StockDriftsStockDriftsTop 50 Sacks & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 10.66% | 68.2K | $15.8M | -2.06%(-1.44K) | $209.29(+13.11%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.53% | 16.0K | $8.2M | +24.62%(+3.17K) | $492.56(+6.25%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 4.47% | 77.9K | $6.6M | -4.05%(-3.29K) | $78.03(+8.72%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 4.32% | 69.8K | $6.4M | -1.33%(-940) | $91.56(-0.08%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.08% | 72.5K | $6.1M | +1.20%(+859) | $74.27(+15.51%) | 2026-06-30 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 3.55% | 93.3K | $5.3M | new | $53.99(+6.50%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 3.27% | 9.0K | $4.9M | -13.81%(-1.44K) | $343.24(+68.01%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.21% | 35.1K | $4.8M | +1.70%(+589) | $121.93(+16.26%) | 2026-06-30 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 3.17% | 104.9K | $4.7M | +1.07%(+1.11K) | $45.80(-1.94%) | 2026-06-30 | |
| AMLP | ALPS ETF TR | 3.13% | 84.2K | $4.6M | +1.39%(+1.16K) | $47.05(+17.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.82% |
Sacks & Associates LLC reports $148.22M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are IVE (10.7%), BRK.B (5.5%) and XLP (4.5%). The top 20 holdings account for 68.4% of reported assets. Its disclosed equity book has returned +9.57% cumulatively over 2 quarters. Figures reflect the Q2 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