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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 3 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 XLK SELECT SECTOR SPDR TR 202 $29K 0.02% SOLD
42 CENCORA INC 82 $28K 0.01% SOLD
43 SHOP SHOPIFY INC Technology 172 $28K 0.01% SOLD
44 SNOW SNOWFLAKE INC Technology 126 $28K 0.01% SOLD
45 UPS UNITED PARCEL SERVICE INC Industrials 271 $27K 0.01% SOLD
46 UBER UBER TECHNOLOGIES INC Technology 316 $26K 0.01% SOLD
47 UAL UNITED AIRLS HLDGS INC Industrials 222 $25K 0.01% SOLD
48 XHR XENIA HOTELS & RESORTS INC Real Estate 1,679 $24K 0.01% SOLD
49 SHW SHERWIN WILLIAMS CO Basic Materials 72 $23K 0.01% SOLD
50 WBD WARNER BROS DISCOVERY INC Communication Services 805 $23K 0.01% SOLD
51 SNPS SYNOPSYS INC Technology 48 $23K 0.01% SOLD
52 BK BANK NEW YORK MELLON CORP Financial Services 193 $22K 0.01% SOLD
53 VRTX VERTEX PHARMACEUTICALS INC Healthcare 49 $22K 0.01% SOLD
54 SYY SYSCO CORP Consumer Defensive 293 $22K 0.01% SOLD
55 TMUS T-MOBILE US INC Communication Services 104 $21K 0.01% SOLD
56 REGN REGENERON PHARMACEUTICALS Healthcare 26 $20K 0.01% SOLD
57 DGX QUEST DIAGNOSTICS INC Healthcare 114 $20K 0.01% SOLD
58 HIG HARTFORD INSURANCE GROUP INC Financial Services 143 $20K 0.01% SOLD
59 VBR VANGUARD INDEX FDS 93 $20K 0.01% SOLD
60 HOOD ROBINHOOD MKTS INC Financial Services 174 $20K 0.01% SOLD
Page 3 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%