Sachetta, LLC Incresed Positions in Q2 2025

Sachetta, LLC

  • $253 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
31
+ 35.23%
$136.11 - $177.69 $4.22K - $5.51K
119 $20.7M
RWR
Spdr Dow Jones Reit ETF

ETFs
131
+ 7.58%
$86.33 - $99.71 $11.3K - $13.1K
1.86K $179M
MLM
Martin Marietta Materials Inc

Basic Materials
13
+ 118.18%
$452.51 - $568.19 $5.88K - $7.39K
24 $13.2M
NEM
Newmont Corp

Basic Materials
107
+ 68.59%
$44.18 - $59.46 $4.73K - $6.36K
263 $15.3M
TDY
Teledyne Technologies Inc

Technology
15
+ 375.0%
$435.54 - $512.31 $6.53K - $7.68K
19 $9.73M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
117
+ 78.0%
$45.98 - $56.15 $5.38K - $6.57K
267 $15M
HCA
Hca Healthcare, Inc.

Healthcare
17
+ 68.0%
$317.61 - $387.52 $5.4K - $6.59K
42 $16.1M
MSTR
Microstrategy Inc

Technology
9
+ 28.13%
$237.95 - $421.61 $2.14K - $3.79K
41 $16.6M
ROP
Roper Technologies Inc

Industrials
14
+ 53.85%
$519.19 - $590.78 $7.27K - $8.27K
40 $22.7M
CTAS
Cintas Corp

Industrials
23
+ 18.25%
$190.11 - $227.66 $4.37K - $5.24K
149 $33.2M
Ferguson Enterprises Inc
27
+ 158.82%
N/A
44 $9.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 1.33%
$114.78 - $133.31 $1.72K - $2K
1.14K $152M
DE
Deere & CO

Industrials
10
+ 27.78%
$412.99 - $531.48 $4.13K - $5.31K
46 $23.4M
DOV
Dover Corp

Industrials
34
+ 130.77%
$151.14 - $186.7 $5.14K - $6.35K
60 $11M
CTVA
Corteva, Inc.

Basic Materials
61
+ 39.35%
$55.52 - $74.53 $3.39K - $4.55K
216 $16.1M
LEN
Lennar Corp

Consumer Cyclical
57
+ 356.25%
$102.76 - $115.66 $5.86K - $6.59K
73 $8.08M
URI
United Rentals, Inc.

Industrials
7
+ 100.0%
$551.94 - $753.4 $3.86K - $5.27K
14 $10.5M
CBRE
Cbre Group, Inc.

Real Estate
31
+ 17.13%
$113.94 - $140.12 $3.53K - $4.34K
212 $29.7M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
7
+ 10.61%
$224.32 - $326.09 $1.57K - $2.28K
73 $23.8M
NBIX
Neurocrine Biosciences Inc

Healthcare
42
+ 350.0%
$87.54 - $128.18 $3.68K - $5.38K
54 $6.79M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
232
+ 252.17%
$22.68 - $23.28 $5.26K - $5.4K
324 $7.54M
ZBRA
Zebra Technologies Corp

Technology
16
+ 106.67%
$213.54 - $309.26 $3.42K - $4.95K
31 $9.56M
CDW
Cdw Corp

Technology
29
+ 580.0%
$144.49 - $190.68 $4.19K - $5.53K
34 $6.07M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3
+ 0.14%
$66.87 - $79.47 $201 - $238
2.08K $165M
JCI
Johnson Controls International PLC

Industrials
33
+ 51.56%
$71.14 - $105.62 $2.35K - $3.49K
97 $10.2M
EME
Emcor Group, Inc.

Industrials
7
+ 87.5%
$342.02 - $534.89 $2.39K - $3.74K
15 $8.02M
NSC
Norfolk Southern Corp

Industrials
17
+ 45.95%
$206.34 - $257.46 $3.51K - $4.38K
54 $13.8M
MCO
Moodys Corp

Financial Services
3
+ 3.06%
$396.7 - $501.59 $1.19K - $1.5K
101 $50.7M
BIIB
Biogen Inc.

Healthcare
42
+ 150.0%
$113.38 - $135.49 $4.76K - $5.69K
70 $8.79M
SNPS
Synopsys Inc

Technology
3
+ 7.5%
$380.9 - $517.66 $1.14K - $1.55K
43 $22M
VNT
Vontier Corp

Technology
130
+ 2166.67%
$28.04 - $37.3 $3.65K - $4.85K
136 $5.02M
EW
Edwards Lifesciences Corp

Healthcare
59
+ 203.45%
$67.07 - $78.22 $3.96K - $4.61K
88 $6.88M
VICI
Vici Properties Inc.

Real Estate
146
+ 64.04%
$29.41 - $32.97 $4.29K - $4.81K
374 $12.2M
AAL
American Airlines Group Inc.

Industrials
392
+ 78.4%
N/A
892 $10M
MCK
Mckesson Corp

Healthcare
4
+ 13.33%
$652.83 - $732.78 $2.61K - $2.93K
34 $24.9M
HWM
Howmet Aerospace Inc.

Industrials
15
+ 44.12%
$112.33 - $186.13 $1.68K - $2.79K
49 $9.12M
AFRM
Affirm Holdings, Inc.

Technology
12
+ 7.64%
$35.75 - $69.14 $429 - $830
169 $11.7M
DG
Dollar General Corp

Consumer Defensive
29
+ 60.42%
$86.02 - $114.95 $2.49K - $3.33K
77 $8.81M
AMT
American Tower Corp

Real Estate
13
+ 2.61%
$203.96 - $228.19 $2.65K - $2.97K
511 $113M
AIG
American International Group, Inc.

Financial Services
56
+ 14.85%
$77.56 - $87.72 $4.34K - $4.91K
433 $37.1M
Amentum Holdings Inc
171
+ 743.48%
N/A
194 $4.58M
F
Ford Motor CO

Consumer Cyclical
330
+ 51.32%
$8.69 - $10.85 $2.87K - $3.58K
973 $10.6M
ACGL
Arch Capital Group Ltd.

Financial Services
46
+ 139.39%
$84.99 - $96.82 $3.91K - $4.45K
79 $7.19M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
15
+ 53.57%
$160.22 - $209.35 $2.4K - $3.14K
43 $9.01M
LSTR
Landstar System Inc

Industrials
28
+ 466.67%
$131.55 - $151.93 $3.68K - $4.25K
34 $4.73M
VKTX
Viking Therapeutics, Inc.

Healthcare
141
+ 783.33%
$19.98 - $29.49 $2.82K - $4.16K
159 $4.21M
CL
Colgate Palmolive CO

Consumer Defensive
66
+ 8.08%
$87.57 - $96.0 $5.78K - $6.34K
883 $80.3M
Liberty Media Corp Del
36
+ 156.52%
N/A
59 $5.6M
HES
Hess Corp

Energy
34
+ 70.83%
$126.32 - $161.29 $4.29K - $5.48K
82 $11.4M
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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