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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 25 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EEMV ISHARES INC 115.0 $9K 0.00% -1K -92.8% $75.27 +2.1%
482 VVX V2X INC Industrials 115.0 $9K 0.00% NEW $74.57 -0.5%
483 AZN ASTRAZENECA PLC Healthcare 45.0 $9K 0.00% NEW $189.62 -14.2%
484 QTUM ETF SER SOLUTIONS 51.0 $8K 0.00% $166.65 -11.3%
485 VGIT VANGUARD SCOTTSDALE FDS 144.0 $8K 0.00% $58.99 -1.8%
486 CCI CROWN CASTLE INC Real Estate 112.0 $8K 0.00% +18.0 +19.1% $75.73 +0.1%
487 AX AXOS FINANCIAL INC Financial Services 87.0 $8K 0.00% NEW $97.39 +0.6%
488 DRI DARDEN RESTAURANTS INC Consumer Cyclical 41.0 $8K 0.00% +27.0 +192.9% $206.02 +5.3%
489 SCHZ SCHWAB STRATEGIC TR 364.0 $8K 0.00% +32.0 +9.6% $23.13 -2.0%
490 NI NISOURCE INC Utilities 176.0 $8K 0.00% $47.55 -13.0%
491 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 96.0 $8K 0.00% +61.0 +174.3% $87.04 +6.4%
492 MP MP MATERIALS CORP Basic Materials 149.0 $8K 0.00% +46.0 +44.7% $56.01 -2.6%
493 CFR CULLEN FROST BANKERS INC Financial Services 54.0 $8K 0.00% +18.0 +50.0% $154.54 +5.2%
494 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 77.0 $8K 0.00% NEW $108.35 +2.3%
495 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 174.0 $8K 0.00% +31.0 +21.7% $47.81 -13.8%
496 NTNX NUTANIX INC Technology 163.0 $8K 0.00% +117.0 +254.3% $50.96 +33.5%
497 PYPL PAYPAL HLDGS INC Financial Services 191.0 $8K 0.00% -34.0 -15.1% $43.18 +27.3%
498 RS RELIANCE INC Basic Materials 22.0 $8K 0.00% +17.0 +340.0% $373.64 +7.2%
499 VSNT VERSANT MEDIA GROUP INC Industrials 228.0 $8K 0.00% NEW $36.04 +7.1%
500 DBEF DBX ETF TR 150.0 $8K 0.00% -26.0 -14.8% $54.63 +2.4%
Page 25 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%