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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 8 of 26  ·  514 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOC NORTHROP GRUMMAN CORP Industrials 337.0 $192K 0.13% NEW $569.73 -3.5%
142 FCX FREEPORT-MCMORAN INC Basic Materials 3,770.0 $191K 0.12% NEW $50.66 +19.4%
143 ABNB AIRBNB INC Consumer Cyclical 1,398.0 $190K 0.12% NEW $135.91 -3.5%
144 HCA HCA HOLDINGS INC Healthcare 405.0 $189K 0.12% NEW $466.67 -9.4%
145 NKE NIKE INC Consumer Cyclical 2,953.0 $188K 0.12% NEW $63.66 -33.1%
146 UPS UNITED PARCEL SERVICE-CL B Industrials 1,882.0 $187K 0.12% NEW $99.36 -3.9%
147 WBD WARNER BROS DISCOVERY INC Communication Services 6,465.0 $186K 0.12% NEW $28.77 -6.2%
148 EMR EMERSON ELECTRIC CO Industrials 1,404.0 $186K 0.12% NEW $132.48 -0.2%
149 SHW SHERWIN-WILLIAMS CO Basic Materials 571.0 $185K 0.12% NEW $323.99 -6.5%
150 AZO AUTOZONE INC Consumer Cyclical 54.0 $183K 0.12% NEW $3388.89 -1.2%
151 WMB WILLIAMS COS INC Energy 3,016.0 $181K 0.12% NEW $60.01 +29.5%
152 CI CIGNA GROUP Healthcare 658.0 $181K 0.12% NEW $275.08 +5.9%
153 CENCORA INC 532.0 $180K 0.12% NEW $338.35
154 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 643.0 $179K 0.12% NEW $278.38 -9.3%
155 GLW CORNING INC Technology 1,984.0 $174K 0.11% NEW $87.70 +103.6%
156 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 3,216.0 $173K 0.11% NEW $53.79 +14.6%
157 MPC MARATHON PETROLEUM CORP Energy 1,052.0 $171K 0.11% NEW $162.55 +59.7%
158 AJG ARTHUR J GALLAGHER & CO Financial Services 660.0 $171K 0.11% NEW $259.09 -21.5%
159 CMI CUMMINS INC Industrials 333.0 $170K 0.11% NEW $510.51 +29.2%
160 CSX CSX CORP Industrials 4,575.0 $166K 0.11% NEW $36.28 +27.3%
Page 8 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%