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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 3 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 11,989.0 $938K 0.46% +11K +775.8% $78.24 +17.6%
42 SPMD SPDR SERIES TRUST 13,566.0 $917K 0.45% -87.0 -0.6% $67.56 -3.3%
43 USMV ISHARES TR 9,209.0 $888K 0.43% $96.46 +4.8%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 2,884.0 $811K 0.39% +25.0 +0.9% $281.21 -17.7%
45 XOM EXXON MOBIL CORP Energy 5,569.0 $761K 0.37% +422.0 +8.2% $136.72 +20.4%
46 IUSV ISHARES TR 6,880.0 $758K 0.37% +114.0 +1.7% $110.15 +3.5%
47 IYH ISHARES TR 11,033.0 $739K 0.36% +983.0 +9.8% $67.01 +8.0%
48 JPM JPMORGAN CHASE & CO Financial Services 2,252.0 $737K 0.36% -266.0 -10.6% $327.31 +8.4%
49 TOTL SSGA ACTIVE ETF TR 16,492.0 $651K 0.32% -4K -19.0% $39.47 -2.5%
50 SCHE SCHWAB STRATEGIC TR 17,807.0 $646K 0.31% -234.0 -1.3% $36.26 +2.3%
51 INDB INDEPENDENT BK CORP MASS Financial Services 7,518.0 $629K 0.31% -527.0 -6.5% $83.72 -4.5%
52 BND VANGUARD BD INDEX FDS 8,519.0 $625K 0.30% $73.41 -2.2%
53 AVGO BROADCOM INC Technology 1,615.0 $610K 0.30% +615.0 +61.5% $377.64 -2.1%
54 VIG VANGUARD SPECIALIZED FUNDS 2,461.0 $582K 0.28% -33.0 -1.3% $236.61 +1.9%
55 JNJ JOHNSON & JOHNSON Healthcare 2,158.0 $548K 0.27% -48.0 -2.2% $253.99 +6.8%
56 GOOG ALPHABET INC 1,492.0 $527K 0.26% +775.0 +108.1% $353.41
57 META META PLATFORMS INC Communication Services 936.0 $527K 0.26% +371.0 +65.7% $563.14 +2.7%
58 IVW ISHARES TR 3,764.0 $518K 0.25% $137.51 +0.5%
59 ES EVERSOURCE ENERGY Utilities 6,977.0 $504K 0.24% +257.0 +3.8% $72.27 -2.5%
60 PG PROCTER & GAMBLE CO Consumer Defensive 3,347.0 $491K 0.24% -39.0 -1.1% $146.63 -0.3%
Page 3 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%