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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL Healthcare 3,344.0 $635K 0.03% +1K +46.7% $189.98 -9.6%
62 PSX PHILLIPS 66 Energy 3,398.0 $619K 0.03% +222.0 +7.0% $182.18 -2.4%
63 JBHT HUNT J B TRANS SVCS INC Industrials 2,814.0 $596K 0.03% +758.0 +36.9% $211.90 +24.7%
64 NEM NEWMONT CORP Basic Materials 5,145.0 $557K 0.02% +604.0 +13.3% $108.25 +2.3%
65 V VISA INC Financial Services 1,611.0 $487K 0.02% +394.0 +32.4% $302.15 +7.9%
66 UNH UNITEDHEALTH GROUP INC Healthcare 1,730.0 $468K 0.02% +577.0 +50.0% $270.59 +40.4%
67 DG DOLLAR GEN CORP Consumer Defensive 3,792.0 $450K 0.02% +787.0 +26.2% $118.73 -13.0%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,317.0 $446K 0.02% +77.0 +6.2% $338.89 +21.9%
69 NOW SERVICENOW INC Technology 3,874.0 $405K 0.02% +2K +74.5% $104.55 -2.9%
70 USMV ISHARES TR 4,351.0 $404K 0.02% +377.0 +9.5% $92.74 +4.2%
71 DTD WISDOMTREE TR 4,411.0 $381K 0.02% +1K +33.0% $86.36 +7.6%
72 USB US BANCORP Financial Services 7,172.0 $377K 0.02% +431.0 +6.4% $52.53 +4.5%
73 ORCL ORACLE CORP Technology 2,515.0 $370K 0.02% +464.0 +22.6% $147.12 +31.3%
74 MLI MUELLER INDS INC Industrials 3,251.0 $360K 0.01% +686.0 +26.7% $110.80 +23.7%
75 NYT NEW YORK TIMES CO MTN BE Communication Services 4,206.0 $352K 0.01% +1K +32.7% $83.73 -11.8%
76 CRH PLC 3,304.0 $348K 0.01% +1K +50.6% $105.37
77 C CITIGROUP INC Financial Services 3,066.0 $348K 0.01% +209.0 +7.3% $113.41 +11.2%
78 SF STIFEL FINL CORP Financial Services 4,638.0 $343K 0.01% +3K +185.6% $73.92 -1.6%
79 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,541.0 $335K 0.01% +781.0 +44.4% $131.74 +18.8%
80 FORTINET INC 3,934.0 $321K 0.01% +708.0 +21.9% $81.72
Page 4 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%