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Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $269M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1072 New
Page 19 of 54  ·  1,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FITB FIFTH THIRD BANCORP Financial Services 448.0 $20K 0.01% NEW $44.82 +9.7%
362 TRV TRAVELERS COMPANIES INC Financial Services 71.0 $20K 0.01% NEW $279.23 +9.9%
363 BNDX VANGUARD CHARLOTTE FDS 400.0 $20K 0.01% NEW $49.46 -3.0%
364 CRSP CRISPR THERAPEUTICS AG Healthcare 305.0 $20K 0.01% NEW $64.81 -23.0%
365 DASH DOORDASH INC Communication Services 72.0 $20K 0.01% NEW $272.00 -41.4%
366 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 60.0 $19K 0.01% NEW $323.68 -21.6%
367 VRTX VERTEX PHARMACEUTICALS INC Healthcare 49.0 $19K 0.01% NEW $391.65 +9.9%
368 HIG HARTFORD INSURANCE GROUP INC Financial Services 143.0 $19K 0.01% NEW $133.61 +1.8%
369 COIN COINBASE GLOBAL INC Financial Services 56.0 $19K 0.01% NEW $337.50 -42.6%
370 HPE HEWLETT PACKARD ENTERPRISE C Technology 767.0 $19K 0.01% NEW $24.54 +38.4%
371 PTON PELOTON INTERACTIVE INC Consumer Cyclical 2,085.0 $19K 0.01% NEW $9.00 -42.6%
372 TDG TRANSDIGM GROUP INC Industrials 14.0 $18K 0.01% NEW $1318.07 -9.1%
373 NET CLOUDFLARE INC Technology 85.0 $18K 0.01% NEW $214.60 -0.9%
374 DBEF DBX ETF TR 391.0 $18K 0.01% NEW $46.40 +13.8%
375 TRGP TARGA RES CORP Energy 108.0 $18K 0.01% NEW $167.55 +61.6%
376 HPQ HP INC Technology 659.0 $18K 0.01% NEW $27.22 -19.6%
377 HCA HCA HEALTHCARE INC Healthcare 42.0 $18K 0.01% NEW $426.21 -7.9%
378 HII HUNTINGTON INGALLS INDS INC Industrials 60.0 $17K 0.01% NEW $287.93 +10.3%
379 HUM HUMANA INC Healthcare 66.0 $17K 0.01% NEW $260.26 +16.7%
380 ACHR ARCHER AVIATION INC Industrials 1,792.0 $17K 0.01% NEW $9.58 -36.1%
Page 19 of 54  ·  1,072 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 46.4%
Technology 23.9%
Healthcare 6.2%
Industrials 6.0%
Consumer Cyclical 5.6%
Communication Services 3.7%
Consumer Defensive 3.2%
Energy 2.0%
Utilities 1.4%
Basic Materials 0.9%