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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GNR SPDR INDEX SHS FDS 205,252.0 $13.8M 6.72% -4K -1.8% $67.31 +16.1%
2 AAPL APPLE INC Technology 11,373.0 $3.3M 1.60% -313.0 -2.7% $289.36 +12.4%
3 DBEM DBX ETF TR 65,249.0 $2.7M 1.30% -12K -15.3% $41.07 -4.7%
4 IGE ISHARES TR 38,087.0 $2.1M 1.04% -4K -8.9% $56.18 +17.2%
5 IAU ISHARES GOLD TR Financial Services 28,155.0 $2.1M 1.03% -213.0 -0.8% $75.51 +7.7%
6 QQEW FIRST TR EXCHANGE-TRADED FD 8,841.0 $1.4M 0.69% -757.0 -7.9% $159.61 +1.5%
7 SCHV SCHWAB STRATEGIC TR 30,489.0 $1.1M 0.52% -257.0 -0.8% $34.81 -1.4%
8 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,435.0 $1.0M 0.49% -114.0 -7.4% $703.49 -3.3%
9 SPMD SPDR SERIES TRUST 13,566.0 $917K 0.45% -87.0 -0.6% $67.56 -3.3%
10 JPM JPMORGAN CHASE & CO Financial Services 2,252.0 $737K 0.36% -266.0 -10.6% $327.31 +8.4%
11 TOTL SSGA ACTIVE ETF TR 16,492.0 $651K 0.32% -4K -19.0% $39.47 -2.5%
12 SCHE SCHWAB STRATEGIC TR 17,807.0 $646K 0.31% -234.0 -1.3% $36.26 +2.3%
13 INDB INDEPENDENT BK CORP MASS Financial Services 7,518.0 $629K 0.31% -527.0 -6.5% $83.72 -4.5%
14 VIG VANGUARD SPECIALIZED FUNDS 2,461.0 $582K 0.28% -33.0 -1.3% $236.61 +1.9%
15 JNJ JOHNSON & JOHNSON Healthcare 2,158.0 $548K 0.27% -48.0 -2.2% $253.99 +6.8%
16 PG PROCTER & GAMBLE CO Consumer Defensive 3,347.0 $491K 0.24% -39.0 -1.1% $146.63 -0.3%
17 TXN TEXAS INSTRS INC Technology 1,577.0 $470K 0.23% -78.0 -4.7% $298.09 -15.0%
18 SCHF SCHWAB STRATEGIC TR 15,831.0 $439K 0.21% -495.0 -3.0% $27.70 +0.9%
19 IJR ISHARES TR 2,058.0 $305K 0.15% -121.0 -5.5% $148.32 -3.6%
20 BAC BANK OF AMER CORP Financial Services 4,851.0 $276K 0.13% -2K -23.7% $56.98 +8.8%
Page 1 of 8  ·  150 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%