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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 3 of 54  ·  1,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO. Financial Services 4,298.0 $1.4M 0.51% NEW $315.45 -6.3%
42 VHT VANGUARD WORLD FD 5,102.0 $1.3M 0.49% NEW $259.58 +5.9%
43 FBCG FIDELITY COVINGTON TRUST 23,124.0 $1.2M 0.46% NEW $53.66 +13.5%
44 ABBV ABBVIE INC Healthcare 5,115.0 $1.2M 0.44% NEW $231.56 -8.3%
45 IEFA ISHARES TR 13,202.0 $1.2M 0.43% NEW $87.31 +11.0%
46 JNJ JOHNSON & JOHNSON Healthcare 6,140.0 $1.1M 0.42% NEW $185.42 +24.0%
47 IAGG ISHARES TR 21,664.0 $1.1M 0.41% NEW $51.23 -2.5%
48 COST COSTCO WHSL CORP NEW Consumer Defensive 1,186.0 $1.1M 0.41% NEW $925.85 +18.2%
49 VB VANGUARD INDEX FDS 4,274.0 $1.1M 0.41% NEW $254.30 +11.9%
50 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,659.0 $1.1M 0.40% NEW $293.76 -24.9%
51 IUSV ISHARES TR 10,514.0 $1.1M 0.39% NEW $99.95 +9.3%
52 OEF ISHARES TR 3,155.0 $1.1M 0.39% NEW $332.84 +11.2%
53 SRLN SSGA ACTIVE ETF TR 24,871.0 $1.0M 0.39% NEW $41.58 -2.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 3,585.0 $1.0M 0.38% NEW $282.20 -21.2%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 5,327.0 $972K 0.36% NEW $182.42 -25.9%
56 MCD MCDONALDS CORP Consumer Cyclical 3,170.0 $963K 0.36% NEW $303.85 -7.6%
57 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,547.0 $922K 0.34% NEW $596.06 +11.5%
58 ACN ACCENTURE PLC IRELAND Technology 3,702.0 $913K 0.34% NEW $246.61 -27.3%
59 DIVO AMPLIFY ETF TR 20,480.0 $913K 0.34% NEW $44.57 +2.6%
60 SCHV SCHWAB STRATEGIC TR 30,991.0 $902K 0.34% NEW $29.11 +12.8%
Page 3 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%