SACHEM HILL LLC

Registered adviser

CIK

1994333

Location

DENVER, CO

Portfolio Value

Small $315,494,403

Diversification

Highly concentrated

Filing Date

Global Rank

#3,462 / 8,811 ▲ 1066 · as of Jun 2026

Top Industry

Railroads 33.5%

Period ended 22 days ago

Filed Oct 14, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 174210

Roster of Oct 1, 2026

Regulatory AUM

$1,184,227,663

Main clients

Individuals and high net worth (81% of AUM)

Private funds

5 funds · Private equity funds

Focus by fund count, roster of Oct 1, 2026

$230,139,613 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$214,812,284 gross assets in 9 funds Private equity funds $111,923,232 (7) Hedge funds $102,889,052 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,184,227,663	Individuals and high net worth (81%)
Jul 2025 to Mar 2026	$1,230,249,430	Individuals and high net worth (82%)
Apr 2025 to Jun 2025	$1,228,995,614	Individuals and high net worth (82%)
Apr 2024 to Mar 2025	$1,185,649,921	Individuals and high net worth (82%)
May 2023 to Mar 2024	$1,051,900,716	Individuals and high net worth (83%)
Apr 2023	$1,051,900,716	Individuals and high net worth (83%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.7% of the book (60%+)

Turnover

Low turnover

3.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.4 quarters (12+), a floor since 57.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 94.6%; sector active share 89.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

66 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

49.0%

+4.3 pts

Top 5

83.6%

−5.8 pts

Top 10

95.3%

−1.4 pts

HHI

2,767

Highly concentrated−158

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.7%	$308,121,661	55
Financial Services	0.9%	$2,943,192	5
Industrials	0.9%	$2,856,892	2
Consumer Defensive	0.2%	$488,839	1
Technology	0.1%	$419,272	1
Healthcare	0.1%	$415,288	1
Energy	0.1%	$249,259	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
HEFA	iShares Currency Hedged MSCI EAFE ETF	+13,654	712,501	$0
DFLV	Dimensional US Large Cap Value ETF	+12,536	438,039	$17,596,026
DFIV	Dimensional International Value ETF	+7,629	573,645	$32,043,809
VNQ	VANGUARD REAL ESTATE INDEX FUND	+3,868	202,082	$18,112,609
UNP	Union Pacific Corp	+2,916	9,089	$2,473,389
DFIS	Dimensional International Small Cap ETF	+2,781	125,887	$4,560,886
RWX	State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF	+2,528	101,725	$2,580,763
DISV	Dimensional International Small Cap Value ETF	+1,748	210,062	$9,093,583
VONE	VANGUARD RUSSELL 1000 INDEX FUND	+1,425	11,271	$3,877,224
DFUV	Dimensional U.S. Marketwide Value ETF	+1,231	1,048,773	$57,682,515
DFAS	Dimensional U.S. Small Cap ETF	+405	40,469	$3,133,109
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRB	VANGUARD CORE BOND ETF	−49,649	367,635	$27,065,288
IEMG	iShares Trust	−35,735	79,994	$0
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−35,667	459,436	$18,248,797
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−27,027	95,984	$4,640,826
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−7,268	27,975	$1,659,197
IEF	iShares 7-10 Year Treasury Bond ETF	−6,357	318,482	$0
EEM	iShares MSCI Emerging Markets ETF	−6,080	23,397	$1,562,685
SCHH	Schwab U.S. REIT ETF	−1,919	101,489	$2,236,817
DFAT	Dimensional U.S. Targeted Value ETF	−1,914	115,306	$7,660,930
VO	VANGUARD MID-CAP INDEX FUND	−1,764	15,002	$1,176,456
QUAL	iShares MSCI USA Quality Factor ETF	−1,720	338,112	$0
VEA	Vanguard FTSE Developed Markets ETF	−1,536	92,460	$6,528,600
IWB	iShares Russell 1000 ETF	−1,438	80,338	$0
IWC	iShares Micro-Cap ETF	−1,306	57,197	$0
SCHE	Schwab Emerging Markets Equity ETF	−1,259	11,490	$418,810
SCZ	iShares MSCI EAFE Small-Cap ETF	−1,060	105,710	$0
IVV	iShares Core S&P 500 ETF	−984	52,924	$0
DFJ	WisdomTree Japan SmallCap Dividend Fund	−917	54,022	$0
SCHX	Schwab U.S. Large-Cap ETF	−713	40,308	$1,209,240
FREL	Fidelity MSCI Real Estate Index ETF	−693	90,405	$2,457,207
SCHF	Schwab International Equity ETF	−616	20,656	$567,420
IEFA	iShares Core MSCI EAFE ETF	−594	6,399	$0
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−527	5,397	$305,794
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	−432	702,119	$38,581,439
VOO	VANGUARD 500 INDEX FUND	−406	21,879	$15,334,115
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PCPI		473,080	$23,729,692
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	133,098	$5,162,871
SCHA	Schwab U.S. Small-Cap ETF	5,552	$200,593
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $315,494,403 total · filing declares 67 positions · $568,002,475 · as of Sep 30, 2026

