Sbe LLC Dba Cedar Cove Wealth Partners

13F filer · CIK 0002111343

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$213MU.S. long equity reported on 13F

Positions5110 new · 6 closed

Net flow last quarter+$3.65MBuys minus sells

Top 10 positions weight13.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202651 positions
SMHMarket Vectors ETF Trust	$8.22M	3.86%	Not reported	-7.9%	Q4 2025
VOLTVolt Solar Systems, Inc.	$5.2M	2.45%	Not reported	+152.1%	Q1 2026
CEFSprott Physical Gold & Silver Trust	$2.79M	1.31%	0.04%	Not reported	Q4 2025
NMBLNimble Storage Inc	$2.57M	1.21%	0.14%	+1.6%	Q4 2025
GSBDGoldman Sachs BDC, Inc.	$1.92M	0.90%	0.18%	+5.8%	Q4 2025
BBDCBarings BDC, Inc.	$1.86M	0.88%	0.21%	+8.3%	Q4 2025
AAPLApple Inc.	$1.81M	0.85%	0.00%	-1.3%	Q4 2025
OCSLOaktree Specialty Lending Corp	$1.55M	0.73%	0.15%	+2.9%	Q4 2025
RWAYRunway Growth Finance Corp.	$1.55M	0.73%	0.65%	+26.3%	Q4 2025
NVDANvidia Corp	$1.24M	0.58%	0.00%	+4.3%	Q4 2025
PWRQuanta Services, Inc.	$1.14M	0.54%	0.00%	+2.2%	Q4 2025
AMATApplied Materials Inc	$955K	0.45%	0.00%	-15.0%	Q4 2025
AMCRAmcor plc	$847K	0.40%	0.00%	Not reported	Q4 2025
ANETArista Networks, Inc.	$811K	0.38%	0.00%	-6.2%	Q4 2025
GOOGLAlphabet Inc.	$811K	0.38%	0.00%	+3.9%	Q4 2025
LLYELI LILLY & Co	$792K	0.37%	0.00%	-3.2%	Q4 2025
PANWPalo Alto Networks Inc	$698K	0.33%	0.00%	-9.6%	Q4 2025
URIUnited Rentals, Inc.	$686K	0.32%	0.00%	-3.7%	Q4 2025
MRVLMarvell Technology, Inc.	$618K	0.29%	0.00%	-6.2%	Q1 2026
AMZNAmazon Com Inc	$603K	0.28%	0.00%	+1.0%	Q4 2025
COSTCostco Wholesale Corp	$579K	0.27%	0.00%	-4.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$566K	0.27%	0.00%	+1.7%	Q4 2025
GEGeneral Electric Co	$550K	0.26%	0.00%	-3.9%	Q4 2025
UNHUnitedhealth Group Inc	$530K	0.25%	0.00%	-18.9%	Q4 2025
METAMeta Platforms, Inc.	$507K	0.24%	Not reported	-2.3%	Q4 2025
ADIAnalog Devices Inc	$503K	0.24%	0.00%	-3.8%	Q4 2025
JPMJPMorgan Chase & Co	$492K	0.23%	0.00%	-3.8%	Q1 2026
ORCLOracle Corp	$490K	0.23%	0.00%	+19.1%	Q4 2025
HOODRobinhood Markets, Inc.	$478K	0.22%	0.00%	New	Q2 2026
VVisa Inc.	$435K	0.20%	0.00%	-1.9%	Q4 2025
BLKBlackRock, Inc.	$414K	0.19%	0.00%	-8.3%	Q4 2025
SNOWSnowflake Inc.	$412K	0.19%	0.00%	-0.9%	Q1 2026
OUNZVanEck Merk Gold ETF	$400K	0.19%	0.02%	-86.4%	Q1 2026
GEVGE Vernova Inc.	$388K	0.18%	0.00%	New	Q2 2026
NYTNew York Times Co	$360K	0.17%	Not reported	-4.5%	Q1 2026
WMWaste Management Inc	$356K	0.17%	0.00%	-0.4%	Q4 2025
DXCMDexcom Inc	$353K	0.17%	0.00%	-0.4%	Q1 2026
GRNBGreen Bankshares, Inc.	$346K	0.16%	Not reported	+4.4%	Q4 2025
NTAPNetApp, Inc.	$325K	0.15%	0.00%	New	Q2 2026
GDGeneral Dynamics Corp	$319K	0.15%	0.00%	-6.1%	Q1 2026
UBERUber Technologies, Inc	$306K	0.14%	0.00%	+1.4%	Q4 2025
CEGConstellation Energy Corp	$295K	0.14%	0.00%	+0.7%	Q4 2025
DASHDoorDash, Inc.	$266K	0.13%	Not reported	-7.0%	Q4 2025
TTTrane Technologies plc	$263K	0.12%	0.00%	+0.9%	Q4 2025
MSFTMicrosoft Corp	$245K	0.12%	0.00%	+8.4%	Q4 2025
MUMicron Technology Inc	$245K	0.11%	0.00%	New	Q2 2026
CSXCSX Corp	$214K	0.10%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$206K	0.10%	Not reported	New	Q2 2026
STXSeagate Technology Holdings plc	$204K	0.10%	0.00%	New	Q2 2026
AXPAmerican Express Co	$203K	0.10%	0.00%	Not reported	Q4 2025

