BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Sachetta, LLC

· CIK 0002010574
13F Portfolio $183M AUM 1,272 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 141 Added 319 Reduced 88 Exited
Page 13 of 52  ·  1,029 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LQD ISHARES TR 271.0 $30K 0.02% +4.0 +1.5% $110.26 -1.9%
242 ETN EATON CORP PLC Industrials 93.0 $30K 0.02% -72.0 -43.6% $318.52 +19.8%
243 COP CONOCOPHILLIPS Energy 316.0 $30K 0.02% -4.0 -1.2% $93.73 +28.6%
244 IEMG ISHARES INC 438.0 $29K 0.02% -13K -96.6% $67.26 +19.8%
245 XLK SELECT SECTOR SPDR TR 202.0 $29K 0.02% +101.0 +100.0% $143.65 +24.3%
246 EEM ISHARES TR 530.0 $29K 0.02% -4K -87.1% $54.71 +20.7%
247 NEM NEWMONT CORP Basic Materials 289.0 $29K 0.02% $99.85 +8.5%
248 SYK STRYKER CORPORATION Healthcare 82.0 $29K 0.02% -13.0 -13.7% $351.62 -8.6%
249 TT TRANE TECHNOLOGIES PLC Industrials 74.0 $29K 0.02% $389.20 +16.1%
250 FTSL FIRST TR EXCHANGE-TRADED FD 627.0 $29K 0.02% -146.0 -18.9% $45.85 -2.0%
251 CME CME GROUP INC Financial Services 105.0 $29K 0.02% +26.0 +32.9% $273.09 +5.9%
252 ADSK AUTODESK INC Technology 95.0 $28K 0.01% $296.01 -18.9%
253 LIN LINDE PLC Basic Materials 65.0 $28K 0.01% -959.0 -93.7% $427.69 +20.3%
254 CENCORA INC 82.0 $28K 0.01% $337.76
255 SHOP SHOPIFY INC Technology 172.0 $28K 0.01% -200.0 -53.8% $160.97 -34.8%
256 SNOW SNOWFLAKE INC Technology 126.0 $28K 0.01% $219.37 -23.9%
257 MCK MCKESSON CORP Healthcare 33.0 $27K 0.01% $820.55 -6.6%
258 EXC EXELON CORP Utilities 621.0 $27K 0.01% -57.0 -8.4% $43.59 +4.0%
259 SPEM SPDR INDEX SHS FDS 573.0 $27K 0.01% -278.0 -32.7% $46.84 +9.1%
260 UPS UNITED PARCEL SERVICE INC Industrials 271.0 $27K 0.01% -24.0 -8.1% $99.04 -0.2%
Page 13 of 52  ·  1,029 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 65.5%
Technology 12.7%
Consumer Cyclical 5.0%
Healthcare 4.9%
Industrials 3.6%
Communication Services 2.8%
Consumer Defensive 1.9%
Energy 1.5%
Utilities 1.4%
Real Estate 0.4%