Sachem Hill LLC
Net seller this quarter
$563M
12
-$388K
2.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SCZ | $8.78M | 1.56% | Not reported | -3.9% | Q1 2019 |
 UNP | $1.68M | 0.30% | 0.00% | Not reported | Q4 2023 |
 BRK.B | $1M | 0.18% | Not reported | Not reported | Q1 2019 |
 JPM | $943K | 0.17% | 0.00% | -2.9% | Q1 2022 |
| BRK.A | $749K | 0.13% | Not reported | Not reported | Q1 2019 |
 SPY | $576K | 0.10% | Not reported | Not reported | Q1 2019 |
 WMT | $533K | 0.09% | 0.00% | Not reported | Q1 2022 |
 SYK | $531K | 0.09% | 0.00% | Not reported | Q4 2022 |
 CAT | $504K | 0.09% | 0.00% | Not reported | Q3 2025 |
 AAPL | $429K | 0.08% | 0.00% | Not reported | Q1 2019 |
 TPL | $335K | 0.06% | 0.00% | Not reported | Q3 2024 |
 AFL | $321K | 0.06% | 0.00% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| SCZ | $8.71M | 1.69% | Not reported | -2.7% | Q1 2019 |
| UNP | $1.5M | 0.29% | 0.00% | -6.7% | Q4 2023 |
| BRK.B | $957K | 0.19% | Not reported | Not reported | Q1 2019 |
| JPM | $873K | 0.17% | 0.00% | +41.4% | Q1 2022 |
| BRK.A | $718K | 0.14% | Not reported | Not reported | Q1 2019 |
| WMT | $585K | 0.11% | 0.00% | Not reported | Q1 2022 |
| SYK | $554K | 0.11% | 0.00% | +84.2% | Q4 2022 |
| SPY | $501K | 0.10% | Not reported | -0.8% | Q1 2019 |
| AAPL | $377K | 0.07% | 0.00% | +6.8% | Q1 2019 |
| TPL | $363K | 0.07% | 0.00% | Not reported | Q3 2024 |
| CAT | $335K | 0.06% | 0.00% | Not reported | Q3 2025 |
| AFL | $301K | 0.06% | 0.00% | Not reported | Q1 2022 |
| Q4 2025 | |||||
| SCZ | $8.86M | 1.72% | Not reported | -3.8% | Q1 2019 |
| UNP | $1.53M | 0.30% | 0.00% | Not reported | Q4 2023 |
| BRK.B | $1M | 0.20% | Not reported | Not reported | Q1 2019 |
| BRK.A | $755K | 0.15% | Not reported | Not reported | Q1 2019 |
| JPM | $676K | 0.13% | 0.00% | Not reported | Q1 2022 |
| SPY | $530K | 0.10% | Not reported | +4.4% | Q1 2019 |
| WMT | $524K | 0.10% | 0.00% | Not reported | Q1 2022 |
| AAPL | $378K | 0.07% | 0.00% | +12.1% | Q1 2019 |
| SYK | $322K | 0.06% | 0.00% | Not reported | Q4 2022 |
| AFL | $302K | 0.06% | 0.00% | Not reported | Q1 2022 |
| CAT | $271K | 0.05% | 0.00% | Not reported | Q3 2025 |
| TPL | $220K | 0.04% | 0.00% | Not reported | Q3 2024 |
 IBM | $216K | 0.04% | 0.00% | Not reported | Q2 2023 |
| Q3 2025 | |||||
| SCZ | $9.11M | 1.82% | Not reported | -7.8% | Q1 2019 |
| UNP | $1.56M | 0.31% | 0.00% | Not reported | Q4 2023 |
| BRK.B | $1M | 0.20% | Not reported | Not reported | Q1 2019 |
| BRK.A | $754K | 0.15% | Not reported | Not reported | Q1 2019 |
| JPM | $662K | 0.13% | 0.00% | Not reported | Q1 2022 |
| SPY | $496K | 0.10% | Not reported | -0.5% | Q1 2019 |
| WMT | $485K | 0.10% | 0.00% | Not reported | Q1 2022 |
| SYK | $339K | 0.07% | 0.00% | Not reported | Q4 2022 |
| AAPL | $316K | 0.06% | 0.00% | Not reported | Q1 2019 |
| AFL | $306K | 0.06% | 0.00% | Not reported | Q1 2022 |
| TPL | $238K | 0.05% | 0.00% | Not reported | Q3 2024 |
| CAT | $226K | 0.05% | 0.00% | New | Q3 2025 |