AAPL APPLE INC 3.26% 11.553 M $ 45371 2023/12/31 2.203 M $ 24.11 %
2025/09/30 DFAW DIMENSIONAL ETF TRUST 3.22% 11.405 M $ 158717 2023/12/31 730.493 K $ 7.13 %
2025/09/30 AMZN AMAZON COM INC 2.47% 8.761 M $ 39900 2023/12/31 7.346 K $ 0.08 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.96% 6.945 M $ 13814 2023/12/31 224.648 K $ 3.49 %
2025/09/30 RDDT REDDIT INC 1.72% 6.093 M $ 26493 2024/09/30 2.449 M $ 52.75 %
2025/09/30 TSLA TESLA INC 1.57% 5.579 M $ 12544 2023/12/31 1.542 M $ 40.00 %
2025/09/30 META META PLATFORMS INC 1.33% 4.718 M $ 6424 2023/12/31 -21.777 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 1.27% 4.506 M $ 13658 2023/12/31 688.722 K $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 1.26% 4.462 M $ 18354 2023/12/31 1.164 M $ 37.94 %
2025/09/30 GOOG ALPHABET INC 1.18% 4.165 M $ 17101 2023/12/31 1.098 M $ 37.30 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.01% 3.584 M $ 5379 2023/12/31 259.967 K $ 7.82 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.82% 2.891 M $ 3123 2023/12/31 -247.786 K $ -6.50 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.81% 2.866 M $ 15710 2023/12/31 681.081 K $ 33.82 %
2025/09/30 VTI VANGUARD INDEX FDS 0.67% 2.387 M $ 7272 2023/12/31 167.280 K $ 7.98 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.65% 2.312 M $ 7329 2023/12/31 169.988 K $ 8.80 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.61% 2.174 M $ 7784 2023/12/31 420.921 K $ 23.31 %
2025/09/30 RBLX ROBLOX CORP 0.61% 2.147 M $ 15501 2025/03/31 433.160 K $ 31.67 %
2025/09/30 APP APPLOVIN CORP 0.57% 2.002 M $ 2786 2024/06/30 1.000 M $ 105.25 %
2025/09/30 WMT WALMART INC 0.54% 1.925 M $ 18683 2023/12/31 68.682 K $ 5.40 %
2025/09/30 NFLX NETFLIX INC 0.52% 1.846 M $ 1540 2023/12/31 -197.135 K $ -10.47 %
2025/09/30 ANET ARISTA NETWORKS INC 0.50% 1.773 M $ 12171 2024/12/31 465.378 K $ 42.42 %
2025/09/30 LLY ELI LILLY & CO 0.49% 1.738 M $ 2278 2023/12/31 -32.580 K $ -2.12 %
2025/09/30 ORCL ORACLE CORP 0.45% 1.591 M $ 5656 2023/12/31 272.228 K $ 28.64 %
2025/09/30 SNOW SNOWFLAKE INC 0.43% 1.506 M $ 6679 2023/12/31 10.717 K $ 0.80 %
2025/09/30 PEP PEPSICO INC 0.42% 1.493 M $ 10629 2023/12/31 54.826 K $ 6.36 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.41% 1.468 M $ 7919 2023/12/31 191.544 K $ 21.39 %
2025/09/30 GM GENERAL MTRS CO 0.41% 1.442 M $ 23648 2025/03/31 218.124 K $ 23.90 %
2025/09/30 INTC INTEL CORP 0.40% 1.417 M $ 42225 2025/03/31 381.341 K $ 49.78 %
2025/09/30 GE GE AEROSPACE 0.39% 1.398 M $ 4648 2023/12/31 188.355 K $ 16.87 %
2025/09/30 MRK MERCK & CO INC 0.39% 1.370 M $ 16324 2023/12/31 54.826 K $ 6.03 %
2025/09/30 XOM EXXON MOBIL CORP 0.39% 1.369 M $ 12138 2023/12/31 55.623 K $ 4.59 %
