Sachetta, LLC Incresed Positions in Q2 2025

Sachetta, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
5
+ 4.76%
$340.0 - $420.68 $1.7K - $2.1K
110 $42.6M
FLR
Fluor Corp

Industrials
37
+ 154.17%
$30.86 - $51.42 $1.14K - $1.9K
61 $3.13M
WING
Wingstop Inc.

Consumer Cyclical
6
+ 300.0%
$210.24 - $381.46 $1.26K - $2.29K
8 $2.69M
CAH
Cardinal Health Inc

Healthcare
10
+ 55.56%
$125.0 - $168.0 $1.25K - $1.68K
28 $4.7M
RSG
Republic Services, Inc.

Industrials
1
+ 0.23%
$227.2 - $258.07 $227 - $258
442 $109M
HQY
Healthequity, Inc.

Healthcare
19
+ 158.33%
$76.77 - $113.06 $1.46K - $2.15K
31 $3.25M
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 333.33%
$190.39 - $227.7 $1.9K - $2.28K
13 $2.85M
SRE
Sempra Energy

Utilities
26
+ 70.27%
$63.78 - $78.91 $1.66K - $2.05K
63 $4.77M
MKL
Markel Corp

Financial Services
1
+ 100.0%
$1678.5 - $1997.36 $1.68K - $2K
2 $4M
CDNS
Cadence Design Systems Inc

Technology
2
+ 7.14%
$231.64 - $323.08 $463 - $646
30 $9.25M
KMI
Kinder Morgan, Inc.

Energy
63
+ 24.14%
$25.21 - $29.4 $1.59K - $1.85K
324 $9.53M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 33.33%
$283.31 - $388.96 $1.13K - $1.56K
16 $6M
EXEL
Exelixis, Inc.

Healthcare
35
+ 47.3%
$34.13 - $46.26 $1.19K - $1.62K
109 $4.81M
PBF
Pbf Energy Inc.

Energy
85
+ 101.19%
$14.37 - $24.39 $1.22K - $2.07K
169 $3.66M
SHW
Sherwin Williams CO

Basic Materials
7
+ 10.77%
$313.51 - $363.51 $2.19K - $2.54K
72 $24.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
37
+ 108.82%
$67.83 - $92.33 $2.51K - $3.42K
71 $5.17M
WMB
Williams Companies, Inc.

Energy
22
+ 11.28%
$54.33 - $62.87 $1.2K - $1.38K
217 $13.6M
RPRX
Royalty Pharma PLC

Healthcare
48
+ 97.96%
$30.85 - $36.14 $1.48K - $1.73K
97 $3.5M
KR
Kroger CO

Consumer Defensive
19
+ 13.19%
$64.62 - $74.0 $1.23K - $1.41K
163 $11.7M
HEI
Heico Corp

Industrials
5
+ 100.0%
$236.44 - $328.0 $1.18K - $1.64K
10 $3.28M
CR
Crane Holdings, Co.

Industrials
35
+ 175.0%
$132.79 - $189.89 $4.65K - $6.65K
55 $2.97M
PKG
Packaging Corp Of America

Consumer Cyclical
13
+ 24.07%
$175.97 - $201.36 $2.29K - $2.62K
67 $12.6M
CBSH
Commerce Bancshares Inc

Financial Services
31
+ 281.82%
$55.42 - $65.63 $1.72K - $2.03K
42 $2.61M
BXP
Boston Properties Inc

Real Estate
28
+ 77.78%
$56.86 - $74.12 $1.59K - $2.08K
64 $4.32M
WDAY
Workday, Inc.

Technology
7
+ 20.59%
$210.47 - $274.71 $1.47K - $1.92K
41 $9.84M
WTFC
Wintrust Financial Corp

Financial Services
13
+ 54.17%
$95.17 - $124.21 $1.24K - $1.61K
37 $4.59M
WELL
Welltower Inc.

Real Estate
11
+ 2.9%
$136.49 - $155.22 $1.5K - $1.71K
390 $60M
DRI
Darden Restaurants Inc

Consumer Cyclical
8
+ 57.14%
$186.58 - $225.78 $1.49K - $1.81K
22 $4.8M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 12.5%
$422.19 - $533.73 $844 - $1.07K
18 $9.61M
FFIV
F5, Inc.

Technology
5
+ 38.46%
$239.25 - $295.9 $1.2K - $1.48K
18 $5.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 75.0%
$415.82 - $510.91 $1.25K - $1.53K
7 $3.57M
CSL
Carlisle Companies Inc

Industrials
4
+ 40.0%
$317.1 - $408.5 $1.27K - $1.63K
14 $5.23M
CHRD
Oasis Petroleum Inc.

Energy
20
+ 250.0%
$82.03 - $113.54 $1.64K - $2.27K
28 $2.71M
RJF
Raymond James Financial Inc

Financial Services
10
+ 58.82%
$123.65 - $153.88 $1.24K - $1.54K
27 $4.14M
ABNB
Airbnb, Inc.

Consumer Cyclical
2
+ 1.72%
$105.69 - $140.64 $211 - $281
118 $15.6M
ARES
Ares Management Corp

Financial Services
10
+ 1000.0%
$118.04 - $175.83 $1.18K - $1.76K
11 $1.91M
SF
Stifel Financial Corp

Financial Services
16
+ 160.0%
$76.49 - $103.78 $1.22K - $1.66K
26 $2.7M
FHN
First Horizon Corp

Financial Services
75
+ 81.52%
$16.21 - $21.2 $1.22K - $1.59K
167 $3.54M
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 35.71%
$277.03 - $321.33 $1.39K - $1.61K
19 $5.92M
PB
Prosperity Bancshares Inc

Financial Services
25
+ 277.78%
$63.76 - $73.75 $1.59K - $1.84K
34 $2.39M
ROL
Rollins Inc

Consumer Cyclical
29
+ 63.04%
$50.65 - $58.58 $1.47K - $1.7K
75 $4.23M
NDAQ
Nasdaq, Inc.

Financial Services
18
+ 180.0%
$66.4 - $89.42 $1.2K - $1.61K
28 $2.5M
NRZ
New Residential Investment Corp.

Real Estate
156
+ 93.41%
N/A
323 $3.65M
OHI
Omega Healthcare Investors Inc

Real Estate
48
+ 228.57%
$35.55 - $39.05 $1.71K - $1.87K
69 $2.53M
OGN
Organon & Co.

Healthcare
221
+ 276.25%
$8.04 - $14.72 $1.78K - $3.25K
301 $2.92M
MTB
M&T Bank Corp

Financial Services
8
+ 72.73%
$156.58 - $193.99 $1.25K - $1.55K
19 $3.69M
RNR
Renaissancere Holdings LTD

Financial Services
7
+ 116.67%
$220.37 - $253.95 $1.54K - $1.78K
13 $3.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
15
+ 7.65%
$248.61 - $294.96 $3.73K - $4.42K
211 $59.5M
CHE
Chemed Corp

Healthcare
4
+ 200.0%
$486.93 - $619.21 $1.95K - $2.48K
6 $2.92M
Activity Summary
Buys All Purchases 472 New Holdings 92 Increased Positions 380 Sells All Sells 315 Reductions 314 Sold out 1 Options Calls 0 Puts 0
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