SACHETTA, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPR | 22 | $1.28K |
 | CWEN | 22 | $622 |
 | ILMN | 22 | $2.09K |
 | WST | 22 | $5.77K |
 | KMX | 22 | $988 |
 | ADC | 22 | $1.56K |
 | MATX | 22 | $2.17K |
 | ENS | 22 | $2.49K |
 | REZI | 21 | $908 |
 | PSN | 21 | $1.74K |
 | LEA | 21 | $2.11K |
 | GDDY | 21 | $2.87K |
 | OHI | 21 | $887 |
 | AXON | 21 | $15.07K |
 | PLNT | 21 | $2.18K |
 | GWRE | 21 | $4.83K |
 | LYB | 21 | $1.03K |
 | EMN | 20 | $1.28K |
 | PCOR | 20 | $1.46K |
 | BOKF | 20 | $2.23K |
EPR Properties
EPR
Shares Held
22
Value
$1.28K
Clearway Energy, Inc.
CWEN
Shares Held
22
Value
$622
Illumina, Inc.
ILMN
Shares Held
22
Value
$2.09K
West Pharmaceutical Services, Inc.
WST
Shares Held
22
Value
$5.77K
CarMax, Inc.
KMX
Shares Held
22
Value
$988
Agree Realty Corporation
ADC
Shares Held
22
Value
$1.56K
Matson, Inc.
MATX
Shares Held
22
Value
$2.17K
EnerSys
ENS
Shares Held
22
Value
$2.49K
Resideo Technologies, Inc.
REZI
Shares Held
21
Value
$908
Parsons Corporation
PSN
Shares Held
21
Value
$1.74K
Lear Corporation
LEA
Shares Held
21
Value
$2.11K
GoDaddy Inc.
GDDY
Shares Held
21
Value
$2.87K
Omega Healthcare Investors, Inc.
OHI
Shares Held
21
Value
$887
Axon Enterprise, Inc.
AXON
Shares Held
21
Value
$15.07K
Planet Fitness, Inc.
PLNT
Shares Held
21
Value
$2.18K
Guidewire Software, Inc.
GWRE
Shares Held
21
Value
$4.83K
LyondellBasell Industries N.V.
LYB
Shares Held
21
Value
$1.03K
Eastman Chemical Company
EMN
Shares Held
20
Value
$1.28K
Procore Technologies, Inc.
PCOR
Shares Held
20
Value
$1.46K
BOK Financial Corporation
BOKF
Shares Held
20
Value
$2.23K