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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 1 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 2,568.0 $422K 0.20% NEW $164.25 +1.4%
2 AVEM AMERICAN CENTY ETF TR 4,270.0 $412K 0.20% NEW $96.50 -2.3%
3 SPYG SPDR SERIES TRUST 1,993.0 $237K 0.12% NEW $119.00 +0.6%
4 SNDK SANDISK CORP Technology 69.0 $157K 0.08% NEW $2273.74 -32.4%
5 SPDW SPDR INDEX SHS FDS 2,489.0 $125K 0.06% NEW $50.39 +1.5%
6 VIGI VANGUARD WHITEHALL FDS 1,326.0 $124K 0.06% NEW $93.37 +4.5%
7 WSBK WINCHESTER BANCORP INC Financial Services 8,000.0 $105K 0.05% NEW $13.14 -1.3%
8 DCI DONALDSON INC Industrials 952.0 $85K 0.04% NEW $89.77 -0.0%
9 GRW TCW ETF TRUST 2,577.0 $83K 0.04% NEW $32.23 -4.1%
10 SPYM SPDR SERIES TRUST 780.0 $69K 0.03% NEW $87.88 +2.0%
11 FMAG FIDELITY COVINGTON TRUST 1,475.0 $54K 0.03% NEW $36.78 -3.6%
12 AVBC AVIDIA BANCORP INC Financial Services 1,797.0 $38K 0.02% NEW $20.99 +3.4%
13 HONEYWELL INTL INC 155.0 $35K 0.02% NEW $223.18
14 HONEYWELL AEROSPACE INC 154.0 $34K 0.02% NEW $221.08
15 CUZ COUSINS PPTYS INC Real Estate 952.0 $29K 0.01% NEW $29.98 -4.7%
16 CRS CARPENTER TECHNOLOGY CORP Industrials 45.0 $28K 0.01% NEW $616.84 -23.3%
17 STRL STERLING INFRASTRUCTURE INC Industrials 33.0 $28K 0.01% NEW $839.39 -45.7%
18 WTS WATTS WATER TECHNOLOGIES INC Industrials 64.0 $25K 0.01% NEW $391.45 -9.1%
19 SPACE EXPLORATION TECHN CORP 139.0 $24K 0.01% NEW $170.53
20 HIW HIGHWOODS PPTYS INC Real Estate 773.0 $23K 0.01% NEW $30.16 +0.8%
Page 1 of 12  ·  239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%