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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 4 of 54  ·  1,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 3,702.0 $896K 0.33% NEW $241.96 +16.8%
62 QCOM QUALCOMM INC Technology 5,303.0 $882K 0.33% NEW $166.36 +21.7%
63 TOTL SSGA ACTIVE ETF TR 21,229.0 $861K 0.32% NEW $40.57 -3.2%
64 VOO VANGUARD INDEX FDS 1,398.0 $857K 0.32% NEW $612.72 +11.5%
65 IEMG ISHARES INC 12,947.0 $853K 0.32% NEW $65.92 +22.2%
66 PG PROCTER AND GAMBLE CO Consumer Defensive 5,541.0 $851K 0.32% NEW $153.65 -7.3%
67 SPMD SPDR SERIES TRUST 14,377.0 $822K 0.31% NEW $57.19 +11.7%
68 HD HOME DEPOT INC Consumer Cyclical 2,014.0 $816K 0.30% NEW $405.16 -22.6%
69 GOOGL ALPHABET INC Communication Services 3,244.0 $789K 0.29% NEW $243.13 +59.4%
70 SCHM SCHWAB STRATEGIC TR 26,452.0 $784K 0.29% NEW $29.64 +16.6%
71 TSLA TESLA INC Consumer Cyclical 1,747.0 $777K 0.29% NEW $444.81 -6.2%
72 BLK BLACKROCK INC Financial Services 656.0 $765K 0.28% NEW $1166.47 -8.8%
73 DIS DISNEY WALT CO Communication Services 6,638.0 $760K 0.28% NEW $114.50 -9.5%
74 EEMV ISHARES INC 11,862.0 $757K 0.28% NEW $63.83 +13.3%
75 ABT ABBOTT LABS Healthcare 5,631.0 $754K 0.28% NEW $133.94 -34.5%
76 META META PLATFORMS INC Communication Services 961.0 $706K 0.26% NEW $734.45 -17.3%
77 NEE NEXTERA ENERGY INC Utilities 9,094.0 $687K 0.26% NEW $75.49 +18.8%
78 EMR EMERSON ELEC CO Industrials 5,087.0 $667K 0.25% NEW $131.17 +2.8%
79 EFG ISHARES TR 5,701.0 $649K 0.24% NEW $113.88 +6.6%
80 XOM EXXON MOBIL CORP Energy 5,688.0 $641K 0.24% NEW $112.76 +38.6%
Page 4 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%