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 13 of 13 · 241 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
241	—	ISPECIMEN INC	—	2	$1.0	—	SOLD

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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%