Portfolio (Quarterly)
Guide ↗
Sachetta, LLC
· CIK 0002010574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | PCTY | PAYLOCITY HLDG CORP | Technology | 27 | $4K | 0.00% | SOLD |
| 142 | TYL | TYLER TECHNOLOGIES INC | Technology | 9 | $4K | 0.00% | SOLD |
| 143 | — | FRONTIER COMMUNICATIONS PARE | — | 107 | $4K | 0.00% | SOLD |
| 144 | DD | DUPONT DE NEMOURS INC | Basic Materials | 94 | $4K | 0.00% | SOLD |
| 145 | TRU | TRANSUNION | Industrials | 44 | $4K | 0.00% | SOLD |
| 146 | FIVE | FIVE BELOW INC | Consumer Cyclical | 20 | $4K | 0.00% | SOLD |
| 147 | TW | TRADEWEB MKTS INC | Financial Services | 33 | $4K | 0.00% | SOLD |
| 148 | WH | WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 46 | $3K | 0.00% | SOLD |
| 149 | CCL | CARNIVAL CORP | Consumer Cyclical | 112 | $3K | 0.00% | SOLD |
| 150 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 209 | $3K | 0.00% | SOLD |
| 151 | ROKU | ROKU INC | Communication Services | 30 | $3K | 0.00% | SOLD |
| 152 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 151 | $3K | 0.00% | SOLD |
| 153 | EQH | EQUITABLE HLDGS INC | Financial Services | 68 | $3K | 0.00% | SOLD |
| 154 | HEI | HEICO CORP NEW | Industrials | 10 | $3K | 0.00% | SOLD |
| 155 | LSTR | LANDSTAR SYS INC | Industrials | 22 | $3K | 0.00% | SOLD |
| 156 | ZM | ZOOM COMMUNICATIONS INC | Technology | 36 | $3K | 0.00% | SOLD |
| 157 | MTN | VAIL RESORTS INC | Consumer Cyclical | 23 | $3K | 0.00% | SOLD |
| 158 | CUK | CARNIVAL PLC | Consumer Cyclical | 100 | $3K | 0.00% | SOLD |
| 159 | MASI | MASIMO CORP | Healthcare | 23 | $3K | 0.00% | SOLD |
| 160 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 50 | $3K | 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%