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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 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALL ALLSTATE CORP Financial Services 166.0 $40K 0.02% +51.0 +44.4% $238.22 +9.5%
222 KEYS KEYSIGHT TECHNOLOGIES INC Technology 112.0 $39K 0.02% +16.0 +16.7% $350.07 -6.9%
223 CSX CSX CORP Industrials 807.0 $38K 0.02% +76.0 +10.4% $47.53 +4.0%
224 CTAS CINTAS CORP Industrials 225.0 $38K 0.02% +88.0 +64.2% $170.08 +17.9%
225 YUM YUM BRANDS INC Consumer Cyclical 236.0 $38K 0.02% +21.0 +9.8% $160.09 -4.8%
226 AVBC AVIDIA BANCORP INC Financial Services 1,797.0 $38K 0.02% NEW $20.99 +5.9%
227 ALAB ASTERA LABS INC Technology 77.0 $37K 0.02% +34.0 +79.1% $483.03 -34.1%
228 MET METLIFE INC Financial Services 438.0 $37K 0.02% +377.0 +618.0% $84.61 +16.6%
229 MCK MCKESSON CORP Healthcare 49.0 $37K 0.02% +16.0 +48.5% $755.73 +21.3%
230 FCX FREEPORT MCMORAN INC Basic Materials 587.0 $37K 0.02% +323.0 +122.3% $62.89 +16.1%
231 C CITIGROUP INC Financial Services 263.0 $37K 0.02% -45.0 -14.6% $139.96 -2.0%
232 NEM NEWMONT CORP Basic Materials 384.0 $36K 0.02% +95.0 +32.9% $93.40 +37.4%
233 HONEYWELL INTL INC 155.0 $35K 0.02% NEW $223.18
234 IYM ISHARES TR 193.0 $35K 0.02% -2K -91.5% $179.07 +7.1%
235 TRGP TARGA RES CORP Energy 127.0 $34K 0.02% +6.0 +5.0% $268.14 +8.4%
236 HONEYWELL AEROSPACE INC 154.0 $34K 0.02% NEW $221.08
237 STT STATE STR CORP Financial Services 198.0 $34K 0.02% +44.0 +28.6% $169.60 +14.6%
238 TRV TRAVELERS COMPANIES INC Financial Services 101.0 $33K 0.02% +30.0 +42.2% $330.13 +12.2%
239 AMT AMERICAN TOWER CORP Real Estate 197.0 $32K 0.02% +15.0 +8.2% $163.60 +7.9%
240 FIX COMFORT SYS USA INC Industrials 16.0 $32K 0.01% +12.0 +300.0% $1982.00 -18.7%
Page 12 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%