All sectors Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFUV	Dimensional U.S. Marketwide Value ETF	Added	1,048,773	+1,231	$57,682,515	+0.1%	18.28%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Reduced	702,119	-432	$38,581,439	+0.5%	12.23%
DFIV	Dimensional International Value ETF	Added	573,645	+7,629	$32,043,809	+4.8%	10.16%
VCRB	VANGUARD CORE BOND ETF	Reduced	367,635	-49,649	$27,065,288	−16.0%	8.58%
PCPI		NEW	473,080	NEW	$23,729,692	NEW	7.52%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	459,436	-35,667	$18,248,797	−9.3%	5.78%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	202,082	+3,868	$18,112,609	−5.2%	5.74%
DFLV	Dimensional US Large Cap Value ETF	Added	438,039	+12,536	$17,596,026	+4.6%	5.58%
VOO	VANGUARD 500 INDEX FUND	Reduced	21,879	-406	$15,334,115	+0.2%	4.86%
DISV	Dimensional International Small Cap Value ETF	Added	210,062	+1,748	$9,093,583	+8.8%	2.88%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	115,306	-1,914	$7,660,930	−6.5%	2.43%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	92,460	-1,536	$6,528,600	−2.5%	2.07%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	95,984	-27,027	$4,640,826	−22.8%	1.47%
DFIS	Dimensional International Small Cap ETF	Added	125,887	+2,781	$4,560,886	+5.8%	1.45%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Added	11,271	+1,425	$3,877,224	+16.3%	1.23%
DFAS	Dimensional U.S. Small Cap ETF	Added	40,469	+405	$3,133,109	−5.0%	0.99%
RWX	State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF	Added	101,725	+2,528	$2,580,763	−3.7%	0.82%
UNP	Union Pacific Corp Industrials	Added	9,089	+2,916	$2,473,389	+47.3%	0.78%
FREL	Fidelity MSCI Real Estate Index ETF	Reduced	90,405	-693	$2,457,207	−7.9%	0.78%
SCHH	Schwab U.S. REIT ETF	Reduced	101,489	-1,919	$2,236,817	−8.7%	0.71%
VB	Vanguard Index Funds	Reduced	6,575	-66	$1,870,521	−7.1%	0.59%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	27,975	-7,268	$1,659,197	−21.1%	0.53%
EEM	iShares MSCI Emerging Markets ETF	Reduced	23,397	-6,080	$1,562,685	−22.5%	0.50%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	40,308	-713	$1,209,240	+0.2%	0.38%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	15,002	-1,764	$1,176,456	−12.9%	0.37%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Held	7,373	0	$1,144,658	+0.6%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,998	0	$994,904	−0.5%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,705	-177	$894,895	−5.1%	0.28%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.24%
SPY	Spdr S&P 500 ETF Trust	Held	771	0	$587,987	+2.1%	0.19%
SCHF	Schwab International Equity ETF	Reduced	20,656	-616	$567,420	−3.7%	0.18%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	1,329	0	$497,364	+1.1%	0.16%
WMT	Walmart Inc. Consumer Defensive	Held	4,704	0	$488,839	−8.2%	0.15%
VTV	VANGUARD VALUE INDEX FUND	Reduced	2,127	-38	$459,602	−2.6%	0.15%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	13,652	-84	$454,748	−4.9%	0.14%
SCHC	Schwab International Small-Cap Equity ETF	Reduced	8,839	-40	$439,651	+2.9%	0.14%
AAPL	Apple Inc. Technology	Reduced	1,259	-225	$419,272	−2.4%	0.13%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	11,490	-1,259	$418,810	−9.4%	0.13%
SYK	Stryker Corp Healthcare	Reduced	1,508	-179	$415,288	−21.8%	0.13%
CAT	Caterpillar Inc Industrials	Held	473	0	$383,503	−23.9%	0.12%
AFL	Aflac Inc Financial Services	Held	2,741	0	$306,388	−4.7%	0.10%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	5,397	-527	$305,794	−12.5%	0.10%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	866	0	$304,702	+2.3%	0.10%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	2,376	0	$298,591	+5.1%	0.09%
TPL	Texas Pacific Land Corp Energy	Held	765	0	$249,259	−25.5%	0.08%
XLF	State Street Corp Financial Services	Held	3,779	0	$0	−100.0%	0.00%
DFJ	WisdomTree Japan SmallCap Dividend Fund	Reduced	54,022	-917	$0	−100.0%	0.00%
EFA	iShares MSCI EAFE ETF	Reduced	25,646	-355	$0	−100.0%	0.00%
EWY	iShares Trust	Held	1,731	0	$0	−100.0%	0.00%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	712,501	+13,654	$0	−100.0%	0.00%

Showing the top 50 of 66 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.