2025/09/30 V VISA INC 0.38% 1.348 M $ 3949 2023/12/31 -51.221 K $ -3.85 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.37% 1.323 M $ 3832 2023/12/31 59.894 K $ 10.68 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.37% 1.303 M $ 8479 2023/12/31 -34.836 K $ -3.56 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.36% 1.258 M $ 1580 2023/12/31 137.418 K $ 12.52 %
2025/09/30 ASML ASML HOLDING N V 0.35% 1.253 M $ 1294 2023/12/31 194.705 K $ 20.80 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.35% 1.247 M $ 19184 2025/06/30 22.118 K $ 6.19 %
2025/09/30 ISHARES TR 0.35% 1.243 M $ 27148 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHOP SHOPIFY INC 0.35% 1.228 M $ 8265 2023/12/31 272.399 K $ 28.83 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.34% 1.200 M $ 5975 2025/03/31 62.842 K $ 7.78 %
2025/09/30 BAC BANK AMERICA CORP 0.33% 1.179 M $ 22862 2023/12/31 91.382 K $ 9.02 %
2025/09/30 INCY INCYTE CORP 0.33% 1.175 M $ 13860 2025/03/31 201.806 K $ 24.54 %
2025/09/30 DASH DOORDASH INC 0.33% 1.164 M $ 4280 2025/03/31 108.417 K $ 10.34 %
2025/09/30 ABBV ABBVIE INC 0.33% 1.159 M $ 5005 2023/12/31 209.900 K $ 24.74 %
2025/09/30 HD HOME DEPOT INC 0.31% 1.092 M $ 2695 2023/12/31 100.152 K $ 10.52 %
2025/09/30 VEEV VEEVA SYS INC 0.31% 1.086 M $ 3644 2025/03/31 31.001 K $ 3.45 %
2025/09/30 QQQ INVESCO QQQ TR 0.31% 1.085 M $ 1807 2023/12/31 85.472 K $ 8.83 %
2025/09/30 VRSN VERISIGN INC 0.30% 1.077 M $ 3852 2023/12/31 -28.889 K $ -3.20 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.30% 1.077 M $ 5038 2025/06/30 159.142 K $ 26.72 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.30% 1.065 M $ 6362 2023/12/31 155.478 K $ 35.76 %
2025/09/30 C CITIGROUP INC 0.30% 1.064 M $ 10478 2024/09/30 160.605 K $ 19.24 %
2025/09/30 CB CHUBB LIMITED 0.30% 1.046 M $ 3707 2023/12/31 -10.398 K $ -2.58 %
2025/09/30 FIX COMFORT SYS USA INC 0.29% 1.045 M $ 1266 2025/03/31 311.798 K $ 53.89 %
2025/09/30 MA MASTERCARD INCORPORATED 0.29% 1.036 M $ 1821 2023/12/31 11.823 K $ 1.22 %
2025/09/30 ADBE ADOBE INC 0.29% 1.022 M $ 2896 2023/12/31 -81.707 K $ -8.82 %
2025/09/30 APH AMPHENOL CORP NEW 0.28% 1.004 M $ 8113 2023/12/31 199.300 K $ 25.32 %
2025/09/30 NVS NOVARTIS AG 0.27% 951.541 K $ 7420 2023/12/31 57.543 K $ 5.97 %
2025/09/30 TOL TOLL BROTHERS INC 0.27% 939.628 K $ 6802 2025/06/30 148.381 K $ 21.04 %
2025/09/30 TPR TAPESTRY INC 0.26% 932.580 K $ 8237 2025/06/30 174.312 K $ 28.94 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.26% 913.143 K $ 5644 2023/12/31 106.292 K $ 14.02 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.25% 885.480 K $ 164 2023/12/31 -64.345 K $ -6.74 %
2025/09/30 CHAT TIDAL TRUST II 0.25% 884.985 K $ 14390 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBHT HUNT J B TRANS SVCS INC 0.24% 856.141 K $ 6381 2025/06/30 -35.409 K $ -6.57 %
2025/09/30 HSBC HSBC HLDGS PLC 0.24% 847.146 K $ 11935 2023/12/31 121.220 K $ 16.76 %
2025/09/30 GEV GE VERNOVA INC 0.24% 839.339 K $ 1365 2024/12/31 102.985 K $ 16.21 %