Q1 2026Reported Apr 21, 202647 positions
SMHMarket Vectors ETF Trust	$5.22M	2.74%	Not reported	-11.2%	Q4 2025
OUNZVanEck Merk Gold ETF	$3.43M	1.80%	0.12%	New	Q1 2026
NMBLNimble Storage Inc	$2.38M	1.25%	0.13%	+7.7%	Q4 2025
GSBDGoldman Sachs BDC, Inc.	$1.7M	0.89%	0.17%	+13.4%	Q4 2025
VOLTVolt Solar Systems, Inc.	$1.69M	0.89%	Not reported	New	Q1 2026
BBDCBarings BDC, Inc.	$1.66M	0.87%	0.19%	+4.5%	Q4 2025
AAPLApple Inc.	$1.61M	0.85%	0.00%	+4.9%	Q4 2025
RWAYRunway Growth Finance Corp.	$1.5M	0.79%	0.60%	+15.1%	Q4 2025
OCSLOaktree Specialty Lending Corp	$1.43M	0.75%	0.14%	+15.1%	Q4 2025
NVDANvidia Corp	$1.03M	0.54%	0.00%	-5.8%	Q4 2025
PWRQuanta Services, Inc.	$852K	0.45%	0.00%	-22.1%	Q4 2025
AMCRAmcor plc	$776K	0.41%	0.00%	+0.4%	Q4 2025
COSTCostco Wholesale Corp	$644K	0.34%	0.00%	+0.5%	Q4 2025
LLYELI LILLY & Co	$628K	0.33%	0.00%	+118.2%	Q4 2025
GOOGLAlphabet Inc.	$628K	0.33%	0.00%	+6.6%	Q4 2025
ANETArista Networks, Inc.	$625K	0.33%	0.00%	-1.8%	Q4 2025
AMATApplied Materials Inc	$531K	0.28%	0.00%	-5.1%	Q4 2025
METAMeta Platforms, Inc.	$527K	0.28%	Not reported	-5.8%	Q4 2025
AMZNAmazon Com Inc	$522K	0.27%	0.00%	-4.1%	Q4 2025
SCHWSchwab Charles Corp	$497K	0.26%	0.00%	-3.3%	Q4 2025
JPMJPMorgan Chase & Co	$460K	0.24%	0.00%	New	Q1 2026
URIUnited Rentals, Inc.	$458K	0.24%	0.00%	-7.1%	Q4 2025
NYTNew York Times Co	$451K	0.24%	Not reported	New	Q1 2026
BLKBlackRock, Inc.	$451K	0.24%	0.00%	+1.5%	Q4 2025
GEGeneral Electric Co	$434K	0.23%	0.00%	+3.7%	Q4 2025
UNHUnitedhealth Group Inc	$425K	0.22%	0.00%	+87.4%	Q4 2025
ADIAnalog Devices Inc	$419K	0.22%	0.00%	-5.4%	Q4 2025
ORCLOracle Corp	$413K	0.22%	0.00%	-25.3%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$394K	0.21%	0.00%	-14.7%	Q4 2025
VVisa Inc.	$391K	0.21%	0.00%	-3.5%	Q4 2025
WMWaste Management Inc	$368K	0.19%	0.00%	-10.3%	Q4 2025
PANWPalo Alto Networks Inc	$363K	0.19%	0.00%	-4.8%	Q4 2025
SPGIS&P Global Inc.	$333K	0.17%	0.00%	-2.9%	Q4 2025
DXCMDexcom Inc	$331K	0.17%	0.00%	New	Q1 2026
CEGConstellation Energy Corp	$330K	0.17%	0.00%	-2.3%	Q4 2025
GRNBGreen Bankshares, Inc.	$329K	0.17%	Not reported	+8.7%	Q4 2025
GDGeneral Dynamics Corp	$329K	0.17%	0.00%	New	Q1 2026
BSXBoston Scientific Corp	$303K	0.16%	0.00%	-4.0%	Q4 2025
UBERUber Technologies, Inc	$301K	0.16%	0.00%	+8.6%	Q4 2025
SYKStryker Corp	$279K	0.15%	0.00%	-2.0%	Q4 2025
SNOWSnowflake Inc.	$246K	0.13%	0.00%	New	Q1 2026
DASHDoorDash, Inc.	$233K	0.12%	Not reported	+6.4%	Q4 2025
MCKMckesson Corp	$229K	0.12%	0.00%	-12.8%	Q4 2025
NFLXNetflix Inc	$228K	0.12%	0.00%	-54.5%	Q4 2025
MSFTMicrosoft Corp	$225K	0.12%	0.00%	-0.5%	Q4 2025
TTTrane Technologies plc	$221K	0.12%	0.00%	-0.6%	Q4 2025
MRVLMarvell Technology, Inc.	$219K	0.11%	0.00%	New	Q1 2026
Q4 2025Reported Feb 12, 202649 positions
CEFSprott Physical Gold & Silver Trust	$6.9M	3.61%	0.08%	New	Q4 2025
