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Portfolio (Quarterly) Guide ↗

SENTRY INVESTMENT MANAGEMENT LLC

· CIK 0000089014
13F Portfolio $152M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 514 New
Page 25 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BAX BAXTER INTL INC Healthcare 1,412.0 $27K 0.02% NEW $19.12 -7.0%
482 BXP BOSTON PROPERTIES INC Real Estate 400.0 $27K 0.02% NEW $67.50 -11.2%
483 CRL CHARLES RIVER LAB INTL INC Healthcare 135.0 $27K 0.02% NEW $200.00 -24.6%
484 MRNA MODERNA INC Healthcare 924.0 $27K 0.02% NEW $29.22 +67.8%
485 NWSA NEWS CORP Communication Services 1,041.0 $27K 0.02% NEW $25.94 -0.1%
486 NCLH NORWEGIAN CRUISE LINE HOLDINGS Consumer Cyclical 1,212.0 $27K 0.02% NEW $22.28 -30.3%
487 TECH BIO-TECHNE CORP Healthcare 434.0 $26K 0.02% NEW $59.91 -27.7%
488 MOH MOLINA HEALTHCARE INC Healthcare 149.0 $26K 0.02% NEW $174.50 +6.0%
489 SWKS SKYWORKS SOLUTIONS INC Technology 410.0 $26K 0.02% NEW $63.41 +8.1%
490 APA APA CORP Energy 978.0 $24K 0.02% NEW $24.54 +63.6%
491 FOX FOX CORP Communication Services 362.0 $24K 0.02% NEW $66.30 -12.7%
492 CAG CONAGRA FOODS INC Consumer Defensive 1,313.0 $23K 0.01% NEW $17.52 -21.3%
493 GNRC GENERAC HOLDINGS INC Industrials 163.0 $22K 0.01% NEW $134.97 +95.4%
494 LKQ LKQ CORPORATION Consumer Cyclical 714.0 $22K 0.01% NEW $30.81 -20.1%
495 MTCH MATCH GROUP INC Communication Services 675.0 $22K 0.01% NEW $32.59 +8.6%
496 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 472.0 $22K 0.01% NEW $46.61 -12.4%
497 ARE ALEXANDRIA REAL ESTATE EQUITIE Real Estate 423.0 $21K 0.01% NEW $49.65 -6.0%
498 FRT FEDERAL REALTY INVESTMENT Real Estate 213.0 $21K 0.01% NEW $98.59 +14.8%
499 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 569.0 $21K 0.01% NEW $36.91 +0.2%
500 MOS MOSAIC CO/THE Basic Materials 869.0 $21K 0.01% NEW $24.17 -10.0%
Page 25 of 26  ·  514 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 11.9%
Communication Services 11.0%
Consumer Cyclical 10.6%
Healthcare 9.6%
Industrials 7.5%
Consumer Defensive 4.8%
Energy 2.9%
Utilities 2.5%
Real Estate 1.9%