CacheTech Inc. PHYL — PGIM ETF TR

Ownership history in CacheTech Inc.  ·  7 quarters on record

AI Ownership Summary

CacheTech Inc. reported PGIM ETF TR (PHYL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q3. The latest visible filing shows PHYL at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PHYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CacheTech Inc.'s position in PGIM ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PHYL was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHYL stock page CacheTech Inc. fund profile CacheTech Inc. full holdings
How CacheTech Inc. held PHYL — position size vs. price
% of Fund (quarterly)    PHYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 156,041 -1,648 -1.0% 1.03% $5.5M 2026-02-14 (Est.) $34.98
2025 Q3 ADDED — — — 157,689 +8,906 +6.0% 1.13% $5.6M 2025-11-17 $34.08
2025 Q2 ADDED — — — 148,783 +5,902 +4.1% 0.97% $5.3M 2025-09-25 $34.13
2025 Q1 ADDED — — — 142,881 +10,013 +7.5% 0.92% $4.7M 2025-05-13 $32.52
2024 Q4 ADDED — — — 132,868 +17,601 +15.3% 0.87% $4.6M 2025-02-13 $32.20
2024 Q3 ADDED — — — 115,267 +7,903 +7.4% 0.89% $4.1M 2024-10-28 $31.52
2024 Q2 INITIATED — — — 107,364 — — 0.85% $3.7M 2024-08-01 $30.55

🏢 Other funds also holding PHYL

As of 2026 Q1 — sorted by position size

Keenan, LLC 2.45% Clarity Retirement & Wealth, LLC 1.9% Spectrum Wealth Advisory Group, LLC 3Y 7Y 1.42% Fjell Capital, LLC 1.36% Seros Financial, LLC 1.36% KFA Private Wealth Group, LLC 3Y 1.17% Connecticut Capital Management Group, LLC 1.1% First Citizens Financial Corp 3Y 1.05% Ellenbecker Investment Group 3Y 7Y 0.85% InTrack Investment Management Inc 3Y 0.81%

FAQ About CacheTech Inc. and PHYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CacheTech Inc. reported owning PHYL?

CacheTech Inc. reported PHYL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PHYL position in CacheTech Inc.'s portfolio?

The largest reported portfolio weight for PHYL was 1.13% in 2025 Q3.

What is the latest reported PHYL position on this page?

The most recent filing on this page is 2025 Q4, when CacheTech Inc. reported 156,041 shares, equal to 1.03% of portfolio, with an estimated market value of $5.5M.

What does the chart on this PHYL ownership page compare?

The chart compares CacheTech Inc.'s quarterly PHYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CacheTech Inc. time their PHYL position?

Based on 13F filing dates vs. subsequent PHYL price moves, CacheTech Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on PHYL relative to SPY over the holding period was -6.9%.

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