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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 3 of 52  ·  1,029 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO. Financial Services 2,518.0 $811K 0.44% -2K -41.4% $322.16 -5.9%
42 GOOGL ALPHABET INC Communication Services 2,535.0 $794K 0.43% -709.0 -21.9% $313.04 +23.8%
43 SPMD SPDR SERIES TRUST 13,653.0 $791K 0.43% -724.0 -5.0% $57.91 +10.3%
44 IWM ISHARES TR 3,188.0 $785K 0.43% -514.0 -13.9% $246.14 +14.8%
45 SCHM SCHWAB STRATEGIC TR 25,719.0 $773K 0.42% -733.0 -2.8% $30.07 +14.9%
46 VEA VANGUARD TAX-MANAGED FDS 11,769.0 $735K 0.40% -14K -54.9% $62.47 +13.2%
47 IUSV ISHARES TR 6,766.0 $694K 0.38% -4K -35.6% $102.54 +6.7%
48 IYH ISHARES TR 10,050.0 $654K 0.36% -167.0 -1.6% $65.10 -4.3%
49 QUAL ISHARES TR 3,209.0 $637K 0.35% $198.64 +7.1%
50 BND VANGUARD BD INDEX FDS 8,505.0 $630K 0.34% +723.0 +9.3% $74.07 -1.5%
51 XOM EXXON MOBIL CORP Energy 5,147.0 $619K 0.34% -541.0 -9.5% $120.34 +29.9%
52 SRTS SENSUS HEALTHCARE INC Healthcare 148,508.0 $591K 0.32% +10K +6.8% $3.98 -16.6%
53 SCHE SCHWAB STRATEGIC TR 18,041.0 $591K 0.32% +279.0 +1.6% $32.75 +8.6%
54 INDB INDEPENDENT BK CORP MASS Financial Services 8,045.0 $588K 0.32% +7K +555.1% $73.14 +7.5%
55 VIG VANGUARD SPECIALIZED FUNDS 2,494.0 $548K 0.30% -5K -65.7% $219.74 +5.1%
56 PG PROCTER AND GAMBLE CO Consumer Defensive 3,386.0 $485K 0.27% -2K -38.9% $143.31 -0.6%
57 NVS NOVARTIS AG Healthcare 3,355.0 $463K 0.25% -18.0 -0.5% $137.86 +10.1%
58 IVW ISHARES TR 3,752.0 $462K 0.25% -1K -21.9% $123.26 +10.8%
59 JNJ JOHNSON & JOHNSON Healthcare 2,206.0 $457K 0.25% -4K -64.1% $206.95 +12.0%
60 ES EVERSOURCE ENERGY Utilities 6,720.0 $452K 0.25% -44.0 -0.7% $67.33 +3.4%
Page 3 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%