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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 8 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLP SELECT SECTOR SPDR TR 1,287.0 $107K 0.05% $83.06 +3.3%
142 WSBK WINCHESTER BANCORP INC Financial Services 8,000.0 $105K 0.05% NEW $13.14 -1.3%
143 RSG REPUBLIC SVCS INC Industrials 485.0 $103K 0.05% +32.0 +7.1% $212.95 +4.9%
144 CL COLGATE PALMOLIVE CO Consumer Defensive 1,077.0 $99K 0.05% +255.0 +31.0% $91.71 -1.0%
145 GILD GILEAD SCIENCES INC Healthcare 757.0 $96K 0.05% +45.0 +6.3% $126.42 +17.8%
146 VOE VANGUARD INDEX FDS 480.0 $95K 0.05% -22.0 -4.4% $197.60 +4.9%
147 AXP AMERICAN EXPRESS CO Financial Services 277.0 $94K 0.04% +41.0 +17.4% $337.76 -2.5%
148 PH PARKER-HANNIFIN CORP Industrials 95.0 $93K 0.04% +12.0 +14.5% $978.13 -2.5%
149 HAL HALLIBURTON CO Energy 2,660.0 $90K 0.04% +268.0 +11.2% $33.95 +10.3%
150 USB US BANCORP Financial Services 1,460.0 $88K 0.04% +148.0 +11.3% $60.41 +3.5%
151 GDXJ VANECK ETF TRUST 880.0 $86K 0.04% $98.25 +29.3%
152 DUK DUKE ENERGY CORP NEW Utilities 681.0 $86K 0.04% +79.0 +13.1% $126.59 -4.9%
153 DCI DONALDSON INC Industrials 952.0 $85K 0.04% NEW $89.77 +0.3%
154 MAR MARRIOTT INTL INC NEW Consumer Cyclical 228.0 $84K 0.04% -239.0 -51.2% $370.60 -10.0%
155 GRW TCW ETF TRUST 2,577.0 $83K 0.04% NEW $32.23 -3.7%
156 BSV VANGUARD BD INDEX FDS 1,045.0 $81K 0.04% +73.0 +7.5% $77.94 -1.0%
157 PM PHILIP MORRIS INTL INC Consumer Defensive 445.0 $81K 0.04% +117.0 +35.7% $181.13 +4.0%
158 MRSH MARSH & MCLENNAN COS INC Financial Services 473.0 $79K 0.04% +51.0 +12.1% $166.70 +12.7%
159 EMR EMERSON ELEC CO Industrials 535.0 $77K 0.04% +131.0 +32.4% $143.20 +4.3%
160 IGIB ISHARES TR 1,426.0 $76K 0.04% -49.0 -3.3% $53.16 -2.7%
Page 8 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%