Sachetta, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$252.9B
Holdings
1,097
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,097 positions)
| Stock | Value |
|---|---|
GPNGLOBAL PMTS INC | $12.8M |
XLKSELECT SECTOR SPDR TR | $12.7M |
PKGPACKAGING CORP AMER | $12.6M |
ARKTARK ETF TR | $12.5M |
GMGENERAL MTRS CO | $12.4M |
TXTTEXTRON INC | $12.4M |
NVONOVO-NORDISK A S | $12.4M |
FTNTFORTINET INC | $12.3M |
VICIVICI PPTYS INC | $12.2M |
APOAPOLLO GLOBAL MGMT INC | $12.1M |
CTRACOTERRA ENERGY INC | $12.1M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $11.9M |
TSNTYSON FOODS INC | $11.8M |
KRKROGER CO | $11.7M |
AFRMAFFIRM HLDGS INC | $11.7M |
NTRANATERA INC | $11.7M |
VRSNVERISIGN INC | $11.6M |
GSKGSK PLC | $11.5M |
RFREGIONS FINANCIAL CORP NEW | $11.5M |
HESHESS CORP | $11.4M |
WECWEC ENERGY GROUP INC | $11.4M |
QQQEDIREXION SHS ETF TR | $11.3M |
INDAISHARES TR | $11.1M |
DOVDOVER CORP | $11.0M |
FICOFAIR ISAAC CORP | $11.0M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $10.9M |
ORLYOREILLY AUTOMOTIVE INC | $10.8M |
DVNDEVON ENERGY CORP NEW | $10.7M |
OSKOSHKOSH CORP | $10.6M |
FFORD MTR CO | $10.6M |
URIUNITED RENTALS INC | $10.5M |
AEPAMERICAN ELEC PWR CO INC | $10.4M |
KMBKIMBERLY-CLARK CORP | $10.3M |
VSTVISTRA CORP | $10.3M |
NXPINXP SEMICONDUCTORS N V | $10.3M |
JCIJOHNSON CTLS INTL PLC | $10.2M |
DOWDOW INC | $10.2M |
EAELECTRONIC ARTS INC | $10.2M |
ELVELEVANCE HEALTH INC | $10.1M |
EATBRINKER INTL INC | $10.1M |
8CWCROWN CASTLE INC | $10.1M |
RMERESMED INC | $10.1M |
HUMHUMANA INC | $10.0M |
AALAMERICAN AIRLS GROUP INC | $10.0M |
XYZBLOCK INC | $10.0M |
ROSTROSS STORES INC | $10.0M |
AJGGALLAGHER ARTHUR J & CO | $9.9M |
XHBSPDR SERIES TRUST | $9.9M |
WDAYWORKDAY INC | $9.8M |
TDYTELEDYNE TECHNOLOGIES INC | $9.7M |
IDXXIDEXX LABS INC | $9.7M |
A4SAMERIPRISE FINL INC | $9.6M |
OTISOTIS WORLDWIDE CORP | $9.6M |
FERGFERGUSON ENTERPRISES INC | $9.6M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $9.6M |
PSXPHILLIPS 66 | $9.5M |
KMIKINDER MORGAN INC DEL | $9.5M |
MPWRMONOLITHIC PWR SYS INC | $9.5M |
IRINGERSOLL RAND INC | $9.5M |
CARRCARRIER GLOBAL CORPORATION | $9.4M |
FANGDIAMONDBACK ENERGY INC | $9.3M |
ITBISHARES TR | $9.3M |
CDNSCADENCE DESIGN SYSTEM INC | $9.2M |
PG4PRINCIPAL FINANCIAL GROUP IN | $9.1M |
HWMHOWMET AEROSPACE INC | $9.1M |
DMLDENISON MINES CORP | $9.1M |
WABWABTEC | $9.0M |
CHTRCHARTER COMMUNICATIONS INC N | $9.0M |
AG8AGILENT TECHNOLOGIES INC | $8.9M |
DGDOLLAR GEN CORP NEW | $8.8M |
BIIBBIOGEN INC | $8.8M |
CIVICIVITAS RESOURCES INC | $8.8M |
LUMNLUMEN TECHNOLOGIES INC | $8.8M |
LHLABCORP HOLDINGS INC | $8.7M |
BWXTBWX TECHNOLOGIES INC | $8.6M |
AWCAMERICAN WTR WKS CO INC NEW | $8.6M |
ALCALCON AG | $8.6M |
XLESELECT SECTOR SPDR TR | $8.5M |
SIRISIRIUSXM HOLDINGS INC | $8.4M |
HASHASBRO INC | $8.4M |
REGNREGENERON PHARMACEUTICALS | $8.4M |
UREUR-ENERGY INC | $8.4M |
SLMSLM CORP | $8.4M |
WSMWILLIAMS SONOMA INC | $8.3M |
GLGLOBE LIFE INC | $8.3M |
METMETLIFE INC | $8.3M |
AMATAPPLIED MATLS INC | $8.2M |
IBBISHARES TR | $8.2M |
DLTRDOLLAR TREE INC | $8.2M |
ASTSAST SPACEMOBILE INC | $8.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $8.1M |
LENLENNAR CORP | $8.1M |
EMEEMCOR GROUP INC | $8.0M |
SESEA LTD | $8.0M |
FISFIDELITY NATL INFORMATION SV | $8.0M |
VMCVULCAN MATLS CO | $7.8M |
BLDTOPBUILD CORP | $7.8M |
PNRPENTAIR PLC | $7.7M |
WATWATERS CORP | $7.7M |
SYU1SYNOVUS FINL CORP | $7.7M |