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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 2 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MGV VANGUARD WORLD FD 1,681.0 $275K 0.13% -81.0 -4.6% $163.41 +1.9%
22 ESGD ISHARES TR 2,544.0 $262K 0.13% -151.0 -5.6% $102.80 +2.6%
23 SLYV SPDR SERIES TRUST 2,043.0 $223K 0.11% -162.0 -7.3% $109.13 -1.3%
24 ADI ANALOG DEVICES INC Technology 532.0 $211K 0.10% -130.0 -19.6% $397.24 -10.8%
25 AMGN AMGEN INC Healthcare 556.0 $201K 0.10% -45.0 -7.5% $361.83 +21.1%
26 RWR SPDR SERIES TRUST 1,711.0 $193K 0.09% -89.0 -4.9% $112.99 -0.8%
27 NEE NEXTERA ENERGY INC Utilities 2,006.0 $176K 0.09% -111.0 -5.2% $87.77 -5.5%
28 GWW WW GRAINGER INC Industrials 104.0 $142K 0.07% -38.0 -26.8% $1362.29 -3.9%
29 DELL DELL TECHNOLOGIES INC Technology 308.0 $133K 0.07% -27.0 -8.1% $431.46 -1.6%
30 T AT&T INC Communication Services 6,245.0 $129K 0.06% -409.0 -6.2% $20.70 +25.7%
31 FMAT FIDELITY COVINGTON TRUST 2,067.0 $121K 0.06% -97.0 -4.5% $58.50 +1.9%
32 VNQ VANGUARD INDEX FDS 1,249.0 $120K 0.06% -1K -44.7% $96.42 -0.1%
33 ABT ABBOTT LABORATORIES Healthcare 1,306.0 $119K 0.06% -228.0 -14.9% $90.77 +20.1%
34 VOE VANGUARD INDEX FDS 480.0 $95K 0.05% -22.0 -4.4% $197.60 +4.1%
35 MAR MARRIOTT INTL INC NEW Consumer Cyclical 228.0 $84K 0.04% -239.0 -51.2% $370.60 -9.7%
36 IGIB ISHARES TR 1,426.0 $76K 0.04% -49.0 -3.3% $53.16 -2.7%
37 PEP PEPSICO INC Consumer Defensive 475.0 $64K 0.03% -25.0 -5.0% $135.42 +3.2%
38 ITW ILLINOIS TOOL WKS INC Industrials 229.0 $62K 0.03% -31.0 -11.9% $271.23 -0.5%
39 ACN ACCENTURE PLC IRELAND Technology 439.0 $55K 0.03% -45.0 -9.3% $124.34 +51.3%
40 SPSM SPDR SERIES TRUST 906.0 $52K 0.03% -3K -75.0% $57.69 -3.7%
Page 2 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%