BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PWR QUANTA SVCS INC Industrials 190 $80K 0.04% SOLD
22 MPC MARATHON PETE CORP Energy 493 $80K 0.04% SOLD
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 487 $79K 0.04% SOLD
24 HAP VANECK ETF TRUST 1,136 $68K 0.04% SOLD
25 BE BLOOM ENERGY CORP Industrials 735 $64K 0.04% SOLD
26 XLV SELECT SECTOR SPDR TR 406 $63K 0.03% SOLD
27 ECL ECOLAB INC Basic Materials 237 $62K 0.03% SOLD
28 MU MICRON TECHNOLOGY INC Technology 215 $61K 0.03% SOLD
29 NRG NRG ENERGY INC Utilities 379 $60K 0.03% SOLD
30 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10 $54K 0.03% SOLD
31 HON HONEYWELL INTL INC Industrials 273 $53K 0.03% SOLD
32 NOW SERVICENOW INC Technology 310 $47K 0.03% SOLD
33 SCHW SCHWAB CHARLES CORP Financial Services 435 $43K 0.02% SOLD
34 PANW PALO ALTO NETWORKS INC Technology 226 $42K 0.02% SOLD
35 GLW CORNING INC Technology 424 $37K 0.02% SOLD
36 LMT LOCKHEED MARTIN CORP Industrials 74 $36K 0.02% SOLD
37 CRWD CROWDSTRIKE HLDGS INC Technology 74 $35K 0.02% SOLD
38 VCIT VANGUARD SCOTTSDALE FDS 400 $34K 0.02% SOLD
39 AIG AMERICAN INTL GROUP INC Financial Services 389 $33K 0.02% SOLD
40 ETN EATON CORP PLC Industrials 93 $30K 0.02% SOLD
Page 2 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%