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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 2 of 54  ·  1,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED F 41,944.0 $2.4M 0.89% NEW $57.10 -2.0%
22 DBEM DBX ETF TR 76,452.0 $2.4M 0.88% NEW $30.85 +27.7%
23 NVDA NVIDIA CORPORATION Technology 12,421.0 $2.3M 0.86% NEW $186.58 +18.1%
24 AMZN AMAZON COM INC Consumer Cyclical 10,464.0 $2.3M 0.85% NEW $219.57 +21.3%
25 SDY SPDR SERIES TRUST 16,247.0 $2.3M 0.85% NEW $140.05 +5.5%
26 RTX RTX CORPORATION Industrials 13,159.0 $2.2M 0.82% NEW $167.33 +4.6%
27 IGE ISHARES TR 41,255.0 $2.0M 0.75% NEW $49.05 +25.9%
28 VO VANGUARD INDEX FDS 6,863.0 $2.0M 0.75% NEW $293.76 -73.8%
29 ORCL ORACLE CORP Technology 7,015.0 $2.0M 0.73% NEW $281.24 -32.4%
30 IVE ISHARES TR 9,453.0 $2.0M 0.73% NEW $206.51 +8.9%
31 SCHG SCHWAB STRATEGIC TR 60,586.0 $1.9M 0.72% NEW $31.91 +7.0%
32 ECBK ECB BANCORP INC Financial Services 118,853.0 $1.9M 0.70% NEW $15.87 +15.2%
33 FREL FIDELITY COVINGTON TRUST 67,311.0 $1.9M 0.70% NEW $27.81 +4.9%
34 USMV ISHARES TR 17,360.0 $1.7M 0.61% NEW $95.14 +0.6%
35 VIG VANGUARD SPECIALIZED FUNDS 7,279.0 $1.6M 0.58% NEW $215.80 +6.5%
36 VEA VANGUARD TAX-MANAGED FDS 26,098.0 $1.6M 0.58% NEW $59.92 +17.0%
37 AVUV AMERICAN CENTY ETF TR 15,358.0 $1.5M 0.57% NEW $99.53 +18.8%
38 BERKSHIRE HATHAWAY INC DEL 2,915.0 $1.5M 0.55% NEW $502.70
39 QQEW FIRST TR EXCHANGE-TRADED FD 9,955.0 $1.4M 0.52% NEW $141.11 +4.5%
40 GOOG ALPHABET INC Communication Services 5,600.0 $1.4M 0.51% NEW $243.56 +57.9%
Page 2 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%