SACKS & ASSOCIATES, LLC — 13F Holdings & Portfolio

CIK 2145868 · latest 13F-HR filed 2026-08-05

SACKS & ASSOCIATES, LLC manages $134.5M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVE (10.93%), XLP (4.95%), BIL (4.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, added to 22, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
152 LIBERTY CORNER RD
SUITE 204
WARREN, NJ 07059
Phone
(908) 864-4957
Filing Manager
SACKS & ASSOCIATES, LLC
WARREN, NJ
Signatory
Neil Sacks
Member
Loading holdings…
AUM

$134.5M

Long-equity book

Holdings

78

Distinct positions

Period

2026-03-31

Filed 2026-08-05

Q/Q Activity

+4 / −5 / ↑22 / ↓31

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$477.6K +7.9%
  • ALPS ETF TR$454.5K +11.6%
  • SELECT SECTOR SPDR TR$349.3K +5.5%
  • FIRST TR EXCHANGE-TRADED FD$313.3K +7.2%
  • SELECT SECTOR SPDR TR$249.7K +8.4%
Show all 22

Top Trims

  • FIRST TR EXCHNG TRADED FD VI-$3.2M -91.4%
  • SCHWAB STRATEGIC TR-$627.5K -17.6%
  • INTERNATIONAL BUSINESS MACHS-$558.4K -19.3%
  • MOODYS CORP-$534.1K -14.6%
  • ORACLE CORP-$335.9K -36.6%
Show all 31

New Positions

  • FIRST TR EXCHNG TRADED FD VI$3.2M
  • ISHARES TR$1.6M
  • RANGE RES CORP$226.9K
  • FIRST TR EXCHNG TRADED FD VI$203.1K
Show all 4

Exited Positions

  • SALESFORCE INC$703.3K
  • FIRST TR EXCHNG TRADED FD VI$242.0K
  • SAMSARA INC$237.8K
  • SERVICENOW INC$218.3K
  • ISHARES TR$205.4K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVE 464287408 $14.7M 10.93% 69,619 SH
2 SELECT SECTOR SPDR TR XLP 81369Y308 $6.7M 4.95% 81,144 SH
3 SPDR SERIES TRUST BIL 78468R663 $6.5M 4.82% 70,770 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.2M 4.58% 12,855 SH
5 FIRST TR EXCHNG TRADED FD VI FJUL 33740U208 $5.7M 4.21% 103,582 SH
6 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $5.4M 4.03% 71,635 SH
7 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $4.7M 3.46% 103,795 SH
8 ALPS ETF TR AMLP 00162Q452 $4.4M 3.25% 83,086 SH
9 SPDR SERIES TRUST MDYV 78464A839 $4.3M 3.22% 50,830 SH
10 VANECK ETF TRUST SMH 92189F676 $4.0M 2.97% 10,414 SH
11 ISHARES TR IVW 464287309 $3.9M 2.91% 34,550 SH
12 ISHARES TR IWO 464287648 $3.6M 2.66% 11,399 SH
13 ALPHABET INC GOOGL 02079K305 $3.4M 2.50% 11,689 SH
14 SELECT SECTOR SPDR TR XLU 81369Y886 $3.2M 2.40% 70,380 SH
15 FIRST TR EXCHNG TRADED FD VI QMAG 33740F193 $3.2M 2.34% 136,196 SH
16 MOODYS CORP MCO 615369105 $3.1M 2.32% 7,160 SH
17 SPDR SERIES TRUST MDYG 78464A821 $3.1M 2.28% 31,947 SH
18 SCHWAB STRATEGIC TR SCHG 808524300 $2.9M 2.19% 101,094 SH
19 NVIDIA CORPORATION NVDA 67066G104 $2.8M 2.05% 15,822 SH
20 FIRST TR EXCHANGE-TRADED FD FIW 33733B100 $2.7M 2.04% 26,641 SH
21 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.3M 1.74% 9,650 SH
22 RTX CORPORATION RTX 75513E101 $1.8M 1.37% 9,518 SH
23 SELECT SECTOR SPDR TR XLI 81369Y704 $1.8M 1.35% 11,265 SH
24 ISHARES TR IYZ 464287713 $1.6M 1.16% 39,570 SH
25 ISHARES TR EEM 464287234 $1.5M 1.14% 26,968 SH
26 THE ALGER ETF TRUST CNEQ 015564404 $1.4M 1.02% 44,013 SH
27 ISHARES TR IVV 464287200 $1.3M 0.99% 2,048 SH
28 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.3M 0.99% 2,050 SH
29 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.2M 0.93% 1,250 SH
30 ALPHABET INC GOOG 02079K107 $1.1M 0.83% 3,882 SH
31 RIO TINTO PLC RIO 767204100 $1.1M 0.82% 11,883 SH
32 AMAZON COM INC AMZN 023135106 $1.0M 0.76% 4,900 SH
33 TOLL BROTHERS INC TOL 889478103 $998.2K 0.74% 7,315 SH
34 CHEVRON CORPORATION CVX 166764100 $995.4K 0.74% 4,811 SH
35 ISHARES TR IWS 464287473 $947.0K 0.70% 6,498 SH
36 HONEYWELL INTL INC HON 438516106 $903.1K 0.67% 3,995 SH
37 LENNAR CORP LEN 526057104 $865.7K 0.64% 9,969 SH
38 DELL TECHNOLOGIES INC DELL 24703L202 $823.0K 0.61% 5,014 SH
39 TAYLOR MORRISON HOME CORP TMHC 87724P106 $815.9K 0.61% 14,009 SH
40 CISCO SYS INC CSCO 17275R102 $765.3K 0.57% 9,864 SH
41 EVEREST GROUP LTD EG G3223R108 $740.6K 0.55% 2,266 SH
42 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $732.8K 0.54% 19,073 SH
43 BROADCOM INC AVGO 11135F101 $649.1K 0.48% 2,097 SH
44 KINDER MORGAN INC DEL KMI 49456B101 $646.2K 0.48% 19,273 SH
45 EXXON MOBIL CORP XOM 30231G102 $638.0K 0.47% 3,761 SH
46 ADOBE INC ADBE 00724F101 $635.7K 0.47% 2,615 SH
47 SPDR SERIES TRUST SDY 78464A763 $602.6K 0.45% 4,129 SH
48 DEERE & CO DE 244199105 $590.1K 0.44% 1,048 SH
49 ORACLE CORP ORCL 68389X105 $581.2K 0.43% 3,951 SH
50 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $528.4K 0.39% 22,194 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-08-05 $134.5M 78 0002085853-26-000936
2025-12-31 2026-08-05 $136.2M 79 0002085853-26-000935