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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 7 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DELL DELL TECHNOLOGIES INC Technology 308.0 $133K 0.07% -27.0 -8.1% $431.46 +2.8%
122 NFLX NETFLIX INC. Communication Services 1,860.0 $133K 0.07% +440.0 +31.0% $71.40 +15.8%
123 ORCL ORACLE CORP Technology 883.0 $129K 0.06% +254.0 +40.4% $146.55 -0.5%
124 T AT&T INC Communication Services 6,245.0 $129K 0.06% -409.0 -6.2% $20.70 +27.6%
125 BGRN ISHARES TR 2,689.0 $128K 0.06% +85.0 +3.3% $47.48 -1.6%
126 SEIC SEI INVTS CO Financial Services 1,450.0 $127K 0.06% $87.73 +25.8%
127 SPDW SPDR INDEX SHS FDS 2,489.0 $125K 0.06% NEW $50.39 +1.9%
128 MRVL MARVELL TECHNOLOGY INC Technology 419.0 $125K 0.06% +153.0 +57.5% $297.89 -31.3%
129 VIGI VANGUARD WHITEHALL FDS 1,326.0 $124K 0.06% NEW $93.37 +4.8%
130 IWF ISHARES TR 988.0 $123K 0.06% +749.0 +313.4% $124.12 -2.0%
131 FMAT FIDELITY COVINGTON TRUST 2,067.0 $121K 0.06% -97.0 -4.5% $58.50 +3.9%
132 VNQ VANGUARD INDEX FDS 1,249.0 $120K 0.06% -1K -44.7% $96.42 -0.6%
133 SGOL ETFS GOLD TR Financial Services 3,145.0 $120K 0.06% +220.0 +7.5% $38.23 +9.0%
134 ABT ABBOTT LABORATORIES Healthcare 1,306.0 $119K 0.06% -228.0 -14.9% $90.77 +23.1%
135 APH AMPHENOL CORP Technology 658.0 $116K 0.06% +181.0 +38.0% $176.41 -10.4%
136 QCOM QUALCOMM INC Technology 615.0 $114K 0.06% +197.0 +47.1% $184.69 -8.5%
137 MMM 3M CO Industrials 700.0 $113K 0.06% +79.0 +12.7% $161.85 +5.1%
138 XLI SELECT SECTOR SPDR TR 610.0 $113K 0.06% $185.13 -6.5%
139 SBUX STARBUCKS CORP Consumer Cyclical 1,068.0 $109K 0.05% +113.0 +11.8% $102.19 +4.7%
140 KO COCA COLA CO Consumer Defensive 1,334.0 $108K 0.05% +420.0 +46.0% $81.26 +8.7%
Page 7 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%