Portfolio (Quarterly)
Guide ↗
Sachetta, LLC
· CIK 0002010574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | ILMN | ILLUMINA INC | Healthcare | 22 | $3K | 0.00% | SOLD |
| 162 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 103 | $3K | 0.00% | SOLD |
| 163 | NDAQ | NASDAQ INC | Financial Services | 28 | $3K | 0.00% | SOLD |
| 164 | CSGP | COSTAR GROUP INC | Real Estate | 39 | $3K | 0.00% | SOLD |
| 165 | CFG | CITIZENS FINL GROUP INC | Financial Services | 44 | $3K | 0.00% | SOLD |
| 166 | CHE | CHEMED CORP NEW | Healthcare | 6 | $3K | 0.00% | SOLD |
| 167 | NSP | INSPERITY INC | Industrials | 66 | $3K | 0.00% | SOLD |
| 168 | SNX | TD SYNNEX CORPORATION | Technology | 17 | $3K | 0.00% | SOLD |
| 169 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 26 | $3K | 0.00% | SOLD |
| 170 | AME | AMETEK INC | Industrials | 12 | $2K | 0.00% | SOLD |
| 171 | EPAM | EPAM SYS INC | Technology | 12 | $2K | 0.00% | SOLD |
| 172 | XRAY | DENTSPLY SIRONA INC | Healthcare | 207 | $2K | 0.00% | SOLD |
| 173 | ASGN | ASGN INC | Technology | 49 | $2K | 0.00% | SOLD |
| 174 | GLOB | GLOBANT S A | Technology | 36 | $2K | 0.00% | SOLD |
| 175 | MAS | MASCO CORP | Industrials | 37 | $2K | 0.00% | SOLD |
| 176 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 15 | $2K | 0.00% | SOLD |
| 177 | O | REALTY INCOME CORP | Real Estate | 41 | $2K | 0.00% | SOLD |
| 178 | PLNT | PLANET FITNESS INC | Consumer Cyclical | 21 | $2K | 0.00% | SOLD |
| 179 | LKQ | LKQ CORP | Consumer Cyclical | 75 | $2K | 0.00% | SOLD |
| 180 | VRSK | VERISK ANALYTICS INC | Industrials | 10 | $2K | 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%