SACKS & ASSOCIATES, LLC
SACKS & ASSOCIATES, LLC reported 80 positions worth $148.2M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVE (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVE | SH | $15.8M | 10.66% | 68,183 | — | — | |
| ▸ 2 | BRK-B | SH | $8.2M | 5.53% | 16,020 | — | — | |
| ▸ 3 | XLP | SH | $6.6M | 4.47% | 77,857 | — | — | |
| ▸ 4 | BIL | SH | $6.4M | 4.32% | 69,830 | — | — | |
| ▸ 5 | JIRE | SH | $6.1M | 4.08% | 72,494 | — | — | |
| ▸ 6 | FMAY | SH | $5.3M | 3.55% | 93,283 | — | — | |
| ▸ 7 | SMH | SH | $4.9M | 3.27% | 8,976 | — | — | |
| ▸ 8 | IVW | SH | $4.8M | 3.21% | 35,139 | — | — | |
| ▸ 9 | FTSL | SH | $4.7M | 3.17% | 104,910 | — | — | |
| ▸ 10 | AMLP | SH | $4.6M | 3.13% | 84,244 | — | — |
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Frequently Asked Questions
What stocks does SACKS & ASSOCIATES, LLC hold as of Q2 2026?
SACKS & ASSOCIATES, LLC reported 80 positions worth $148.2M in its Q2 2026 13F filing. Largest positions: IVE (10.7%), BRK-B (5.5%), XLP (4.5%), BIL (4.3%) and JIRE (4.1%).
What did SACKS & ASSOCIATES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SACKS & ASSOCIATES, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.