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Portfolio (Quarterly) Guide ↗

GenTrust, LLC

· CIK 0001697110
13F Portfolio $2.3B AUM 282 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 100 Added 75 Reduced 50 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 6,458.0 $1.0M 0.04% +611.0 +10.4% $159.70 -0.9%
42 XLI SELECT SECTOR SPDR TR 6,372.0 $1.0M 0.04% +5K +304.3% $161.73 +6.2%
43 XLV SELECT SECTOR SPDR TR 6,728.0 $986K 0.04% +942.0 +16.3% $146.60 +2.2%
44 TECHNIPFMC PLC 14,178.0 $981K 0.04% +3K +21.8% $69.18
45 CB CHUBB LTD SWITZ Financial Services 2,924.0 $956K 0.04% +424.0 +17.0% $326.89 +0.3%
46 EIX EDISON INTL Utilities 12,736.0 $932K 0.04% +3K +37.5% $73.18 -2.7%
47 LLY ELI LILLY & CO Healthcare 952.0 $875K 0.04% +175.0 +22.5% $919.52 +15.8%
48 FDX FEDEX CORP Industrials 2,340.0 $837K 0.04% +353.0 +17.8% $357.58 +10.2%
49 AVGO BROADCOM INC Technology 2,497.0 $773K 0.03% +1K +74.2% $309.51 +33.8%
50 VTIP VANGUARD MALVERN FDS 14,948.0 $747K 0.03% +410.0 +2.8% $49.95 +0.5%
51 BLK BLACKROCK INC Financial Services 764.0 $735K 0.03% +323.0 +73.2% $961.84 +11.6%
52 ABNB AIRBNB INC Consumer Cyclical 5,750.0 $726K 0.03% +970.0 +20.3% $126.28 +4.8%
53 GD GENERAL DYNAMICS CORP Industrials 2,093.0 $718K 0.03% +95.0 +4.8% $343.22 -0.1%
54 LMT LOCKHEED MARTIN CORP Industrials 1,176.0 $711K 0.03% +209.0 +21.6% $604.39 -11.8%
55 GE GE AEROSPACE Industrials 2,500.0 $710K 0.03% +990.0 +65.6% $284.18 +6.6%
56 WDC WESTERN DIGITAL CORP Technology 2,605.0 $705K 0.03% +601.0 +30.0% $270.49 +79.0%
57 CNC CENTENE CORP DEL Healthcare 20,774.0 $680K 0.03% +2K +13.0% $32.74 +80.6%
58 REGN REGENERON PHARMACEUTICALS Healthcare 859.0 $664K 0.03% +290.0 +51.0% $772.76 -17.3%
59 BK BANK NEW YORK MELLON CORP Financial Services 5,564.0 $660K 0.03% +41.0 +0.7% $118.63 +17.4%
60 GEV GE VERNOVA INC Utilities 734.0 $641K 0.03% +345.0 +88.7% $873.48 +18.9%
Page 3 of 5  ·  100 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
Financial Services 57.1%
Technology 19.8%
Consumer Cyclical 9.4%
Communication Services 4.8%
Energy 2.8%
Industrials 1.8%
Healthcare 1.7%
Consumer Defensive 0.9%
Basic Materials 0.9%
Utilities 0.7%