SACHEM HILL LLC
Long book
$516.3M
Q1 2026
Positions
65
Top-10 weight
70%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
4%
of book per quarter
Strategy in plain words
auto-generated from filingsSACHEM HILL LLC is a wealth-management firm allocating client money, running a $516.3M US long book across 65 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES MSCI USA QUALITY FAC, DIMENSIONAL US MARKETWIDE VA, ISHARES CORE S&P 500 ETF, XTRACKERS MSCI EAFE HEDGED E, ISHARES RUSSELL 1000 ETF.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+6.3%
Q3 2024
-1.9%
Q4 2024
+0.5%
Q1 2025
+7.0%
Q2 2025
+6.6%
Q3 2025
+3.5%
Q4 2025
+0.7%
Q1 2026
+11.0%
Sector allocation
Financials 49%
Industrials 28%
Consumer discretionary 9%
Healthcare 8%
Technology 6%
Long book by quarter
What does SACHEM HILL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| UNP UNION PACIFIC CORP | Industrials | 6.2K | $1.5M | 0.3% | -6.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.0K | $957K | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.0K | $873K | 0.2% | +41.4% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 4.7K | $585K | 0.1% | Held |
| SYK STRYKER CORP | Healthcare | 1.7K | $554K | 0.1% | +84.2% |
| AAPL APPLE INC | Technology | 1.5K | $377K | 0.1% | +6.8% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 765 | $363K | 0.1% | Held |
| CAT CATERPILLAR INC | Industrials | 473 | $335K | 0.1% | Held |
| AFL AFLAC INC | Financials | 2.7K | $301K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 65 | $516.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 66 | $514.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 65 | $499.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 63 | $490.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 74 | $509.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 68 | $479.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 68 | $492.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 66 | $466.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 15, 2024 | 65 | $426.3M | canonical | SEC ↗ |