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Portfolio (Quarterly) Guide ↗

SACHEM HILL LLC

· CIK 0001994333
13F Portfolio $563M AUM 67 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 67 New
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJS ISHARES TR 5,595.0 $765K 0.14% NEW $136.69 +1.3%
42 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.13% NEW $748850.00
43 IEFA ISHARES TR 6,993.0 $675K 0.12% NEW $96.59 +4.4%
44 SCHF SCHWAB STRATEGIC TR 21,272.0 $589K 0.10% NEW $27.70 +2.7%
45 SPY STATE STR SPDR S&P 500 ETF T Financial Services 771.0 $576K 0.10% NEW $746.86 +2.5%
46 WMT WALMART INC Consumer Defensive 4,704.0 $533K 0.10% NEW $113.26 -8.4%
47 SYK STRYKER CORPORATION Healthcare 1,687.0 $531K 0.09% NEW $314.84 +4.6%
48 CAT CATERPILLAR INC Industrials 473.0 $504K 0.09% NEW $1064.90 -22.3%
49 VTI VANGUARD INDEX FDS 1,329.0 $492K 0.09% NEW $370.04 +2.2%
50 SCHV SCHWAB STRATEGIC TR 13,736.0 $478K 0.09% NEW $34.81 +0.4%
51 VTV VANGUARD INDEX FDS 2,165.0 $472K 0.08% NEW $217.88 +3.9%
52 IYR ISHARES TR 4,595.0 $470K 0.08% NEW $102.24 +2.4%
53 SCHE SCHWAB STRATEGIC TR 12,749.0 $462K 0.08% NEW $36.26 +2.0%
54 AAPL APPLE INC Technology 1,484.0 $429K 0.08% NEW $289.36 +6.9%
55 SCHC SCHWAB STRATEGIC TR 8,879.0 $427K 0.08% NEW $48.12 +6.5%
56 EWY ISHARES INC 1,731.0 $349K 0.06% NEW $201.90 -11.7%
57 VGIT VANGUARD SCOTTSDALE FDS 5,924.0 $349K 0.06% NEW $58.98 -1.1%
58 TPL TEXAS PACIFIC LAND CORPORATI Energy 765.0 $335K 0.06% NEW $437.64 -12.3%
59 IWD ISHARES TR 1,367.0 $331K 0.06% NEW $242.43 +6.1%
60 AFL AFLAC INC Financial Services 2,741.0 $321K 0.06% NEW $117.25 -1.0%
Page 3 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.3%
Financial Services 31.5%
Healthcare 9.1%
Consumer Defensive 9.1%
Technology 7.3%
Energy 5.7%