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Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $183M AUM 1,272 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 141 Added 319 Reduced 88 Exited
Page 2 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 3,188.0 $785K 0.43% -514.0 -13.9% $246.14 +14.8%
22 SCHM SCHWAB STRATEGIC TR 25,719.0 $773K 0.42% -733.0 -2.8% $30.07 +14.9%
23 VEA VANGUARD TAX-MANAGED FDS 11,769.0 $735K 0.40% -14K -54.9% $62.47 +13.2%
24 IUSV ISHARES TR 6,766.0 $694K 0.38% -4K -35.6% $102.54 +6.7%
25 IYH ISHARES TR 10,050.0 $654K 0.36% -167.0 -1.6% $65.10 -4.3%
26 XOM EXXON MOBIL CORP Energy 5,147.0 $619K 0.34% -541.0 -9.5% $120.34 +29.9%
27 VIG VANGUARD SPECIALIZED FUNDS 2,494.0 $548K 0.30% -5K -65.7% $219.74 +5.1%
28 PG PROCTER AND GAMBLE CO Consumer Defensive 3,386.0 $485K 0.27% -2K -38.9% $143.31 -0.6%
29 NVS NOVARTIS AG Healthcare 3,355.0 $463K 0.25% -18.0 -0.5% $137.86 +10.1%
30 IVW ISHARES TR 3,752.0 $462K 0.25% -1K -21.9% $123.26 +10.8%
31 JNJ JOHNSON & JOHNSON Healthcare 2,206.0 $457K 0.25% -4K -64.1% $206.95 +12.0%
32 ES EVERSOURCE ENERGY Utilities 6,720.0 $452K 0.25% -44.0 -0.7% $67.33 +3.4%
33 BERKSHIRE HATHAWAY INC DEL 886.0 $445K 0.24% -2K -69.6% $502.53
34 IEFA ISHARES TR 4,480.0 $401K 0.22% -9K -66.1% $89.45 +8.8%
35 META META PLATFORMS INC Communication Services 565.0 $373K 0.20% -396.0 -41.2% $660.22 -8.0%
36 VTI VANGUARD INDEX FDS 1,108.0 $371K 0.20% -434.0 -28.1% $335.24 +8.9%
37 IYM ISHARES TR 2,257.0 $347K 0.19% -503.0 -18.2% $153.94 +17.2%
38 AVGO BROADCOM INC Technology 1,000.0 $346K 0.19% -6K -86.3% $346.22 +19.7%
39 WMT WALMART INC Consumer Defensive 2,800.0 $312K 0.17% -566.0 -16.8% $111.39 +17.5%
40 TXN TEXAS INSTRS INC Technology 1,655.0 $287K 0.16% -894.0 -35.1% $173.49 +75.7%
Page 2 of 16  ·  319 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 65.5%
Technology 12.7%
Consumer Cyclical 5.0%
Healthcare 4.9%
Industrials 3.6%
Communication Services 2.8%
Consumer Defensive 1.9%
Energy 1.5%
Utilities 1.4%
Real Estate 0.4%