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Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $183M AUM 1,272 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 141 Added 319 Reduced 88 Exited
Page 4 of 52  ·  1,029 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 886.0 $445K 0.24% -2K -69.6% $502.53
62 IEFA ISHARES TR 4,480.0 $401K 0.22% -9K -66.1% $89.45 +8.8%
63 SCHF SCHWAB STRATEGIC TR 16,326.0 $392K 0.21% +1K +6.7% $24.04 +13.8%
64 META META PLATFORMS INC Communication Services 565.0 $373K 0.20% -396.0 -41.2% $660.22 -8.0%
65 VTI VANGUARD INDEX FDS 1,108.0 $371K 0.20% -434.0 -28.1% $335.24 +8.9%
66 DGRO ISHARES TR 5,215.0 $362K 0.20% +1K +29.8% $69.42 +6.8%
67 GLD SPDR GOLD TR Financial Services 884.0 $350K 0.19% $396.31 +5.2%
68 BAC BANK AMERICA CORP Financial Services 6,358.0 $350K 0.19% +399.0 +6.7% $55.00 -6.4%
69 IYM ISHARES TR 2,257.0 $347K 0.19% -503.0 -18.2% $153.94 +17.2%
70 AVGO BROADCOM INC Technology 1,000.0 $346K 0.19% -6K -86.3% $346.22 +19.7%
71 FIRST TR EXCHANGE TRADED FD 13,312.0 $314K 0.17% +157.0 +1.2% $23.62
72 WMT WALMART INC Consumer Defensive 2,800.0 $312K 0.17% -566.0 -16.8% $111.39 +17.5%
73 VGT VANGUARD WORLD FD 410.0 $309K 0.17% $753.07 -84.8%
74 TXN TEXAS INSTRS INC Technology 1,655.0 $287K 0.16% -894.0 -35.1% $173.49 +75.7%
75 NOC NORTHROP GRUMMAN CORP Industrials 490.0 $279K 0.15% -4.0 -0.8% $570.08 -3.2%
76 MCD MCDONALDS CORP Consumer Cyclical 880.0 $269K 0.15% -2K -72.2% $305.70 -7.0%
77 IJR ISHARES TR 2,179.0 $262K 0.14% -40K -94.8% $120.16 +13.4%
78 HD HOME DEPOT INC Consumer Cyclical 752.0 $259K 0.14% -1K -62.7% $344.05 -8.8%
79 SCHA SCHWAB STRATEGIC TR 9,021.0 $257K 0.14% -784.0 -8.0% $28.48 +16.5%
80 ESGD ISHARES TR 2,695.0 $256K 0.14% -162.0 -5.7% $95.08 +8.2%
Page 4 of 52  ·  1,029 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 65.5%
Technology 12.7%
Consumer Cyclical 5.0%
Healthcare 4.9%
Industrials 3.6%
Communication Services 2.8%
Consumer Defensive 1.9%
Energy 1.5%
Utilities 1.4%
Real Estate 0.4%