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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 2 of 52  ·  1,029 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECBK ECB BANCORP INC Financial Services 118,853.0 $2.1M 1.13% $17.39 +3.6%
22 SCHG SCHWAB STRATEGIC TR 60,171.0 $2.0M 1.07% -415.0 -0.7% $32.62 +4.9%
23 TSLA TESLA INC Consumer Cyclical 4,273.0 $1.9M 1.05% +3K +144.6% $449.70 -5.2%
24 IVE ISHARES TR 8,938.0 $1.9M 1.04% -515.0 -5.5% $212.08 +5.5%
25 FREL FIDELITY COVINGTON TRUST 70,468.0 $1.9M 1.04% +3K +4.7% $26.89 +7.8%
26 AVUV AMERICAN CENTY ETF TR 15,826.0 $1.6M 0.88% +468.0 +3.0% $101.98 +15.6%
27 VHT VANGUARD WORLD FD 5,424.0 $1.6M 0.85% +322.0 +6.3% $287.85 -5.2%
28 NVDA NVIDIA CORPORATION Technology 7,458.0 $1.4M 0.76% -5K -40.0% $186.50 +21.9%
29 QQEW FIRST TR EXCHANGE-TRADED FD 9,598.0 $1.4M 0.75% -357.0 -3.6% $142.13 +3.4%
30 FBCG FIDELITY COVINGTON TRUST 23,092.0 $1.3M 0.69% $54.84 +10.7%
31 IAGG ISHARES TR 21,951.0 $1.1M 0.60% +287.0 +1.3% $50.01 -0.3%
32 SRLN SSGA ACTIVE ETF TR 26,499.0 $1.1M 0.60% +2K +6.5% $41.27 -1.9%
33 DIVO AMPLIFY ETF TR 21,089.0 $938K 0.51% +609.0 +3.0% $44.50 +2.5%
34 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,549.0 $935K 0.51% $603.45 +8.7%
35 SCHV SCHWAB STRATEGIC TR 30,746.0 $910K 0.50% -245.0 -0.8% $29.61 +10.2%
36 VO VANGUARD INDEX FDS 3,133.0 $909K 0.50% -4K -54.4% $290.25 -73.7%
37 USMV ISHARES TR 9,223.0 $868K 0.48% -8K -46.9% $94.16 +0.9%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 2,859.0 $847K 0.46% -726.0 -20.2% $296.17 -20.7%
39 AMZN AMAZON COM INC Consumer Cyclical 3,620.0 $836K 0.46% -7K -65.4% $230.82 +13.5%
40 TOTL SSGA ACTIVE ETF TR 20,355.0 $819K 0.45% -874.0 -4.1% $40.25 -2.7%
Page 2 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%