SMHMarket Vectors ETF Trust	$5.52M	2.88%	Not reported	New	Q4 2025
NMBLNimble Storage Inc	$2.25M	1.17%	0.12%	New	Q4 2025
BBDCBarings BDC, Inc.	$1.78M	0.93%	0.18%	New	Q4 2025
RWAYRunway Growth Finance Corp.	$1.69M	0.88%	0.52%	New	Q4 2025
AAPLApple Inc.	$1.64M	0.86%	0.00%	New	Q4 2025
GSBDGoldman Sachs BDC, Inc.	$1.57M	0.82%	0.15%	New	Q4 2025
OCSLOaktree Specialty Lending Corp	$1.4M	0.73%	0.12%	New	Q4 2025
NVDANvidia Corp	$1.17M	0.61%	0.00%	New	Q4 2025
PWRQuanta Services, Inc.	$842K	0.44%	0.00%	New	Q4 2025
AMCRAmcor plc	$812K	0.42%	0.00%	New	Q4 2025
ORCLOracle Corp	$732K	0.38%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$680K	0.36%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$645K	0.34%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$641K	0.34%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$603K	0.32%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$554K	0.29%	0.00%	New	Q4 2025
URIUnited Rentals, Inc.	$548K	0.29%	0.00%	New	Q4 2025
SCHWSchwab Charles Corp	$547K	0.29%	0.00%	New	Q4 2025
BLKBlackRock, Inc.	$494K	0.26%	0.00%	New	Q4 2025
NFLXNetflix Inc	$488K	0.26%	0.00%	New	Q4 2025
BSXBoston Scientific Corp	$480K	0.25%	0.00%	New	Q4 2025
TRGPTarga Resources Corp.	$477K	0.25%	0.00%	New	Q4 2025
VVisa Inc.	$470K	0.25%	0.00%	New	Q4 2025
GEGeneral Electric Co	$454K	0.24%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$438K	0.23%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$427K	0.22%	0.00%	New	Q4 2025
SPGIS&P Global Inc.	$421K	0.22%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$421K	0.22%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$415K	0.22%	0.00%	New	Q4 2025
WMWaste Management Inc	$393K	0.21%	0.00%	New	Q4 2025
AXONAxon Enterprise, Inc.	$389K	0.20%	0.00%	New	Q4 2025
ADIAnalog Devices Inc	$378K	0.20%	0.00%	New	Q4 2025
NOWServiceNow, Inc.	$345K	0.18%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$336K	0.18%	0.00%	New	Q4 2025
DASHDoorDash, Inc.	$330K	0.17%	Not reported	New	Q4 2025
NKENIKE, Inc.	$316K	0.16%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$315K	0.16%	0.00%	New	Q4 2025
GRNBGreen Bankshares, Inc.	$308K	0.16%	Not reported	New	Q4 2025
AJGArthur J. Gallagher & Co.	$306K	0.16%	0.00%	New	Q4 2025
SYKStryker Corp	$305K	0.16%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$295K	0.15%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$277K	0.14%	0.00%	New	Q4 2025
TGTTarget Corp	$275K	0.14%	0.00%	New	Q4 2025
MCKMckesson Corp	$249K	0.13%	0.00%	New	Q4 2025
AXPAmerican Express Co	$226K	0.12%	0.00%	New	Q4 2025
TTTrane Technologies plc	$208K	0.11%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$207K	0.11%	0.00%	New	Q4 2025
MDTMedtronic plc	$203K	0.11%	0.00%	New	Q4 2025

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