2025/09/30 EVEREST GROUP LTD 0.24% 837.756 K $ 2392 2025/06/30 11.739 K $ 3.05 %
2025/09/30 LIN LINDE PLC 0.24% 834.285 K $ 1756 2023/12/31 9.131 K $ 1.24 %
2025/09/30 PCG PG&E CORP 0.23% 827.213 K $ 54855 2025/03/31 29.750 K $ 8.18 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.23% 809.652 K $ 14267 2025/06/30 85.465 K $ 15.39 %
2025/09/30 FDX FEDEX CORP 0.23% 800.339 K $ 3394 2025/06/30 21.921 K $ 3.74 %
2025/09/30 RY ROYAL BK CDA 0.22% 786.983 K $ 5342 2023/12/31 83.328 K $ 11.99 %
2025/09/30 SAP SAP SE 0.22% 778.650 K $ 2914 2023/12/31 -112.514 K $ -12.13 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.22% 777.676 K $ 3658 2025/03/31 -593.000 $ -0.08 %
2025/09/30 LYFT LYFT INC 0.22% 770.526 K $ 35008 2025/06/30 186.525 K $ 39.66 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.21% 745.021 K $ 6776 2025/03/31 30.522 K $ 4.10 %
2025/09/30 AZO AUTOZONE INC 0.21% 742.212 K $ 173 2025/06/30 55.488 K $ 15.57 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.21% 734.924 K $ 6533 2025/03/31 42.747 K $ 8.42 %
2025/09/30 ILMN ILLUMINA INC 0.20% 724.906 K $ 7633 2025/06/30 -2.863 K $ -0.46 %
2025/09/30 IQV IQVIA HLDGS INC 0.20% 724.811 K $ 3816 2025/06/30 105.428 K $ 20.53 %
2025/09/30 CSCO CISCO SYS INC 0.20% 717.866 K $ 10492 2023/12/31 -9.770 K $ -1.38 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.20% 715.663 K $ 2478 2025/06/30 -14.477 K $ -1.56 %
2025/09/30 INTU INTUIT 0.20% 709.619 K $ 1039 2023/12/31 -92.781 K $ -13.29 %
2025/09/30 WFC WELLS FARGO CO NEW 0.20% 708.135 K $ 8448 2023/12/31 30.980 K $ 4.62 %
2025/09/30 SAN BANCO SANTANDER S.A. 0.20% 707.379 K $ 67498 2023/12/31 154.282 K $ 26.27 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.20% 691.693 K $ 4585 2025/06/30 99.161 K $ 17.48 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 0.19% 680.304 K $ 8163 2025/06/30 66.926 K $ 14.75 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.19% 670.175 K $ 5582 2025/06/30 269.304 K $ 87.62 %
2025/09/30 ABT ABBOTT LABS 0.19% 670.086 K $ 5003 2023/12/31 -9.869 K $ -1.52 %
2025/09/30 NOW SERVICENOW INC 0.19% 662.602 K $ 720 2023/12/31 -90.228 K $ -10.49 %
2025/09/30 BWA BORGWARNER INC 0.19% 657.202 K $ 14950 2025/06/30 106.225 K $ 31.30 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.19% 656.939 K $ 3433 2025/03/31 -206.154 K $ -35.76 %
2025/09/30 ARW ARROW ELECTRS INC 0.18% 655.094 K $ 5414 2025/06/30 -24.813 K $ -5.05 %
2025/09/30 MCD MCDONALDS CORP 0.18% 648.122 K $ 2133 2023/12/31 23.639 K $ 4.01 %
2025/09/30 EME EMCOR GROUP INC 0.18% 647.595 K $ 997 2025/06/30 98.484 K $ 21.43 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.18% 645.464 K $ 3979 2023/12/31 -112.325 K $ -10.94 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC N 0.18% 644.021 K $ 2341 2025/09/30 0.000 $ 0.00 %