Portfolio (Quarterly)
Guide ↗
Sachetta, LLC
· CIK 0002010574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 22 | $6K | 0.00% | SOLD |
| 122 | LITE | LUMENTUM HLDGS INC | Technology | 16 | $6K | 0.00% | SOLD |
| 123 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 23 | $6K | 0.00% | SOLD |
| 124 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 35 | $6K | 0.00% | SOLD |
| 125 | FIS | FIDELITY NATL INFORMATION SV | Technology | 84 | $6K | 0.00% | SOLD |
| 126 | BP | BP PLC | Energy | 159 | $6K | 0.00% | SOLD |
| 127 | SPYX | SPDR SERIES TRUST | — | 97 | $5K | 0.00% | SOLD |
| 128 | — | HOLOGIC INC | — | 72 | $5K | 0.00% | SOLD |
| 129 | VTEB | VANGUARD MUN BD FDS | — | 103 | $5K | 0.00% | SOLD |
| 130 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 20 | $5K | 0.00% | SOLD |
| 131 | DDOG | DATADOG INC | Technology | 38 | $5K | 0.00% | SOLD |
| 132 | DTE | DTE ENERGY CO | Utilities | 39 | $5K | 0.00% | SOLD |
| 133 | J | JACOBS SOLUTIONS INC | Industrials | 38 | $5K | 0.00% | SOLD |
| 134 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 32 | $5K | 0.00% | SOLD |
| 135 | JKHY | HENRY JACK & ASSOC INC | Technology | 27 | $5K | 0.00% | SOLD |
| 136 | TECH | BIO-TECHNE CORP | Healthcare | 81 | $5K | 0.00% | SOLD |
| 137 | FLEX | FLEX LTD | Technology | 77 | $5K | 0.00% | SOLD |
| 138 | — | AMCOR PLC | — | 543 | $5K | 0.00% | SOLD |
| 139 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 120 | $4K | 0.00% | SOLD |
| 140 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 21 | $4K | 0.00% | SOLD |
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%