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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 5 of 54  ·  1,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QUAL ISHARES TR 3,209.0 $624K 0.23% NEW $194.52 +9.4%
82 IYH ISHARES TR 10,217.0 $600K 0.22% NEW $58.72 +6.1%
83 SCHE SCHWAB STRATEGIC TR 17,762.0 $593K 0.22% NEW $33.37 +6.6%
84 VWO VANGUARD INTL EQUITY INDEX F 10,911.0 $591K 0.22% NEW $54.18 +8.3%
85 IVW ISHARES TR 4,805.0 $580K 0.22% NEW $120.72 +13.2%
86 BND VANGUARD BD INDEX FDS 7,782.0 $579K 0.21% NEW $74.37 -1.9%
87 CVX CHEVRON CORP NEW Energy 3,714.0 $577K 0.21% NEW $155.29 +23.0%
88 YUM YUM BRANDS INC Consumer Cyclical 3,779.0 $574K 0.21% NEW $151.98 +0.5%
89 MRK MERCK & CO INC Healthcare 6,550.0 $551K 0.20% NEW $84.07 +37.8%
90 EFV ISHARES TR 7,500.0 $509K 0.19% NEW $67.83 +16.5%
91 VTI VANGUARD INDEX FDS 1,542.0 $506K 0.19% NEW $328.25 +11.2%
92 IGSB ISHARES TR 9,200.0 $488K 0.18% NEW $53.03 -1.3%
93 LIN LINDE PLC Basic Materials 1,024.0 $486K 0.18% NEW $475.08 +8.3%
94 ES EVERSOURCE ENERGY Utilities 6,764.0 $481K 0.18% NEW $71.14 -2.1%
95 PEP PEPSICO INC Consumer Defensive 3,366.0 $473K 0.18% NEW $140.46 +6.0%
96 STT STATE STR CORP Financial Services 4,065.0 $472K 0.18% NEW $116.01 +32.8%
97 TXN TEXAS INSTRS INC Technology 2,549.0 $468K 0.17% NEW $183.73 +65.9%
98 VNQ VANGUARD INDEX FDS 5,119.0 $468K 0.17% NEW $91.42 +5.7%
99 AMGN AMGEN INC Healthcare 1,622.0 $458K 0.17% NEW $282.23 +19.6%
100 SRTS SENSUS HEALTHCARE INC Healthcare 139,008.0 $436K 0.16% NEW $3.14 +5.7%
Page 5 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%