Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SACKS & ASSOCIATES, LLC (CIK 2145868) reported $148.2M across 80 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVE ($15.8M, 10.66%), BRKB ($8.2M, 5.53%), XLP ($6.6M, 4.47%), BIL ($6.4M, 4.32%), JIRE ($6.1M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $15.8M | 10.66% | 68,183 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.2M | 5.53% | 16,020 | Added |
| 3 | XLP | SELECT SECTOR SPDR TR | $6.6M | 4.47% | 77,857 | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $6.4M | 4.32% | 69,830 | Trimmed |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | $6.1M | 4.08% | 72,494 | Added |
| 6 | FMAY | FIRST TR EXCHNG TRADED FD VI | $5.3M | 3.55% | 93,283 | New |
| 7 | SMH | VANECK ETF TRUST | $4.9M | 3.27% | 8,976 | Trimmed |
| 8 | IVW | ISHARES TR | $4.8M | 3.21% | 35,139 | Added |
| 9 | FTSL | FIRST TR EXCHANGE-TRADED FD | $4.7M | 3.17% | 104,910 | Added |
| 10 | AMLP | ALPS ETF TR | $4.6M | 3.13% | 84,244 | Added |
| 11 | MDYV | SPDR SERIES TRUST | $4.4M | 2.99% | 46,631 | Trimmed |
| 12 | IWO | ISHARES TR | $4.2M | 2.86% | 11,430 | Added |
| 13 | GOOGL | ALPHABET INC | $4.2M | 2.83% | 11,777 | Added |
| 14 | MCO | MOODYS CORP | $3.4M | 2.31% | 7,160 | Hold |
| 15 | MDYG | SPDR SERIES TRUST | $3.4M | 2.29% | 31,829 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $3.1M | 2.12% | 15,675 | Trimmed |
| 17 | XLU | SELECT SECTOR SPDR TR | $3.1M | 2.06% | 68,898 | Trimmed |
| 18 | FIW | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.00% | 27,204 | Added |
| 19 | QDEC | FIRST TR EXCHNG TRADED FD VI | $2.8M | 1.89% | 79,656 | New |
| 20 | SCHG | SCHWAB STRATEGIC TR | $2.5M | 1.66% | 71,859 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 1.47% | 9,717 | Added |
| 22 | XLI | SELECT SECTOR SPDR TR | $2.1M | 1.42% | 11,677 | Added |
| 23 | DELL | DELL TECHNOLOGIES INC | $2.0M | 1.35% | 4,940 | Trimmed |
| 24 | CNEQ | THE ALGER ETF TRUST | $1.9M | 1.25% | 48,172 | Added |
| 25 | EEM | ISHARES TR | $1.9M | 1.25% | 28,891 | Added |
Source: SEC Form 13F filings · as of 2026-06-30