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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 10 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 229.0 $62K 0.03% -31.0 -11.9% $271.23 -1.1%
182 PRFZ INVESCO EXCHANGE TRADED FD T 1,107.0 $62K 0.03% $55.79 -2.4%
183 TGT TARGET CORP Consumer Defensive 461.0 $60K 0.03% +59.0 +14.7% $130.50 +26.2%
184 EBC EASTERN BANKSHARES INC Financial Services 2,672.0 $59K 0.03% +38.0 +1.4% $22.24 -0.5%
185 FE FIRSTENERGY CORP Utilities 1,234.0 $59K 0.03% +215.0 +21.1% $47.53 -3.0%
186 BMY BRISTOL-MYERS SQUIBB CO Healthcare 994.0 $57K 0.03% +29.0 +3.0% $57.59 +16.8%
187 ACN ACCENTURE PLC IRELAND Technology 439.0 $55K 0.03% -45.0 -9.3% $124.34 +50.6%
188 MDLZ MONDELEZ INTL INC Consumer Defensive 937.0 $54K 0.03% +321.0 +52.1% $58.02 +7.9%
189 TROW PRICE T ROWE GROUP INC Financial Services 478.0 $54K 0.03% +43.0 +9.9% $113.73 -3.6%
190 FMAG FIDELITY COVINGTON TRUST 1,475.0 $54K 0.03% NEW $36.78 -3.4%
191 COP CONOCOPHILLIPS Energy 516.0 $54K 0.03% +200.0 +63.3% $104.03 +31.6%
192 SPSM SPDR SERIES TRUST 906.0 $52K 0.03% -3K -75.0% $57.69 -2.6%
193 WDC WESTERN DIGITAL CORP Technology 81.0 $52K 0.03% +51.0 +170.0% $638.73 -30.4%
194 AFL AFLAC INC Financial Services 441.0 $52K 0.03% +39.0 +9.7% $117.25 -0.0%
195 BA BOEING CO Industrials 235.0 $51K 0.03% -9.0 -3.7% $216.47 -3.3%
196 HSY HERSHEY CO Consumer Defensive 289.0 $51K 0.03% -33.0 -10.2% $175.44 +1.7%
197 TD TORONTO DOMINION BK ONT Financial Services 415.0 $50K 0.03% -94.0 -18.5% $121.50 -1.0%
198 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 653.0 $50K 0.02% +59.0 +9.9% $76.41 +11.8%
199 ACWV ISHARES INC 411.0 $49K 0.02% $120.36 +5.7%
200 WAT WATERS CORP Healthcare 131.0 $49K 0.02% +117.0 +835.7% $375.05 +9.1%
Page 10 of 52  ·  1,025 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%