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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 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TUA SIMPLIFY EXCHANGE TRADED FUN 2,883,134.0 $60.8M 2.60% NEW $21.10 -2.8%
2 XLRE SELECT SECTOR SPDR TR 174,064.0 $7.1M 0.30% NEW $40.83 +9.1%
3 AMD ADVANCED MICRO DEVICES INC Technology 34,317.0 $7.0M 0.30% NEW $203.43 +129.8%
4 IEI ISHARES TR 52,086.0 $6.2M 0.26% NEW $118.60 -1.2%
5 XLB SELECT SECTOR SPDR TR 19,083.0 $954K 0.04% NEW $49.97 +0.6%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 918.0 $915K 0.04% NEW $996.43 +3.2%
7 XLP SELECT SECTOR SPDR TR 10,863.0 $891K 0.04% NEW $81.98 +3.4%
8 TER TERADYNE INC Technology 2,087.0 $619K 0.03% NEW $296.42 +20.9%
9 BILS SPDR SERIES TRUST 4,119.0 $410K 0.02% NEW $99.43 -0.1%
10 MRSH MARSH & MCLENNAN COS INC Financial Services 2,303.0 $399K 0.02% NEW $173.45 -5.4%
11 FIVE FIVE BELOW INC Consumer Cyclical 1,659.0 $379K 0.02% NEW $228.48 -3.9%
12 EME EMCOR GROUP INC Industrials 504.0 $372K 0.02% NEW $738.31 +15.0%
13 PG PROCTER & GAMBLE CO Consumer Defensive 2,537.0 $366K 0.02% NEW $144.44 +0.0%
14 VRT VERTIV HOLDINGS CO Industrials 1,402.0 $351K 0.01% NEW $250.58 +30.7%
15 PINNACLE FINL PARTNERS INC 4,039.0 $348K 0.01% NEW $86.14
16 LITE LUMENTUM HLDGS INC Technology 488.0 $343K 0.01% NEW $702.76 +34.7%
17 DAL DELTA AIR LINES INC Industrials 4,943.0 $329K 0.01% NEW $66.48 +14.5%
18 ASML ASML HLDG NV Technology 248.0 $328K 0.01% NEW $1321.63 +23.6%
19 DOW DOW HLDGS INC Basic Materials 7,791.0 $324K 0.01% NEW $41.65 -13.5%
20 CRM SALESFORCE INC Technology 1,697.0 $317K 0.01% NEW $186.69 -3.5%
Page 1 of 3  ·  51 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%