StockDriftsStockDriftsTop 50 Sacks & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 10.39% | 65.2K | $14.9M | -4.36%(-2.97K) | $209.29(+12.36%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.6% | 16.1K | $8.0M | +0.47%(+76) | $492.59(+8.05%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 4.34% | 67.9K | $6.2M | -2.76%(-1.92K) | $91.56(+0.01%) | 2026-09-30 | |
| XLP | SELECT SECTOR SPDR TR | 4.2% | 74.6K | $6.0M | -4.21%(-3.27K) | $78.03(+11.77%) | 2026-09-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.19% | 73.0K | $6.0M | +0.66%(+480) | $74.32(+9.52%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 3.72% | 8.7K | $5.3M | -2.57%(-231) | $343.24(+59.79%) | 2026-09-30 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 3.71% | 92.6K | $5.3M | -0.75%(-698) | $53.99(+6.63%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.47% | 34.9K | $5.0M | -0.57%(-199) | $121.93(+14.99%) | 2026-09-30 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 3.27% | 104.9K | $4.7M | +0.02%(+20) | $45.80(-2.69%) | 2026-09-30 | |
| AMLP | ALPS ETF TR | 3.11% | 85.8K | $4.5M | +1.84%(+1.55K) | $47.14(+10.74%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.39% |
Sacks & Associates LLC reports $143.23M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are IVE (10.4%), BRK.B (5.6%) and BIL (4.3%). The top 20 holdings account for 68.45% of reported assets. Its disclosed equity book has returned +8.28% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sacks & Associates LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2145868). View Sacks & Associates LLC’s 13F filings on SEC