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Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $206M AUM 1,224 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 239 New 518 Added 150 Reduced 241 Exited
Page 19 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GNRC GENERAC HLDGS INC Industrials 26.0 $8K 0.00% +23.0 +766.7% $292.85 -38.4%
362 HR HEALTHCARE RLTY TR Real Estate 372.0 $8K 0.00% +331.0 +807.3% $20.17 -4.6%
363 OXY OCCIDENTAL PETE CORP Energy 154.0 $7K 0.00% +119.0 +340.0% $48.60 +24.1%
364 RMBS RAMBUS INC DEL Technology 56.0 $7K 0.00% +14.0 +33.3% $132.75 -36.5%
365 WEN WENDYS CO Consumer Cyclical 889.0 $7K 0.00% +637.0 +252.8% $8.29 +0.8%
366 AAL AMERICAN AIRLINES GROUP INC Industrials 403.0 $7K 0.00% +11.0 +2.8% $18.07 -27.4%
367 CMS CMS ENERGY CORP Utilities 95.0 $7K 0.00% +4.0 +4.4% $76.51 -11.8%
368 MAN MANPOWERGROUP INC WIS Industrials 215.0 $7K 0.00% +191.0 +795.8% $33.77 +79.0%
369 LNT ALLIANT ENERGY CORP Utilities 95.0 $7K 0.00% +66.0 +227.6% $76.29 -11.4%
370 FHN FIRST HORIZON CORPORATION Financial Services 281.0 $7K 0.00% +114.0 +68.3% $25.64 -5.7%
371 XPO XPO INC Industrials 35.0 $7K 0.00% +3.0 +9.4% $205.31 -11.2%
372 AES AES CORP Utilities 490.0 $7K 0.00% +279.0 +132.2% $14.66 +0.7%
373 CHRD CHORD ENERGY CORPORATION Energy 62.0 $7K 0.00% +56.0 +933.3% $114.31 +30.7%
374 ZG ZILLOW GROUP INC 225.0 $7K 0.00% +160.0 +246.2% $31.37
375 MDB MONGODB INC Technology 21.0 $7K 0.00% +13.0 +162.5% $335.90 +11.2%
376 ARES ARES MANAGEMENT CORPORATION Financial Services 63.0 $7K 0.00% +62.0 +6200.0% $111.32 +24.3%
377 IRT INDEPENDENCE RLTY TR INC Real Estate 415.0 $7K 0.00% +354.0 +580.3% $16.87 -4.2%
378 ELAN ELANCO ANIMAL HEALTH INC Healthcare 283.0 $7K 0.00% +10.0 +3.7% $24.61 +0.3%
379 VLTO VERALTO CORP Industrials 78.0 $7K 0.00% +8.0 +11.4% $88.90 +10.0%
380 PTC PTC INC Technology 61.0 $7K 0.00% +32.0 +110.3% $113.62 +33.4%
Page 19 of 26  ·  518 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
Financial Services 60.8%
Technology 18.4%
Healthcare 4.7%
Consumer Cyclical 4.4%
Industrials 3.3%
Communication Services 2.6%
Consumer Defensive 2.0%
Energy 1.5%
Utilities 1.4%
Real Estate 0.6%