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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 11 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 16 $1K 0.00% SOLD
202 AZTA AZENTA INC Healthcare 42 $1K 0.00% SOLD
203 LX LEXINFINTECH HLDGS LTD Financial Services 405 $1K 0.00% SOLD
204 PRI PRIMERICA INC Financial Services 5 $1K 0.00% SOLD
205 ENTG ENTEGRIS INC Technology 15 $1K 0.00% SOLD
206 DPZ DOMINOS PIZZA INC Consumer Cyclical 3 $1K 0.00% SOLD
207 CLVT CLARIVATE PLC Technology 366 $1K 0.00% SOLD
208 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 26 $1K 0.00% SOLD
209 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2 $1K 0.00% SOLD
210 HAS HASBRO INC Consumer Cyclical 14 $1K 0.00% SOLD
211 FMC FMC CORP Basic Materials 78 $1K 0.00% SOLD
212 TCBI TEXAS CAP BANCSHARES INC Financial Services 12 $1K 0.00% SOLD
213 FENI FIDELITY COVINGTON TRUST 29 $1K 0.00% SOLD
214 CNH INDL N V 109 $1K 0.00% SOLD
215 AIR LEASE CORP 15 $964.0 0.00% SOLD
216 LECO LINCOLN ELEC HLDGS INC Industrials 4 $959.0 0.00% SOLD
217 NWL NEWELL BRANDS INC Consumer Defensive 249 $927.0 0.00% SOLD
218 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 10 $902.0 SOLD
219 AGO ASSURED GUARANTY LTD Financial Services 9 $809.0 SOLD
220 CPRT COPART INC Industrials 20 $783.0 SOLD
Page 11 of 13  ·  241 positions
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%