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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 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NJR NEW JERSEY RES CORP Utilities 2.0 $113.0 NEW $56.50 -4.2%
222 LNTH LANTHEUS HLDGS INC Healthcare 1.0 $111.0 NEW $111.00 -9.1%
223 LIBERTY CAP CORP 5.0 $110.0 NEW $22.00
224 ORA ORMAT TECHNOLOGIES INC Utilities 1.0 $109.0 NEW $109.00 -1.6%
225 LIBERTY LIVE HOLDINGS INC 1.0 $106.0 NEW $106.00
226 SATS ECHOSTAR CORP Technology 1.0 $102.0 NEW $102.00 -15.3%
227 ESAB ESAB CORPORATION Industrials 1.0 $99.0 NEW $99.00 -25.2%
228 DRV DIREXION SHARES ETF TRUST 5.0 $96.0 NEW $19.20 -0.1%
229 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 $85.0 NEW $85.00 -4.9%
230 VERSIGENT PLC 2.0 $85.0 NEW $42.50
231 ESNT ESSENT GROUP LTD Financial Services 1.0 $65.0 NEW $65.00 +4.8%
232 CBC CENTRAL BANCOMPANY Financial Services 2.0 $61.0 NEW $30.50 +3.4%
233 FEDERATED HERMES INC 1.0 $56.0 NEW $56.00
234 ANNALY CAPITAL MANAGEMENT IN 2.0 $45.0 NEW $22.50
235 LAZ LAZARD INC Financial Services 1.0 $42.0 NEW $42.00 +0.8%
236 MUB ISHARES TR $40.0 NEW
237 CBAK ENERGY TECHNOLOGY LTD 10.0 $6.0 NEW $0.60
238 VCSH VANGUARD SCOTTSDALE FDS $1.0 NEW
239 BNDW VANGUARD SCOTTSDALE FDS $1.0 NEW
Page 12 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%