Home › SACKS & ASSOCIATES, LLC

SACKS & ASSOCIATES, LLC 13F holdings

Filed 2026-08-05 · SACKS & ASSOCIATES, LLC · 78 positions · $134.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVEISHARES TR69.6K$14.7M10.9%
XLPSELECT SECTOR SPDR TR81.1K$6.7M4.9%
BILSPDR SERIES TRUST70.8K$6.5M4.8%
BRK-BBERKSHIRE HATHAWAY INC DEL12.9K$6.2M4.6%
FJULFIRST TR EXCHNG TRADED FD VI103.6K$5.7M4.2%
JIREJ P MORGAN EXCHANGE TRADED F71.6K$5.4M4.0%
FTSLFIRST TR EXCHANGE-TRADED FD103.8K$4.7M3.5%
LGROALPS ETF TR83.1K$4.4M3.3%
MDYVSPDR SERIES TRUST50.8K$4.3M3.2%
SMHVANECK ETF TRUST10.4K$4.0M3.0%
IVWISHARES TR34.5K$3.9M2.9%
IWOISHARES TR11.4K$3.6M2.7%
GOOGLALPHABET INC11.7K$3.4M2.5%
XLUSELECT SECTOR SPDR TR70.4K$3.2M2.4%
—FIRST TR EXCHNG TRADED FD VI136.2K$3.2M2.3%
MCOMOODYS CORP7.2K$3.1M2.3%
MDYGSPDR SERIES TRUST31.9K$3.1M2.3%
SCHGSCHWAB STRATEGIC TR101.1K$2.9M2.2%
NVDANVIDIA CORPORATION15.8K$2.8M2.1%
FIWFIRST TR EXCHANGE-TRADED FD26.6K$2.7M2.0%
IBMINTERNATIONAL BUSINESS MACHS9.7K$2.3M1.7%
RTXRTX CORPORATION9.5K$1.8M1.4%
XLISELECT SECTOR SPDR TR11.3K$1.8M1.4%
IYZISHARES TR39.6K$1.6M1.2%
EEMISHARES TR27.0K$1.5M1.1%
CNEQTHE ALGER ETF TRUST44.0K$1.4M1.0%
IVVISHARES TR2.0K$1.3M1.0%
SPYSTATE STR SPDR S&P 500 ETF T2.0K$1.3M1.0%
COSTCOSTCO WHOLESALE CORPORATION1.2K$1.2M0.9%
GOOGALPHABET INC3.9K$1.1M0.8%
RIORIO TINTO PLC11.9K$1.1M0.8%
AMZNAMAZON COM INC4.9K$1.0M0.8%
TOLTOLL BROTHERS INC7.3K$998,2160.7%
CVXCHEVRON CORPORATION4.8K$995,4420.7%
IWSISHARES TR6.5K$947,0190.7%
HONHONEYWELL INTL INC4.0K$903,0750.7%
LENLENNAR CORP10.0K$865,6990.6%
DELLDELL TECHNOLOGIES INC5.0K$822,9500.6%
TMHC*TAYLOR MORRISON HOME CORP14.0K$815,8840.6%
CSCOCISCO SYS INC9.9K$765,3310.6%
—EVEREST GROUP LTD2.3K$740,6420.6%
IBITISHARES BITCOIN TRUST ETF19.1K$732,7850.5%
AVGOBROADCOM INC2.1K$649,1190.5%
KMIKINDER MORGAN INC DEL19.3K$646,2240.5%
EXMOCEXXON MOBIL CORP3.8K$638,0460.5%
ADBEADOBE INC2.6K$635,6540.5%
SDYSPDR SERIES TRUST4.1K$602,5860.4%
DEDEERE & CO1.0K$590,1240.4%
ORCLORACLE CORP4.0K$581,2180.4%
HPEHEWLETT PACKARD ENTERPRISE C22.2K$528,4380.4%
CCSCENTURY COMMUNITIES INC8.4K$479,5850.4%
RSGREPUBLIC SVCS INC2.1K$469,3600.3%
LNGCHENIERE ENERGY INC1.5K$434,3060.3%
CRWDCROWDSTRIKE HLDGS INC1.1K$431,7930.3%
XLESELECT SECTOR SPDR TR7.0K$426,6420.3%
MSFTMICROSOFT CORP1.1K$388,9200.3%
AMDADVANCED MICRO DEVICES INC1.9K$388,1440.3%
GRIDFIRST TR EXCHANGE-TRADED FD2.4K$385,5050.3%
WMWASTE MGMT INC DEL1.7K$384,6680.3%
JPMJPMORGAN CHASE & CO1.3K$382,4080.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}